
Morgan Stanley
MS-PANYSEFinancial ServicesFinancial - Capital Markets
Previous close
$19.01
+$0.05 · +0.26%
After-hours
$19.01
$0.00 · 0.00%
Aug 24, 5:05 PM ET
MS-PA 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
81
Deep Value
Momentum
39
Weakening
Sentiment
58
Mixed
Risk resilience
75
Moderate Risk
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
AI-generated, informational only, and not investment advice.
Company profile
Company websiteMorgan Stanley, a distinguished financial holding company established in New York in 1924, provides a comprehensive range of financial solutions and services worldwide. Its diverse clientele includes corporations, government entities, financial institutions, and individual clients spanning the Americas, Europe, the Middle East, Africa, and Asia. The firm operates through three core divisions: 1. Institutional Securities: This segment focuses on capital markets and strategic financial advisory. It assists clients with raising capital by underwriting debt, equity, and other securities, and offers expert counsel on mergers and acquisitions, corporate restructurings, real estate transactions, and project financing. Furthermore, it delivers extensive sales and trading services, including market-making, prime brokerage, financing, and trading across equities, fixed income, foreign exchange, and commodities. Lending activities, encompassing corporate and commercial real estate loans, secured lending facilities, and asset-backed and mortgage lending, are also part of its offerings, alongside select wealth management and research capabilities. 2. Wealth Management: Catering primarily to individual investors, small-to-medium sized businesses, and certain institutions, this division provides a broad spectrum of wealth-building and management services. These offerings include financial advisor-led and self-directed brokerage, holistic financial and wealth planning, workplace solutions such as stock plan administration, and annuity and insurance products. Additionally, it offers various lending products, including securities-based loans and residential real estate loans, banking services, and retirement plan administration. 3. Investment Management: This segment specializes in asset management for a wide array of institutional clients, such as pension funds, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and corporations. It offers diverse investment products, including equity, fixed income, liquidity, and alternative strategies, distributed through both direct institutional and intermediary channels.
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Edward N. Pick
- Listed since
- Jul 10, 2006
- Employees
- 83,000
Market position
Day range
Current $19.01
52-week range
Current $19.01
- Open
- $18.975
- Previous close
- $18.96
- Volume
- 83.57K
- 1.06× average
- Average volume
- 79.01K
- Average daily volume
- Market cap
- 66.94B USD
- Beta
- 1.21
- Market reference 1
- 50-day average
- $19.0854
- -0.40% below average
- 200-day average
- $19.5238
- -2.63% below average
Financials
Financial snapshot
Latest / TTMFinancial health
- Altman Z-score
- -0.03
- Piotroski F-score
- 6 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 25, 2026.
Corporate actions
Annual dividends per share
Cash distributions grouped by calendar year; partial years are marked.
$1.3069
2025 complete year+27.8% since 2021
2026 partial: $0.5825
$1.0222
2,021
$1.0609
2,022
$1.5222
2,023
$1.5484
2,024
$1.3069
2,025
$0.5825
2,026*
* Partial calendar year in the available dividend history.
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
DividendUpcoming | Sep 30, 2026 | $0.3012Quarterly | Sep 30, 2026 | Oct 15, 2026 |
Dividend | Jun 30, 2026 | $0.2929Quarterly | Jun 30, 2026 | Jul 15, 2026 |
Dividend | Mar 31, 2026 | $0.2896Quarterly | Mar 31, 2026 | Apr 15, 2026 |
Dividend | Dec 31, 2025 | $0.3109Quarterly | Dec 31, 2025 | Jan 15, 2026 |
Dividend | Sep 30, 2025 | $0.3373Quarterly | Sep 30, 2025 | Oct 15, 2025 |
Dividend | Jun 30, 2025 | $0.3297Quarterly | Jun 30, 2025 | Jul 15, 2025 |
Ex-dividend Sep 30, 2026
$0.3012
Quarterly
Record Sep 30, 2026 · Payment Oct 15, 2026
Ex-dividend Jun 30, 2026
$0.2929
Quarterly
Record Jun 30, 2026 · Payment Jul 15, 2026
Ex-dividend Mar 31, 2026
$0.2896
Quarterly
Record Mar 31, 2026 · Payment Apr 15, 2026
Ex-dividend Dec 31, 2025
$0.3109
Quarterly
Record Dec 31, 2025 · Payment Jan 15, 2026
Ex-dividend Sep 30, 2025
$0.3373
Quarterly
Record Sep 30, 2025 · Payment Oct 15, 2025
Ex-dividend Jun 30, 2025
$0.3297
Quarterly
Record Jun 30, 2025 · Payment Jul 15, 2025
MS-PA peers
ETFs holding MS-PA
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Preferred and Income Securities ETFPFF51.5M0.40%13.04B USD0.45%$30.51+0.16%
Invesco Variable Rate Preferred ETFVRP8.69M0.29%3.02B USD0.50%$24.09+0.04%
State Street SPDR ICE Preferred Securities ETFPSK3.67M0.54%673.56M USD0.45%$29.75+0.54%
AAM Low Duration Preferred and Income Securities ETFPFLD1.59M0.39%487.73M USD0.45%$19.56+0.05%
Innovator S&P Inv. Grade Preferred ETFEPRF299.27K0.44%67.43M USD0.47%$16.61+0.36%
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETFGPRF295.64K0.20%145.68M USD0.45%$49.5413+0.36%
iShares Morningstar Multi-Asset Income ETFIYLD73.33K0.06%126.96M USD0.50%$22.30+0.04%
iShares Preferred and Income Securities ETFPFF- Market value
- 51.5M
- Weight
- 0.40%
- AUM
- 13.04B USD
- Expense ratio
- 0.45%
- Price / 1D
- $30.51+0.16%
Invesco Variable Rate Preferred ETFVRP- Market value
- 8.69M
- Weight
- 0.29%
- AUM
- 3.02B USD
- Expense ratio
- 0.50%
- Price / 1D
- $24.09+0.04%
State Street SPDR ICE Preferred Securities ETFPSK- Market value
- 3.67M
- Weight
- 0.54%
- AUM
- 673.56M USD
- Expense ratio
- 0.45%
- Price / 1D
- $29.75+0.54%
AAM Low Duration Preferred and Income Securities ETFPFLD- Market value
- 1.59M
- Weight
- 0.39%
- AUM
- 487.73M USD
- Expense ratio
- 0.45%
- Price / 1D
- $19.56+0.05%
Innovator S&P Inv. Grade Preferred ETFEPRF- Market value
- 299.27K
- Weight
- 0.44%
- AUM
- 67.43M USD
- Expense ratio
- 0.47%
- Price / 1D
- $16.61+0.36%
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETFGPRF- Market value
- 295.64K
- Weight
- 0.20%
- AUM
- 145.68M USD
- Expense ratio
- 0.45%
- Price / 1D
- $49.5413+0.36%
iShares Morningstar Multi-Asset Income ETFIYLD- Market value
- 73.33K
- Weight
- 0.06%
- AUM
- 126.96M USD
- Expense ratio
- 0.50%
- Price / 1D
- $22.30+0.04%
Continue in GoAI
Research MS-PAresearch.disclaimer





