
Morgan Stanley
MS-PKNYSEFinancial ServicesFinancial - Capital Markets
Latest quote
$22.26
+$0.06 · +0.27%
After-hours
$22.26
$0.00 · 0.00%
Aug 24, 4:15 PM ET
MS-PK 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
76
Undervalued
Momentum
44
Neutral
Sentiment
58
Mixed
Risk resilience
80
Low Risk
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Company profile
Company websiteMorgan Stanley, a prominent financial conglomerate, delivers a broad spectrum of financial offerings and expertise. Its client base spans global corporations, governmental bodies, financial organizations, and private individuals across continents, including North and South America, Europe, the Middle East, Africa, and Asia. The firm's operations are strategically organized into three distinct divisions: Institutional Securities, Wealth Management, and Investment Management. The Institutional Securities division focuses on facilitating capital generation and providing expert financial guidance. This encompasses underwriting various securities such as debt and equity, alongside offering consultancy on mergers, acquisitions, corporate restructurings, real estate transactions, and specialized project financing. Furthermore, this segment is active in sales and trading, delivering services like direct sales, financing solutions, prime brokerage, and acting as a market maker for equities and fixed-income instruments, including foreign exchange and commodities. It also extends corporate and commercial real estate loans, offering secured credit lines and funding to its sales and trading clients, in addition to asset-backed and mortgage lending. Complementing these are specialized wealth management, investment analysis, and research services. The Wealth Management division caters to individual investors, small-to-midsize businesses, and various institutions. It delivers a comprehensive suite of services, including personalized brokerage and investment advice from financial advisors, self-service brokerage options, extensive financial and wealth strategy planning, and workplace solutions such as stock plan management. This segment also provides annuity and insurance offerings, various lending options like securities-backed loans and residential property financing, general banking services, and retirement planning solutions. Finally, the Investment Management segment furnishes a diverse array of investment vehicles, including equity, fixed income, liquidity management, and alternative strategies. These are distributed through institutional and intermediary networks to a broad clientele, such as pension and defined contribution schemes, charitable foundations, university endowments, governmental bodies, sovereign wealth funds, insurers, and external fund sponsors and corporate clients. Established in 1924, Morgan Stanley maintains its primary headquarters in New York, New York.
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Edward N. Pick
- Listed since
- Jan 25, 2017
- Employees
- 83,000
Market position
Day range
Current $22.26
52-week range
Current $22.26
- Open
- $22.26
- Previous close
- $22.20
- Volume
- 0
- 0× average
- Average volume
- 67.82K
- Average daily volume
- Market cap
- 320.48B USD
- Beta
- 1.21
- Market reference 1
- 50-day average
- $23.2132
- -4.11% below average
- 200-day average
- $24.0861
- -7.58% below average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 642.76B USD
- P/E (TTM)
- 17.21×
- 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×
- Altman Z-score
- -1.4
- 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
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.
Rating distribution
39 ratingsCorporate actions
Annual dividends per share
Cash distributions grouped by calendar year; partial years are marked.
$1.4625
2025 complete year0.0% since 2021
2026 partial: $0.7313
$1.4625
2,021
$1.4625
2,022
$1.4625
2,023
$1.4625
2,024
$1.4625
2,025
$0.7313
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 | $0.3656Quarterly | Sep 30, 2026 | Oct 15, 2026 |
Dividend | Jun 30, 2026 | $0.3656Quarterly | Jun 30, 2026 | Jul 15, 2026 |
Dividend | Mar 31, 2026 | $0.3656Quarterly | Mar 31, 2026 | Apr 15, 2026 |
Dividend | Dec 31, 2025 | $0.3656Quarterly | Dec 31, 2025 | Jan 15, 2026 |
Dividend | Sep 30, 2025 | $0.3656Quarterly | Sep 30, 2025 | Oct 15, 2025 |
Dividend | Jun 30, 2025 | $0.3656Quarterly | Jun 30, 2025 | Jul 15, 2025 |
Ex-dividend Sep 30, 2026
$0.3656
Quarterly
Record Sep 30, 2026 · Payment Oct 15, 2026
Ex-dividend Jun 30, 2026
$0.3656
Quarterly
Record Jun 30, 2026 · Payment Jul 15, 2026
Ex-dividend Mar 31, 2026
$0.3656
Quarterly
Record Mar 31, 2026 · Payment Apr 15, 2026
Ex-dividend Dec 31, 2025
$0.3656
Quarterly
Record Dec 31, 2025 · Payment Jan 15, 2026
Ex-dividend Sep 30, 2025
$0.3656
Quarterly
Record Sep 30, 2025 · Payment Oct 15, 2025
Ex-dividend Jun 30, 2025
$0.3656
Quarterly
Record Jun 30, 2025 · Payment Jul 15, 2025
MS-PK peers
ETFs holding MS-PK
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Preferred and Income Securities ETFPFF54.82M0.42%13.06B USD0.45%$30.51+0.16%
Invesco Preferred ETFPGX32.64M0.87%3.76B USD0.50%$10.61+0.65%
Invesco Financial Preferred ETFPGF9.09M1.38%658.76M USD0.55%$13.41+0.40%
First Trust Preferred Securities and Income ETFFPE6.58M0.11%6.28B USD0.83%$17.660.00%
State Street SPDR ICE Preferred Securities ETFPSK3.94M0.58%678.06M USD0.45%$29.75+0.54%
AAM Low Duration Preferred and Income Securities ETFPFLD1.7M0.42%487.73M USD0.45%$19.56+0.05%
JPMorgan Preferred and Income Securities ETFJPRF1.18M0.05%2.28B USD0.55%$49.80+0.10%
Principal Spectrum Preferred and Income ETFPQDI888K1.25%70.1M USD0.60%$19.250.00%
iShares Preferred and Income Securities ETFPFF- Market value
- 54.82M
- Weight
- 0.42%
- AUM
- 13.06B USD
- Expense ratio
- 0.45%
- Price / 1D
- $30.51+0.16%
Invesco Preferred ETFPGX- Market value
- 32.64M
- Weight
- 0.87%
- AUM
- 3.76B USD
- Expense ratio
- 0.50%
- Price / 1D
- $10.61+0.65%
Invesco Financial Preferred ETFPGF- Market value
- 9.09M
- Weight
- 1.38%
- AUM
- 658.76M USD
- Expense ratio
- 0.55%
- Price / 1D
- $13.41+0.40%
First Trust Preferred Securities and Income ETFFPE- Market value
- 6.58M
- Weight
- 0.11%
- AUM
- 6.28B USD
- Expense ratio
- 0.83%
- Price / 1D
- $17.660.00%
State Street SPDR ICE Preferred Securities ETFPSK- Market value
- 3.94M
- Weight
- 0.58%
- AUM
- 678.06M USD
- Expense ratio
- 0.45%
- Price / 1D
- $29.75+0.54%
AAM Low Duration Preferred and Income Securities ETFPFLD- Market value
- 1.7M
- Weight
- 0.42%
- AUM
- 487.73M USD
- Expense ratio
- 0.45%
- Price / 1D
- $19.56+0.05%
JPMorgan Preferred and Income Securities ETFJPRF- Market value
- 1.18M
- Weight
- 0.05%
- AUM
- 2.28B USD
- Expense ratio
- 0.55%
- Price / 1D
- $49.80+0.10%
Principal Spectrum Preferred and Income ETFPQDI- Market value
- 888K
- Weight
- 1.25%
- AUM
- 70.1M USD
- Expense ratio
- 0.60%
- Price / 1D
- $19.250.00%
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