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Next Bullish Trade
MS Morgan Stanley NYQ
$210.79 -4.19 (-1.95%)
Blow-off · +2.27σ Hot zone Grade C

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet 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

DateEPS actual EPS estSurprise
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%

HolderShares% 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

yfinance
Low
$165.0
Mean
$203.2857
High
$230.0
Analysts
21

Consensus: none (mean None). Distribution requires FINNHUB_API_KEY.

SEC filings

FormFiled DescriptionAction
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 …