Company Profile
MS insider trades (13 months) →Today's multi-factor rank: 247 of 466 · see the ranking
Market and Valuation
Price & Market
52-Week Range
Volume
Valuation Multiples
Dividends
Valuation Context
P/E vs sector (indicative)
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| Date | Open | High | Low | Close | Volume |
|---|
Financial Statements TTM (Trailing 12 Months)
Income Statement
Margins
Per Share
Balance Sheet & Liquidity
Cash Flows
Profitability
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
Growth and Margins
Per Share
Cash Flows (TTM)
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
Shares & Short Interest
Governance Score (1=Best, 10=Worst)
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
| Strike | Last | Bid | Ask | Vol. | O.I. | IV |
|---|
PUTS
| Strike | Last | Bid | Ask | Vol. | O.I. | IV |
|---|
Sentiment Metrics
Expected move
Morgan Stanley (MS) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
| Type | Date | Official link |
|---|---|---|
| 8-K | 2025-05-16 | View filing ↗ |
| 10-K | 2025-02-21 | View filing ↗ |
| SC 13G/A | 2024-11-14 | View filing ↗ |
| SC 13G | 2024-11-06 | View filing ↗ |
| SC 13G | 2024-02-08 | View filing ↗ |
| 8-K | 2023-12-01 | View filing ↗ |
| 10-Q | 2023-08-03 | View filing ↗ |
| 8-K | 2023-07-18 | View filing ↗ |
| 8-K | 2023-05-22 | View filing ↗ |
| 10-K | 2023-02-24 | View 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
Key Executives
| Name | Title | Age | Total pay |
|---|---|---|---|
| Mr. Edward N. Pick | CEO & Chairman of the Board | 56 | 12.69M |
| Mr. Daniel Aaron Simkowitz | Co-President | 59 | 12.20M |
| Mr. Andrew Michael Saperstein | Co-President | 58 | 12.30M |
| Ms. Sharon Yeshaya | Executive VP & CFO | 45 | 8.92M |
| Mr. Eric F. Grossman | Executive VP and Chief Legal & Administrative Officer | 58 | 8.98M |
| Mr. Michael A. Pizzi | Executive VP & Global Head of Technology and Operations | 50 | - |
| Mr. Michael John Wilson | Chief U.S. Equity Strategist & Chief Investment Officer | - | - |
| Victoria Worster | Chief Accounting Officer & Controller | - | - |
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