Morgan Stanley (MS)
Financials · Investment Banking & Brokerage · NYSE
A leading global financial institution providing diversified investment banking, wealth management, and investment management services.
What Morgan Stanley does
Morgan Stanley is a global financial services firm providing a wide range of investment banking, securities, wealth management, and investment management services. The company serves a diverse client base, including corporations, governments, financial institutions, and individuals through its integrated institutional and retail businesses.
Themes: Investment banking, Wealth management, Institutional securities, Asset management
Fundamentals
- Price$214.20 as of 2026-08-21 close
- Market cap$336.4B as of 2026-08-21
- 1-year return+48.7% 2025-08-21 close $144.04 → 2026-08-21 close $214.20
- P/E17.09 as of 2026-08-24
- Net margin+15.7% as of 2026-08-24
- Gross margin+56.7% as of 2026-08-24
- ROE+17.8% as of 2026-08-24
- Debt / equity8.52 as of 2026-08-24
- Revenue growth (YoY)+14.0% as of 2026-08-24
- Revenue CAGR (3y)+2.1% SEC XBRL
- Beta1.21 as of 2026-08-24
- Last reported earnings2026-07-15 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +4.3%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How MS compares in its sector
- price-to-earnings ratiomiddle range 525 covered Financials peers, as of 2026-08-24
- net profit marginmiddle range 538 covered Financials peers, as of 2026-08-24
- operating marginmiddle range 534 covered Financials peers, as of 2026-08-24
- gross marginmiddle range 176 covered Financials peers, as of 2026-08-24
- return on equitytop 25% 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRbottom 25% 347 covered Financials peers
- indicated dividend yieldmiddle range 453 covered Financials peers, as of 2026-08-24
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
MS is not currently in any published Top 10 list. Its scores are below.
Long-term score
53.0 #393 of 987 scored · #144 of 191 in Financials
Long-term trend 73rd (a "golden cross" — its 50-day average is above its 200-day) and capital return 71st (consecutive years of dividend increases 5 years); weakest is financial health (13th, debt to equity 8.5, free cash flow margin 5.8%).
Short-term score
52.1 #657 of 1,704 scored · #113 of 277 in Financials
Catalysts 56th: open-market insider buys in 90 days 17, the analyst consensus rating is unchanged since the prior reading; trend 53rd: a "golden cross" — its 50-day average is above its 200-day; weakest is volume and participation 49th: it gapped 2.2% above the previous close and has not traded back through the level it left behind — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, MS's dividend was covered by reported results (earnings payout 39%). This describes past coverage, not a forecast.
- Earnings payout39% dividends / net income
- Free-cash-flow payoutnot assessable operating cash flow was not positive that year
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Morgan Stanley looks technically
Morgan Stanley (MS) is trading 14.1% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 293 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 11, below the 25 that marks a real trend), though sellers have been pushing harder than buyers lately — pressure, not a trend. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 49, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 2 trading days ago (its momentum flipped negative). It made a new 20-day low about 18 trading days ago.
Trend
8
| Distance from the 200-day | it is trading 14.1% above its 200-day average, the long-term trend line — a longer-term uptrend | +14.1% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $216.71 | $216.71 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $187.71 | $187.71 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing high 8 calendar days ago — the swings before that are what the structure reading is measured on | 8 sessions |
| Wave structure | its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five; the labelling fails if price closes above 222. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a three-part correction in leg C. | possible downward five-wave sequence, in wave 3 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 293 trading days ago — a "golden cross", a bullish long-term signal | 293 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 11, below the 25 that marks a real trend), though sellers have been pushing harder than buyers lately — pressure, not a trend | 11.2 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 49, neither overbought (above 70) nor oversold (below 30) | 49.1 |
|---|---|---|
| Position in its 14-day range | it is trading around the middle of its 14-day range ($207.32 to $222.00) — its "stochastic" reading is 47 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 46.9 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 2 trading days ago (its momentum flipped negative) | 2 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $232.23 | $232.23 |
|---|---|---|
| From the 52-week high | it is 7.8% below its 52-week high (its highest price of the past year) | -7.8% |
| Above the 52-week low | it is 51.9% above its 52-week low (its lowest price of the past year) | +51.9% |
| Below the 52-week high | it is 7.8% below its highest point of the past year | 7.8% |
| Since a 20-day breakout | it made a new 20-day low about 18 trading days ago | 18 sessions |
| Since a 55-day breakout | it made a new 55-day high about 28 trading days ago | 28 sessions |
| All-time high | its highest closing price on record is $232.23 (set on 2026-07-15) | $232.23 |
| Given back of the 52-week move | over the past year its closes ranged ($144.04 to $228.55), and it has given back roughly a quarter of its rise from last year’s low — 17% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $173.62 to $176.32. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 17.0% |
| From the all-time high | it is 7.8% below its all-time high | -7.8% |
| Nearest price level | it is trading 3.3% above a support level at $207.07 — a price it turned at three times since 2026-06-11, most recently on 2026-07-17. Since 2024-08-21 it has 17 such levels below the current price and 1 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -3.3% |
| All-time low | its lowest closing price on record is $6.71 (set on 2008-10-10) | $6.71 |
| Above the all-time low | it is 3092.3% above its all-time low | +3,092% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 87% of it) | 13th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $5.53 between its high and its low — about 2.6% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $5.53 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $206.18 and $222.00 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $206.18 – $214.09 – $222.00 |
| Typical daily range (% of price) | its price moves about 2.6% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 2.6% |
| Stretch from the 200-day average | it is trading 4.8 daily ranges above its 200-day average price (14.1% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 4.8 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.89× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a bearish engulfing | 2 sessions ago it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it | 2 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-08-21 1.3% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | +1.3% |
|---|---|---|
| Open gap | it gapped 2.2% above the previous close 16 sessions ago and has not traded back through the level it left behind at 203.13 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +2.1% |
| Gap filled | a 2.2% gap down opened on 2026-07-15 has been "filled" 27 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 27 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 3.3 percentage points (the stock lost 1.0% while the market gained 2.3%) | -3.4% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 3.7 percentage points (the stock gained 6.8% while the market gained 3.1%) | +3.7% |
| vs market, 6 months | over the past 6 months this stock beat the market by 11.0 percentage points (the stock gained 22.1% while the market gained 11.1%) | +11.1% |
| vs market, 12 months | over the past 12 months this stock beat the market by 28.2 percentage points (the stock gained 48.7% while the market gained 20.5%) | +28.2% |
Signal agreement
2
| Bullish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months — these describe past price behaviour, not a forecast | 3 of 9 |
|---|---|---|
| Bearish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bearish state: MACD momentum is negative — these describe past price behaviour, not a forecast | 1 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading inside the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the zone traders read as unresolved — neither side has established a trend, and the band is where that gets settled. The band itself is moderate, spanning 6.2% of the share price. | 0.0% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 12% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $190.85 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | +12.2% |
|---|---|---|
| Vs the average paid since it last reported | the price is 1% below the average price paid since it last reported on 2026-07-15 (its 8-K), so the typical buyer over that stretch is under water. That average is $215.29 — a volume-weighted average of daily closes over 28 sessions, not a true tick-by-tick VWAP. | -0.5% |
Price levels it has turned at before
MS last closed at $214.20 on 2026-08-21. Since 2024-08-21 it has turned at 17 prices below its last close and 1 above; the 3 nearest below and the nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $207.07 | Support | 3.3% below the last close | turned there three times · 2026-06-11 to 2026-07-17 |
| $231.35 | Resistance | 8.0% above the last close | turned there twice · 2026-06-18 to 2026-07-15 |
| $193.63 | Support | 9.6% below the last close | turned there twice · 2026-01-16 to 2026-04-15 |
| $188.75 | Support | 11.9% below the last close | turned there twice · 2026-01-06 to 2026-02-03 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five.
This labelling fails — stops being a possible reading at all — if it closes above $222.00.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $174.61 and $192.71 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a three-part correction in leg C, which fails on a close above $222.00.
This reading has stood for 2 trading days, since 2026-08-20.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · MACD just crossed bearish (12/26/9) · trendless / choppy (low ADX) · beating the market · Trading inside the Ichimoku cloud · Elliott wave 3 candidates | Learn: moving average · golden cross · adx · rsi · macd · breakout
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.32 mean, 1=Strong Buy…5=Strong Sell) — 21 analysts
- Mean price target$236.62 range $184.00 – $262.00; median $243.00
Analyst estimates, as of 2026-08-22. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for MS
- Consensus EPS estimate$3.11 next reporting period, as of 2026-08-22
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Exposure to global market volatility and fluctuations in interest rates, credit spreads, and equity prices.","Risk of loss due to failures of counterparty or issuer credit, as well as operational and cybersecurity risks.","Highly regulated environment where changes in laws and government policies may adversely impact business operations."]
Insider activity (SEC Form 4)
0 open-market purchases and 5 open-market sales by insiders in the last 90 days.
- Last 30 days0 buys · 1 sell ($212055) — 1 selling insider
- Last 90 days0 buys · 5 sells ($9M) — 3 selling insiders
- Last 180 days0 buys · 17 sells ($27M) — 7 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-07-28. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about MS's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 22 matched disclosures for MS from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
6 institutional 13F filers reported holding MS as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 6
- Reported shares held 228,437,099
- Reported value $37,593,893,102
reported quarterly holdings change (2025-12-31 → 2026-03-31): 1 new, 2 increased, 3 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
MS had 13,347,497 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
MS had 0.85% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 2.22 days to cover at the same settlement.
- Reported short interest (shares) 13,347,497
- Short interest (% of shares outstanding) 0.85%
- Prior settlement (shares) 17,224,493
- Reported change -22.51%
- Days to cover (reported) 2.22
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Goldman Sachs (GS)
- JPMorgan Chase (JPM)
- Bank of America (BAC)
- Citigroup (C)
- UBS Group (UBS)
- Charles Schwab (SCHW)
- BlackRock (BLK)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Morgan Stanley (MS) do?
Morgan Stanley is a global financial services firm providing a wide range of investment banking, securities, wealth management, and investment management services. The company serves a diverse client base, including corporations, governments, financial institutions, and individuals through its integrated institutional and retail businesses.
What sector is Morgan Stanley (MS) in?
Morgan Stanley (MS) is classified in the Financials sector. Its industry is Investment Banking & Brokerage. It trades on NYSE.
Does MS pay a dividend?
Yes — Morgan Stanley (MS) pays a dividend, with an indicated yield of about 4.32% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are Morgan Stanley's (MS) competitors?
Notable peers of Morgan Stanley (MS) include Goldman Sachs, JPMorgan Chase, Bank of America, Citigroup and UBS Group. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in MS?
Yes — we hold 22 matched STOCK Act disclosures for MS from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is Morgan Stanley (MS) overbought or oversold right now?
Morgan Stanley (MS) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 49, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on MS come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.