MS · Morgan Stanley

NEW YORK STOCK EXCHANGE, INC. - Real Time Price • USD

Morgan Stanley (MS)

NEW YORK STOCK EXCHANGE, INC. Financial Services
Options chain →
$211.82 +0.68 (+0.32%)
At close: September 2 at 4:00:00 PM EDT
$212.31 +0.51 (+0.24%)
🌅 Pre-Market: 8:27:08 AM EDT
DAY'S RANGE $211.82
$210.73 $216.12
52-WEEK RANGE $211.82
$145.66 $232.25

What's happening

  • MS is up 0.32% today, trading at $211.82. — Live quote
  • Volume today (172,608) is well below its 3-month average of 5,446,770. (Finnhub fundamentals)
  • Last quarter's EPS beat estimates: $3.46 actual vs. $3.03 estimated (+14.1%). (Finnhub earnings history)

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$332.68B
P/E (TTM1)17.09
EPS2 (TTM)$12.76
Div Yield4.32%
Beta31.23
Volume172,608
Open211.96
Prev Close211.14
Bid / Ask199.50 / 222.68
Next Earnings 2026-10-14 (before market open)

Analyst Recommendations

Strong buy 8 Buy 12 Hold 12 Sell 0 Strong sell 1

Aggregate ratings for 2026-09-01 (33 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
MS +18.88%
vs S&P 500 +7.16%
1-YEAR RETURN
MS +41.78%
vs S&P 500 +22.80%
6-MONTH RETURN
MS +18.90%
3-MONTH RETURN
MS +0.01%

Valuation Measures & Ratios

Enterprise Value4$1,175.67B
Forward P/E515.73
PEG Ratio61.59
Price / Sales (TTM1)2.67
Price / Book72.82
EV4 / Revenue9.13
EV4 / EBITDA38.48
Profit Margin15.65%
Operating Margin20.30%
Return on Equity (ROE8)17.83%
Return on Assets (ROA9)1.33%
Avg Volume (3M)5,446,770
Quarterly history (5 periods)
Measure Jun '26Mar '26Sep '25Jun '25Mar '25
Market cap $335.25B $264.20B $255.89B $227.24B $186.54B
P/E 17.37 14.65 16.35 16.10 13.33
Price/Book 2.88 2.31 2.33 2.10 1.75
ROE 16.59% 15.78% 14.23% 13.05% 13.10%
ROA 1.15% 1.14% 1.15% 1.04% 1.08%

Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.

Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short13,893,636
Change from Prior Settlement+4.09%
% of Float
Days to Cover (Short Ratio)3.06

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

Drag horizontally to zoom into a section; use Reset view to restore all observations.

Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.

Indicators None active

Add lines over the price chart or a panel below it. Your choices are saved on this device.

Starter sets
Trend
Oscillators
Volume/volatility
Loading chart…

Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

Potential concerns

  • Latest SEC filing is Form 10-Q, filed 2026-08-04; review it for current changes and risks. SEC EDGAR ↗

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Jun '26Mar '26Sep '25Jun '25Mar '25Sep '24Jun '24Mar '24
Revenue
Net income $5.58B $5.57B $4.61B $3.54B $4.32B $3.19B $3.08B $3.41B
EPS (diluted) $3.46 $3.43 $2.80 $2.13 $2.60 $1.88 $1.82 $2.02
EPS (basic) $3.50 $3.47 $2.83 $2.15 $2.62 $1.91 $1.85 $2.04

Balance sheet

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Total assets $1,675.06B $1,581.42B $1,420.27B $1,364.81B $1,353.87B $1,300.30B $1,215.07B $1,258.03B
Total liabilities $1,557.62B $1,466.03B $1,307.62B $1,253.76B $1,244.60B $1,192.45B $1,109.64B $1,153.36B
Stockholders' equity $116.33B $114.29B $111.63B $109.96B $108.18B $106.81B $104.51B $103.65B
Cash & equivalents $160.13B $133.53B $111.69B $103.73B $109.13B $90.74B $105.39B $91.08B
Property, plant & equipment
Goodwill $17.11B $17.11B $16.73B $16.73B $16.73B $16.71B $16.71B $16.73B

Cash flow

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Operating cash flow -$2.75B -$7.10B -$2.41B -$3.33B $11.83B -$23.98B $11.80B -$17.32B
Investing cash flow -$7.20B -$6.60B -$13.40B -$10.68B -$17.67B -$5.03B -$10.15B -$6.70B
Financing cash flow $37.06B $36.46B $23.97B $9.08B $21.67B $13.04B $15.26B $23.05B
Share-based compensation $562.0M $571.0M $469.0M $449.0M $469.0M $539.0M $391.0M $372.0M
Deferred income taxes $561.0M $152.0M
Change in accounts payable $25.18B $31.74B $1.14B $13.25B $11.86B $24.46B -$38.11B $13.40B

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding MS as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Source: Business Quant SEC Form 13F · report period 2026-06-30 · 31 filers

Held by These Filers67.8%
Shares Outstanding1,554,000,000
FilerSharesValue% OutQtr ChangeFiled
Mitsubishi Ufj Financial Group Inc 377,085,167 $78.83B 24.27% +0.0% 2026-08-06
State Street Corp 99,560,815 $20.81B 6.41% -1.8% 2026-08-07
BlackRock, Inc. 94,899,620 $19.84B 6.11% -1.6% 2026-08-07
VANGUARD CAPITAL MANAGEMENT LLC 77,700,641 $16.24B 5.00% -0.0% 2026-06-30
Jpmorgan Chase & Co 44,363,477 $9.39B 2.85% +1.8% 2026-08-12
VANGUARD PORTFOLIO MANAGEMENT LLC 30,203,228 $6.31B 1.94% -0.1% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 27,346,327 $5.69B 1.76% -1.3% 2026-08-12
Fisher Asset Management, LLC 26,172,995 $5.47B 1.68% +2.2% 2026-08-04
FMR LLC 24,903,987 $5.21B 1.60% +9.6% 2026-08-13
PRICE T ROWE ASSOCIATES INC /MD/ 19,246,850 $4.0M 1.24% +13.1% 2026-08-14
Capital Research Global Investors 18,070,606 $3.78B 1.16% -10.9% 2026-08-07
NORGES BANK 17,984,532 $3.76B 1.16% +0.0% 2026-08-12
Bank Of America Corp /De/ 16,651,161 $3.48B 1.07% +2.0% 2026-08-14
Ameriprise Financial Inc 14,101,563 $2.95B 0.91% +1.3% 2026-08-14
Goldman Sachs Group Inc 13,906,759 $2.91B 0.89% -6.5% 2026-08-14
Northern Trust Corp 12,514,426 $2.62B 0.81% -2.4% 2026-08-12
Corient Private Wealth LP 11,623,125 $352.8M 0.75% +589.4% 2026-08-12
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 11,206,144 $2.34B 0.72% +1.7% 2026-08-13
UBS Group AG 10,529,270 $2.20B 0.68% -11.7% 2026-08-13
SCHRODER INVESTMENT MANAGEMENT GROUP 10,226,529 $2.14B 0.66% -0.2% 2026-08-10
Capital World Investors 10,170,848 $2.13B 0.65% +529.2% 2026-08-07
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 9,956,067 $2.08B 0.64% -0.4% 2026-08-14
Sixth Street Partners Management Company, L.P. 9,956,067 $2.08B 0.64% +0.0% 2026-08-13
Bank of New York Mellon Corp 9,759,983 $2.04B 0.63% -0.4% 2026-08-06
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 9,212,711 $1.92B 0.59% -21.6% 2026-08-03

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-03-12 to 2026-07-30

Recent transactions

  • Insiders have net sold 134,324 shares over the last 182 days, across 0 purchases and 17 sales.
  • Most recent: MITSUBISHI UFJ FINANCIAL GROUP INC (Reporting person) — Disposition to issuer of 414,396 shares on 2026-07-30.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)0 sh(0 txns)
Sales (open market)134,324 sh(17 txns)
Net Shares-134,324

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
MITSUBISHI UFJ FINANCIAL GROUP INCReporting personDisposition to issuer2026-07-30414,396
SCHAPIRO MARY LDirectorOpen market sale2026-07-281,000
Pizzi Michael A.Head Technology & OperationsOpen market sale2026-07-1717,064
YESHAYA SHARONChief Financial OfficerOpen market sale2026-07-166,382
NALLY DENNIS MDirectorGrant / award2026-06-011,310
WILKINS RAYFORD JRDirectorGrant / award2026-06-011,310
BUTLER MEGANDirectorGrant / award2026-06-011,310
James Erika HDirectorGrant / award2026-06-011,310
GOOD LYNN JDirectorGrant / award2026-06-011,310
TRAQUINA PERRY MDirectorGrant / award2026-06-011,310
Peterson Douglas L.DirectorGrant / award2026-06-011,310
Miscik Judith ADirectorGrant / award2026-06-011,310
Herz Robert HDirectorGrant / award2026-06-011,310
Leibowitz Shelley BDirectorGrant / award2026-06-011,310
GLOCER THOMAS HDirectorGrant / award2026-06-011,310
GROSSMAN ERIC FChief Legal/Admin OfficerOpen market sale2026-04-205,559
SIMKOWITZ DANIEL ACo-PresidentGift2026-04-178,000
SAPERSTEIN ANDREW MCo-PresidentOpen market sale2026-04-166,584
CRAWLEY MANDELLChief Client OfficerOpen market sale2026-04-162,546

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-07-30MITSUBISHI UFJ FINANCIAL GROUP INCReporting personDisposition to issuer 414,396$213.28
2026-07-28SCHAPIRO MARY LDirectorOpen market sale 1,000$212.06
2026-07-28SCHAPIRO MARY LDirectorGift 2,325$0.00
2026-07-17Pizzi Michael A.Head Technology & OperationsOpen market sale 17,064$215.00
2026-07-17Pizzi Michael A.Head Technology & OperationsOpen market sale 7,101$216.88
2026-07-16YESHAYA SHARONChief Financial OfficerOpen market sale 6,382$222.51
2026-07-16YESHAYA SHARONChief Financial OfficerOpen market sale 9,172$222.51
2026-06-01NALLY DENNIS MDirectorGrant / award 1,310$0.00
2026-06-01NALLY DENNIS MDirectorGrant / award 345$209.96
2026-06-01WILKINS RAYFORD JRDirectorGrant / award 1,310$0.00
2026-06-01BUTLER MEGANDirectorGrant / award 1,310$0.00
2026-06-01BUTLER MEGANDirectorTax withholding 190$209.96
2026-06-01James Erika HDirectorGrant / award 1,310$0.00
2026-06-01GOOD LYNN JDirectorGrant / award 1,310$0.00
2026-06-01GOOD LYNN JDirectorGrant / award 274$209.96
2026-06-01TRAQUINA PERRY MDirectorGrant / award 1,310$0.00
2026-06-01TRAQUINA PERRY MDirectorGrant / award 369$209.96
2026-06-01Peterson Douglas L.DirectorGrant / award 1,310$0.00
2026-06-01Peterson Douglas L.DirectorGrant / award 274$209.96
2026-06-01Miscik Judith ADirectorGrant / award 1,310$0.00
2026-06-01Herz Robert HDirectorGrant / award 1,310$0.00
2026-06-01Leibowitz Shelley BDirectorGrant / award 1,310$0.00
2026-06-01GLOCER THOMAS HDirectorGrant / award 1,310$0.00
2026-06-01GLOCER THOMAS HDirectorGrant / award 512$209.96
2026-06-01SCHAPIRO MARY LDirectorGrant / award 1,310$0.00
2026-04-20GROSSMAN ERIC FChief Legal/Admin OfficerOpen market sale 5,559$190.00
2026-04-20GROSSMAN ERIC FChief Legal/Admin OfficerOpen market sale 5,559$191.50
2026-04-17SIMKOWITZ DANIEL ACo-PresidentGift 8,000$0.00
2026-04-17SIMKOWITZ DANIEL ACo-PresidentOpen market sale 14,690$189.24
2026-04-16SAPERSTEIN ANDREW MCo-PresidentOpen market sale 6,584$187.20
2026-04-16SAPERSTEIN ANDREW MCo-PresidentOpen market sale 33,541$188.37
2026-04-16SAPERSTEIN ANDREW MCo-PresidentOpen market sale 6,353$189.15
2026-04-16SAPERSTEIN ANDREW MCo-PresidentOpen market sale 1,400$190.44
2026-04-16SAPERSTEIN ANDREW MCo-PresidentOpen market sale 3,190$191.30
2026-04-16SAPERSTEIN ANDREW MCo-PresidentOpen market sale 600$192.12
2026-04-16YESHAYA SHARONChief Financial OfficerGift 9,172$0.00
2026-04-16YESHAYA SHARONChief Financial OfficerGift 9,172$0.00
2026-04-16CRAWLEY MANDELLChief Client OfficerOpen market sale 2,546$187.25
2026-04-16CRAWLEY MANDELLChief Client OfficerOpen market sale 13,283$188.38
2026-04-16CRAWLEY MANDELLChief Client OfficerOpen market sale 300$189.05
2026-04-16CRAWLEY MANDELLChief Client OfficerGift 1,053$0.00
2026-03-12YESHAYA SHARONChief Financial OfficerGrant / award 17,399$0.00
2026-03-12YESHAYA SHARONChief Financial OfficerTax withholding 9,622$160.89
2026-03-12SIMKOWITZ DANIEL ACo-PresidentGrant / award 32,865$0.00
2026-03-12SIMKOWITZ DANIEL ACo-PresidentTax withholding 18,175$160.89
2026-03-12SAPERSTEIN ANDREW MCo-PresidentGrant / award 52,777$0.00
2026-03-12SAPERSTEIN ANDREW MCo-PresidentTax withholding 26,943$160.89
2026-03-12Pizzi Michael A.Head Technology & OperationsGrant / award 16,432$0.00
2026-03-12Pizzi Michael A.Head Technology & OperationsTax withholding 7,900$160.89

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-09-03 12:29 UTC

FiledFormReport periodOfficial filing
2026-08-0410-Q2026-06-30 View on SEC.gov →
2026-08-0342026-07-30 View on SEC.gov →
2026-07-2942026-07-28 View on SEC.gov →
2026-07-1742026-07-16 View on SEC.gov →
2026-07-1742026-07-17 View on SEC.gov →
2026-07-158-K2026-07-15 View on SEC.gov →
2026-06-248-K2026-06-24 View on SEC.gov →
2026-06-0242026-06-01 View on SEC.gov →
2026-06-0242026-06-01 View on SEC.gov →
2026-06-0242026-06-01 View on SEC.gov →
2026-06-0242026-06-01 View on SEC.gov →
2026-06-0242026-06-01 View on SEC.gov →

Headlines about MS (Morgan Stanley). Links open the publisher — we don’t host full articles.

SEC filings ↓

← Back to the full dashboard · My watchlist