Snapshot · Morgan Stanley (MS)

Data as of 2026-09-02T01:08:43.922Z

Fundamentals check

Market cap

$333.1B

P/E (TTM)

17.0

Gross margin

59.7%

Net margin

16.0%

ROE

18.1%

R&D / revenue

0.0%

Dividend yield

2.0%

FCF yield

-4.7%

Latest dividend: $1.15/share (ex-date 2026-07-31, quarterly)

Summary

Morgan Stanley operates as a prominent financial holding company, delivering a comprehensive suite of financial solutions and services. Its diverse clientele spans major corporations, governmental bodies, financial institutions, and individual clients across various global regions, including the Americas, Europe, the Middle East, Africa, and Asia. The firm's operations are structured into three primary divisions: Institutional Securities, Wealth Management, and Investment Management. Within the Institutional Securities segment, Morgan Stanley provides crucial capital-raising and strategic financial advisory services. This includes underwriting activities for debt, equity, and other financial instruments, alongside expert counsel on mergers and acquisitions, corporate reorganizations, real estate transactions, and project financing. Furthermore, this division is a key player in sales and trading, offering services like sales execution, financing solutions, prime brokerage, and market-making across equity and fixed-income products, encompassing foreign exchange and commodities. It also extends corporate and commercial real estate loans, furnishes secured lending facilities, supports sales and trading clients with financing, and engages in asset-backed and mortgage lending. Investment and research services, along with specific wealth management offerings, are also part of this segment. The Wealth Management segment caters to individual investors, as well as small to medium-sized enterprises and institutions. It offers a broad spectrum of services, from financial advisor-led and self-directed brokerage and investment guidance to comprehensive financial and wealth planning. This segment also delivers workplace solutions, such as stock plan administration, and provides annuity and insurance products. Lending options include securities-backed loans, residential real estate mortgages, and other credit facilities, complemented by banking and retirement plan services. Finally, the Investment Management segment is dedicated to providing specialized investment products, including equity, fixed income, liquidity, and alternative strategies. These offerings are distributed through institutional and intermediary channels to a sophisticated client base that features benefit and defined contribution plans, foundations, endowments, governmental entities, sovereign wealth funds, insurance companies, and corporate and third-party fund sponsors. Morgan Stanley's origins trace back to its founding in 1924, and its global headquarters are situated in New York, New York.

How it makes money

Revenue mix, latest fiscal year

• Institutional Securities Segment46.4%
• Wealth Management Segment44.5%
• Investment Management Segment9.1%

Recent Events

• 2026-08-26T12:06:05.000Zpositive

  Should You Invest in MS Stock Following Impressive 1H26 Results?

  可能与1H26强劲增长和多元化带来长期前景相关，属于分析师视角。

  Source: zacks.com

• 2026-08-25T13:01:07.000Zpositive

  Morgan Stanley (MS) Upgraded to Strong Buy: Here's What You Should Know

  或有助于市场对MS的积极预期，属于分析师评级变化，存在相关性。

  Source: zacks.com

• 2026-08-25T10:41:26.000Zneutral

  Are Finance Stocks Lagging Morgan Stanley (MS) This Year?

  分析比较性报道，可能与行业环境相关，未必直接反映MS单独表现。

  Source: zacks.com

• 2026-08-24T11:56:07.000Zpositive

  Morgan Stanley Gains 45.1% in a Year: Should You Buy MS Stock Now?

  可能与年度股价上涨及估值有关，市场背景相关性强。

  Source: zacks.com

• 2026-08-21T19:39:34.000Zpositive

  Why Morgan Stanley Stock Rocked the Market Today

  恰逢市场驱动因素，MS股价波动的讲解可能带来解读，存在相关性。

  Source: fool.com

• 2026-08-21T04:19:16.000Zneutral

  9,759,983 Shares in Morgan Stanley $MS Acquired by Bank of New York Mellon Corp

  可能与机构持股变动相关，对股本结构有潜在影响，但非直接因果。

  Source: defenseworld.net

• 2026-08-21T00:00:00.000Zpositive

  Price move: MS rose 3.3%

  MS 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-08-20T17:07:04.000Zneutral

  Morgan Stanley picks Dallas for expansion outside NYC — stepping up Wall Street exodus following Mamdani election: ‘Wake-up call'

  可能与公司战略调整相关，区域扩张消息存在相关性但非确定性因果。

  Source: nypost.com

• 2026-08-19T12:46:14.000Zpositive

  Why Morgan Stanley (MS) is a Great Dividend Stock Right Now

  分红相关信息可能影响长期投资视角，具有一定相关性。

  Source: zacks.com

• 2026-08-14T16:30:00.000Zneutral

  Morgan Stanley Declares Dividends on Its Preferred Stock

  股息公告属于公司新闻，具备一定相关性但对短期行情影响有限。

  Source: businesswire.com

• 2026-07-30T00:00:00.000Zpositive

  Price move: MS rose 3.4%

  MS 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-16T00:00:00.000Znegative

  Price move: MS fell 4.5%

  MS 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-15T10:05:32.000Zpositive

  Morgan Stanley Q2 Earnings Call Highlights

  可能与季度业绩强劲和机构业务活动提升相关，恰逢投资者关注点。

  Source: marketbeat.com

• 2026-07-15T06:00:00.000Zneutral

  Nasdaq continues rally at open as PayPal climbs on bid, BlackRock earnings impress

  恰逢市场开盘活跃，MS相关信息可能间接影响情绪，但不直接断定因果。

  Source: proactiveinvestors.com

• 2026-07-06T00:00:00.000Zpositive

  Price move: MS rose 3.8%

  MS 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-06-26T00:00:00.000Znegative

  Price move: MS fell 4.1%

  MS 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

Analyst view

Avg price target $234.67 from 12 analysts (last quarter)

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-07-28SellSCHAPIRO MARY L(director)1,000 shares
• 2026-07-17SellPizzi Michael A.(officer: Head Technology & Operations)7,101 shares
• 2026-07-17SellPizzi Michael A.(officer: Head Technology & Operations)17,064 shares
• 2026-07-16SellYESHAYA SHARON(officer: Chief Financial Officer)9,172 shares
• 2026-07-16SellYESHAYA SHARON(officer: Chief Financial Officer)6,382 shares

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本内容仅为信息整理，不构成任何投资建议。