Morgan Stanley (MS) Stock Price & Analysis
Morgan Stanley (MS) closed at USD 183.97 on Thursday, October 22, 2026, down 1.63% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 187.01; the Oct 22, 2026 session ranged USD 182.22–187 on volume of 6,288,764 shares. Market capitalization is $288.94B, with a 52-week range of USD 152.8–232.25 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/MS.md
Latest Earnings Results (MS)
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q3 2026 | $3.03 (GAAP diluted) | $20.34B | Oct 14, 2026, 7:39:21 AM ET · on Nexqual +30 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (MS)
- Last four reported quarters (through Jun 30, 2026): revenue $78.0B, net income $20.2B (25.8% margin) (SEC filings).
- Valuation: P/E 14.3x (avg 16.3x at the last 3 fiscal year-ends).
- 5 of 80 tracked superinvestors hold MS (13F, Q2 2026 (1 investor on Q3 2026, filed early)): 2 new, 0 added, 3 reduced, 0 unchanged.
- Analysts: Hold (mean 2.54 on a 1–5 scale) (26 analysts), mean target USD 212.64 (range 185–262).
- Total return with dividends: 1Y +18.1% vs S&P 500 +14.9%; 5Y +111.9% vs S&P 500 +80.3%.
- Next earnings: 2027-01-14, EPS estimate USD 2.92, revenue estimate $20.3B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (MS)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $59.8B | $53.7B | $54.1B | $61.8B | $70.6B | $78.0B |
| Net income | $15.0B | $11.0B | $9.09B | $13.4B | $16.9B | $20.2B |
| EPS (diluted) | $8.03 | $6.15 | $5.18 | $7.95 | $10.21 | — |
| Net margin | 25.2% | 20.6% | 16.8% | 21.7% | 23.9% | 25.8% |
| Revenue growth | +22.6% | -10.2% | +0.9% | +14.1% | +14.4% | — |
| Cash + short-term investments | $128B | $128B | $89.2B | $105B | $112B | — |
| Total debt | $227B | $234B | $261B | $284B | $342B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (MS)
P/E 14.3x · P/S 3.7x · P/B 2.5x · Earnings yield 6.98% · Dividend yield (paid, TTM) 2.35%
P/E at fiscal year-ends: Dec 2025 16.8x, Dec 2024 15.1x, Dec 2023 16.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (MS)
5 of 80 tracked investors hold MS (1 investor on Q3 2026, filed early). Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change | Quarter |
|---|---|---|---|---|---|
| David Katz | Matrix Asset Advisors | 3.18% | $38.6M | Reduced -1.4% | Q3 2026 |
| Viking Global | Viking Global Investors | 0.97% | $339M | New position | Q2 2026 |
| Richard Pzena | Pzena Investment Management | 0.28% | $95.0M | Reduced -4.6% | Q2 2026 |
| Torray Funds | 0.07% | $497K | Reduced -92.3% | Q2 2026 | |
| Mairs & Power | Mairs & Power Funds | <0.01% | $217K | New position | Q2 2026 |
Analysts (MS)
Consensus Hold (mean 2.54 on a 1–5 scale), 26 analysts; mean target USD 212.64 (low 185, high 262).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | BMO Capital | Target lowered | Outperform | $215 → $210 |
| 2026-10-16 | JP Morgan | Target raised | Neutral | $195 → $198 |
| 2026-10-15 | Citigroup | Target lowered | Neutral | $210 → $190 |
| 2026-10-15 | RBC Capital | Target lowered | Sector Perform | $243 → $195 |
| 2026-10-15 | TD Cowen | Target lowered | Hold | $210 → $205 |
| 2026-10-15 | Wells Fargo | Target lowered | Equal-Weight | $223 → $217 |
| 2026-10-15 | Evercore ISI Group | Target lowered | Outperform | $215 → $205 |
| 2026-10-15 | Keefe, Bruyette & Woods | Target lowered | Outperform | $250 → $230 |
| 2026-10-08 | TD Cowen | Initiated | Hold | $210 |
| 2026-10-06 | BMO Capital | Target lowered | Outperform | $250 → $215 |
| 2026-10-05 | UBS | Target lowered | Buy | $260 → $236 |
| 2026-10-01 | Evercore ISI Group | Target lowered | Outperform | $240 → $215 |
Total return (dividends reinvested) (MS)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +18.1% | +111.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +18.2% | +16.2% |
| Volatility (annualized) | 28.3% | 28.4% |
| Max drawdown | -21.5% (Jul 2026→Oct 2026) | -29.7% (Feb 2022→Jun 2022) |
MS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $2.92 | $2.94 | -0.5% | $20.32B | 14 |
| Next quarter (ends Mar 2027) | $3.60 | $3.68 | -2.2% | $22.05B | 9 |
| Current fiscal year (ends Dec 2026) | $12.84 | $12.97 | -1.0% | $82.29B | 21 |
| Next fiscal year (ends Dec 2027) | $13.60 | $13.59 | +0.0% | $86.48B | 21 |
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 183.97 |
|---|---|
| Change | ▼ 1.63% (down) |
| Previous Close | USD 187.01 |
| Open | USD 183.38 |
| Day Range | USD 182.22 – 187 |
| 52-Week Range | USD 152.8 – 232.25 |
| Volume | 6,288,764 shares |
| Market Cap | $288.94B |
| Exchange | NYQ |
Technical Analysis (MS)
Nexqual's technical model rates MS "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 35.69 (neutral) |
| vs SMA50 | Below (USD 201.64) |
| MACD | -5.49 (negative) |
Analyst Ratings (MS)
Wall Street analysts rate MS "Hold" based on 26 analysts, with a mean price target of USD 212.64 (range USD 185–262), per Nexqual as of October 23, 2026 at 09:26 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 26 |
| Mean Target | USD 212.64 |
| High Target | USD 262 |
| Low Target | USD 185 |
| Buy / Hold / Sell | 11 / 14 / 1 |
Earnings (MS)
| Next Earnings Date | 2027-01-14 |
|---|---|
| EPS Estimate | USD 2.98 |
| Revenue Estimate | $20.32B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 3.03 vs est 2.92 ▲ beat |
| 2026-06-30 | USD 3.46 vs est 2.93 ▲ beat |
| 2026-03-31 | USD 3.43 vs est 3.02 ▲ beat |
| 2025-12-31 | USD 2.68 vs est 2.45 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (MS)
| Total Revenue | $79.79B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +10.80% |
| Gross Margin | +87.31% |
| Operating Margin | +39.89% |
| Profit Margin | +25.63% |
| Debt / Equity | 5.17 |
| Total Cash | $739.08B |
| Total Debt | $607.50B |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financial Health Score (MS)
Nexqual rates Morgan Stanley's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:26 UTC.
| Growth | Solid — Revenue +14% YoY (annual) |
|---|---|
| Profitability | Strong — Net margin 23% (last 12 months); banks have no gross margin |
| Balance Sheet | N/A — Not comparable for banks: deposits and customer funds sit on the balance sheet, so cash vs debt does not measure safety (SEC industry: Security Brokers, Dealers & Flotation Companies) |
| Cash Flow | N/A — Not meaningful for banks and lenders: lending and trading move operating cash flow by billions each year (SEC industry: Security Brokers, Dealers & Flotation Companies) |
| Efficiency | Mixed — No data |
Ownership (MS)
| Insider Ownership | +24.41% |
|---|---|
| Institutional Ownership | +63.34% |
| Shares Outstanding | 1.57B |
| Float | 1.19B |
| Short % of Float | +1.23% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Leadership (MS)
Morgan Stanley is led by Edward N. Pick, CEO & Chairman of the Board, per Nexqual as of October 23, 2026 at 09:26 UTC.
| CEO & Chairman of the Board | Edward N. Pick |
|---|---|
| Co-President | Daniel Aaron Simkowitz |
| Co-President | Andrew Michael Saperstein |
| Executive VP & CFO | Sharon Yeshaya |
| Managing Director | Robyn Maslynsky Goldschmid |
Major Backers & Investors (MS)
Notable institutional backers of Morgan Stanley include Mitsubishi UFJ Financial Group Inc, JPMorgan, Fisher Asset Management, LLC, according to Nexqual as of October 23, 2026 at 09:26 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Mitsubishi UFJ Financial Group Inc | 23.91% |
| JPMorgan | 2.81% |
| Fisher Asset Management, LLC | 1.66% |
| FMR, LLC | 1.58% |
| Fidelity | 1.46% |
| Price (T.Rowe) Associates Inc | 1.22% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 6.84% |
| State Street | 6.31% |
| BlackRock | 6.02% |
| Geode Capital | 1.73% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| GS | Goldman Sachs Group, Inc. (The) | USD 891.3 | ▼ 1.48% |
| SCHW | Charles Schwab Corporation (The | USD 91.44 | ▼ 0.22% |
| IBKR | Interactive Brokers Group, Inc. | USD 82.28 | ▼ 3.57% |
| HOOD | Robinhood Markets, Inc. | USD 96.58 | ▼ 5.25% |
| NMR | Nomura Holdings Inc | USD 9.04 | ▼ 1.95% |
| TW | Tradeweb Markets Inc. | USD 121.89 | ▲ 1.57% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
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