Morgan Stanley (MS) Stock Insights

MS price $190.30 +3.39 +1.81%

Ticker
MS
Price
$190.30
Change
+3.39 +1.81%
Market cap ?
$300.16B
P/E ?
14.47
Forward P/E ?
14.79
Dividend yield ?
2.26%
Beta ?
1.21
Sector
Financial Services
Industry
Financial - Capital Markets
Stocklytics score
47
Value
49
Quality
40
Growth
51

Stocklytics score rationale: value 49, quality 40, growth 51.

Financials

2016201720182019202020212022202320242025
3602900000041549000000478000000005144900000049677000000577800000006247800000088286000000103145000000114983000000

Morgan Stanley operates as a prominent financial holding company, delivering a comprehensive suite of financial solutions and services. Its diverse clientele spans major corporations, governmental bodies, financial institutions, and individual clients across various global regions, including the Americas, Europe, the Middle East, Africa, and Asia. The firm's operations are structured into three primary divisions…

Fair value

MS fair value $140.46. Price $190.30. Price is 35% above fair value.

Above fair value, and more expensive than usual. A larger premium than on 91% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Compare MS

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-01-14—2.93—20.19B
2026-10-143.032.9320.34B19.93B
2026-07-153.462.9321.35B19.67B
2026-04-153.433.0220.58B19.74B
2026-01-152.682.4317.89B17.74B
2025-10-152.802.1017.08B16.69B
2025-07-162.131.9815.60B16.07B
2025-04-112.602.2116.52B16.54B
2025-01-162.221.6215.04B15.03B
2024-10-161.881.5814.34B14.35B
2024-07-161.821.6514.02B14.32B
2024-04-162.021.6614.21B14.40B
2024-01-160.991.0112.03B12.75B
2023-10-181.381.2812.42B12.58B
2023-07-181.241.1512.58B13.08B
2023-04-191.701.6213.64B13.92B
2023-01-171.261.1911.90B12.54B
2022-10-141.471.4912.14B13.29B
2022-07-141.391.5312.25B13.39B
2022-04-142.021.6813.92B14.25B
2022-01-192.011.9113.71B315.55B
2021-10-141.981.6813.64B13.66B
2021-07-151.851.6513.96B14.09B
2021-04-162.191.7014.40B10.54B
2021-01-201.921.2712.49B12.20B
2020-10-151.661.2611.59B8.45B
2020-07-161.981.1213.70B11.79B
2020-04-160.991.1411.19B9.87B
2020-01-161.301.007.71B7.86B
2019-10-171.271.119.39B8.21B
2019-07-181.231.149.61B8.91B
2019-04-171.391.179.69B8.16B
2019-01-170.800.897.95B8.84B
2018-10-161.171.019.31B8.04B
2018-07-181.251.117.61B8.54B
2018-04-181.451.258.56B9.01B
2018-01-180.840.778.96B8.22B
2017-10-170.880.817.12B7.56B
2017-07-190.870.767.62B7.84B
2017-04-191.000.888.04B8.13B

Dividends

Yield 2.18%. Payout ratio 24.72%. Frequency Quarterly.

Safety score 87/100 · Safe. Payout ratio is 25% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. Dividends were paid in 34 separate years. Yield is 2.2%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-10-30$1.152026-10-302026-11-13Quarterly
2026-07-31$1.152026-07-312026-08-14Quarterly
2026-04-30$1.002026-04-302026-05-15Quarterly
2026-01-30$1.002026-01-302026-02-13Quarterly
2025-10-31$1.002025-10-312025-11-14Quarterly
2025-07-31$1.002025-07-312025-08-15Quarterly
2025-04-30$0.932025-04-302025-05-15Quarterly
2025-01-31$0.932025-01-312025-02-14Quarterly
2024-10-31$0.932024-10-312024-11-15Quarterly
2024-07-31$0.932024-07-312024-08-15Quarterly
2024-04-29$0.852024-04-302024-05-15Quarterly
2024-01-30$0.852024-01-312024-02-15Quarterly
2023-10-30$0.852023-10-312023-11-15Quarterly
2023-07-28$0.852023-07-312023-08-15Quarterly
2023-04-28$0.782023-05-012023-05-15Quarterly
2023-01-30$0.782023-01-312023-02-15Quarterly
2022-10-28$0.782022-10-312022-11-15Quarterly
2022-07-28$0.782022-07-292022-08-15Quarterly
2022-04-28$0.702022-04-292022-05-13Quarterly
2022-01-28$0.702022-01-312022-02-15Quarterly
2021-10-28$0.702021-10-292021-11-15Quarterly
2021-07-29$0.702021-07-302021-08-13Quarterly
2021-04-29$0.352021-04-302021-05-14Quarterly
2021-01-28$0.352021-01-292021-02-12Quarterly
2020-10-29$0.352020-10-302020-11-13Quarterly
2020-07-30$0.352020-07-312020-08-14Quarterly
2020-04-29$0.352020-04-302020-05-15Quarterly
2020-01-30$0.352020-01-312020-02-14Quarterly
2019-10-30$0.352019-10-312019-11-15Quarterly
2019-07-30$0.352019-07-312019-08-15Quarterly
2019-04-29$0.302019-04-302019-05-15Quarterly
2019-01-30$0.302019-01-312019-02-15Quarterly
2018-10-30$0.302018-10-312018-11-15Quarterly
2018-07-30$0.302018-07-312018-08-15Quarterly
2018-04-27$0.252018-04-302018-05-15Quarterly
2018-01-30$0.252018-01-312018-02-15Quarterly
2017-10-30$0.252017-10-312017-11-15Quarterly
2017-07-27$0.252017-07-312017-08-15Quarterly
2017-04-27$0.202017-05-012017-05-15Quarterly
2017-01-27$0.202017-01-312017-02-15Quarterly
2016-10-27$0.202016-10-312016-11-15Quarterly
2016-07-27$0.202016-07-292016-08-15Quarterly
2016-04-27$0.152016-04-292016-05-13Quarterly
2016-01-27$0.152016-01-292016-02-15Quarterly
2015-10-28$0.152015-10-302015-11-13Quarterly
2015-07-29$0.152015-07-312015-08-14Quarterly
2015-04-28$0.152015-05-152015-05-15Quarterly
2015-01-28$0.102015-01-302015-02-13Quarterly
2014-10-29$0.102014-10-312014-11-14Quarterly
2014-07-29$0.102014-07-312014-08-15Quarterly
2014-04-28$0.102014-04-302014-05-15Quarterly
2014-01-29$0.052014-01-312014-02-14Quarterly
2013-10-29$0.052013-10-312013-11-15Quarterly
2013-07-29$0.052013-07-312013-08-15Quarterly
2013-04-26$0.052013-04-302013-05-15Quarterly
2013-02-01$0.052013-02-052013-02-15Quarterly
2012-10-29$0.052012-10-312012-11-15Quarterly
2012-07-27$0.052012-07-312012-08-15Quarterly
2012-04-26$0.052012-04-302012-05-15Quarterly
2012-01-27$0.052012-01-312012-02-15Quarterly
2011-10-27$0.052011-10-312011-11-15Quarterly
2011-07-27$0.052011-07-292011-08-15Quarterly
2011-04-27$0.052011-04-292011-05-13Quarterly
2011-01-27$0.052011-01-312011-02-15Quarterly
2010-10-27$0.052010-10-292010-11-15Quarterly
2010-07-28$0.052010-07-302010-08-13Quarterly
2010-04-28$0.052010-04-302010-05-14Quarterly
2010-01-27$0.052010-01-292010-02-12Quarterly
2009-10-28$0.052009-10-302009-11-13Quarterly
2009-07-29$0.052009-07-312009-08-14Quarterly
2009-04-28$0.072009-04-302009-05-15Quarterly
2009-01-28$0.272009-01-302009-02-13Quarterly
2008-10-15$0.272008-10-172008-10-31Quarterly
2008-07-09$0.272008-07-112008-07-31Quarterly
2008-04-09$0.272008-04-112008-04-30Quarterly
2008-01-09$0.272008-01-112008-01-31Quarterly
2007-10-10$0.272007-10-122007-10-31Quarterly
2007-07-11$0.272007-07-132007-07-31Quarterly
2007-04-11$0.272007-04-132007-04-30Quarterly
2007-01-10$0.272007-01-122007-01-31Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-22MITSUBISHI UFJ FINANCIAL GROUP INCSell1.34M$212.57284.95M
2026-07-30MITSUBISHI UFJ FINANCIAL GROUP INCSell414.40K$213.2888.38M
2026-07-28SCHAPIRO MARY LSell1.00K$212.06212.06K
2026-07-28SCHAPIRO MARY LSell2.33K——
2026-07-17Pizzi Michael A.Sell17.06K$215.003.67M
2026-07-17Pizzi Michael A.Sell7.10K$216.881.54M
2026-07-16YESHAYA SHARONSell6.38K$222.511.42M
2026-07-16YESHAYA SHARONSell9.17K$222.512.04M
2026-06-01NALLY DENNIS MBuy345$209.9672.50K
2026-06-01NALLY DENNIS MBuy1.31K——
2026-06-01WILKINS RAYFORD JRBuy1.31K——
2026-06-01BUTLER MEGANBuy1.31K——
2026-06-01BUTLER MEGANSell190$209.9639.89K
2026-06-01James Erika HBuy1.31K——
2026-06-01GOOD LYNN JBuy274$209.9657.50K
2026-06-01GOOD LYNN JBuy1.31K——
2026-06-01TRAQUINA PERRY MBuy369$209.9677.50K
2026-06-01TRAQUINA PERRY MBuy1.31K——
2026-06-01Peterson Douglas L.Buy274$209.9657.50K
2026-06-01Peterson Douglas L.Buy1.31K——
2026-06-01Miscik Judith ABuy1.31K——
2026-06-01Herz Robert HBuy1.31K——
2026-06-01Leibowitz Shelley BBuy1.31K——
2026-06-01GLOCER THOMAS HBuy512$209.96107.50K
2026-06-01GLOCER THOMAS HBuy1.31K——
2026-06-01SCHAPIRO MARY LBuy1.31K——
2026-05-14Itagaki YasushiOther0——
2026-04-20GROSSMAN ERIC FSell5.56K$190.001.06M
2026-04-20GROSSMAN ERIC FSell5.56K$191.501.06M
2026-04-17SIMKOWITZ DANIEL ASell8.00K——
2026-04-17SIMKOWITZ DANIEL ASell14.69K$189.242.78M
2026-04-16SAPERSTEIN ANDREW MSell6.58K$187.201.23M
2026-04-16SAPERSTEIN ANDREW MSell33.54K$188.376.32M
2026-04-16SAPERSTEIN ANDREW MSell6.35K$189.151.20M
2026-04-16SAPERSTEIN ANDREW MSell1.40K$190.44266.62K
2026-04-16SAPERSTEIN ANDREW MSell3.19K$191.30610.24K
2026-04-16SAPERSTEIN ANDREW MSell600$192.12115.27K
2026-04-16YESHAYA SHARONSell9.17K——
2026-04-16YESHAYA SHARONBuy9.17K——
2026-04-16CRAWLEY MANDELLSell2.55K$187.25476.74K
2026-04-16CRAWLEY MANDELLSell13.28K$188.382.50M
2026-04-16CRAWLEY MANDELLSell300$189.0556.71K
2026-04-16CRAWLEY MANDELLSell1.05K——
2026-03-12YESHAYA SHARONBuy17.40K——
2026-03-12YESHAYA SHARONSell9.62K$160.891.55M
2026-03-12SIMKOWITZ DANIEL ABuy32.87K——
2026-03-12SIMKOWITZ DANIEL ASell18.18K$160.892.92M
2026-03-12SAPERSTEIN ANDREW MBuy52.78K——
2026-03-12SAPERSTEIN ANDREW MSell26.94K$160.894.33M
2026-03-12Pizzi Michael A.Buy16.43K——
2026-03-12Pizzi Michael A.Sell7.90K$160.891.27M
2026-03-12GROSSMAN ERIC FBuy22.71K——
2026-03-12GROSSMAN ERIC FSell11.60K$160.891.87M
2026-03-12CRAWLEY MANDELLBuy9.67K——
2026-03-12CRAWLEY MANDELLSell4.93K$160.89793.99K
2026-03-12PICK EDWARDBuy60.90K——
2026-03-12PICK EDWARDSell33.68K$160.895.42M
2026-02-19YESHAYA SHARONBuy17.40K——
2026-02-19YESHAYA SHARONSell9.62K$176.591.70M
2026-02-19SIMKOWITZ DANIEL ABuy32.87K——
2026-02-19SIMKOWITZ DANIEL ASell18.18K$176.593.21M
2026-02-19SAPERSTEIN ANDREW MBuy52.78K——
2026-02-19SAPERSTEIN ANDREW MSell26.94K$176.594.76M
2026-02-19Pizzi Michael A.Buy16.43K——
2026-02-19Pizzi Michael A.Sell7.90K$176.591.40M
2026-02-19GROSSMAN ERIC FBuy22.71K——
2026-02-19GROSSMAN ERIC FSell11.60K$176.592.05M
2026-02-19CRAWLEY MANDELLBuy9.67K——
2026-02-19CRAWLEY MANDELLSell4.93K$176.59871.47K
2026-02-19PICK EDWARDBuy60.90K——
2026-02-19PICK EDWARDSell33.73K$176.595.96M
2026-01-30SIMKOWITZ DANIEL ASell32.97K$182.616.02M
2026-01-20YESHAYA SHARONSell15.84K$185.772.94M
2026-01-20SMITH CHARLES ASell8.50K$182.081.55M
2026-01-20SAPERSTEIN ANDREW MSell11.43K$181.852.08M
2026-01-20SAPERSTEIN ANDREW MSell1.90K$182.63347.00K
2026-01-20SAPERSTEIN ANDREW MSell5.99K$184.131.10M
2026-01-20SAPERSTEIN ANDREW MSell6.81K$184.941.26M
2026-01-20SAPERSTEIN ANDREW MSell3.70K$185.91687.87K
2026-01-20SAPERSTEIN ANDREW MSell500$186.6093.30K
2026-01-20Pizzi Michael A.Sell20.00K$184.553.69M
2026-01-20James Erika HSell542——
2026-01-20GROSSMAN ERIC FSell21.55K$184.003.97M
2026-01-20GROSSMAN ERIC FSell2.50K——
2026-01-20CRAWLEY MANDELLSell3.52K$181.89640.43K
2026-01-20CRAWLEY MANDELLSell400$182.7373.09K
2026-01-20CRAWLEY MANDELLSell1.70K$184.16313.08K
2026-01-20CRAWLEY MANDELLSell1.00K$184.90185.08K
2026-01-20CRAWLEY MANDELLSell1.24K$185.94230.19K
2026-01-16James Erika HSell522——
2026-01-16Worster VictoriaBuy4.72K——
2026-01-16Worster VictoriaSell320$191.2361.19K
2026-01-16YESHAYA SHARONBuy36.97K——
2026-01-16YESHAYA SHARONSell16.16K$191.233.09M
2026-01-16SMITH CHARLES ABuy24.59K——
2026-01-16SMITH CHARLES ASell17.40K$191.233.33M
2026-01-16SIMKOWITZ DANIEL ABuy39.99K——
2026-01-16SIMKOWITZ DANIEL ASell35.44K$191.236.78M
2026-01-16SAPERSTEIN ANDREW MBuy39.99K——
2026-01-16SAPERSTEIN ANDREW MSell27.27K$191.235.21M

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 2.85K, holders +246 vs prior quarter. Ownership 86.48%.

HolderSharesChangeChange %Value
MITSUBISHI UFJ FINANCIAL GROUP INC377.09M00.00%78.83B
STATE STREET CORP99.56M-1.78M-1.76%20.81B
BLACKROCK, INC.94.90M-1.50M-1.55%19.84B
VANGUARD CAPITAL MANAGEMENT LLC77.70M-14.49K-0.02%16.24B
JPMORGAN CHASE & CO44.36M785.20K+1.80%9.39B
VANGUARD PORTFOLIO MANAGEMENT LLC30.20M-37.57K-0.12%6.31B
GEODE CAPITAL MANAGEMENT, LLC27.35M-356.35K-1.29%5.69B
FISHER ASSET MANAGEMENT, LLC26.17M572.93K+2.24%5.47B
FMR LLC24.90M2.17M+9.56%5.21B
PRICE T ROWE ASSOCIATES INC /MD/19.25M2.23M+13.12%4.02B
CAPITAL RESEARCH GLOBAL INVESTORS18.07M-2.20M-10.85%3.78B
NORGES BANK17.98M17.98MNew3.76B
BANK OF AMERICA CORP /DE/16.65M324.49K+1.99%3.48B
AMERIPRISE FINANCIAL INC14.10M185.07K+1.33%2.95B
GOLDMAN SACHS GROUP INC13.91M-968.42K-6.51%2.91B
NORTHERN TRUST CORP12.51M-303.63K-2.37%2.62B
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC11.21M188.30K+1.71%2.34B
UBS GROUP AG10.53M-1.39M-11.69%2.20B
SCHRODER INVESTMENT MANAGEMENT GROUP10.23M-18.14K-0.18%2.14B
CAPITAL WORLD INVESTORS10.17M8.55M+529.22%2.13B
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.9.96M9.96MNew2.08B
CHARLES SCHWAB INVESTMENT MANAGEMENT INC9.96M-35.08K-0.35%2.08B
BANK OF NEW YORK MELLON CORP9.76M-34.30K-0.35%2.04B
INVESCO LTD.9.21M1.36M+17.32%1.92B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/9.21M-2.54M-21.59%1.92B

Insights

Revenue by product
PeriodValue
FY2011Retail Asset Management Segment: 11000000.0
FY2012Institutional Securities Segment: 10553000000.0
FY2015Institutional Securities Segment: 17953000000.0, Investment Management Segment: 2315000000.0, Wealth Management Segment: 15100000000.0
FY2016Institutional Securities Segment: 17459000000.0, Investment Management Segment: 2112000000.0, Wealth Management Segment: 15350000000.0
FY2017Institutional Securities Segment: 18813000000.0, Investment Management Segment: 2586000000.0, Wealth Management Segment: 16836000000.0
FY2018Institutional Securities Segment: 20582000000.0, Investment Management Segment: 2746000000.0, Wealth Management Segment: 17242000000.0
FY2019Institutional Securities Segment: 20386000000.0, Investment Management Segment: 3763000000.0, Wealth Management Segment: 17737000000.0
FY2020Institutional Securities Segment: 25948000000.0, Investment Management Segment: 3734000000.0, Wealth Management Segment: 19055000000.0
FY2021Institutional Securities Segment: 29833000000.0, Investment Management Segment: 6220000000.0, Wealth Management Segment: 24243000000.0
FY2022Institutional Securities Segment: 24393000000.0, Investment Management Segment: 5375000000.0, Wealth Management Segment: 24417000000.0
FY2023Institutional Securities Segment: 23060000000.0, Investment Management Segment: 5370000000.0, Wealth Management Segment: 26268000000.0
FY2024Institutional Securities Segment: 28080000000.0, Investment Management Segment: 5861000000.0, Wealth Management Segment: 28420000000.0
FY2025Institutional Securities Segment: 33080000000.0, Investment Management Segment: 6525000000.0, Wealth Management Segment: 31754000000.0
Revenue by region
PeriodValue
FY2010Americas: 21674000000.0, Asia: 4320000000.0, Europe, Middle East, and Africa: 5628000000.0
FY2012Americas: 20200000000.0, Asia: 2834000000.0, EMEA: 3078000000.0
FY2015Americas: 25080000000.0, Asia: 4722000000.0, EMEA: 5353000000.0
FY2016Americas: 25487000000.0, Asia: 4150000000.0, EMEA: 4994000000.0
FY2017Americas: 27817000000.0, Asia: 4414000000.0, EMEA: 5714000000.0
FY2018Americas: 29301000000.0, Asia: 4714000000.0, EMEA: 6092000000.0
FY2019Americas: 30226000000.0, Asia: 5132000000.0, EMEA: 6061000000.0
FY2020Americas: 35017000000.0, Asia: 6751000000.0, EMEA: 6430000000.0
FY2021Americas: 44605000000.0, Asia: 7451000000.0, EMEA: 7699000000.0
FY2022Americas: 40117000000.0, Asia: 6740000000.0, EMEA: 6811000000.0
FY2023Americas: 41651000000.0, Asia: 6434000000.0, EMEA: 6058000000.0
FY2024Americas: 46929000000.0, Asia: 7635000000.0, EMEA: 7197000000.0
FY2025Americas: 52897000000.0, Asia: 9420000000.0, EMEA: 8328000000.0

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Morgan Stanley (MS) Stock Insights

MS$190.30+3.39 +1.81%

$300.16B

Market Cap

14.47

P/E

14.79

Forward P/E

47

Score

Price History