Discover

MS
Morgan Stanley
202.58
300 x 202.61
400 x 202.99
bid
ask
-
0.94
0.46%
350 @ 07:59 PM
202.94 +0.36 (0.18%)
Ytd14.11%
1y27.22%
200.85
day range
203.05
151.86
52 week range
228.55
Open202.10Prev Close203.52Low200.85High203.05Mkt Cap318.17B
Vol7.45MAvg Vol5.15MEPS12.37P/E16.38Forward P/E14.84
Beta1.21Short Ratio0.01Inst. Own63.21%Dividend4.60Div Yield2.26
Ex Div Date07-31Earning10-1450-d Avg214.72200-d Avg192.791yr Est236.43
Earning
DateForEstimateReportedSurprisesurprise %
2026-10-142026-093.13N/AN/AN/A
2026-07-152026-062.893.460.5719.72%
2026-04-152026-033.023.430.4113.58%
2026-01-152025-122.432.680.2510.29%
2025-10-152025-092.12.80.733.33%
2025-07-162025-061.982.130.157.58%
Upgrade / Downgrade
DateFirmActionFromTo
2026-08-03UBSUpgradeBuyBuy
2026-07-21HSBCUpgradeHoldHold
2026-07-17BMO CapitalUpgradeOutperformOutperform
2026-07-17Freedom BrokerUpgradeHoldBuy
2026-07-17Evercore ISI GroupUpgradeOutperformOutperform
2026-07-17CitigroupUpgradeNeutralNeutral
Profile
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
Insider Holder
DateNameRelationQuantityDescription
2026-05-31GLOCER THOMAS HENRYDirector124.55KStock Award(Grant)
2026-04-19GROSSMAN ERIC FOfficer169.40KSale
2026-05-31HERZ ROBERT HDirector102.56KStock Award(Grant)
2024-12-30LUCZO STEPHEN JAMESDirector189.71KStock Award(Grant)
2026-03-11PICK EDWARD N.Chief Executive Officer775.51KStock Award(Grant)
2026-07-16PIZZI MICHAEL AOfficer121.77KSale
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Mitsubishi UFJ Financial Group Inc377.09M76.36B23.91%
2026-06-29State Street Corporation99.56M20.16B6.31%
2026-06-29Blackrock Inc.94.90M19.22B6.02%
2026-06-29Vanguard Capital Management LLC77.70M15.74B4.93%
2026-06-29JPMORGAN CHASE & CO44.36M8.98B2.81%
2026-06-29Vanguard Portfolio Management LLC30.20M6.12B1.91%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund37.55M7.61B2.38%
2026-06-29VANGUARD INDEX FUNDS-Vanguard 500 Index Fund31.06M6.29B1.97%
2026-07-30iShares Trust-iShares Core S&P 500 ETF16.17M3.28B1.03%
2026-07-30Fidelity Concord Street Trust-Fidelity 500 Index Fund15.50M3.14B0.98%
2026-07-30SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust14.74M2.98B0.93%
2026-06-29VANGUARD INDEX FUNDS-Vanguard Value Index Fund11.26M2.28B0.71%
Dividend
DividendDate
1.152026-07-31
12026-04-30
12026-01-30
12025-10-31
12025-07-31
0.9252025-04-30
Split
SplitDate
2 : 12000-01-27
2 : 11997-01-15