MS

Morgan Stanley

182.50

Oct 15 • 4:10 AM ET +0.99 (0.55%)

Financial Capital Markets USA Mega NYSE

Oct 14, 5:35 PMMorgan Stanley beats Q3 2026 estimates with EPS $3.03, revenue $20.3B, sees NII growth ahead and highlights strong investment banking and AI advisory pipelines

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

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Index	S&P 500
Market Cap	286.63B
Enterprise Value	-
Income	19.85B
Sales	130.90B
Book/sh	68.29
Cash/sh	-
Dividend Est.	4.31 (2.36%)
Dividend TTM	4.15 (2.27%)
Dividend Ex-Date	Jul 31, 2026
Dividend Gr. 3/5Y	9.28% 22.42%
Payout	37.72%
Employees	83000
IPO	Mar 21, 1986

P/E	14.48
Forward P/E	13.32
PEG	0.99
P/S	2.19
P/B	2.67
P/C	-
P/FCF	6.69
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	1.40
Debt/Eq	3.48
LT Debt/Eq	3.23
Option/Short	Yes / Yes

EPS (ttm)	12.61
EPS next Y	13.70
EPS next Q	2.94
EPS this Y	25.01%
EPS next Y	7.36%
EPS next 5Y	13.46%
EPS past 3/5Y	18.38% 9.56%
Sales past 3/5Y	21.96% 17.76%
EPS Y/Y TTM	29.33%
Sales Y/Y TTM	15.75%
EPS Q/Q	8.26%
Sales Q/Q	6.62%
Earnings	Oct 14 BMO
EPS/Sales Surpr.	3.51% 2.06%

Insider Own	24.08%
Insider Trans	-0.04%
Inst Own	63.84%
Inst Trans	0.27%
ROA	1.34%
ROE	18.02%
ROIC	4.13%
Gross Margin	-
Oper. Margin	20.17%
Profit Margin	15.16%
SMA20	-4.99%
SMA50	-10.98%
SMA200	-6.07%
Trades

Shs Outstand	1.57B
Shs Float	1.19B
Short Float	1.22%
Short Ratio	2.78
Short Interest	14.61M
52W High	232.25 -21.42%
52W Low	152.80 19.44%
Volatility	2.52% 2.23%
ATR (14)	4.69
RSI (14)	27.75
Beta	1.23
Rel Volume	0.00
Avg Volume	5.25M
Volume	785

Perf Week	-2.64%
Perf Month	-9.84%
Perf Quarter	-15.31%
Perf Half Y	-2.57%
Perf YTD	2.80%
Perf Year	12.20%
Perf 3Y	134.61%
Perf 5Y	78.68%
Perf 10Y	469.07%
Recom	2.21
Target Price	219.96
Prev Close	181.51
Price	182.50
Change %	0.55%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-08-26	Initiated	TD Cowen	Hold	$210
Oct-08-26	Downgrade	Erste Group	Buy → Hold
Sep-28-26	Resumed	HSBC Securities	Hold	$219
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

Show Previous Ratings

Oct-14-26 10:05PM	Jim Cramer Says Bank Stocks Are Hard to Own Despite Strong Earnings (BeInCrypto)
04:48PM	Morgan Stanley Q3 2026 Earnings Call Summary (Moby)
03:48PM	Amid AI boom, Morgan Stanley leans into role of its people (American Banker)
03:40PM	Financial Stocks Tumble As Inflation, Rising Interest-Rate Concerns Mount (Barrons.com)
03:00PM	Morgan Stanley CEO: 'I'm cautiously optimistic about the fourth quarter' (CNBC TV)
02:28PM	Loading…
02:28PM	Wealth Revenues Climb at Morgan Stanley, Merrill Lynch (Wealth Management)
02:11PM	Morgan Stanley CEO Ted Pick: 'I'm cautiously optimistic about the fourth quarter' (CNBC TV)
12:29PM	It's not just the CPI report - bank earnings also remain in focus on Wednesday (MarketWatch)
12:18PM	Morgan Stanley Names Top Pick Amid 3Q26 Earnings (Investing.com)
12:14PM	The AI Boom Is Supercharging Wall Street's Profits (The Wall Street Journal)
11:01AM	Morgan Stanley Beats on Trading, but Wealth Management Is the Real Floor. Morgan Stanley Stock Slips After a Beat. Heres What Its Worth if Trading Cools (TIKR)
09:55AM	Morgan Stanleys Q3 Report Beats Estimates As Equity Revenue Jumps 41% (Stocktwits)
09:32AM	CPI Jumps Back to Spring Levels, Pre-Markets Fall (Zacks)
08:59AM	Morgan Stanley Q3 revenue rises as equity trading surges (Proactive)
08:09AM	Morgan Stanley beats estimates on strong equity trading (Investing.com)
08:03AM	Loading…
08:03AM	Morgan Stanley Wealth Unit Turns In Record Quarter (Barrons.com)
07:51AM	Morgan Stanleys Wealth Arm Brings in Record New Money From IPOs (Bloomberg)
07:37AM	Morgan Stanley Top Earnings Estimates on Investment Banking Strength (Barrons.com)
07:33AM	Morgan Stanley Profit Rises 7% in Third Quarter (The Wall Street Journal)
07:32AM	Morgan Stanley: Q3 Earnings Snapshot (Associated Press)
07:31AM	Morgan Stanley Reports Third Quarter 2026 Earnings Results (Business Wire)
06:43AM	Corning, Marvell, ASML, BlackRock, and More Stocks That Explain Today's Market (Barrons.com)
06:25AM	Morgan Stanley lifts MSCI Europe target on strong Q3 earnings outlook (Investing.com)
Oct-13-26 01:24PM	An Investor's Earnings Almanac For Q4 (Schaeffer's Research)
11:21AM	Bank Stocks Diverge as Earnings Roll Out (Barrons.com)
10:50AM	Bumble to go private in $1.3 billion Ithaca Holdings takeover (Proactive)
07:19AM	Cipher Digital Has Lost 41% in 3 Months: Morgan Stanley Sees 296% Upside (TIKR)
12:03AM	Its Complicated: Issues with Private Assets Arent Deterring Advisors (The Daily Upside)
Oct-12-26 01:35PM	Stocks Face a Tricky Patch. Banks and Bonds Could Decide What's Next. (Barrons.com)
01:26PM	EBay Stock Surges as Morgan Stanley Names It Top Pick (Investopedia)
11:49AM	Loading…
11:49AM	eBay named Morgan Stanley top pick on live commerce flywheel; stock surges (Investing.com)
11:03AM	Financial stocks rally a day before big banks kick off earnings season (MarketWatch)
10:53AM	Q3 Earnings Season Begins: Global Week Ahead (Zacks)
Oct-11-26 06:04PM	Stock Futures Edge Higher to Start Week Ahead of Bank Reports (Barrons.com)
11:32AM	NovaGold Has Lost 55% Since March: Morgan Stanley Sees 104% Upside (TIKR)
10:00AM	We're about to get a huge read on whether earnings can keep propping up the stock market (MarketWatch)
08:00AM	Bank earnings to shed the first light on how higher yields are affecting the economy (MarketWatch)
Oct-10-26 02:02PM	Wall Street banks had a blockbuster first half. Higher rates will test the boom. (Yahoo Finance)
07:00AM	AI borrowing slows as investors grow wary of debt binge (Financial Times)
Oct-09-26 07:15AM	Goldman Set to Lead Wall Streets $19 Billion Stock-Trading Haul (Bloomberg)
Oct-08-26 07:45PM	What Could Lift Robinhood Stock? (Trefis)
01:08PM	The Week Ahead: Big Banks Set to Kick Off Earnings Season (Schaeffer's Research)
09:43AM	Palantir upgraded, Xerox downgraded: Wall Street's top analyst calls (The Fly)
08:01AM	Citigroup Has Trailed Financial Stocks. Expect That to Change. (Barrons.com)
Oct-07-26 01:45PM	Morgan Stanley looking to sell $3bn loan for Royal Caribbean deal - report (Investing.com)
10:29AM	Morgan Stanley sees $240 billion market for behind-the-meter power (Blockspace)
Oct-06-26 04:25PM	Morgan Stanley reinstates this AI chipmaker as its top pick in semiconductors (Investing.com)
11:17AM	SpaceX jumps to highest close since June on bullish Morgan Stanley call (Yahoo Finance)
10:07AM	U.K. Treasury Picks Six Banks For Digital Bond Issuance (CryptoProwl)
08:03AM	Morgan Stanley: Nvidia, Broadcom shielded from data-center power crunch (Quartz)
07:51AM	Morgan Stanley lowers Saudi Arabia 2026 GDP forecast. Here is why. (Investing.com)
07:31AM	AMD joins trillion-dollar club as personal AI agents drive CPU demand (Quartz)
04:57AM	Morgan Stanley bets against pound ahead of U.K. budget (Investing.com)
Oct-05-26 02:20PM	Morgan Stanley upgraded Wells Fargo stock to buy, targeting 27% upside (Quartz)
11:53AM	Wells Fargo Stock Rises as Morgan Stanley Sees Margin Pressure Easing (Barrons.com)
11:10AM	SpaceX shares rise as Morgan Stanley reiterates $300 target (Proactive)
09:37AM	Morgan Stanley cuts AutoNation, Group 1 as dealer headwinds mount (Investing.com)
08:30AM	Schneider Electric inks $22.6 billion takeover of software maker PTC (Proactive)
06:38AM	Morgan Stanley bullish on Continental as tyre margins and cash returns rise (Investing.com)
06:16AM	Morgan Stanleys Wilson Sees Earnings-Led Upturn in Industrials (Bloomberg)
Oct-04-26 06:00AM	Best CD rates today, Sunday, October 4, 2026: Multiple options for a 4.40% APY (Yahoo Personal Finance)
Oct-03-26 10:43AM	Morgan Stanley Expects S&P 500 and Market Breadth Gap to Narrow (InvestorsHub)
Oct-02-26 04:12PM	Nvidia Stock Regains 'Top Pick' Status At Morgan Stanley (Investor's Business Daily)
04:03PM	Morgan Stanley Has Strong Verdict for Apple Stock Investors (GuruFocus.com)
03:58PM	Morgan Stanley Has Strong Message For Nvidia Stock Investors (GuruFocus.com)
01:13PM	Nvidia Stocks Surge 2.6% as Morgan Stanley Restores Top-Pick Status (GuruFocus.com)
08:55AM	Nvidia Stock Gains After Morgan Stanley Names It a 'Top Semiconductor Pick' (GuruFocus.com)
08:49AM	NVDA Stock Hits Record High After Morgan Stanley Names Nvidia Top Pick, Says AI Trends Play To Its Strengths (Stocktwits)
07:48AM	Morgan Stanley raises Legrand PT, keeps stock as top pick on growth (Investing.com)
07:02AM	Nvidia returns as Morgan Stanleys Top Pick on attractive valuation (Investing.com)
06:00AM	Best CD rates today, Friday, October 2, 2026: Multiple options for a 4.40% APY (Yahoo Personal Finance)
Oct-01-26 03:43PM	Why Veteran Strategists on Wall Street Are Bracing for Greater Volatility (Barrons.com)
12:04PM	Apple's Betting Improved Heart and Health Insights Will Boost Watch Sales (Barrons.com)
03:27AM	Morgan Stanley Names 3 Supports for Gold After a 3.8% Slide This Year (BeInCrypto)
12:05AM	Morgan Stanley Names 3 Biotech Breakthroughs That Offer Investment Opportunities (BeInCrypto)
12:01AM	Good Vibes: Robinhood CEO Says AI-Assisted, 24/7 Investing May Create New Market (The Daily Upside)
Sep-30-26 04:05PM	Morgan Stanley Investment Management Announces Liquidation of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) (Business Wire)
01:50PM	Morgan Stanley Stocks Fall as AI IPO Prices Below Range (GuruFocus.com)
11:07AM	Robinhood Stock Falls Despite Bullish Wall Street Reaction To HOOD Summit Morgan Stanley Eyes Two Key Products (Stocktwits)
Sep-29-26 10:21PM	AMAT Stock Has Doubled This Year: Analyst Trims Price Target But Sees Higher 2027 Sales, Profit (Stocktwits)
03:23PM	Morgan Stanley Resets Okta Stock Price Target For Rest of Year (GuruFocus.com)
11:09AM	Morgan Stanley Commits $684M to Uptown Dallas Regional Hub (CRE Daily)
10:30AM	Morgan Stanley's Mike Wilson is welcoming an S&P 500 correction as bond yields surge (Quartz)
10:18AM	Morgan Stanley Reportedly Sees 'Reasonable Path' For DeFi Vaults, Six Months After Bitcoin ETF Debut (Stocktwits)
10:01AM	Morgan Stanley Builds Crypto Lab To Test Digital Assets (CryptoProwl)
08:31AM	BREAKING: Morgan Stanley Expands Deeper into Crypto with Digital Asset Lab Launch (CoinGape)
07:00AM	Morgan Stanley Builds Crypto Lab to Test Future of Wall Street (Bloomberg)
Sep-28-26 05:13PM	Morgan Stanley Plans 3,800 Dallas Jobs as Zohran Mamdani Pushes NYC Tax Changes (First for Money)
01:44PM	2 red flags in markets shaking investors' confidence (Yahoo Finance)
12:27PM	Microns Post-Earnings Estimate Hikes May Lag Previous Quarters, Flags Morgan Stanley (Stocktwits)
10:23AM	Capital Markets Assessment and IPO Readiness: 2nd LA CorpGov Forum (CorpGov.com)
07:35AM	What will it take to fix the markets weak breadth? Morgan Stanley weighs in (Investing.com)
Sep-27-26 05:44AM	Morgan Stanley Lagged Its Peers After UBS Merger Talk and a Target Cut. Heres What the Stock Already Prices In (TIKR)
Sep-26-26 01:10PM	Goldman Sachs Earned $20.98 a Share in One Quarter, So Why Has the Stock Slid Since July? (TIKR)
Sep-25-26 09:13PM	Morgan Stanley public finance co-head Zach Solomon leaves for TD - Bloomberg (Investing.com)
04:01PM	AKAMs $11.6B Anthropic Deal Has Wall Street Rethinking The Stock What Analysts See (Stocktwits)
03:31PM	Week's Best: Top Dividend Stocks for a Rocky Market (Barrons.com)
12:50PM	Synopsys Stock Gets Upgrade. Why This Analyst Sees 69% Upside. (Barrons.com)
09:16AM	Morgan Stanley Joins NEXTPredict as Prediction Markets Bet on 'More Institutional' Play (decrypt)
06:46AM	'We were wrong.' Why Morgan Stanley changed its tune on the U.S. dollar - and what it expects now. (MarketWatch)

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
SCHAPIRO MARY L	Director	Jul 28 '26	Sale	212.06	1,000	212,055	40,843	Jul 29 04:06 PM
MARY L SCHAPIRO REV TRUST	Affiliate	Jul 28 '26	Proposed Sale	212.06	1,000	212,055		Jul 28 04:08 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Jul 20 '26	Proposed Sale	215.11	4,040	869,044		Jul 20 04:21 PM
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

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Morgan Stanley

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