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MS

Morgan Stanley

218.59

Jul 08 • 10:25AM ET -3.45 (-1.56%)

Financial Capital Markets USA Mega NYSE

Peers: GS JPM BAC C SCHW BLK WFC RJF EVR LAZ

| Held by: VTI VOO IVV SPY VTV XLF VIG VYM SPYM IWD

Scroll to Statements

Index	S&P 500
Market Cap	344.77B
Enterprise Value	-
Income	17.50B
Sales	123.70B
Book/sh	66.18
Cash/sh	-
Dividend Est.	4.25 (1.94%)
Dividend TTM	4.00 (1.83%)
Dividend Ex-Date	Apr 30, 2026
Dividend Gr. 3/5Y	9.28% 22.42%
Payout	37.72%
Employees	83000
IPO	Mar 21, 1986

P/E	19.80
Forward P/E	16.72
PEG	1.42
P/S	2.79
P/B	3.30
P/C	-
P/FCF	8.84
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	1.39
Debt/Eq	4.67
LT Debt/Eq	3.24
Option/Short	Yes / Yes

EPS (ttm)	11.04
EPS next Y	13.07
EPS next Q	2.92
EPS this Y	18.58%
EPS next Y	7.99%
EPS next 5Y	11.76%
EPS past 3/5Y	18.38% 9.56%
Sales past 3/5Y	21.96% 17.76%
EPS Y/Y TTM	29.43%
Sales Y/Y TTM	16.32%
EPS Q/Q	32.15%
Sales Q/Q	13.71%
Earnings	Jul 15 BMO
EPS/Sales Surpr.	13.46% 4.26%

Insider Own	24.16%
Insider Trans	-0.06%
Inst Own	62.97%
Inst Trans	-1.16%
ROA	1.26%
ROE	16.38%
ROIC	3.74%
Gross Margin	-
Oper. Margin	18.78%
Profit Margin	14.15%
SMA20	0.59%
SMA50	6.24%
SMA200	21.84%
Trades

Shs Outstand	1.58B
Shs Float	1.20B
Short Float	1.50%
Short Ratio	3.04
Short Interest	17.92M
52W High	230.47 -5.16%
52W Low	135.26 61.60%
Volatility	2.22% 2.60%
ATR (14)	5.76
RSI (14)	55.77
Beta	1.21
Rel Volume	0.52
Avg Volume	5.90M
Volume	570,053

Perf Week	4.57%
Perf Month	3.14%
Perf Quarter	29.78%
Perf Half Y	17.18%
Perf YTD	23.13%
Perf Year	54.88%
Perf 3Y	162.22%
Perf 5Y	149.41%
Perf 10Y	728.92%
Recom	2.25
Target Price	219.05
Prev Close	222.04
Price	218.59
Change	-1.56%

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

Show Previous Ratings

Today 09:00AM	Morgan Stanley Expansion Capital Makes Growth Investment in Viken Detection (Business Wire)
08:00AM	Susquehanna Puts Up $500 Million for Hedging World Cup Games (Bloomberg)
12:00AM	China cost cuts put US$1T robotaxi market within reach by 2040 (DigiTimes)
Jul-07-26 12:15PM	Governance Veteran Ken Bertsch Joins Anteris Advisors as Senior Advisor (CorpGov.com)
10:33AM	Goldman Sachs and Morgan Stanley split on SpaceX stock price target (Quartz)
10:33AM	Loading…
10:33AM	Goldman Sachs and Morgan Stanley split on SpaceX stock by $1 trillion (Quartz)
09:29AM	Veteran Analyst Firm Turns Bullish on SpaceX -- Sees 90% Upside (GuruFocus.com)
08:14AM	Amazon Seeks to Raise at Least $25 Billion From Bond Sale (Bloomberg)
07:40AM	Tech Weakness Resumes After Samsung Misses Lofty AI Expectations (Bloomberg)
07:35AM	The space bit of SpaceX is worth $9 a share, says Morgan Stanley (Financial Times)
06:49AM	Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths (Bloomberg)
05:33AM	DAL Stock Slips Premarket: Delta Airlines' Rally Faces Wall Street Reality Check Ahead Of Earnings (Stocktwits)
04:20AM	SpaceX's two lead underwriters have a $1 trillion chasm in their valuation as quiet period ends (MarketWatch)
02:28AM	SpaceX Shares Win Early Bullish Calls From Wall Street Brokers (Bloomberg)
Jul-06-26 07:30PM	JPMorgan Says Buy the AI Chip Dip But Morgan Stanley Pushes a Different Bet (BeInCrypto)
03:36PM	Loading…
03:36PM	Morgan Stanley Aims to Integrate Investment Management, Equity Strategies for RIAs (Wealth Management)
12:49PM	Big Bank Stocks Pop Ahead Of Earnings. Why Bullishness Is Growing. (Investor's Business Daily)
12:21PM	Morgan Stanley turns cautious on freight stocks despite stronger cycle outlook (Investing.com)
09:26AM	Is hyperscaler spending expected to slow down any time soon? (Yahoo Finance Video)
09:02AM	Morgan Stanley Infrastructure Partners Announces Investment in Greenlight Electricity Centre (Business Wire)
07:11AM	Morgan Stanley Warns Chip Stocks Momentum Is Fading, Favors Three Hyperscalers JPMorgan Says AI Unlikely To Be Only Trade In Town (Stocktwits)
07:07AM	Brookfields Data Center Firm Csquare Seeks $1.35 Billion in IPO (Bloomberg)
05:07AM	Morgan Stanleys Wilson Sees Rotation From Chips to Hyperscalers (Bloomberg)
Jul-04-26 10:00PM	Investors Looking for Shelter From AI Storm Are Turning to India (Bloomberg)
08:31AM	Oils Stunning Reversal Rekindles Fears of a Global Glut (Bloomberg)
Jul-03-26 08:11PM	Which Retailer Can Deliver My Order the Fastest? (Investing.com)
01:47AM	Citi Says Oil May Slump to $60 as Hormuz Shock Fades Away (Bloomberg)
Jul-02-26 03:57PM	Jersey Mike's Subs files for IPO, targets NYSE listing (Proactive)
02:19PM	Jersey Mike's IPO Will Test Wall Street's Appetite for Restaurant Stocks (Barrons.com)
09:33AM	Bond Investors Pull Back as Central America Rallies Go Too Far (Bloomberg)
05:00AM	Loading…
05:00AM	Morgan Stanley Among Banks Challenging Growing Dollar Optimism (Bloomberg)
04:41AM	SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation (Bloomberg)
Jul-01-26 09:24PM	Mirae Says a Lead Underwriter Confirmed Its SpaceX IPO Orders (Bloomberg)
04:09PM	Wells Fargo Stock Has Lagged Other Banks. Earnings Can Change That. (Barrons.com)
04:28AM	Alphabets $2 Trillion Gain Turns Rock Star Into Question Mark (Bloomberg)
12:00AM	Global M&A Tops $2.5 Trillion After First-Half Deals Surge (Bloomberg)
Jun-30-26 10:59PM	China humanoid robot commercialization accelerates, shipments to reach 50,000 in 2026 (DigiTimes)
02:13PM	Sell Goldman Sachs, Other Bank Stocks. Why It's Time to 'Take the Money and Run.' (Barrons.com)
12:28PM	Bank Stocks Are Doing Great, but It's Time to 'Take the Money and Run' (Barrons.com)
09:49AM	Goldman downgraded, Block upgraded: Wall Street's top analyst calls (The Fly)
08:30AM	Morgan Stanley Cuts Brent Forecast to $75 a Barrel (Oilprice.com)
02:00AM	SpaceX IPO Left Korea Broker With No Shares on Misunderstanding (Bloomberg)
Jun-29-26 08:10PM	Morgan Stanley Cuts Oil Forecasts on Fast Return of Hormuz Flows (Bloomberg)
03:22PM	What's Behind Tesla's Rally Today? (GuruFocus.com)
02:48PM	Quantinuum Stock Fizzled in Its Debut, but Wall Street Calls It a Buy (Barrons.com)
10:27AM	With Over $250B Raised This Year, The IPO Market Is Entering A New Era A Look At What JPMorgan, Morgan Stanley Bankers Expect (Stocktwits)
08:44AM	Morgan Stanley continues to recommend exposure to the broadening theme (Investing.com)
08:35AM	SpaceX Pushes US Share Sales to Record $251 Billion at Midyear (Bloomberg)
Jun-28-26 07:00PM	Wall Street Is Abandoning Bets on a Stronger Euro (Bloomberg)
Jun-26-26 03:06PM	JPMorgan Sues Advisor Who Jumped to Morgan Stanley (Wealth Management)
02:12PM	Week's Best: SpaceX Is Changing Market Indexes. ETF Investors, Take Note. (Barrons.com)
01:51PM	Goldman and Morgan Stanley Fall on OpenAI Delay (GuruFocus.com)
01:35PM	Apple 25% Price Increase Isn't Scaring Wall Street -- Here's Why (GuruFocus.com)
09:08AM	Morgan Stanley BDC holds at 5% redemption cap after requests rise to 11.6% (Pitchbook)
08:07AM	Morgan Stanley flags Fed hike risk if unemployment drops below 4% (Investing.com)
Jun-25-26 09:13PM	SoftBanks Shares Tumble After Report of OpenAIs IPO Delay (Bloomberg)
07:30PM	Chinas Hardware Tech Stocks Look to Earnings to Sustain Rally (Bloomberg)
08:54AM	Morgan Stanley upgrades Qualcomm after $5B data center forecast (Investing.com)
06:52AM	Exclusive-Morgan Stanley was among first global banks to back MFS before boom and bust (Reuters)
Jun-24-26 07:34PM	JPM, GS, MS Stocks Edge Higher After-Hours Banks Lift Dividends And Announce Buybacks After Fed Stress Test (Stocktwits)
04:30PM	Morgan Stanley Announces a Dividend Increase of 15 Cents to $1.15 Per Share and the Reauthorization of a $20 Billion Multi-Year Common Equity Share Repurchase Program (Business Wire)
04:00PM	Big Banks Pass Fed Stress Test, Paving Way for Payouts (Bloomberg)
01:38PM	Broker Wars Are Heating Up as Financial Advisors Think More Like Business Owners (Barrons.com)
11:00AM	Morgan Stanley Bank, N.A. Receives Outstanding Rating for Community Reinvestment Initiatives (Business Wire)
07:34AM	Morgan Stanley caps Q2 withdrawals at North Haven private credit fund (Quartz)
Jun-23-26 08:10PM	Musks SpaceX Adds Billions in Debt While Cutting Interest Costs (Bloomberg)
02:39PM	Merrill Lynch Hires 3 Father-Son Advisory Teams With More Than $1 Billion in Assets (Barrons.com)
02:11PM	SPS Commerce hires Morgan Stanley to explore sale amid activist push - Reuters (Investing.com)
01:18PM	CDW Stock Jumps Nearly 6% Why Morgan Stanley Is Growing More Optimistic On This IT Play (Stocktwits)
07:18AM	Morgan Stanley Keeps Coca-Cola as Its Preferred Beverage Sector Pick (InvestorsHub)
Jun-22-26 04:10PM	Sony Plans Its First Dollar-Bond Sale in Nearly Three Decades (Bloomberg)
02:00PM	Are bitcoin dividend ETFs setting the stage for $4T crypto race on Wall Street? (Yahoo Finance Video)
12:56PM	Morgan Stanley Weighs Expansion to Dallas With $1.33 Billion Office-Building Deal (The Wall Street Journal)
04:29AM	Soaring Profits in Emerging Markets Build Case for a Raging Bull Market (Bloomberg)
Jun-21-26 09:28PM	Aluminums War Shock Blunted by Dark Transits and Chinese Supply (Bloomberg)
Jun-19-26 06:58PM	Kalshi Explores IPO As Its Prediction Market Surges (CryptoProwl)
02:11PM	The Morgan Stanley 0.14% Fee Sets New Floor in Crypto ETF Fee War (99bitcoins)
Jun-18-26 04:45PM	SpaceX Bankers Prepare for Bond Sale of at Least $20 Billion (Bloomberg)
Jun-17-26 07:19PM	Feds Warsh Signals Revamp, But Offers Little Substance on Rates (Bloomberg)
01:45PM	Big Bank Stocks Hit Records Ahead of Fed Meeting (Barrons.com)
12:00PM	The IPO Onslaught Is Forcing Bankers to Pick Teams (The Wall Street Journal)
09:15AM	Snubbing Nvidia for Adobe Costs Florida Stock-Picker $50 Billion (Bloomberg)
Jun-16-26 04:38PM	Oil Falls to Three-Month Low as US-Iran Deal Set to Add Supply (Bloomberg)
03:28PM	Papa John's take-private bid by Irth Capital nets $725M preferred equity, $1B debt (Pitchbook)
02:57PM	Oil Slides Below $80 As Hormuz Supply Rebound Builds (GuruFocus.com)
12:32PM	Morgan Stanley Real Estate Investing Acquires Metra Living from L&Q in Partnership with Ridgeback Group for 1.045 Billion (Business Wire)
10:48AM	Goldman, Morgan Stanley Cut Q4 Oil Forecasts to $80 a Barrel (GuruFocus.com)
09:23AM	SpaceX Investors at US Brokers Got at Least One IPO Share (Bloomberg)
08:37AM	Buy this sector after recent pullback, Morgan Stanley urges investors (Investing.com)
06:46AM	Empty Tankers Entering Gulf Via Hormuz Are Key for Energy Market (Bloomberg)
01:59AM	Chinas Property Stocks Tumble Back to Pre-2024 Stimulus Levels (Bloomberg)
12:20AM	Wall Street Majors Cut Oil Forecasts on Deal to Reopen Hormuz (Bloomberg)
Jun-15-26 02:51PM	Cyclical Rotation Could Power Next US Stock Rally (GuruFocus.com)
02:46PM	Nvidia Taps Bond Market for the First Time in Five Years (GuruFocus.com)
01:40PM	Accenture downgraded by Morgan Stanley as AI spending crowds out IT service demand (Investing.com)
10:45AM	Fox Corp to acquire Roku in $22B deal (Proactive)
08:52AM	Nvidia plans to raise at least $20 billion in bond sale (Investing.com)
07:30AM	Morgan Stanley outlines sectors set to benefit from market broadening (Investing.com)
06:08AM	Morgan Stanleys Wilson Sees US Stock Market Rally Broadening (Bloomberg)
02:21AM	Wall Street Is Gaining Access to New Catastrophe Models to Help Predict Wars (Bloomberg)

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 BoardMr. Edward N. Pick

Co-PresidentMr. Daniel Aaron Simkowitz

Co-PresidentMr. Andrew Michael Saperstein

Executive VP & CFOMs. Sharon Yeshaya

Executive VP and Chief Legal & Administrative OfficerMr. Eric F. Grossman

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
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
YESHAYA SHARON	Chief Financial Officer	Jul 17 '25	Sale	139.81	25,583	3,576,706	0	Jul 18 04:13 PM
SMITH CHARLES A	Chief Risk Officer	Jul 17 '25	Sale	140.30	20,000	2,805,918	119,239	Jul 18 04:12 PM
SIMKOWITZ DANIEL A	Co-President	Jul 17 '25	Sale	141.13	29,000	4,092,628	399,105	Jul 18 04:11 PM
SAPERSTEIN ANDREW M	Co-President	Jul 17 '25	Sale	140.97	43,566	6,141,714	0	Jul 18 04:10 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Jul 18 '25	Proposed Sale	140.76	3,370	474,368		Jul 18 04:09 PM
Pizzi Michael A.	Head Technology & Operations	Jul 17 '25	Sale	140.62	18,000	2,531,077	136,407	Jul 18 04:08 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jul 17 '25	Sale	141.12	12,000	1,693,400	186,420	Jul 18 04:07 PM
DANIEL A. SIMKOWITZ &MARI NAKA	Affiliate	Jul 17 '25	Proposed Sale	141.13	29,000	4,092,628		Jul 17 04:37 PM
ANDREW MICHAEL SAPERSTEIN 2025	Affiliate	Jul 17 '25	Proposed Sale	140.97	43,566	6,141,712		Jul 17 04:34 PM
ERIC F GROSSMAN	Affiliate	Jul 17 '25	Proposed Sale	141.11	12,000	1,693,344		Jul 17 04:30 PM
MICHAEL A. PIZZI REVOCABLE TRU	Affiliate	Jul 17 '25	Proposed Sale	140.62	18,000	2,531,077		Jul 17 04:22 PM
VJN LLC	Affiliate	Jul 17 '25	Proposed Sale	139.81	25,583	3,576,706		Jul 17 04:16 PM
CHARLES A. SMITH	Affiliate	Jul 17 '25	Proposed Sale	140.30	20,000	2,805,918		Jul 17 04:15 PM

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Morgan Stanley

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