MS Morgan Stanley

XNYS Down Alert

Financials

· How we analyze

About the company

Morgan Stanley is a major US investment bank. It advises companies on mergers and IPOs, trades securities and has a large wealth management business for private clients, which also includes the online broker E*Trade. As of Oct 11, 2026

Fact sheet (from the annual report) Securities dealers and brokers · New York, USA

Morgan Stanley is a global financial services firm that advises governments, institutions and individuals and raises, trades, manages and distributes capital for them. The company was founded in 1981, and its predecessors date back to 1924. Its headquarters are in and around New York City, plus offices in the United States and main offices in London, Frankfurt, Tokyo and Hong Kong, among other places. The business is divided into institutional securities, wealth management for private clients and investment management. Its clients include companies, governments, financial institutions and individuals. As a financial holding company, Morgan Stanley is supervised by the US Federal Reserve.

Automatically summarized from SEC annual report (10-K, filed Feb 19, 2026) (website of the US Securities and Exchange Commission) · reviewed Oct 15, 2026

Price performance at a glance

Last 30 trading days
  • Today +1.9%
  • 7 days +3.6%
  • 30 days −4.8%
  • 1 year +12.6%
Day range (last trading day)
−0.7%Price at 36% of the range+1.2%
52-week range
−18.2%Price at 43% of the range+24.3%
Distance from the all-time high
−19.5%

Our own calculation from the exchange’s daily candles, as of Oct 27, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.

Double bottom · Analysis method

This method currently detects no pattern for MS. The check runs daily after the close.

You see new patterns immediately from Watcher, on the free plan 2 days after they form. Plans and pricing

What does the pattern show?

What is this? The price has formed two similarly deep lows and broken above the neckline between them. This is seen as a sign that the downward move is ending.

This is a calculated analysis, not a forecast and not a call to buy. Risk notice and investment advice

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Symbol on TradingView: NYSE:MS

Fundamental analysis

Morgan Stanley · Sector Financials · amounts in USD

Information only – does not affect the other analysis methods, not investment advice. Source: SEC filings, As of Feb 19, 2026.

Quality checks

Four angles on the annual figures. Each check counts how many disclosed criteria are met – criteria without data do not count. The bars show where the company ranks on each figure among the stocks we cover and within its sector.

Fiscal year to Dec 31, 2025

Quality Profitability, consistency, balance sheet · 4 without data 3 of 4 criteria met Growth Revenue and earnings per share 7 of 7 criteria met Dividend Level, consistency, coverage · 2 without data 5 of 5 criteria met Financial strength Piotroski, debt, liquidity · 3 without data 2 of 3 criteria met

Quality 3 of 4 met · 4 without data

  • no data: Gross margin above 40% not stated in the SEC filings
  • no data: Operating margin above 15% not stated in the SEC filings
  • met: Net margin above 10% 23.9%
  • met: Return on equity above 15% 15.1%
  • no data: Free cash flow margin above 10% not stated in the SEC filings
  • met: Profit in each of the last 5 fiscal years 5 of 5
  • no data: Free cash flow positive in each of the last 3 fiscal years not stated in the SEC filings
  • not met: Equity ratio above 30% 7.9%
Net margin

23.9% Fiscal year 2025

Rank 73 of 100: higher than 73% of 237 peers (All). strong.

Rank 44 of 100: higher than 44% of 33 peers (Sector). medium.

Median Financials: 26.2%

Profit after all costs, interest and taxes divided by revenue.

Return on equity

15.1% Fiscal year 2025

Rank 47 of 100: higher than 47% of 218 peers (All). medium.

Rank 61 of 100: higher than 61% of 32 peers (Sector). medium.

Median Financials: 13.9%

Net income divided by equity at fiscal year end.

Return on assets

1.2% Fiscal year 2025 (total assets at year end)

Rank 23 of 100: higher than 23% of 238 peers (All). weak.

Rank 35 of 100: higher than 35% of 33 peers (Sector). medium.

Median Financials: 2.4%

Net income divided by total assets at fiscal year end.

Equity ratio

7.9% Fiscal year 2025

Rank 11 of 100: higher than 11% of 239 peers (All). weak.

Rank 11 of 100: higher than 11% of 33 peers (Sector). weak.

Median Financials: 18.2%

Equity as a share of total assets. Usually low for banks.

Growth 7 of 7 met

  • met: Over 3 years, revenue grew by more than 5% per year +9.6%
  • met: Over 5 years, revenue grew by more than 5% per year +7.9%
  • met: Over 10 years, revenue grew by more than 5% per year +7.2%
  • met: Over 3 years, EPS grew by more than 5% per year +18.4%
  • met: Over 5 years, EPS grew by more than 5% per year +9.6%
  • met: Revenue rose in at least 4 of the last 5 fiscal years 4 of 5
  • met: Revenue rose in the last fiscal year +14.4%
Revenue growth 3 years

+9.6% per year

Rank 54 of 100: higher than 54% of 230 peers (All). medium.

Rank 48 of 100: higher than 48% of 32 peers (Sector). medium.

Median Financials: +9.7%

Average growth per year over 3 fiscal years.

Revenue growth 5 years

+7.9% per year

Rank 34 of 100: higher than 34% of 217 peers (All). medium.

Rank 29 of 100: higher than 29% of 29 peers (Sector). weak.

Median Financials: +9.1%

Average growth per year over 5 fiscal years.

Revenue growth 10 years

+7.2% per year

Rank 53 of 100: higher than 53% of 157 peers (All). medium.

Rank 50 of 100: higher than 50% of 23 peers (Sector). medium.

Median Financials: +7.2%

Average growth per year over 10 fiscal years.

EPS growth 3 years

+18.4% per year

Rank 66 of 100: higher than 66% of 157 peers (All). medium.

Rank 60 of 100: higher than 60% of 24 peers (Sector). medium.

Median Financials: +17.6%

Growth of earnings per share per year, adjusted for stock splits.

EPS growth 5 years

+9.6% per year

Rank 39 of 100: higher than 39% of 146 peers (All). medium.

Rank 38 of 100: higher than 38% of 25 peers (Sector). medium.

Median Financials: +14.8%

Growth of earnings per share per year, adjusted for stock splits.

EPS growth 10 years

+13.4% per year

Rank 65 of 100: higher than 65% of 140 peers (All). medium.

Rank 73 of 100: higher than 73% of 24 peers (Sector). strong.

Median Financials: +11.5%

Growth of earnings per share per year, adjusted for stock splits.

Dividend 5 of 5 met · 2 without data

  • met: Pays a dividend 3.85 USD
  • met: Payout ratio at most 60% of earnings 38%
  • met: Dividend paid in each of the last 5 fiscal years 5 of 5
  • met: Dividend per share never lowered in the last 5 fiscal years Dividend per share as filed with the SEC, including special dividends; a one-off higher prior year does not count as a cut. never
  • met: Dividend per share higher than 5 years ago +22.4%
  • no data: Free cash flow per share covers the dividend not meaningful for banks and insurers
  • no data: Dividends paid over the last 5 years covered by free cash flow not meaningful for banks and insurers
Payout ratio

38% Fiscal year 2025

Dividend per share divided by earnings per share.

Dividend growth 5 years

+22.4% per year

Rank 88 of 100: higher than 88% of 118 peers (All). strong.

Rank 88 of 100: higher than 88% of 20 peers (Sector). strong.

Median Financials: +10.0%

Growth of the dividend per share per year.

Financial strength 2 of 3 met · 3 without data

  • no data: Piotroski F-Score at least 7 of 9 not meaningful for banks and insurers
  • not met: Long-term debt no higher than equity 3.06
  • no data: Current assets cover current liabilities not reported (usual for banks and insurers)
  • met: Positive equity 111.6B USD
  • met: In 5 years, share count up by at most 5% −2.0%
  • no data: Free cash flow positive in the last fiscal year capital expenditure or operating cash flow not reported
Debt / equity

3.06 at fiscal year end

Rank 6 of 100: lower than 6% of 199 peers (All). weak.

Rank 2 of 100: lower than 2% of 26 peers (Sector). weak.

Median Financials: 0.83

Long-term financial debt divided by equity.

Change in share count

−2.0% in 5 years

Rank 50 of 100: lower than 50% of 199 peers (All). medium.

Rank 40 of 100: lower than 40% of 24 peers (Sector). medium.

Median Financials: −6.1%

Change in diluted share count. Negative = share buybacks, positive = new shares.

Banks and insurers usually do not report gross margin, current assets or capital expenditure – those criteria then do not count. Debt is part of their business.

Price-based criteria (P/E, dividend yield) are shown to signed-in users.

Computed automatically from SEC annual reports – not investment advice. Describes the reported figures; points are not a rating of the stock. Rank 0–100 against the 239 stocks we cover and against the sector (from 5 peers); the stronger side is always on the right.

In short

  • Light yellow: Revenue grew over 5 years (+7.9% per year), more slowly than the sector median.
  • Light yellow: Net income (total) grew over 5 years (+8.9% per year), more slowly than the sector median; per share +9.6% per year.
  • Light green: Net margin 23.9%, above the sector median (19.4%).
  • Light red: Debt much higher than usual in the sector.
  • Light green: Profit in each of the last 10 fiscal years.

Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.

RevenueNet income Net margin (below) in USD
  1. Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Revenue 34.6B USD · Net income 6.0B USD · Net margin 17.3%
  2. Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Revenue 37.9B USD · Net income 6.1B USD · Net margin 16.1%
  3. Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Revenue 40.1B USD · Net income 8.7B USD · Net margin 21.8%
  4. Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Revenue 41.4B USD · Net income 9.0B USD · Net margin 21.8%
  5. Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Revenue 48.2B USD · Net income 11.0B USD · Net margin 22.8%
  6. Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Revenue 59.8B USD · Net income 15.0B USD · Net margin 25.2%
  7. Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Revenue 53.7B USD · Net income 11.0B USD · Net margin 20.6%
  8. Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Revenue 54.1B USD · Net income 9.1B USD · Net margin 16.8%
  9. Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Revenue 61.8B USD · Net income 13.4B USD · Net margin 21.7%
  10. Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 70.6B USD · Net income 16.9B USD · Net margin 23.9%

Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 70.6B USD · Net income 16.9B USD · Net margin 23.9%

Figures over time

Where the money of a fiscal year goes and how margins, returns, balance sheet, cash flow and share count developed over up to 10 years. Each chart has one sentence saying what the trend shows.

Money flow in fiscal year 2025

Of 100 USD of revenue, 23.9 USD net income remained.

Money flow as a table
Fiscal year 2025, amounts in USD, share of revenue
ItemAmountof revenue
Revenue70.6B USD100.0%
Net income16.9B USD23.9%
Taxes4.9B USD7.0%
Remaining costs & other48.9B USD69.2%

Taxes, interest and other items are not available separately in the SEC data; they are combined as the difference.

Margins

The net margin rose in 5 years from 22.8% to 23.9%.

Net margin
  1. Fiscal year 2016: Net margin 17.3%
  2. Fiscal year 2017: Net margin 16.1%
  3. Fiscal year 2018: Net margin 21.8%
  4. Fiscal year 2019: Net margin 21.8%
  5. Fiscal year 2020: Net margin 22.8%
  6. Fiscal year 2021: Net margin 25.2%
  7. Fiscal year 2022: Net margin 20.6%
  8. Fiscal year 2023: Net margin 16.8%
  9. Fiscal year 2024: Net margin 21.7%
  10. Fiscal year 2025: Net margin 23.9%

Returns

Return on equity rose in 5 years from 10.8% to 15.1%.

Return on equityReturn on assets
  1. Fiscal year 2016: Return on equity 7.9% · Return on assets 0.7%
  2. Fiscal year 2017: Return on equity 7.9% · Return on assets 0.7%
  3. Fiscal year 2018: Return on equity 10.9% · Return on assets 1.0%
  4. Fiscal year 2019: Return on equity 11.1% · Return on assets 1.0%
  5. Fiscal year 2020: Return on equity 10.8% · Return on assets 1.0%
  6. Fiscal year 2021: Return on equity 14.3% · Return on assets 1.3%
  7. Fiscal year 2022: Return on equity 11.0% · Return on assets 0.9%
  8. Fiscal year 2023: Return on equity 9.2% · Return on assets 0.8%
  9. Fiscal year 2024: Return on equity 12.8% · Return on assets 1.1%
  10. Fiscal year 2025: Return on equity 15.1% · Return on assets 1.2%

Equity and long-term debt

The equity ratio fell in 5 years from 9.1% to 7.9%.

EquityLong-term debt in USD Long-term debt, depending on the filing, includes the current portion or leases.
  1. Fiscal year 2016: Equity 76.1B USD · Long-term debt 164.8B USD
  2. Fiscal year 2017: Equity 77.4B USD · Long-term debt 191.1B USD
  3. Fiscal year 2018: Equity 80.2B USD · Long-term debt 188.1B USD
  4. Fiscal year 2019: Equity 81.5B USD · Long-term debt 190.1B USD
  5. Fiscal year 2020: Equity 101.8B USD · Long-term debt 213.4B USD
  6. Fiscal year 2021: Equity 105.4B USD · Long-term debt 227.4B USD
  7. Fiscal year 2022: Equity 100.1B USD · Long-term debt 233.9B USD
  8. Fiscal year 2023: Equity 99.0B USD · Long-term debt 260.5B USD
  9. Fiscal year 2024: Equity 104.5B USD · Long-term debt 284.3B USD
  10. Fiscal year 2025: Equity 111.6B USD · Long-term debt 341.7B USD

Share count

The share count fell in 5 years by 2.0% (mostly through share repurchases).

Diluted share count
  1. Fiscal year 2016: Diluted share count 1.9B
  2. Fiscal year 2017: Diluted share count 1.8B
  3. Fiscal year 2018: Diluted share count 1.7B
  4. Fiscal year 2019: Diluted share count 1.6B
  5. Fiscal year 2020: Diluted share count 1.6B
  6. Fiscal year 2021: Diluted share count 1.8B
  7. Fiscal year 2022: Diluted share count 1.7B
  8. Fiscal year 2023: Diluted share count 1.6B
  9. Fiscal year 2024: Diluted share count 1.6B
  10. Fiscal year 2025: Diluted share count 1.6B

Banks and insurers: gross margin, current assets and capital expenditure are usually not reported and cash flow is not meaningful there – those lines and charts are omitted.

From annual reports filed with the SEC (10-K, 20-F, 40-F) as first reported, share count adjusted for splits; obvious filing errors (e.g. wrong unit, outliers against both neighbouring years) are hidden. Describes the reported figures – not investment advice.

Dividends and share repurchases

How much the company returns to its shareholders – as dividends or by repurchasing its own shares – and whether free cash flow supports it.

Dividend per share
3.85 USD · Fiscal year 2025
Dividend growth per year
3 y +9.3%5 y +22.4%10 y –
Years without a cut
at least 10 as far as the data goes
Payout ratio
of earnings 38% of free cash flow –
Share count over 5 years
−2.0% fewer shares – each share is a larger stake

Dividend per share

The dividend per share rose in 5 years from 1.40 USD to 3.85 USD.

Dividend per share USD per share Per share as filed with the SEC, including special dividends; obvious filing errors are hidden.
  1. Fiscal year 2016: Dividend per share 0.70 USD
  2. Fiscal year 2017: Dividend per share 0.90 USD
  3. Fiscal year 2018: Dividend per share 1.10 USD
  4. Fiscal year 2019: Dividend per share 1.30 USD
  5. Fiscal year 2020: Dividend per share 1.40 USD
  6. Fiscal year 2021: Dividend per share 2.10 USD
  7. Fiscal year 2022: Dividend per share 2.95 USD
  8. Fiscal year 2023: Dividend per share 3.25 USD
  9. Fiscal year 2024: Dividend per share 3.55 USD
  10. Fiscal year 2025: Dividend per share 3.85 USD

Payout ratios

The payout ratio rose in 5 years from 21.7% to 37.7%.

Payout ratio (earnings)
  1. Fiscal year 2016: Payout ratio (earnings) 24.0%
  2. Fiscal year 2017: Payout ratio (earnings) 29.3%
  3. Fiscal year 2018: Payout ratio (earnings) 23.3%
  4. Fiscal year 2019: Payout ratio (earnings) 25.0%
  5. Fiscal year 2020: Payout ratio (earnings) 21.7%
  6. Fiscal year 2021: Payout ratio (earnings) 26.2%
  7. Fiscal year 2022: Payout ratio (earnings) 48.0%
  8. Fiscal year 2023: Payout ratio (earnings) 62.7%
  9. Fiscal year 2024: Payout ratio (earnings) 44.7%
  10. Fiscal year 2025: Payout ratio (earnings) 37.7%

What goes back to shareholders

Over 5 years, 28.1B USD went back to shareholders as dividends.

Dividends paidShare repurchasesNew shares issued (including employee plans)Free cash flow in USD
  1. Fiscal year 2016: Dividends paid 1.7B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow not available
  2. Fiscal year 2017: Dividends paid 2.1B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow not available
  3. Fiscal year 2018: Dividends paid 2.4B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow not available
  4. Fiscal year 2019: Dividends paid 2.6B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow not available
  5. Fiscal year 2020: Dividends paid 2.7B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow not available
  6. Fiscal year 2021: Dividends paid 4.2B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow not available
  7. Fiscal year 2022: Dividends paid 5.4B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow not available
  8. Fiscal year 2023: Dividends paid 5.8B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow not available
  9. Fiscal year 2024: Dividends paid 6.1B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow not available
  10. Fiscal year 2025: Dividends paid 6.6B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow not available

For banks and insurers free cash flow is not meaningful; ratios to free cash flow are usually omitted.

Dividends paid, repurchases and new shares issued from the cash flow statement of annual reports filed with the SEC (as first reported). Describes the reported figures – not investment advice.

Valuation over time

Price-based valuation (P/E, P/S, price/free cash flow and dividend yield per fiscal year, compared with its own average) for signed-in users.

Sector comparison

Morgan Stanley next to 8 stocks of the sector Financials we cover that are closest in revenue. Click a column header to sort the table.

Sector comparison MS, sector Financials; last row: sector median
Symbol Revenue (FY) Growth 5 yrsGross marginOp. marginNet marginROEEquity ratioFCF marginPiotroski
BAC Bank of America 113.1B USD +5.7%––27.0%10.1%8.9%––
PGR Progressive Corporation 87.7B USD +15.5%––12.9%37.3%24.6%––
C Citigroup 85.2B USD +2.8%––16.8%6.7%8.0%––
WFC Wells Fargo 83.7B USD +3.0%––25.5%11.8%8.4%––
MS Morgan Stanley this stock 70.6B USD +7.9%––23.9%15.1%7.9%––
CB Chubb Limited 59.4B USD +10.5%––17.4%14.0%27.1%––
GS Goldman Sachs 58.3B USD +5.5%––29.5%13.7%6.9%––
COF Capital One 53.4B USD +13.4%––4.6%2.2%17.0%––
TRV Travelers Companies (The) 48.8B USD +8.8%––12.9%19.1%22.9%––
Median of the sector 33 symbols 27.0B USD +9.1%–39.0%26.2%13.9%18.2%––

Growth 5 yrs = revenue growth per year over 5 fiscal years · Op. margin = operating margin · ROE = return on equity · FCF = free cash flow · Piotroski = F-Score (only with all 9 criteria).

Banks and insurers: gross margin (only if reported), free cash flow margin and Piotroski are not meaningful there (“–”).

Figures of the last fiscal year from SEC annual reports (peers as of Oct 28, 2026). Median across all companies of the sector we cover (from 5 stocks; several share classes of one company count once). Signed-in users also see P/E, P/S and dividend yield in the comparison. Describes the reported figures – not investment advice.

Key figures with traffic lights

Each light follows a simple, disclosed rule. The comparison is with the sector median of all 79 symbols in the Financials sector on our list (current members of the S&P 500 and other lists).

Revenue growth

Light yellow: below sector

+7.9% per year, last 5 years

Sector Financials: median +8.8% (73 symbols)

What does this mean? Revenue: over 5 years it grew by 7.9% per year on average, but more slowly than the median company in the sector (+8.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net income (total)

Light yellow: below sector

+8.9% per year, last 5 years

Sector Financials: median +13.8% (71 symbols)

per share: +9.6% per year (5 years, split-adjusted)

What does this mean? Total net income: over 5 years it grew by 8.9% per year on average, but more slowly than the median company in the sector (+13.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net margin

Light green: above sector

23.9% last fiscal year

Sector Financials: median 19.4% (75 symbols)

What does this mean? Of every 100 USD in revenue, 23.87 USD remained as profit – at least as much as the median company in the sector (19.4%). Five years ago the margin was 22.8%.

Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.

Debt / equity

Light red: much higher

3.29 latest balance sheet

Sector Financials: median 0.63 (60 symbols)

What does this mean? For every 1 USD of equity there is 3.29 USD of financial debt – more than twice as much as the median company in the sector (0.63). For banks and insurers, debt is part of the business – so the comparison is only with their own sector.

Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.

Payout ratio

Light green: covered

38% Dividend / earnings per share

Sector Financials: median 34% (58 symbols)

What does this mean? Of every 1 USD of earnings per share, 0.38 USD went to shareholders as a dividend. The rest stays in the company. Median company in the sector: 34%.

Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.

Profitable years

Light green: profit every year

10 of 10 fiscal years with a profit

What does this mean? In 10 of the last 10 fiscal years the bottom line showed a profit. There were no losses in this period.

Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).

Last fiscal year and 13F

Information, not a trading signal · Source: SEC EDGAR
Revenue (FY)
70.6B USD
Revenue vs. prior year
+14.4%
Net income (FY)
16.9B USD
Net income vs. prior year
+25.9%
EPS (FY)
10.21 USD
13F funds with a position
2 of 9
Funds vs. prior quarter
±0
Shares held vs. prior quarter
−67.8%
Fiscal year to Dec 31, 2025 · 10-K filed Feb 19, 2026 · Balance sheet Jun 30, 2026 (filed Aug 4, 2026) · Price-based figures (P/E, P/S, dividend yield, market cap) only when logged in. · Values as first reported; debt = reported financial debt (US GAAP: long-term). 13F: reporting date Jun 30, 2026, 9 tracked funds have filed (latest Aug 14, 2026), filed with up to 45 days of delay. Stock positions only; comparison with Mar 31, 2026 only across funds that filed for both quarters.
All figures as a table
Fiscal years (amounts in USD, per share in USD)
YearEndRevenueNet income MarginEarnings per shareDividend per sharePayout
2025Dec 31, 2025 70.6B16.9B 23.9% 10.21 3.85 38%
2024Dec 31, 2024 61.8B13.4B 21.7% 7.95 3.55 45%
2023Dec 31, 2023 54.1B9.1B 16.8% 5.18 3.25 63%
2022Dec 31, 2022 53.7B11.0B 20.6% 6.15 2.95 48%
2021Dec 31, 2021 59.8B15.0B 25.2% 8.03 2.10 26%
2020Dec 31, 2020 48.2B11.0B 22.8% 6.46 1.40 22%
2019Dec 31, 2019 41.4B9.0B 21.8% 5.19 1.30 25%
2018Dec 31, 2018 40.1B8.7B 21.8% 4.73 1.10 23%
2017Dec 31, 2017 37.9B6.1B 16.1% 3.07 0.90 29%
2016Dec 31, 2016 34.6B6.0B 17.3% 2.92 0.70 24%
Quarters (amounts in USD, per share in USD)
QuarterEndRevenueNet income MarginEarnings per shareDividend per sharePayout
Q2/26Jun 30, 2026 21.3B5.6B 26.1% 3.46 1.00 29%
Q1/26Mar 31, 2026 20.6B5.6B 27.1% 3.43 1.00 29%
Q4/25*Dec 31, 2025 17.9B4.4B 24.6% – 1.00 –
Q3/25Sep 30, 2025 18.2B4.6B 25.3% 2.80 1.00 36%
Q2/25Jun 30, 2025 16.8B3.5B 21.1% 2.13 0.93 43%
Q1/25Mar 31, 2025 17.7B4.3B 24.3% 2.60 0.93 36%
Q4/24*Dec 31, 2024 16.2B3.7B 22.9% – 0.93 –
Q3/24Sep 30, 2024 15.4B3.2B 20.7% 1.88 0.93 49%
Q2/24Jun 30, 2024 15.0B3.1B 20.5% 1.82 0.85 47%
Q1/24Mar 31, 2024 15.1B3.4B 22.5% 2.02 0.85 42%
Q4/23*Dec 31, 2023 12.9B1.5B 11.8% – 0.85 –
Q3/23Sep 30, 2023 13.3B2.4B 18.1% 1.38 0.85 62%

* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.

How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year over 5 years (otherwise 3 years). Quarters are labeled by the calendar quarter in which they end.

Insiders

All insider transactions
Insider purchases and sales on the market over 3, 6 and 12 months
PeriodPurchasesSalesNet
3 months $00 people $212.1K1 person −$212.1K
6 months $00 people $8.9M3 people −$8.9M
12 months $00 people $68.2M9 people −$68.2M

Latest transactions

  • Jul 28, 2026 Schapiro Mary L Director Open-market sale 1,000 shares · $212.1K · SEC
  • Jul 17, 2026 Pizzi Michael A. Officer Open-market sale 7,101 shares · $1.5M · SEC
  • Jul 17, 2026 Pizzi Michael A. Officer Open-market sale 17,064 shares · $3.7M · SEC
  • Jul 16, 2026 Yeshaya Sharon Chief financial officer (CFO) Open-market sale 9,172 shares · $2.0M · SEC
  • Jul 16, 2026 Yeshaya Sharon Chief financial officer (CFO) Open-market sale 6,382 shares · $1.4M · SEC
  • Apr 20, 2026 Grossman Eric F Officer Open-market sale 5,559 shares · $1.1M · SEC

Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.

Trend score -40

Price vs. EMA 50-15
Price vs. EMA 200-15
EMA 50 vs. EMA 200+20
ADX (trend strength)-15
Highs and lows+0
Relative strength-15

Volatility and trend strength

ADX 14 (trend strength)37.5
Rel. strength 60 d−12.4%

ATR and moving averages as price values only when logged in.

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