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Company Profile: Morgan Stanley (MS)

MS insider trades (13 months) →

$186.09 +0.19% vs. previous close · Market cap $291.23B

Today's multi-factor rank: 339 of 461 · see the ranking

Quant500 Scores
Momentum
5.4/10
Value
5.2/10
Growth
5.0/10
Quality
2.9/10
Multifactor
4.6/10

Market and Valuation

Price & Market

Prev Close Price:$185.73
Open:$186.55
Day's Low:$183.91
Day's High:$186.88
Bid / Ask:-
Market Cap:291.23B
Enterprise Value:169.95B

52-Week Range

52-Week Low:$152.80
52-Week High:$232.25
Current position in 52-week range
52w Low-52w High
50-Day Avg:$197.50
200-Day Avg:$194.30

Volume

Volume Today:5,329,870
Avg Volume (3m):5,281,867
Avg Volume (10d):6,534,960
52-Week Change:+13.24%
vs S&P 500, 52 weeks:-
Beta:1.22

Valuation Multiples

P/E (trailing):14.76

12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jun 30, 2026, more than 120 days ago.

P/E (forward):13.61
PEG Ratio:1.62
Price / Book:2.74
Price / Sales (TTM):3.65
EV / Revenue:2.13
EV / EBITDA:-

Dividends

Current yield:2.48%
Annual Dividend Rate:$4.60
Dividend Trailing:$4.30
Yield Trailing:2.32%
5-Year Avg Yield:2.83%
Payout Ratio:32.31%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):79.79B
Gross Profit:69.67B
EBITDA:-
Net Income (TTM):19.85B
Rev Growth (YoY):+10.80%
Earnings Growth (YoY):+8.20%
Quarterly earnings growth (YoY):+6.50%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$12.61

12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jun 30, 2026, more than 120 days ago.

EPS Forward (Est.):$13.67
Revenue Per Share:$51.26
Cash Per Share:-
Book Value:$67.80
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:739.08B
Total Debt:607.50B
Net Debt (Debt - Cash):−131.58B (net cash)
Debt / Equity:517.28%
Current Ratio:-
Quick Ratio:-

Cash Flows

Operating Cash Flow:-
Free Cash Flow (FCF):-
FCF Yield (FCF / Market Cap):-
Enterprise Value:169.95B
EV / Revenue:2.13
EV / EBITDA:-

Profitability

ROE (Return on Equity):-
ROA (Return on Assets):-
P/E (trailing):14.76
P/E (forward):13.61
Price / Book:2.74
PEG Ratio:1.62
52-Week Change:+13.24%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$12.61

12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jun 30, 2026, more than 120 days ago.

EPS Forward (Est.):$13.67
P/E (forward):13.61
PEG Ratio:1.62

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$51.26
Cash Per Share:-
Book Value:$67.80

Cash Flows (TTM)

Free Cash Flow:-
Operating Cash Flow:-
EBITDA:-
Total Revenue (TTM):79.79B
Net Income (TTM):19.85B
Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter Period Actual EPS Estimated EPS Difference Surprise % Currency

Ownership Structure

Ownership Distribution

% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:1,565,000,000
Float (free shares):1,186,113,500
Short interest (shares):13,989
Short % of float:-
Short Ratio (days to cover):0.00
Short interest, prior month:-
Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization Report Date % Shares No. Shares Value (USD) Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund Report Date % Shares No. Shares Value (USD) Change %

Recent Insider Trades

Executive / Insider Title Date Action Shares

Options Chain

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

Morgan Stanley (MS) SEC filings: 10-K and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
8-K2025-05-16View filing ↗
10-K2025-02-21View filing ↗
CORRESP2024-08-26View filing ↗
SC 13G/A2024-07-10View filing ↗
CORRESP2024-04-11View filing ↗
SC 13G2024-02-12View filing ↗
SC 13G/A2024-02-09View filing ↗
8-K2023-12-01View filing ↗
8-K2023-07-18View filing ↗
8-K2023-05-22View filing ↗

Company and Executive Profile

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.

General Information

Headquarters:United States
City:New York
Employees:83,728
Sector:Financial Services
Industry:Capital Markets
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. Edward N. PickCEO & Chairman of the Board5612.69M
Mr. Daniel Aaron SimkowitzCo-President5912.20M
Mr. Andrew Michael SapersteinCo-President5812.30M
Ms. Sharon YeshayaExecutive VP & CFO458.92M
Mr. Eric F. GrossmanExecutive VP and Chief Legal & Administrative Officer588.98M
Mr. Michael A. PizziExecutive VP & Global Head of Technology and Operations50-
Mr. Michael John WilsonChief U.S. Equity Strategist & Chief Investment Officer--
Victoria WorsterChief Accounting Officer & Controller--

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Morgan Stanley (MS): Quantitative Analysis

Morgan Stanley (MS) — Financial Services — Capital Markets. MS is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, MS has returned +7.2% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

MS ranks 339 of 461 on today's multifactor score, and 48 of the 58 Financial Services companies that score. Its strongest factor is momentum (Z 0.25, ranked 166 of 494); its weakest is quality (Z -1.29, ranked 465 of 468). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

FactorZ-ScoreRank
Multifactor-0.229339 of 461
Momentum0.250166 of 494 ↑4
Value0.103168 of 489
Quality-1.289465 of 468 ↓1
Growth0.019159 of 489

Market data

MetricValue
Price$186.09
Market Cap291.23B
P/E14.76
Revenue (last 12 months)79.79B
Price / book2.74
Book value per share$67.80
52-week range$152.80 – $232.25
Dividend yield2.48%
Beta1.22
Average volume5,281,867
Shares outstanding1.57B
Short interest (% of float)0.00% (as of Oct 15, 2026)

When does MS report earnings? 12 of its last 12, before the open →

What are MS insiders doing? 96 transactions filed with the SEC, of them 15 sells, the last one on Oct 29, 2026 →

MS latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All MS filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about Morgan Stanley (MS)

When does Morgan Stanley report earnings?

Morgan Stanley has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Oct 14, 2026). MS earnings dates and times, quarter by quarter →

What is Morgan Stanley's P/E ratio?

Morgan Stanley's P/E (price over earnings per share for the last twelve months) is 14.8 at the Nov 3, 2026 close. That EPS is the 12-month figure from the market data provider (Yahoo Finance), not the SEC one. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: Morgan Stanley is above its sector median. Financial Services stocks, company by company →

Where does Morgan Stanley rank on Quant500?

In the Nov 3, 2026 multi-factor ranking, Morgan Stanley ranks 339 of 461, and 48 of the 58 Financial Services companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking → How it is calculated →

Have Morgan Stanley insiders bought or sold shares?

SEC Form 4 shows no open-market purchase of Morgan Stanley shares from August 2025 through Nov 3, 2026. The latest sale was on Jul 28, 2026, by a director, for $212k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 15 sales by directors, officers and large shareholders. All MS insider trades →

Does Morgan Stanley pay a dividend?

Yes. Its dividend yield is 2.48% at the Nov 3, 2026 close (annual dividend of $4.60 per share). The latest recorded ex-dividend date is Oct 30, 2026.

What sector is Morgan Stanley in, and which index?

Morgan Stanley is classified in the Financial Services sector (industry: Capital Markets), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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