Snapshot · Morgan Stanley (MS)

Data as of 2026-10-18T20:37:51.074Z

Fundamentals check

Market cap

$284.8B

P/E (TTM)

14.2

Gross margin

60.6%

Net margin

15.8%

ROE

24.4%

R&D / revenue

0.0%

Dividend yield

2.3%

FCF yield

-5.5%

Latest dividend: $1.15/share (ex-date 2026-10-30, 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

• 2026-10-17T09:55:48.000Znegative

  Morgan Stanley $MS Stock: Annex Advisory Services LLC Lowers Stake

  机构投资者减持持股可能与市场情绪或对前景的再评估相关，存在不确定性。

  Source: defenseworld.net

• 2026-10-14T12:16:18.000Zmixed

  MS Q3 Earnings Beat Estimates on Equity Trading and Wealth Growth

  恰逢公司第三季度盈利超出市场预期，且权益交易与财富管理增长显著，可能与股价波动存在不确定相关性。

  Source: zacks.com

• 2026-10-14T10:31:13.000Zneutral

  Morgan Stanley Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

  分析师对比关键指标与预期，可能与市场对盈利质量的关注相关，未明确因果。

  Source: zacks.com

• 2026-10-14T09:37:24.000Zpositive

  Morgan Stanley Profit Climbs on Equity Trading, Wealth Management

  利润上升归因于权益交易和财富管理的提升，恰逢相关业务强劲，或有助于理解股价表现，但不排除市场情绪因素影响。

  Source: youtube.com

• 2026-09-14T00:00:00.000Znegative

  Price move: MS fell 3.6%

  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。

• 2026-08-21T00:00:00.000Zpositive

  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。

• 2026-07-29T00:00:00.000Znegative

  Price move: MS fell 4.0%

  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 $223.63 from 8 analysts (last quarter)

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-07-28SellSCHAPIRO MARY L(director)1,000 shares

Earnings Calendar

2027-01-14

EPS estimate: 2.91

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本内容仅为信息整理，不构成任何投资建议。