XNYS • Financial Services

Morgan Stanley (MS)

Security Brokers, Dealers & Flotation Companies · 1585 BROADWAY, NEW YORK, NY, 10036

XNYSstockActive listing
178.47
-2.10 (-1.16%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close180.57
Open181.54
Day range178.40 – 182.22
52-week range152.80 – 232.25
Volume4,585,797
Market cap298.9B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$234$213$191$170$148Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Morgan Stanley (MS): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Morgan Stanley (MS) is 178.47, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, across which it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses. Stored fundamentals include 20 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

The stored trailing P/E ratio is 55.97. P/E compares a company’s share price with its earnings, but it should be interpreted alongside expected growth, earnings quality, cyclicality and comparable companies.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

A reliable revenue-growth reading is not available or is not positive in the latest stored snapshot. Review multiple reporting periods before judging the growth trajectory.

Profitability

Margin data is incomplete. Revenue alone cannot show whether the company converts sales into sustainable profit.

Valuation

The stored P/E is 55.97. A multiple is not a verdict by itself: interpret it alongside expected earnings growth, cyclicality, cash flow, and comparable companies.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (189.58, 203.58, and 194.31). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The bullish case needs confirmation from reported revenue growth, cash generation, and future company disclosures; the current snapshot does not establish those conditions together.

Bear case

The stored P/E of 55.97 means expectations matter: a slowdown, weaker margins or downward earnings revisions could pressure the valuation.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H178.09-0.21%neutral78
7D177.06-0.79%neutral78
30D174.70-2.11%bearish78
90D171.05-4.16%bearish78

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
2027188.22187.89190.94-0.79%63long-term-neutral
2030195.16190.63206.670.71%62long-term-neutral
2035231.56211.71263.422.24%60long-term-positive
2040289.21244.15353.423.06%58long-term-positive
2050456.88327.78644.263.73%53long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Net income5.65BInterpret alongside the company’s history, sector peers, reporting period and data source.
EPS (reported period)3.46Earnings per share for the stored reporting period; confirm whether the figure is quarterly, annual or trailing twelve months before comparing it with valuation multiples.
EPS growth+62.44%Interpret alongside the company’s history, sector peers, reporting period and data source.
Total assets1.68TInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities1.56TInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt392.56BInterpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity117.44BInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow15.52BInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure819MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow14.7BCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
Return on equity+4.81%Profit generated relative to book equity; leverage and one-off gains can distort it.
Return on assets+0.34%Interpret alongside the company’s history, sector peers, reporting period and data source.
Debt / equity3.34Debt relative to shareholder equity; definitions may vary by data provider.
PEG ratio0.18Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / book2.51Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / FCF20.72Interpret alongside the company’s history, sector peers, reporting period and data source.
Earnings yield+9.01%Interpret alongside the company’s history, sector peers, reporting period and data source.
Shares outstanding1,573,000,000Interpret alongside the company’s history, sector peers, reporting period and data source.
Book value / share74.66Interpret alongside the company’s history, sector peers, reporting period and data source.
FCF / share9.34Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap298.9BMarket value of outstanding shares, not the same as enterprise value.
P/E ratio55.97Share price relative to earnings per share; interpret alongside growth and peers.
52-week high232.25Highest stored price over the rolling year; not a fair-value estimate.
52-week low152.80Lowest stored price over the rolling year; not a support guarantee.
Average volume4,585,797Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)23.54Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 20189.58Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 50203.58Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 100209.72Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 200194.31Average closing price over about 200 sessions; a longer-term trend reference.
EMA 20189.84Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 50198.86Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 200193.32Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD-6.49Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-5.97Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram-0.51Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper201.02Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle189.58Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower178.15Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic12.07Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal21.402119863375578Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-87.93Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI-147.57Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI28.89Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC-5.07%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV115.56MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum-6.16Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+18.24%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR4.79Average true range estimates recent price movement size, not direction.
ADX51.65Measures trend strength, not whether the trend is bullish or bearish.
Support level176.44Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level206.75Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendneutralInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026-Q2quarterly————————1.68T1.56T392.56B117.44B———3spread
Jun 30, 2026cash flowFY-2026-Q2annual————————————-24.24B1.57B-25.81B3spread
Jun 30, 2026cash flowFY-2026-Q2quarterly————————————15.52B819M14.7B3spread
Jun 30, 2026income statementFY-2026-Q2annual————11.29B6.966.90————————3spread
Jun 30, 2026income statementFY-2026-Q2quarterly————5.65B3.503.46————————3spread
Mar 31, 2026balance sheetFY-2026-Q1quarterly————————1.58T1.47T371.57B115.38B———3spread
Mar 31, 2026cash flowFY-2026-Q1quarterly————————————-39.75B754M-40.51B3spread
Mar 31, 2026income statementFY-2026-Q1quarterly————5.64B3.473.43————————3spread
Dec 31, 2025balance sheetFY-2025-Q4quarterly————————1.42T1.31T348.94B112.65B———3spread
Dec 31, 2025cash flowFY-2025-Q4annual————————————-44.68B2.9B-47.58B3spread
Dec 31, 2025cash flowFY-2025-Q4quarterly————————————-10.94B709M-11.65B3spread
Dec 31, 2025income statementFY-2025-Q4annual————17.03B10.3210.21————————3spread
Dec 31, 2025income statementFY-2025-Q4quarterly————4.42B2.702.67————————3spread
Sep 30, 2025balance sheetFY-2025-Q3quarterly————————1.36T1.25T331.68B111.05B———3spread
Sep 30, 2025cash flowFY-2025-Q3quarterly————————————9.68B713M8.97B3spread
Sep 30, 2025income statementFY-2025-Q3quarterly————4.66B2.832.80————————3spread
Jun 30, 2025balance sheetFY-2025-Q2quarterly————————1.35T1.24T328.8B109.27B———3spread
Jun 30, 2025cash flowFY-2025-Q2quarterly————————————-729M763M-1.49B3spread
Jun 30, 2025cash flowFY-2025-Q2annual————————————-43.43B1.48B-44.9B3spread
Jun 30, 2025income statementFY-2025-Q2annual————7.95B4.784.73————————3spread
Jun 30, 2025income statementFY-2025-Q2quarterly————3.58B2.152.13————————3spread
Mar 31, 2025balance sheetFY-2025-Q1quarterly————————1.3T1.19T305.39B107.85B———3spread
Mar 31, 2025cash flowFY-2025-Q1quarterly————————————-42.7B713M-43.41B3spread
Mar 31, 2025income statementFY-2025-Q1quarterly————4.37B2.622.60————————3spread
Dec 31, 2024balance sheetFY-2024-Q4quarterly————————1.22T1.11T288.82B105.43B———3spread
Dec 31, 2024cash flowFY-2024-Q4annual————————————21.77B3.46B18.31B3spread
Dec 31, 2024cash flowFY-2024-Q4quarterly————————————1.28B879M396M3spread
Dec 31, 2024income statementFY-2024-Q4annual————13.53B8.047.95————————3spread
Dec 31, 2024income statementFY-2024-Q4quarterly————3.72B2.242.21————————3spread
Sep 30, 2024balance sheetFY-2024-Q3quarterly————————1.26T1.15T298.18B104.67B———3spread
Sep 30, 2024cash flowFY-2024-Q3quarterly————————————8.47B916M7.55B3spread
Sep 30, 2024income statementFY-2024-Q3quarterly————9.81B5.795.73————————3spread
Jun 30, 2024balance sheetFY-2024-Q2quarterly————————1.21T1.11T275.2B101.61B———3spread
Jun 30, 2024cash flowFY-2024-Q2annual————————————12.03B1.67B10.36B3spread
Jun 30, 2024cash flowFY-2024-Q2quarterly————————————15.43B851M14.58B3spread
Jun 30, 2024income statementFY-2024-Q2quarterly————3.12B1.851.82————————3spread
Jun 30, 2024income statementFY-2024-Q2annual————6.58B3.893.85————————3spread
Mar 31, 2024balance sheetFY-2024-Q1quarterly————————1.23T1.13T271.38B100.14B———3spread
Mar 31, 2024cash flowFY-2024-Q1quarterly————————————-3.4B816M-4.22B3spread
Mar 31, 2024income statementFY-2024-Q1quarterly————3.46B2.042.02————————3spread
Dec 31, 2023balance sheetFY-2023-Q4quarterly————————1.19T1.09T263.73B99.98B———3spread
Dec 31, 2023cash flowFY-2023-Q4annual————————————-36.82B3.41B-40.23B3spread
Dec 31, 2023cash flowFY-2023-Q4quarterly————————————5.43B929M4.5B3spread
Dec 31, 2023income statementFY-2023-Q4quarterly————1.54B0.850.84————————3spread
Dec 31, 2023income statementFY-2023-Q4annual————9.23B5.245.18————————3spread
Sep 30, 2023balance sheetFY-2023-Q3quarterly————————1.17T1.07T247.19B100.16B———3spread
Sep 30, 2023cash flowFY-2023-Q3quarterly————————————-42.25B2.48B-44.73B3spread
Sep 30, 2023income statementFY-2023-Q3quarterly————2.44B1.391.38————————3spread
Jun 30, 2023balance sheetFY-2023-Q2quarterly————————1.16T1.06T247.97B101.36B———3spread
Jun 30, 2023cash flowFY-2023-Q2quarterly————————————-29.51B851M-30.36B3spread
Jun 30, 2023cash flowFY-2023-Q2annual————————————-29.35B1.57B-30.92B3spread
Jun 30, 2023income statementFY-2023-Q2annual————5.25B2.982.95————————3spread
Jun 30, 2023income statementFY-2023-Q2quarterly————2.22B1.251.24————————3spread
Mar 31, 2023balance sheetFY-2023-Q1quarterly————————1.2T1.1T250.18B101.95B———3spread
Mar 31, 2023cash flowFY-2023-Q1quarterly————————————156M719M-563M3spread
Mar 31, 2023income statementFY-2023-Q1quarterly————3.03B1.721.70————————3spread
Dec 31, 2022balance sheetFY-2022-Q4quarterly————————1.18T1.08T238.06B101.23B———3spread
Dec 31, 2022cash flowFY-2022-Q4annual————————————-12.84B3.08B-15.91B3spread
Dec 31, 2022cash flowFY-2022-Q4quarterly————————————-13.61B770M-14.38B3spread
Dec 31, 2022income statementFY-2022-Q4annual————11.18B6.236.15————————3spread

Financial metric history

PeriodRevenue growthGross marginOperating marginNet marginROEROIC
Jun 30, 2026————+4.81%—

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Aug 4, 2026Q23.46———
May 5, 2026Q13.43———
Feb 19, 2026FY10.21———
Nov 3, 2025Q32.80———
Aug 4, 2025Q22.13———
May 5, 2025Q12.60———
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

P/E ratio55.97
Price / book2.51
PEG ratio0.18
Enterprise value691.46B

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

The Motley FoolOct 19, 2026

Morgan Stanley: 3 Key Takeaways for Long-Term Investors

Morgan Stanley reported Q3 2026 earnings with $20.3 billion in firmwide revenue and $10.5 trillion in client assets. The company highlighted three key strengths: a durable asset growth funnel from its E*TRADE acquisition that added $2 trillion in net new assets over six years, s…

bullish
Zacks Investment ResearchOct 19, 2026

Is Most-Watched Stock Morgan Stanley (MS) Worth Betting on Now?

Morgan Stanley has declined 10.9% over the past month, underperforming the S&P 500's +1.5% gain. The company is expected to report earnings of $2.91 per share for the current quarter (+8.6% YoY) and $12.74 for the fiscal year (+24.8% YoY). With a Zacks Rank #3 (Hold) rating and…

neutral
SHAREHOLDER RETURNS

Dividend data and payment history

Source-specific dividend records, with unavailable event dates left blank.

These are SEC-reported dividends-per-share facts. The stored date is the SEC filing/observation date, not a confirmed declaration or ex-dividend date. These records do not establish record dates or payment dates and must not be treated as a dividend payment calendar.

SEC filing / observation dateReported dividend per shareCurrencySource
Aug 4, 20260.9250USDSEC_XBRL_BULK
Aug 4, 20261.0000USDSEC_XBRL_BULK
Aug 4, 20261.8500USDSEC_XBRL_BULK
Aug 4, 20262.0000USDSEC_XBRL_BULK
May 5, 20260.9250USDSEC_XBRL_BULK
May 5, 20261.0000USDSEC_XBRL_BULK
Feb 19, 20263.8500USDSEC_XBRL_BULK
Feb 19, 20263.5500USDSEC_XBRL_BULK
Feb 19, 20263.2500USDSEC_XBRL_BULK
Nov 3, 20252.8500USDSEC_XBRL_BULK
Nov 3, 20252.6250USDSEC_XBRL_BULK
Nov 3, 20251.0000USDSEC_XBRL_BULK
Nov 3, 20250.9250USDSEC_XBRL_BULK
Aug 4, 20250.9250USDSEC_XBRL_BULK
Aug 4, 20250.8500USDSEC_XBRL_BULK
Aug 4, 20251.7000USDSEC_XBRL_BULK
Aug 4, 20251.8500USDSEC_XBRL_BULK
May 5, 20250.9250USDSEC_XBRL_BULK
May 5, 20250.8500USDSEC_XBRL_BULK
Feb 21, 20252.9500USDSEC_XBRL_BULK
Feb 21, 20253.2500USDSEC_XBRL_BULK
Feb 21, 20253.5500USDSEC_XBRL_BULK
Nov 4, 20242.6250USDSEC_XBRL_BULK
Nov 4, 20240.9250USDSEC_XBRL_BULK
Nov 4, 20242.4000USDSEC_XBRL_BULK
Nov 4, 20240.8500USDSEC_XBRL_BULK
Aug 5, 20241.5500USDSEC_XBRL_BULK
Aug 5, 20240.7750USDSEC_XBRL_BULK
Aug 5, 20240.8500USDSEC_XBRL_BULK
Aug 5, 20241.7000USDSEC_XBRL_BULK
RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+21.58%
Beta1.41
ATR4.18
Maximum drawdown-19.28%
Sharpe ratio0.84
Sortino ratio0.83
Debt / equity3.34
1-day return+1.38%
5-day return-0.32%
1-month return-12.87%
3-month return-14.58%
6-month return+13.91%
YTD return+6.86%
1-year return+20.00%
All-time return+28.49%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Sep 30, 2026Oct 5, 2026Tompkins Financial Corporation100581716,732Withheld: value fails validation———SEC_13F_HR
Sep 30, 2026Oct 5, 2026Park National Corporation8056763,405Withheld: value fails validation———SEC_13F_HR
Sep 30, 2026Oct 13, 2026First Financial Corporation Common Stock714562554104.2K———SEC_13F_HR
Sep 30, 2026Oct 14, 2026Orrstown Financial Services Inc8261541,296243.75K———SEC_13F_HR
Sep 30, 2026Oct 13, 2026First Financial Corporation714562554104.2K———SEC_13F_HR
Jun 30, 2026Aug 13, 2026PARK CIRCLE Co1546592800167.23K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Capital Asset Advisory Services LLC166602427,6815.79M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Limestone Investment Advisors LP207559739,3008.22M———SEC_13F_DATASET
Jun 30, 2026Jul 17, 2026Benchmark Financial Wealth Advisors, LLC17577061,002209.51K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC.214578296,2961.46M———SEC_13F_DATASET
Jun 30, 2026Jul 17, 2026Asio Capital, LLC180329121,3104.45M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026FARMERS & MERCHANTS TRUST Co OF LONG BEACH17370902,019422.05K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Financiere des Professionnels - Fonds d'investissement inc.199684634,5247.22M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026BRANDYWINE OAK PRIVATE WEALTH LLC17646942,660556.06K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Long Road Investment Counsel, LLC16200811,461305.41K———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Crossmark Global Holdings, Inc.1539204206,92143.25M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026State of Tennessee, Department of Treasury1587973422,82488.39M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Pinnacle Wealth Management Advisory Group, LLC163186452,04210.88M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Allen Investment Management, LLC132623411,6972.45M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026BLUEDOOR PRIVATE WEALTH, LLC211099411,715405K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Heartland Bank & Trust Co18660408,7931.84M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Kimelman & Baird, LLC131810312025.09K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026CHELSEA COUNSEL CO1276755102.09K———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026GC Wealth Management RIA, LLC201116930,6056.4M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026TIEMANN INVESTMENT ADVISORS, LLC15751513,069641.54K———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026HBW ADVISORY SERVICES LLC179052591,5364.58M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Americana Partners, LLC17976788,8021.84M———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026Signature Resources Capital Management, LLC1940917459.41K———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026INDEPENDENT INVESTORS INC11219086,5331.37M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Legacy Financial Advisors, Inc.17308106,4491.35M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Ellsworth Advisors, LLC18435532,227509.02K———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026ADIRONDACK TRUST CO10542575,4291.13M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026True Wealth Design, LLC196603341185.92K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026BW Gestao de Investimentos Ltda.156828040,7008.51M———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026Parkside Investments, LLC17062482,000418.08K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026Dakota Community Bank & Trust NA19505561,362284.71K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026Strategic Wealth Advisors LLC21074491,170Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026WADDELL & ASSOCIATES, LLC17767573,628758.4K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026First PREMIER Bank1653926156Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026COFG Advisors, LLC21043302,219463.87K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026SHAKER INVESTMENTS LLC/OH100900516,6833.49M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Southeast Asset Advisors, LLC13900032,886603.22K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026Essential Investment Partners LLC2145170672140.48K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026VANCE WEALTH, LLC19108541,040217.41K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Elk River Wealth Management LLC184410741,3328.64M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026GUERRA PAN ADVISORS, LLC19103863,239677.08K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026Kepler Cheuvreux (Suisse) SA20964594,147866.89K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026ATTICUS WEALTH MANAGEMENT, LLC18002347,0311.47M———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026Comprehensive Financial Consultants Institutional, Inc.191571417,4093.64M———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026XY Planning Network, Inc.18734382,357492.71K———SEC_13F_DATASET
PeriodShares outstandingInstitutional ownershipInsider ownership
Sep 30, 20261,573,000,000+0.00%+23.86%
Insider transactions

Reported transaction values and remaining holdings are shown only when supplied by the source.

Transaction dateFiledInsiderTitleTypeCodeSharesPriceReported valueShares afterFilingSource
Sep 22, 2026Sep 24, 2026MITSUBISHI UFJ FINANCIAL GROUP INC—DispositionD1,340,519212.57284.95M375,330,252Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026MORGAN STANLEYSee RemarksOtherJ940.0000Open filingSEC_FORM_3_4_5
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Oct 16, 2026—144——0001950047-26-010284View filing
Oct 14, 2026—8-K8-KOct 14, 20260000895421-26-000288View filing
Sep 24, 2026—44Sep 22, 20260001193125-26-400093View filing
Sep 17, 2026—4FORM 4Sep 15, 20260001140361-26-037006View filing
Aug 13, 2026—13F-HR—Jun 30, 20260000895421-26-000243View filing
Aug 4, 2026—10-Q10-QJun 30, 20260000895421-26-000212View filing
Aug 3, 2026—44Jul 30, 20260001193125-26-329456View filing
Jul 29, 2026—4FORM 4Jul 28, 20260001628280-26-050605View filing
Jul 28, 2026—144——0001950047-26-007349View filing
Jul 20, 2026—144——0001950047-26-007231View filing
Jul 17, 2026—4FORM 4Jul 16, 20260001628280-26-048656View filing
Jul 17, 2026—4FORM 4Jul 17, 20260001628280-26-048651View filing
Jul 17, 2026—144——0001950047-26-007182View filing
Jul 16, 2026—144——0001950047-26-007155View filing
Jul 15, 2026—8-K8-KJul 15, 20260000895421-26-000207View filing
Jun 25, 2026—11-K11-KDec 31, 20250000895421-26-000196View filing
Jun 24, 2026—8-KFORM 8-KJun 24, 20260000950103-26-009448View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039857View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039853View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039852View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039864View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039863View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039861View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039865View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039862View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039859View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039858View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039855View filing
Jun 2, 2026—4FORM 4Jun 1, 20260001628280-26-039854View filing
May 27, 2026—13F-HR/A—Dec 31, 20250000895421-26-000187View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Derived quarterly snapshot; AI narrative pending
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q2. EPS: $3.460. EPS growth: 62.44%. Free cash flow: $14699000000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620262semiannualbrokerage_and_insurance_commissions3,523,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualdata_processing_and_technology-2,351,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualmarketing_and_business_development-711,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyoccupancy_and_equipment-482,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofessional_fees-680,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprovision_for_credit_losses-98,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysalaries_and_employee_benefits-8,187,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlytrading_account_gains6,723,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlytrust_and_wealth_management_fees6,912,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyfx_effect-503,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyinterest_paid12,390,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_change_in_deposits18,226,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_change_in_federal_funds_sold636,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_operating_activities186,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyrepurchases_of_stock-1,672,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycapital_expenditures-819,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_beginning_of_period133,529,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_end_of_period160,135,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_other_assets-42,380,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_other_liabilities26,332,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_trading_assets23,865,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydepreciation_and_amortization1,202,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydividends_and_distributions_paid-1,677,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualeps_basic6.96USD/shareUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualeps_diluted6.9USD/shareUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualincome_before_taxes14,359,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualincome_tax_expense-3,068,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyincome_taxes_paid1,773,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualinterest_income_securities_taxable372,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualinvestment_banking_and_advisory_fees4,940,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_cash_financing19,431,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_cash_investing-6,568,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_cash_operating15,518,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_change_in_cash26,606,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_change_in_loans_receivable-12,689,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_change_in_repurchase_agreements-17,629,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualnet_income11,291,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income_starting_line5,653,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualnet_income_to_common-3,512,000,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualnet_income_to_noncontrolling_interests-143,000,000ratioUSDYes3Spread
PeriodReport periodFiscal yearQuarterPeriod typeRatio categoryRatioValuePercentileMissing inputsValidSource
Jun 30, 2026Jun 30, 202620262quarterlycash_flowoperating_cf_ratio0+0.00%current_liabilitiesNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityoperating_margin_pct0+0.00%operating_incomeNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyasset_turnover0.01+2.86%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_margin_pct97.59+87.67%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_to_net_income2.75+83.56%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_assets0.93+91.55%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_equity13.26+92.96%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectorefficiency_ratio_pct87.42+96.10%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageequity_multiplier14.26+92.96%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowfree_cash_flow14,699,000,000+97.30%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectornet_interest_margin_pct0.96+23.94%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitynet_margin_pct35.55+89.47%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectornon_interest_income_ratio_pct116.77+98.65%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroa_pct0.34+65.71%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroe_pct4.81+88.57%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowoperating_cf_ratio0+0.00%current_liabilitiesNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilityoperating_margin_pct0+0.00%operating_incomeNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyasset_turnover0.01+8.76%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_margin_pct-260.28+3.96%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_to_net_income-7.05+7.77%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_assets0.93+91.00%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_equity12.71+90.91%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectorefficiency_ratio_pct88.2+91.43%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageequity_multiplier13.71+89.90%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowfree_cash_flow-40,507,000,000+0.96%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectornet_interest_margin_pct0.98+27.27%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitynet_margin_pct36.91+93.27%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectornon_interest_income_ratio_pct117.05+97.06%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilityroa_pct0.36+77.78%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilityroe_pct4.89+92.86%—Yes3Spread
Dec 31, 2025Dec 31, 202520254quarterlycash_flowoperating_cf_ratio0+0.00%current_liabilitiesNo3Spread
Dec 31, 2025Dec 31, 202520254annualcash_flowoperating_cf_ratio0+0.00%current_liabilitiesNo3Spread
Dec 31, 2025Dec 31, 202520254quarterlyprofitabilityoperating_margin_pct0+0.00%operating_incomeNo3Spread
Dec 31, 2025Dec 31, 202520254annualprofitabilityoperating_margin_pct0+0.00%operating_incomeNo3Spread
Dec 31, 2025Dec 31, 202520254quarterlyefficiencyasset_turnover0.01+5.26%—Yes3Spread
Dec 31, 2025Dec 31, 202520254annualefficiencyasset_turnover0.04+11.76%—Yes3Spread
Dec 31, 2025Dec 31, 202520254annualcash_flowcf_margin_pct-75.65+8.82%—Yes3Spread
Dec 31, 2025Dec 31, 202520254quarterlycash_flowcf_margin_pct-73.13+8.62%—Yes3Spread
Dec 31, 2025Dec 31, 202520254annualcash_flowcf_to_net_income-2.62+8.57%—Yes3Spread
Dec 31, 2025Dec 31, 202520254quarterlycash_flowcf_to_net_income-2.47+6.78%—Yes3Spread
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik895421stocks.cik
tickerMSstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is MS stock's current price?

The latest stored quote for MS is 178.47. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the MS stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the MS stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the MS stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on MS?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the MS stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is MS stock overvalued or undervalued?

The latest stored trailing P/E is 55.97. Those multiples alone cannot establish fair value; compare growth, cash flow, earnings quality, risk and relevant peers.

What is MS's P/E ratio?

The latest stored trailing P/E ratio is 55.97. P/E compares share price with earnings per share and should be interpreted alongside growth, cyclicality and accounting quality.

What is MS's 52-week high and low?

The stored 52-week range is 152.80 to 232.25. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does MS pay a dividend, and what is its dividend history?

The database contains 30 SEC-reported dividends-per-share fact record(s). These do not confirm an ex-dividend date, record date or payment date and are not a payment calendar.

When is MS's next earnings report?

The latest SEC filing/observation date in this database is Aug 4, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has MS stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is MS stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “neutral”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in MS?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find MS's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed MS price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer