MS · Morgan Stanley
Financial Services NYQ United States morganstanley.com ↗
BULLISH BUY
Val Gro Qua Mom Sta Cap P/S4.10 P/E Fwd P/E14.91 PEG2.08 52W –  RSI Target$236.38 (+16.4%) Beta1.22 Div1.96%
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RSI (14)
Pattern Overlays
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Capital Markets New York, United States 82,944 employees
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
52-Week Range
52W Low 52W High
Position in Range
RSI (14)
0 · Oversold RSI 36 Overbought · 100
Signal Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
4Bullish
1Bearish
0Neutral
▲ Bull Flag — Breakout after +11% pole — bullish continuation
▲ Double Bottom — Two lows ~$185.35 — bullish reversal confirmed
▲ Bull Flag — Breakout after +16% pole — bullish continuation
▲ Bull Flag — Breakout after +12% pole — bullish continuation
▼ Double Top — Two peaks ~$231.36 — bearish reversal confirmed

View overlays on the price chart via Chart tab → Pattern Overlays.

Next Earnings Oct 14, 2026
Beat Rate 100%
Consensus BUY
Analyst Upside +16.4%
EPS — History & Forecast
Estimate Beat Miss Forecast
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Revenue — History & Forecast
Revenue Forecast
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EPS Beat Rate
100% 8/8 quarters
Wall Street Consensus
BUY
11
12
2
BuyHoldSell
Price Target Range
$236.38 +16.4% upside
Low $184 High $262
Consensus Current price
Wall Street Analyst Ratings
FirmRatingChangeActionDate
HSBC Hold ↔ Maintain 2026-07-21
BMO Capital Outperform ↔ Maintain 2026-07-17
Freedom Broker Buy Hold Buy ▲ Upgrade 2026-07-17
Evercore ISI Group Outperform ↔ Maintain 2026-07-17
Citigroup Neutral ↔ Maintain 2026-07-17
JP Morgan Neutral ↔ Maintain 2026-07-16
Wells Fargo Equal-Weight ↔ Maintain 2026-07-16
Barclays Overweight ↔ Maintain 2026-07-16
Keefe, Bruyette & Woods Outperform ↔ Maintain 2026-07-16
B of A Securities Buy ↔ Maintain 2026-07-07
UBS Buy ↔ Maintain 2026-07-07
Goldman Sachs Neutral ↔ Maintain 2026-07-06
Oppenheimer Underperform Perform Underperform ▼ Downgrade 2026-06-30
RBC Capital Sector Perform ↔ Reiterate 2026-04-16
Citizens Market Perform ↔ Reiterate 2026-04-16
Wolfe Research Outperform Peer Perform Outperform ▲ Upgrade 2025-11-24
HSBC 2026-07-21
Hold ↔ Maintain
BMO Capital 2026-07-17
Outperform ↔ Maintain
Freedom Broker 2026-07-17
Buy (from Hold) ▲ Upgrade
Evercore ISI Group 2026-07-17
Outperform ↔ Maintain
Citigroup 2026-07-17
Neutral ↔ Maintain
JP Morgan 2026-07-16
Neutral ↔ Maintain
Wells Fargo 2026-07-16
Equal-Weight ↔ Maintain
Barclays 2026-07-16
Overweight ↔ Maintain
Keefe, Bruyette & Woods 2026-07-16
Outperform ↔ Maintain
B of A Securities 2026-07-07
Buy ↔ Maintain
UBS 2026-07-07
Buy ↔ Maintain
Goldman Sachs 2026-07-06
Neutral ↔ Maintain
Oppenheimer 2026-06-30
Underperform (from Perform) ▼ Downgrade
RBC Capital 2026-04-16
Sector Perform ↔ Reiterate
Citizens 2026-04-16
Market Perform ↔ Reiterate
Wolfe Research 2025-11-24
Outperform (from Peer Perform) ▲ Upgrade
Profitability
Gross Margin 87.64%TTM
Op. Margin 41.57%TTM
ROE N/ATTM
Rev. Growth 28.00%YoY
Free Cash Flow N/ATTM
FCF Yield TTM
Balance Sheet
Debt / Equity 502.25MRQ
Current Ratio N/AMRQ
Cash 663.30BMRQ
Total Debt 579.51BMRQ
Net Debt MRQ
Income
Div. Yield 1.96%TTM
Annual Rate 4.60Fwd
Payout Ratio 32.31%TTM
Dividend History
Payout Ratio (TTM): 32.31%
DateAmount / ShareYield at Payment
2026-04-30 $1.0000 0.53%
2026-01-30 $1.0000 0.55%
2025-10-31 $1.0000 0.62%
2025-07-31 $1.0000 0.71%
2025-04-30 $0.9250 0.82%
2025-01-31 $0.9250 0.69%
2024-10-31 $0.9250 0.83%
2024-07-31 $0.9250 0.94%
2024-04-29 $0.8500 0.97%
2024-01-30 $0.8500 1.03%
2023-10-30 $0.8500 1.30%
2023-07-28 $0.8500 1.01%
2023-04-28 $0.7750 0.95%
2023-01-30 $0.7750 0.90%
2022-10-28 $0.7750 1.05%
2022-07-28 $0.7750 1.05%
2022-04-28 $0.7000 0.96%
2022-01-28 $0.7000 0.79%
2021-10-28 $0.7000 0.79%
2021-07-29 $0.7000 0.85%
2021-04-29 $0.3500 0.49%
2021-01-28 $0.3500 0.60%
2020-10-29 $0.3500 0.86%
2020-07-30 $0.3500 0.85%
2020-04-29 $0.3500 1.03%
2020-01-30 $0.3500 0.79%
2019-10-30 $0.3500 0.92%
2019-07-30 $0.3500 0.96%
2019-04-29 $0.3000 0.77%
2019-01-30 $0.3000 0.88%
2018-10-30 $0.3000 0.85%
2018-07-30 $0.3000 0.75%
2018-04-27 $0.2500 0.61%
2018-01-30 $0.2500 0.56%
2017-10-30 $0.2500 0.64%
2017-07-27 $0.2500 0.69%
2017-04-27 $0.2000 0.60%
2017-01-27 $0.2000 0.60%
2016-10-27 $0.2000 0.78%
2016-07-27 $0.2000 0.91%
How MS Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
QuarterRevenueRev YoYGross Profit Op. IncomeNet IncomeNet YoY Gross %Op %Net %
Full Key Statistics
Valuation
Market Cap319.32B
Enterprise Value246.38B
Trailing P/E17.10
Forward P/E14.91
PEG Ratio (5yr)2.08
Price/Sales (ttm)4.10
Price/Book (mrq)3.07
EV/Revenue3.17
EV/EBITDAN/A
Share Statistics
Avg Vol (3m)5.94M
Shares Outstanding1.57B
Float1.19B
% Held by Insiders24.40%
% Held by Institutions62.99%
Short Ratio0.00
Short % of Float0.00%
Profitability
Gross Margin87.64%
Operating Margin (ttm)41.57%
Profit Margin25.90%
Return on Assets (ttm)N/A
Return on Equity (ttm)N/A
Income Statement
Revenue (ttm)77.83B
Revenue Growth (yoy)28.00%
Gross Profit (ttm)68.21B
EBITDAN/A
Net Income (ttm)19.55B
Diluted EPS (ttm)11.88
EPS Growth (yoy)62.40%
Balance Sheet
Total Cash (mrq)663.30B
Total Debt (mrq)579.51B
Debt / Equity (mrq)502.25
Current Ratio (mrq)N/A
Book Value / Share66.18
Operating CF (ttm)N/A
Free Cash Flow (ttm)N/A
Trading & Dividends
Beta (5Y)1.22
50-Day MA213.62
200-Day MA183.83
Fwd Dividend Yield217.00%
Payout Ratio32.31%
Ownership Breakdown
Institutional 62.99% Insider 24.40% Public 12.6%
Short Interest 0.00% of float
Low
Institutional 13F Holdings

Famous investors who disclosed a position in MS in their latest SEC 13F filing.

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Insider Transactions
DateInsiderRoleTransactionSharesValue
2026-07-17 PIZZI MICHAEL A Officer Sale at price 215.00 - 216.88 per share. 24,165 $5,208,825
2026-07-16 YESHAYA SHARON Chief Financial Officer Sale at price 222.51 per share. 15,554 $3,460,921
2026-06-01 NALLY DENNIS M Director Stock Award(Grant) at price 0.00 - 209.96 per share. 1,655 $72,500
2026-06-01 JAMES ERIKA HAYES Director Stock Award(Grant) at price 0.00 per share. 1,309
2026-06-01 MEGAN BUTLER Director Stock Award(Grant) at price 0.00 per share. 1,309
2026-06-01 HERZ ROBERT H Director Stock Award(Grant) at price 0.00 per share. 1,309
2026-06-01 LEIBOWITZ SHELLEY B Director Stock Award(Grant) at price 0.00 per share. 1,309
2026-06-01 MISCIK JUDITH A Director Stock Award(Grant) at price 0.00 per share. 1,309
2026-06-01 PETERSON DOUGLAS L Director Stock Award(Grant) at price 0.00 - 209.96 per share. 1,583 $57,500
2026-06-01 TRAQUINA PERRY M Director Stock Award(Grant) at price 0.00 - 209.96 per share. 1,678 $77,500
2026-06-01 GOOD LYNN J Director Stock Award(Grant) at price 0.00 - 209.96 per share. 1,583 $57,500
2026-06-01 WILKINS RAYFORDJR Director Stock Award(Grant) at price 0.00 per share. 1,309
2026-06-01 GLOCER THOMAS HENRY Director Stock Award(Grant) at price 0.00 - 209.96 per share. 1,821 $107,500
2026-06-01 SCHAPIRO MARY L Director Stock Award(Grant) at price 0.00 per share. 1,309
2026-04-20 GROSSMAN ERIC F Officer Sale at price 190.00 - 191.50 per share. 11,118 $2,120,758
2026-04-17 SIMKOWITZ DANIEL A President Stock Gift at price 0.00 per share. 8,000
2026-04-17 SIMKOWITZ DANIEL A President Sale at price 189.24 per share. 14,690 $2,779,987
2026-04-16 CRAWLEY MANDELL L. Officer Stock Gift at price 0.00 per share. 1,053
2026-04-16 YESHAYA SHARON Chief Financial Officer Stock Gift at price 0.00 per share. 9,172
2026-04-16 SAPERSTEIN ANDREW MICHAEL President Sale at price 187.20 - 192.12 per share. 51,668 $9,744,322
2026-04-16 CRAWLEY MANDELL L. Officer Sale at price 187.25 - 189.05 per share. 16,129 $3,035,755
2026-03-12 PICK EDWARD N. Chief Executive Officer Stock Award(Grant) at price 0.00 per share. 60,897
2026-03-12 CRAWLEY MANDELL L. Officer Stock Award(Grant) at price 0.00 per share. 9,666
2026-03-12 SIMKOWITZ DANIEL A President Stock Award(Grant) at price 0.00 per share. 32,865
2026-03-12 YESHAYA SHARON Chief Financial Officer Stock Award(Grant) at price 0.00 per share. 17,399
PIZZI MICHAEL A Officer
Sale at price 215.00 - 216.88 per share.
2026-07-17 24,165 sh $5,208,825
YESHAYA SHARON Chief Financial Officer
Sale at price 222.51 per share.
2026-07-16 15,554 sh $3,460,921
NALLY DENNIS M Director
Stock Award(Grant) at price 0.00 - 209.96 per share.
2026-06-01 1,655 sh $72,500
JAMES ERIKA HAYES Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01 1,309 sh
MEGAN BUTLER Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01 1,309 sh
HERZ ROBERT H Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01 1,309 sh
LEIBOWITZ SHELLEY B Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01 1,309 sh
MISCIK JUDITH A Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01 1,309 sh
PETERSON DOUGLAS L Director
Stock Award(Grant) at price 0.00 - 209.96 per share.
2026-06-01 1,583 sh $57,500
TRAQUINA PERRY M Director
Stock Award(Grant) at price 0.00 - 209.96 per share.
2026-06-01 1,678 sh $77,500
GOOD LYNN J Director
Stock Award(Grant) at price 0.00 - 209.96 per share.
2026-06-01 1,583 sh $57,500
WILKINS RAYFORDJR Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01 1,309 sh
GLOCER THOMAS HENRY Director
Stock Award(Grant) at price 0.00 - 209.96 per share.
2026-06-01 1,821 sh $107,500
SCHAPIRO MARY L Director
Stock Award(Grant) at price 0.00 per share.
2026-06-01 1,309 sh
GROSSMAN ERIC F Officer
Sale at price 190.00 - 191.50 per share.
2026-04-20 11,118 sh $2,120,758
SIMKOWITZ DANIEL A President
Stock Gift at price 0.00 per share.
2026-04-17 8,000 sh
SIMKOWITZ DANIEL A President
Sale at price 189.24 per share.
2026-04-17 14,690 sh $2,779,987
CRAWLEY MANDELL L. Officer
Stock Gift at price 0.00 per share.
2026-04-16 1,053 sh
YESHAYA SHARON Chief Financial Officer
Stock Gift at price 0.00 per share.
2026-04-16 9,172 sh
SAPERSTEIN ANDREW MICHAEL President
Sale at price 187.20 - 192.12 per share.
2026-04-16 51,668 sh $9,744,322
CRAWLEY MANDELL L. Officer
Sale at price 187.25 - 189.05 per share.
2026-04-16 16,129 sh $3,035,755
PICK EDWARD N. Chief Executive Officer
Stock Award(Grant) at price 0.00 per share.
2026-03-12 60,897 sh
CRAWLEY MANDELL L. Officer
Stock Award(Grant) at price 0.00 per share.
2026-03-12 9,666 sh
SIMKOWITZ DANIEL A President
Stock Award(Grant) at price 0.00 per share.
2026-03-12 32,865 sh
YESHAYA SHARON Chief Financial Officer
Stock Award(Grant) at price 0.00 per share.
2026-03-12 17,399 sh