Index
S&P 500
Market Cap
339.90B
Enterprise Value
-
Income
19.55B
Sales
128.76B
Book/sh
67.80
Cash/sh
-
Employees
83000
IPO
Mar 21, 1986
P/E
17.42
Forward P/E
15.87
PEG
1.23
P/S
2.64
P/B
3.18
P/C
-
P/FCF
8.71
EV/EBITDA
-
EV/Sales
-
Quick Ratio
-
Current Ratio
1.39
Debt/Eq
3.59
LT Debt/Eq
3.29
Option/Short
Yes / Yes
EPS (ttm)
12.37
EPS next Y
13.58
EPS next Q
3.12
EPS this Y
25.10%
EPS next Y
6.28%
EPS next 5Y
12.94%
EPS past 3/5Y
18.38% 9.56%
Sales past 3/5Y
21.96% 17.76%
EPS Y/Y TTM
40.08%
Sales Y/Y TTM
17.82%
EPS Q/Q
62.49%
Sales Q/Q
17.22%
Insider Own
24.16%
Insider Trans
-0.07%
Inst Own
63.02%
Inst Trans
-1.20%
ROA
1.33%
ROE
17.95%
ROIC
4.04%
Gross Margin
-
Oper. Margin
20.17%
Profit Margin
15.18%
SMA20
-1.90%
SMA50
2.46%
SMA200
18.68%
Trades
Shs Outstand
1.57B
Shs Float
1.20B
52W High
232.25 -7.21%
52W Low
136.17 58.26%
Volatility
4.35% 2.95%
ATR (14)
7.14
RSI (14)
48.33
Beta
1.22
Rel Volume
1.35
Avg Volume
5.80M
Volume
7,852,153
Perf Week
-3.05%
Perf Month
-2.41%
Perf Quarter
15.04%
Perf Half Y
19.21%
Perf YTD
21.39%
Perf Year
52.95%
Perf 3Y
149.51%
Perf 5Y
136.16%
Perf 10Y
669.37%
Prev Close
218.37
Price
215.50
Change
-1.31%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-30-26 Downgrade
Oppenheimer
Perform → Underperform
Apr-27-26 Upgrade
Erste Group
Hold → Buy
Apr-07-26 Upgrade
UBS
Neutral → Buy
$196
Mar-05-26 Downgrade
Erste Group
Buy → Hold
Nov-24-25 Upgrade
Wolfe Research
Peer Perform → Outperform
Oct-03-25 Initiated
BMO Capital Markets
Outperform
$180
Jul-09-25 Upgrade
Keefe Bruyette
Mkt Perform → Outperform
$160
Nov-26-24 Downgrade
HSBC Securities
Buy → Hold
Nov-15-24 Upgrade
Wells Fargo
Underweight → Equal Weight
$142
Oct-04-24 Upgrade
HSBC Securities
Hold → Buy
$118
Sep-11-24 Downgrade
Goldman
Buy → Neutral
Aug-02-24 Downgrade
Wells Fargo
Equal Weight → Underweight
$99 → $95
Jul-17-24 Downgrade
Oppenheimer
Outperform → Perform
Jan-17-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$102 → $91
Jan-17-24 Downgrade
JP Morgan
Overweight → Neutral
$94 → $87
Jan-09-24 Downgrade
HSBC Securities
Buy → Hold
$96
Nov-28-23 Downgrade
Societe Generale
Buy → Hold
Nov-20-23 Downgrade
Exane BNP Paribas
Outperform → Neutral
$85
Oct-23-23 Downgrade
Odeon
Buy → Hold
$79.15
Oct-20-23 Upgrade
Wolfe Research
Underperform → Peer Perform
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08:30AM
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07:53AM
(Private Banker International)
06:09AM
Jul-15-26 10:00PM
(The Wall Street Journal)
07:45PM
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(Investor's Business Daily)
11:32AM
11:28AM
11:26AM
11:09AM
10:54AM
10:12AM
09:56AM
09:21AM
(The Wall Street Journal)
08:41AM
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07:52AM
07:51AM
(The Wall Street Journal)
07:34AM
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Jul-14-26 06:05PM
05:46PM
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10:51AM
07:04AM
Jul-13-26 05:33PM
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Jul-10-26 10:52AM
10:20AM
03:05AM
Jul-09-26 06:59PM
05:38PM
04:30PM
02:06PM
01:00PM
11:36AM
08:14AM
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Jul-08-26 09:00AM
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Jul-07-26 12:15PM
10:33AM
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02:28AM
Jul-06-26 07:30PM
03:36PM
12:49PM
(Investor's Business Daily)
12:21PM
09:26AM
Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.
CEO & Chairman of the Board Mr. Edward N. Pick
Co-President Mr. Daniel Aaron Simkowitz
Co-President Mr. Andrew Michael Saperstein
Executive VP & CFO Ms. Sharon Yeshaya
Executive VP and Chief Legal & Administrative Officer Mr. Eric F. Grossman
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MICHAEL A. PIZZI REVOCABLE TRU Affiliate Jul 17 '26 Proposed Sale 215.55 24,165 5,208,825 Jul 17 04:17 PM YESHAYA SHARON Chief Financial Officer Jul 16 '26 Sale 222.51 9,172 2,040,862 0 Jul 17 04:07 PM YESHAYA SHARON Chief Financial Officer Jul 16 '26 Sale 222.51 6,382 1,420,059 136,810 Jul 17 04:07 PM Pizzi Michael A. Head Technology & Operations Jul 17 '26 Sale 215.55 24,165 5,208,825 121,770 Jul 17 04:06 PM SHARON YESHAYA Affiliate Jul 16 '26 Proposed Sale 222.51 15,554 3,460,921 Jul 16 04:22 PM MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Apr 20 '26 Proposed Sale 191.43 2,775 531,204 Apr 20 04:38 PM GROSSMAN ERIC F Chief Legal/Admin Officer Apr 20 '26 Sale 190.75 11,118 2,120,758 169,403 Apr 20 04:23 PM ERIC F GROSSMAN Affiliate Apr 20 '26 Proposed Sale 190.75 11,118 2,120,758 Apr 20 04:12 PM SIMKOWITZ DANIEL A Co-President Apr 17 '26 Sale 189.24 14,690 2,779,987 365,802 Apr 17 04:41 PM DANIEL A. SIMKOWITZ Affiliate Apr 17 '26 Proposed Sale 189.24 14,690 2,779,987 Apr 17 04:40 PM SAPERSTEIN ANDREW M Co-President Apr 16 '26 Sale 188.59 51,668 9,744,322 282,142 Apr 17 04:38 PM CRAWLEY MANDELL Chief Client Officer Apr 16 '26 Sale 188.22 16,129 3,035,755 62,529 Apr 17 04:36 PM MANDELL L CRAWLEY Affiliate Apr 16 '26 Proposed Sale 188.22 16,129 3,035,755 Apr 16 04:33 PM ANDY SAPERSTEIN Affiliate Apr 16 '26 Proposed Sale 188.59 51,668 9,744,321 Apr 16 04:32 PM SIMKOWITZ DANIEL A Co-President Jan 30 '26 Sale 182.61 32,968 6,020,313 357,342 Jan 30 04:34 PM DANIEL A. SIMKOWITZ Affiliate Jan 30 '26 Proposed Sale 182.61 32,968 6,020,313 Jan 30 04:26 PM YESHAYA SHARON Chief Financial Officer Jan 20 '26 Sale 185.77 15,838 2,942,176 135,304 Jan 22 04:16 PM SMITH CHARLES A Chief Risk Officer Jan 20 '26 Sale 182.08 8,500 1,547,686 119,128 Jan 22 04:16 PM SAPERSTEIN ANDREW M Co-President Jan 20 '26 Sale 183.62 30,330 5,569,086 280,481 Jan 22 04:15 PM Pizzi Michael A. Head Technology & Operations Jan 20 '26 Sale 184.55 20,000 3,691,000 127,872 Jan 22 04:14 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 20 '26 Sale 184.00 21,555 3,966,137 171,005 Jan 22 04:13 PM CRAWLEY MANDELL Chief Client Officer Jan 20 '26 Sale 183.45 7,860 1,441,879 68,788 Jan 22 04:12 PM MANDELL L CRAWLEY Affiliate Jan 20 '26 Proposed Sale 183.45 7,860 1,441,879 Jan 20 04:59 PM SHARON YESHAYA Affiliate Jan 20 '26 Proposed Sale 185.77 15,838 2,942,176 Jan 20 04:58 PM MICHAEL A. PIZZI REVOCABLE TRU Affiliate Jan 20 '26 Proposed Sale 184.55 20,000 3,691,000 Jan 20 04:55 PM ERIC F GROSSMAN Affiliate Jan 20 '26 Proposed Sale 184.00 21,555 3,966,120 Jan 20 04:53 PM ANDY SAPERSTEIN Affiliate Jan 20 '26 Proposed Sale 183.62 30,330 5,569,085 Jan 20 04:51 PM CHARLES A. SMITH Affiliate Jan 20 '26 Proposed Sale 182.08 8,500 1,547,686 Jan 20 04:47 PM MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Jan 20 '26 Proposed Sale 185.17 3,080 570,311 Jan 20 04:34 PM PICK EDWARD Chairman and CEO Oct 31 '25 Sale 164.34 100,000 16,434,440 574,986 Oct 31 04:42 PM EDWARD PICK Affiliate Oct 31 '25 Proposed Sale 164.34 100,000 16,434,440 Oct 31 04:39 PM MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Oct 17 '25 Proposed Sale 159.84 3,320 530,653 Oct 17 04:23 PM