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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19.3B | $5.6B | — | $-7.9B | 28.8% | — |
| 2025-12-31 | $16.8B | $4.4B | — | $-3.1B | 26.2% | — |
| 2025-09-30 | $17.1B | $4.6B | — | $-4.0B | 27.0% | — |
| 2025-06-30 | $15.6B | $3.5B | — | $11.1B | 22.7% | — |
| 2025-03-31 | $16.5B | $4.3B | — | $-24.7B | 26.1% | — |
| 2024-09-30 | $nanB | $nanB | — | $nanB | nan% | — |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-04-15 | 3.43 | 3.02 | +13.7% |
| 2026-01-15 | 2.68 | 2.42 | +10.6% |
| 2025-10-15 | 2.80 | 2.07 | +35.3% |
| 2025-07-16 | 2.13 | 1.98 | +7.5% |
| 2025-04-11 | 2.60 | 2.19 | +18.6% |
| 2025-01-16 | 2.22 | 1.68 | +32.2% |
| 2024-10-16 | 1.88 | 1.58 | +19.0% |
| 2024-07-16 | 1.82 | 1.65 | +10.2% |
| 2024-04-16 | 2.02 | 1.65 | +22.4% |
| 2024-01-16 | 1.09 | 1.09 | +0.2% |
| 2023-10-18 | 1.41 | 1.31 | +7.3% |
| 2023-07-18 | 1.44 | 1.21 | +18.9% |
| 2023-04-19 | 1.74 | 1.66 | +4.9% |
| 2023-01-17 | 1.31 | 1.29 | +1.4% |
| 2022-10-14 | 1.53 | 1.51 | +1.3% |
| 2022-07-14 | 1.53 | 1.60 | -4.1% |
| 2022-04-14 | 2.06 | 1.72 | +19.7% |
| 2022-01-19 | 2.08 | 1.96 | +5.9% |
| 2021-10-14 | 2.04 | 1.68 | +21.6% |
| 2021-07-15 | 1.89 | 1.66 | +13.7% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Financial Services
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $800B | 14.3 | 12.7 | 4.6 | — | 2.3 | — | 12.7% | 17.2% | — |
| V | $590B | 27.1 | 20.9 | 13.7 | 20.2 | 16.6 | 97.8% | 17.1% | 35.5% | 3.53% |
| MA | $413B | 27.0 | 20.5 | 12.2 | 20.2 | 61.7 | 100.0% | 15.8% | 21.2% | 3.91% |
| BAC | $367B | 12.8 | 10.2 | 3.4 | — | 1.3 | — | 8.1% | 24.4% | — |
| WFC | $240B | 12.1 | 9.9 | 3.0 | — | 1.5 | — | 5.7% | 15.1% | — |
| GS | $307B | 19.0 | 15.9 | 5.0 | — | 2.9 | 82.3% | 14.5% | 24.2% | — |
| MS ★ | $332B | 19.1 | 16.6 | 4.5 | — | 3.2 | 87.4% | 16.3% | 31.9% | — |
| BLK | $153B | 24.8 | 16.3 | 6.0 | 16.1 | 2.7 | 46.9% | 27.0% | 45.9% | 4.63% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 52.16%
| Holder | Shares | % out |
|---|---|---|
| Mitsubishi UFJ Financial Group Inc | 377,085,167 | 23.91% |
| State Street Corporation | 101,340,194 | 6.42% |
| Blackrock Inc. | 96,396,889 | 6.11% |
| Vanguard Capital Management LLC | 77,715,132 | 4.93% |
| JPMORGAN CHASE & CO | 43,578,279 | 2.76% |
| Vanguard Portfolio Management LLC | 30,240,801 | 1.92% |
| Geode Capital Management, LLC | 27,702,674 | 1.76% |
| Fisher Asset Management, LLC | 25,600,068 | 1.62% |
| FMR, LLC | 22,730,023 | 1.44% |
| Capital Research Global Investors | 20,270,720 | 1.29% |
Insider activity · 90d
No insider trades for MS in last 90d.
Analyst estimates
yfinanceConsensus: none (mean None). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 8-K | 2026-05-15 | FORM 8-K | view · |
| 13F-HR | 2026-05-15 | Institutional holdings (13F) | view · |
| 10-Q | 2026-05-05 | 10-Q | view · |
| 4 | 2026-04-20 | FORM 4 | view · |
| 4 | 2026-04-17 | FORM 4 | view · |
| 4 | 2026-04-17 | FORM 4 | view · |
| 4 | 2026-04-17 | FORM 4 | view · |
| 4 | 2026-04-17 | FORM 4 | view · |
| 8-K | 2026-04-15 | 8-K | view · |
| DEF 14A | 2026-04-02 | DEF 14A | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-03-13 | FORM 4 | view · |
| 4 | 2026-02-20 | FORM 4 | view · |
| 4 | 2026-02-20 | FORM 4 | view · |
| 4 | 2026-02-20 | FORM 4 | view · |
| 4 | 2026-02-20 | FORM 4 | view · |
| 4 | 2026-02-20 | FORM 4 | view · |
| 4 | 2026-02-20 | FORM 4 | view · |
| 4 | 2026-02-20 | FORM 4 | view · |
| 10-K | 2026-02-19 | 10-K | view · |
| 13F-HR | 2026-02-13 | Institutional holdings (13F) | view · |
| 8-K | 2026-02-11 | FORM 8-K | view · |
| 4 | 2026-01-30 | FORM 4 | view · |
| 4 | 2026-01-22 | FORM 4 | view · |
| 4 | 2026-01-22 | FORM 4 | view · |
| 4 | 2026-01-22 | FORM 4 | view · |
| 4 | 2026-01-22 | FORM 4 | view · |
| 4 | 2026-01-22 | FORM 4 | view · |
| 4 | 2026-01-22 | FORM 4 | view · |
| 4 | 2026-01-16 | FORM 4 | view · |
| 4 | 2026-01-16 | FORM 4 | view · |
| 4 | 2026-01-16 | FORM 4 | view · |
| 4 | 2026-01-16 | FORM 4 | view · |
| 4 | 2026-01-16 | FORM 4 | view · |
| 4 | 2026-01-16 | FORM 4 | view · |
| 4 | 2026-01-16 | FORM 4 | view · |
| 4 | 2026-01-16 | FORM 4 | view · |
| 4 | 2026-01-16 | FORM 4 | view · |
| 4 | 2026-01-16 | FORM 4 | view · |
| 8-K | 2026-01-15 | 8-K | view · |
| 4 | 2025-12-02 | FORM 4 | view · |
| 4 | 2025-12-02 | FORM 4 | view · |
| 4 | 2025-12-02 | FORM 4 | view · |
About
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 …