# Morgan Stanley (MS-PL)

> Source: Nexqual · https://nexqual.com/MS-PL · data as of 2026-10-15 19:59 UTC · cite as "Nexqual, Morgan Stanley (MS-PL), nexqual.com/MS-PL" · informational, not investment advice.

**Price:** USD 17.69 (+1.75% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 17.69 · day 17.56–17.78 · 52w 17.06–21.7 · market cap null · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $78.0B, net income $20.2B (25.8% margin) (SEC filings).
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $26.6M; 7 not under a Rule 10b5-1 plan ($26.6M).
- Total return with dividends: 1Y -13.2% vs S&P 500 +18.1%; 5Y -14.3% vs S&P 500 +85.1%.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| 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)

P/E at fiscal year-ends: Dec 2025 1.9x, Dec 2024 2.5x, Dec 2023 4.1x.

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan |
|---|---|---|---|---|---|---|
| 2026-07-28 | Schapiro Mary L | Director | 1,000 | $212K | 2.5% | No |
| 2026-07-17 | Pizzi Michael A. | Head Technology & Operations | 24,165 | $5.2M | 16.6% | No |
| 2026-07-16 | Yeshaya Sharon | Chief Financial Officer | 15,554 | $3.5M | 10.2% | No |
| 2026-04-20 | Grossman Eric F | Chief Legal/Admin Officer | 11,118 | $2.1M | 6.2% | No |
| 2026-04-17 | Simkowitz Daniel A | Co-President | 14,690 | $2.8M | 3.8% | No |
| 2026-04-16 | Saperstein Andrew M | Co-President | 51,668 | $9.7M | 15.5% | No |
| 2026-04-16 | Crawley Mandell | Chief Client Officer | 16,129 | $3.0M | 20.8% | No |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | -13.2% | -14.3% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -13.3% | -3.0% |
| Volatility (annualized) | 8.7% | 16.1% |
| Max drawdown | -15.9% (Oct 2025→Oct 2026) | -26.3% (Oct 2021→Oct 2022) |

## Peers (Capital Markets)
GS (Goldman Sachs Group, Inc. (The)) USD 891.28 -0.07% · SCHW (Charles Schwab Corporation (The) USD 94.16 -1.86% · HOOD (Robinhood Markets, Inc.) USD 103.99 -5.91% · IBKR (Interactive Brokers Group, Inc.) USD 86.03 -1.67% · NMR (Nomura Holdings Inc) USD 9.28 -3.13% · LPLA (LPL Financial Holdings Inc.) USD 327.56 +0.59%

## More
Full page: https://nexqual.com/MS-PL · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt