
Morgan Stanley
MS-PINYSEFinancial ServicesFinancial - Capital Markets
Previous close
$24.32
$0.00 · 0.00%
MS-PI company overview
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GoAI snapshot
AI-powered factor overview
GoAI score
Buy
Favorable setup — positive multi-factor alignment
Valuation
76
Undervalued
Momentum
46
Neutral
Sentiment
58
Mixed
Risk resilience
83
Low Risk
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Company profile
Company websiteMorgan Stanley is a leading global financial services firm that delivers a wide range of financial products and advisory services. Its diverse client base includes corporate entities, governments, other financial institutions, and private individuals, with operations spanning the Americas, Europe, the Middle East, Africa, and Asia. The company's business activities are organized into three primary divisions: 1. Institutional Securities: This segment focuses on capital formation and strategic financial counsel. It involves underwriting debt, equity, and other securities to help clients raise capital, alongside providing expert advice on mergers and acquisitions, corporate restructurings, real estate deals, and project finance. Additionally, this division conducts sales and trading, offering financing, prime brokerage, and market-making services across equities, fixed income (including foreign exchange), and commodities. It also extends credit through corporate and commercial real estate loans, secured lending facilities for trading clients, and asset-backed and mortgage lending solutions, while providing institutional investment and research insights. 2. Wealth Management: Dedicated to serving individual investors, small to mid-sized businesses, and specific institutional clients, this segment provides both advisor-led and self-directed brokerage options. Its comprehensive offerings include financial and wealth planning, workplace solutions like stock plan administration, annuity and insurance products, and various lending services such as securities-based and residential real estate loans. Banking and retirement plan administration are also key components of this division. 3. Investment Management: This segment caters to institutional clients by offering a broad portfolio of investment products, including equity, fixed income, liquidity, and alternative strategies. Its clientele encompasses pension and defined contribution plans, foundations, endowments, governmental bodies, sovereign wealth funds, insurance firms, and corporate and third-party fund sponsors. These offerings are distributed through both direct institutional and intermediary channels. Established in 1924, Morgan Stanley maintains its global headquarters in New York City.
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Edward N. Pick
- Listed since
- Sep 15, 2014
- Employees
- 83,000
Market position
Day range
Current $24.32
52-week range
Current $24.32
- Open
- $24.16
- Previous close
- $24.32
- Volume
- 65.32K
- 0.98× average
- Average volume
- 66.44K
- Average daily volume
- Market cap
- 325.13B USD
- Beta
- 1.21
- Market reference 1
- 50-day average
- $24.8362
- -2.08% below average
- 200-day average
- $25.0819
- -3.04% below average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 642.76B USD
- P/E (TTM)
- 17.22×
- P/B (TTM)
- 3.05×
- P/S (TTM)
- 2.67×
- EV / EBITDA
- 24.15×
- Earnings yield
- 6.05%
- Free cash flow yield
- 16.53%
- Dividend yield
- 1.94%
Profitability & efficiency
- Gross margin
- 59.72%
- Operating margin
- 20.70%
- Net margin
- 15.99%
- Return on equity
- 15.10%
- Return on assets
- 1.19%
- Return on invested capital
- 1.69%
Financial health
- Debt / equity
- 4.75×
- Current ratio
- 1.17×
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
- EPS beat rate
- 100%
- 6 beats, 0 misses, 0 met estimates
- Average EPS surprise
- +18.53%
- 6 comparable reports
- Latest EPS result
- 3.46
- Estimate 2.93 · Beat by 18.09%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
Corporate actions
Annual dividends per share
Cash distributions grouped by calendar year; partial years are marked.
$1.6159
2025 complete year+1.4% since 2021
2026 partial: $0.8013
$1.5938
2,021
$1.5938
2,022
$1.5938
2,023
$1.6026
2,024
$1.6159
2,025
$0.8013
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 | $0.4073Quarterly | Sep 30, 2026 | Oct 15, 2026 |
Dividend | Jun 30, 2026 | $0.4029Quarterly | Jun 30, 2026 | Jul 15, 2026 |
Dividend | Mar 31, 2026 | $0.3984Quarterly | Mar 31, 2026 | Apr 15, 2026 |
Dividend | Dec 31, 2025 | $0.4073Quarterly | Dec 31, 2025 | Jan 15, 2026 |
Dividend | Sep 30, 2025 | $0.4073Quarterly | Sep 30, 2025 | Oct 15, 2025 |
Dividend | Jun 30, 2025 | $0.4029Quarterly | Jun 30, 2025 | Jul 15, 2025 |
Ex-dividend Sep 30, 2026
$0.4073
Quarterly
Record Sep 30, 2026 · Payment Oct 15, 2026
Ex-dividend Jun 30, 2026
$0.4029
Quarterly
Record Jun 30, 2026 · Payment Jul 15, 2026
Ex-dividend Mar 31, 2026
$0.3984
Quarterly
Record Mar 31, 2026 · Payment Apr 15, 2026
Ex-dividend Dec 31, 2025
$0.4073
Quarterly
Record Dec 31, 2025 · Payment Jan 15, 2026
Ex-dividend Sep 30, 2025
$0.4073
Quarterly
Record Sep 30, 2025 · Payment Oct 15, 2025
Ex-dividend Jun 30, 2025
$0.4029
Quarterly
Record Jun 30, 2025 · Payment Jul 15, 2025
MS-PI peers
ETFs holding MS-PI
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Preferred and Income Securities ETFPFF60.13M0.46%13.06B USD0.45%$30.46+0.03%
Invesco Preferred ETFPGX35.41M0.95%3.76B USD0.50%$10.60-0.28%
Invesco Financial Preferred ETFPGF9.94M1.50%658.76M USD0.55%$13.425-0.33%
State Street SPDR ICE Preferred Securities ETFPSK4.3M0.63%678.06M USD0.45%$29.59-0.44%
AAM Low Duration Preferred and Income Securities ETFPFLD1.86M0.46%487.73M USD0.45%$19.550.00%
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETFGPRF489.49K0.34%145.77M USD0.45%$49.345+0.03%
Principal Spectrum Preferred and Income ETFPQDI414.17K0.58%70.1M USD0.60%$19.25+0.05%
Innovator S&P Inv. Grade Preferred ETFEPRF288.85K0.43%67.24M USD0.47%$16.55-0.39%
iShares Preferred and Income Securities ETFPFF- Market value
- 60.13M
- Weight
- 0.46%
- AUM
- 13.06B USD
- Expense ratio
- 0.45%
- Price / 1D
- $30.46+0.03%
Invesco Preferred ETFPGX- Market value
- 35.41M
- Weight
- 0.95%
- AUM
- 3.76B USD
- Expense ratio
- 0.50%
- Price / 1D
- $10.60-0.28%
Invesco Financial Preferred ETFPGF- Market value
- 9.94M
- Weight
- 1.50%
- AUM
- 658.76M USD
- Expense ratio
- 0.55%
- Price / 1D
- $13.425-0.33%
State Street SPDR ICE Preferred Securities ETFPSK- Market value
- 4.3M
- Weight
- 0.63%
- AUM
- 678.06M USD
- Expense ratio
- 0.45%
- Price / 1D
- $29.59-0.44%
AAM Low Duration Preferred and Income Securities ETFPFLD- Market value
- 1.86M
- Weight
- 0.46%
- AUM
- 487.73M USD
- Expense ratio
- 0.45%
- Price / 1D
- $19.550.00%
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETFGPRF- Market value
- 489.49K
- Weight
- 0.34%
- AUM
- 145.77M USD
- Expense ratio
- 0.45%
- Price / 1D
- $49.345+0.03%
Principal Spectrum Preferred and Income ETFPQDI- Market value
- 414.17K
- Weight
- 0.58%
- AUM
- 70.1M USD
- Expense ratio
- 0.60%
- Price / 1D
- $19.25+0.05%
Innovator S&P Inv. Grade Preferred ETFEPRF- Market value
- 288.85K
- Weight
- 0.43%
- AUM
- 67.24M USD
- Expense ratio
- 0.47%
- Price / 1D
- $16.55-0.39%
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