
Morgan Stanley
MSNYSEFinancial ServicesFinancial - Capital Markets
Regular session
$213.85
−$0.35 · -0.16%
MS company overview
Regular session · ET · Market data may be delayed.
GoAI snapshot
AI-powered factor overview
GoAI score
Buy
Favorable setup — positive multi-factor alignment
Valuation
77
Undervalued
Momentum
54
Neutral
Sentiment
60
Mixed
Risk resilience
75
Moderate Risk
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Company profile
Company websiteMorgan 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: Institutional Securities, Wealth Management, and Investment Management. Within the Institutional Securities segment, Morgan Stanley provides crucial capital-raising and strategic financial advisory services. This includes underwriting activities for debt, equity, and other financial instruments, alongside expert counsel on mergers and acquisitions, corporate reorganizations, real estate transactions, and project financing. Furthermore, this division is a key player in sales and trading, offering services like sales execution, financing solutions, prime brokerage, and market-making across equity and fixed-income products, encompassing foreign exchange and commodities. It also extends corporate and commercial real estate loans, furnishes secured lending facilities, supports sales and trading clients with financing, and engages in asset-backed and mortgage lending. Investment and research services, along with specific wealth management offerings, are also part of this segment. The Wealth Management segment caters to individual investors, as well as small to medium-sized enterprises and institutions. It offers a broad spectrum of services, from financial advisor-led and self-directed brokerage and investment guidance to comprehensive financial and wealth planning. This segment also delivers workplace solutions, such as stock plan administration, and provides annuity and insurance products. Lending options include securities-backed loans, residential real estate mortgages, and other credit facilities, complemented by banking and retirement plan services. Finally, the Investment Management segment is dedicated to providing specialized investment products, including equity, fixed income, liquidity, and alternative strategies. These offerings are distributed through institutional and intermediary channels to a sophisticated client base that features benefit and defined contribution plans, foundations, endowments, governmental entities, sovereign wealth funds, insurance companies, and corporate and third-party fund sponsors. Morgan Stanley's origins trace back to its founding in 1924, and its global headquarters are situated in New York, New York.
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Edward N. Pick
- Listed since
- Feb 23, 1993
- Employees
- 83,000
Market position
Day range
Current $213.85
52-week range
Current $213.85
- Open
- $214.83
- Previous close
- $214.2
- Volume
- 1.54M
- 0.27× average
- Average volume
- 5.65M
- Average daily volume
- Market cap
- 337.3B USD
- Beta
- 1.21
- Market reference 1
- 50-day average
- $216.83
- -1.37% below average
- 200-day average
- $188.42
- +13.49% above average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 642.76B USD
- EV / EBITDA
- 24.15×
- Earnings yield
- 6.05%
- Free cash flow yield
- 16.53%
Profitability & efficiency
- Return on equity
- 15.10%
- Return on assets
- 1.19%
- Return on invested capital
- 1.69%
Financial health
- Current ratio
- 1.17×
- Altman Z-score
- 0.5
- Piotroski F-score
- 5 of 9
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 114.98B USD | 103.15B USD | 88.29B USD | 62.48B USD | 57.78B USD |
| Cost of goods sold | 49.37B USD | 45.79B USD | 38.15B USD | 12.55B USD | 1.37B USD |
| Gross profit | 65.62B USD | 57.36B USD | 50.14B USD | 49.93B USD | 56.41B USD |
| Selling, general, and administrative | 30.25B USD | 27.14B USD | 25.1B USD | 23.96B USD | 25.27B USD |
| Operating expenses | 43.66B USD | 39.76B USD | 38.32B USD | 35.84B USD | 36.74B USD |
| Interest income | 59.06B USD | 54.14B USD | 45.85B USD | 21.6B USD | 9.41B USD |
| Interest expense | 49.02B USD | 45.52B USD | 37.62B USD | 12.27B USD | 1.37B USD |
| Depreciation and amortization | 4.66B USD | 5.16B USD | 4.26B USD | 4B USD | 4.22B USD |
| Operating income | 21.95B USD | 17.6B USD | 11.81B USD | 14.09B USD | 19.67B USD |
| Net income | 16.86B USD | 13.39B USD | 9.09B USD | 11.03B USD | 15.03B USD |
Company facts updated Aug 24, 2026.
Earnings
- Latest fiscal-year EPS
- 10.2
- FY2025 · +28.30% year over year
- Latest fiscal-year revenue
- 114.98B USD
- FY2025 · +11.48% year over year
- Next fiscal-year EPS consensus
- 12.9
- FY2026 · 16 analysts
- Next fiscal-year revenue consensus
- 81.86B USD
- FY2026 · 12 analysts
Annual EPS trend
Reported history and fiscal-year consensus
Annual revenue trend
Reported history and fiscal-year consensus
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Analyst price target
Average target
$239.5
11.99% upsideCorporate actions
Annual dividends per share
Cash distributions grouped by calendar year; partial years are marked.
$3.85
2025 complete year+83.3% since 2021
2026 partial: $3.15
$2.10
2,021
$2.95
2,022
$3.25
2,023
$3.55
2,024
$3.85
2,025
$3.15
2,026*
* Partial calendar year in the available dividend history.
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
Dividend | Jul 31, 2026 | $1.15Quarterly | Jul 31, 2026 | Aug 14, 2026 |
Dividend | Apr 30, 2026 | $1.00Quarterly | Apr 30, 2026 | May 15, 2026 |
Dividend | Jan 30, 2026 | $1.00Quarterly | Jan 30, 2026 | Feb 13, 2026 |
Dividend | Oct 31, 2025 | $1.00Quarterly | Oct 31, 2025 | Nov 14, 2025 |
Dividend | Jul 31, 2025 | $1.00Quarterly | Jul 31, 2025 | Aug 15, 2025 |
Dividend | Apr 30, 2025 | $0.925Quarterly | Apr 30, 2025 | May 15, 2025 |
Ex-dividend Jul 31, 2026
$1.15
Quarterly
Record Jul 31, 2026 · Payment Aug 14, 2026
Ex-dividend Apr 30, 2026
$1.00
Quarterly
Record Apr 30, 2026 · Payment May 15, 2026
Ex-dividend Jan 30, 2026
$1.00
Quarterly
Record Jan 30, 2026 · Payment Feb 13, 2026
Ex-dividend Oct 31, 2025
$1.00
Quarterly
Record Oct 31, 2025 · Payment Nov 14, 2025
Ex-dividend Jul 31, 2025
$1.00
Quarterly
Record Jul 31, 2025 · Payment Aug 15, 2025
Ex-dividend Apr 30, 2025
$0.925
Quarterly
Record Apr 30, 2025 · Payment May 15, 2025
MS peers
ETFs holding MS
Funds reporting this stock among their holdings, ordered by reported position size.
Vanguard Morningstar Total Stock Market ETFVTI7.93B0.34%2.3T USD0.03%$376.96-0.34%
Vanguard S&P 500 ETFVOO6.62B0.39%1.7T USD0.03%$701.69-0.29%
iShares Core S&P 500 ETFIVV3.43B0.39%891.84B USD0.03%$766.98-0.30%
State Street SPDR S&P 500 ETFSPY3.17B0.39%817.87B USD0.09%$763.36-0.31%
Vanguard Morningstar Value ETFVTV2.37B0.92%256.5B USD0.03%$226.19-0.09%
State Street Financial Select Sector SPDR ETFXLF1.75B3.16%55.49B USD0.08%$58.06+1.01%
Vanguard Dividend Appreciation ETFVIG1.43B1.09%130.9B USD0.04%$244.13+0.09%
Vanguard High Dividend Yield ETFVYM949.77M0.96%99.2B USD0.04%$164.83-0.09%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 7.93B
- Weight
- 0.34%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $376.96-0.34%
Vanguard S&P 500 ETFVOO- Market value
- 6.62B
- Weight
- 0.39%
- AUM
- 1.7T USD
- Expense ratio
- 0.03%
- Price / 1D
- $701.69-0.29%
iShares Core S&P 500 ETFIVV- Market value
- 3.43B
- Weight
- 0.39%
- AUM
- 891.84B USD
- Expense ratio
- 0.03%
- Price / 1D
- $766.98-0.30%
State Street SPDR S&P 500 ETFSPY- Market value
- 3.17B
- Weight
- 0.39%
- AUM
- 817.87B USD
- Expense ratio
- 0.09%
- Price / 1D
- $763.36-0.31%
Vanguard Morningstar Value ETFVTV- Market value
- 2.37B
- Weight
- 0.92%
- AUM
- 256.5B USD
- Expense ratio
- 0.03%
- Price / 1D
- $226.19-0.09%
State Street Financial Select Sector SPDR ETFXLF- Market value
- 1.75B
- Weight
- 3.16%
- AUM
- 55.49B USD
- Expense ratio
- 0.08%
- Price / 1D
- $58.06+1.01%
Vanguard Dividend Appreciation ETFVIG- Market value
- 1.43B
- Weight
- 1.09%
- AUM
- 130.9B USD
- Expense ratio
- 0.04%
- Price / 1D
- $244.13+0.09%
Vanguard High Dividend Yield ETFVYM- Market value
- 949.77M
- Weight
- 0.96%
- AUM
- 99.2B USD
- Expense ratio
- 0.04%
- Price / 1D
- $164.83-0.09%
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