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.

Fundamentals · Analysis method

Growth, margin and debt compared with the sector – in detail in the fundamental analysis further down. The chart shows the candles without a buy zone.

Growth: yellowMargin: greenDebt: red

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Symbol on TradingView: NYSE:MS

Fundamental analysis

Morgan Stanley · Sector Financials · amounts in USD

Information only – does not affect our buy zones, not investment advice. Source: SEC filings, As of Feb 19, 2026.

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%

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 (47 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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All symbols in this sector

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