
Morgan Stanley
MS-PPNYSEFinancial ServicesFinancial - Capital Markets
Previous close
$25.02
−$0.09 · -0.36%
MS-PP 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
41
Neutral
Sentiment
58
Mixed
Risk resilience
81
Low Risk
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
AI-generated, informational only, and not investment advice.
Company profile
Company websiteMorgan Stanley (MS-PP) is a prominent global financial services firm that delivers a wide range of financial products and solutions. Its extensive clientele spans corporations, governments, financial organizations, and individuals across North and South America, Europe, the Middle East, Africa, and Asia. The company's operations are segmented into three core divisions: 1. Institutional Securities: This segment provides crucial capital-raising and strategic financial advisory services, such as underwriting debt and equity offerings, and offering counsel on mergers, acquisitions, corporate restructurings, real estate ventures, and project financing. It is also active in sales, trading, financing, prime brokerage, and market-making for a variety of financial instruments, including equities, fixed income products (like foreign exchange and commodities), and various lending facilities, such as corporate and commercial real estate loans, secured lending, and asset-backed and mortgage lending. Investment and research services are also a key part of this division. 2. Wealth Management: Focused on individual investors, as well as small to mid-sized businesses and institutions, this division offers a comprehensive suite of services. These include brokerage (both advisor-guided and self-directed), financial and wealth planning, workplace services (like stock plan administration), insurance and annuity products, diverse lending solutions (such as securities-based loans and residential real estate mortgages), banking services, and retirement planning. 3. Investment Management: This segment specializes in providing a variety of investment vehicles, including equity, fixed income, liquidity, and alternative strategies. These products are distributed via institutional and intermediary channels to a sophisticated client base, comprising benefit and defined contribution plans, charitable foundations, endowments, government bodies, sovereign wealth funds, insurance companies, and other corporate entities. Founded in 1924, Morgan Stanley maintains its headquarters in New York, New York.
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Edward N. Pick
- Listed since
- Jul 29, 2022
- Employees
- 83,000
Market position
Day range
Current $25.02
52-week range
Current $25.02
- Open
- $25.05
- Previous close
- $25.11
- Volume
- 72.43K
- 1.09× average
- Average volume
- 66.5K
- Average daily volume
- Market cap
- 331.56B USD
- Beta
- 1.21
- Market reference 1
- 50-day average
- $25.1487
- -0.51% below average
- 200-day average
- $25.4112
- -1.54% below 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×
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
- +19.28%
- 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.
$1.625
2025 complete year0.0% since 2023
2026 partial: $0.8125
$1.625
2,023
$1.625
2,024
$1.625
2,025
$0.8125
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 | $0.4063Quarterly | Sep 30, 2026 | Oct 15, 2026 |
Dividend | Jun 30, 2026 | $0.4063Quarterly | Jun 30, 2026 | Jul 15, 2026 |
Dividend | Mar 31, 2026 | $0.4063Quarterly | Mar 31, 2026 | Apr 15, 2026 |
Dividend | Dec 31, 2025 | $0.4063Quarterly | Dec 31, 2025 | Jan 15, 2026 |
Dividend | Sep 30, 2025 | $0.4063Quarterly | Sep 30, 2025 | Oct 15, 2025 |
Dividend | Jun 30, 2025 | $0.4063Quarterly | Jun 30, 2025 | Jul 15, 2025 |
Ex-dividend Sep 30, 2026
$0.4063
Quarterly
Record Sep 30, 2026 · Payment Oct 15, 2026
Ex-dividend Jun 30, 2026
$0.4063
Quarterly
Record Jun 30, 2026 · Payment Jul 15, 2026
Ex-dividend Mar 31, 2026
$0.4063
Quarterly
Record Mar 31, 2026 · Payment Apr 15, 2026
Ex-dividend Dec 31, 2025
$0.4063
Quarterly
Record Dec 31, 2025 · Payment Jan 15, 2026
Ex-dividend Sep 30, 2025
$0.4063
Quarterly
Record Sep 30, 2025 · Payment Oct 15, 2025
Ex-dividend Jun 30, 2025
$0.4063
Quarterly
Record Jun 30, 2025 · Payment Jul 15, 2025
MS-PP peers
ETFs holding MS-PP
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Preferred and Income Securities ETFPFF62.08M0.48%13.06B USD0.45%$30.46+0.03%
Invesco Preferred ETFPGX36.51M0.98%3.76B USD0.50%$10.60-0.28%
JPMorgan Preferred and Income Securities ETFJPRF15.16M0.67%2.28B USD0.55%$49.7498+0.02%
Invesco Financial Preferred ETFPGF10.28M1.55%658.76M USD0.55%$13.425-0.33%
State Street SPDR ICE Preferred Securities ETFPSK4.44M0.65%678.06M USD0.45%$29.59-0.44%
AAM Low Duration Preferred and Income Securities ETFPFLD1.82M0.45%487.73M USD0.45%$19.550.00%
Fidelity Preferred Securities & Income ETFFPFD1.01M1.27%80.75M USD0.59%$21.22-0.26%
Cohen & Steers Preferred and Income Opportunities Active ETFCSPF965.86K0.31%65.77M USD0.59%$25.98+0.19%
iShares Preferred and Income Securities ETFPFF- Market value
- 62.08M
- Weight
- 0.48%
- AUM
- 13.06B USD
- Expense ratio
- 0.45%
- Price / 1D
- $30.46+0.03%
Invesco Preferred ETFPGX- Market value
- 36.51M
- Weight
- 0.98%
- AUM
- 3.76B USD
- Expense ratio
- 0.50%
- Price / 1D
- $10.60-0.28%
JPMorgan Preferred and Income Securities ETFJPRF- Market value
- 15.16M
- Weight
- 0.67%
- AUM
- 2.28B USD
- Expense ratio
- 0.55%
- Price / 1D
- $49.7498+0.02%
Invesco Financial Preferred ETFPGF- Market value
- 10.28M
- Weight
- 1.55%
- AUM
- 658.76M USD
- Expense ratio
- 0.55%
- Price / 1D
- $13.425-0.33%
State Street SPDR ICE Preferred Securities ETFPSK- Market value
- 4.44M
- Weight
- 0.65%
- AUM
- 678.06M USD
- Expense ratio
- 0.45%
- Price / 1D
- $29.59-0.44%
AAM Low Duration Preferred and Income Securities ETFPFLD- Market value
- 1.82M
- Weight
- 0.45%
- AUM
- 487.73M USD
- Expense ratio
- 0.45%
- Price / 1D
- $19.550.00%
Fidelity Preferred Securities & Income ETFFPFD- Market value
- 1.01M
- Weight
- 1.27%
- AUM
- 80.75M USD
- Expense ratio
- 0.59%
- Price / 1D
- $21.22-0.26%
Cohen & Steers Preferred and Income Opportunities Active ETFCSPF- Market value
- 965.86K
- Weight
- 0.31%
- AUM
- 65.77M USD
- Expense ratio
- 0.59%
- Price / 1D
- $25.98+0.19%
Continue in GoAI
Research MS-PPresearch.disclaimer





