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$214.76 -0.11 (-0.05%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$337.45B
Shares
1.57B

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$214.86 Open$214.03 Day$213.50–216.52 52W close$148.09–228.55 Avg vol 30d4.8M Short int13.9M · 0.9% float · 3.1d Short vol36% Last earningsJul 15, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Oct 14, 2026 Est · unconfirmed · in 7 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 4, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Neutral Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 14.5 · calm Equity put/call 0.39
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +13%
      above
      Price vs 50-day avg −1%
      below
      RSI (14) 50
      neutral
      MACD trend Negative
      52-week position 83%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +2%
      trailing
      6-month return +34%
      trailing
      YTD return +21%
      this year
      Relative strength +19%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $217 › 200d $189 — 50d above 200d
      Institutional flow Accumulating
      +9% holders QoQ · +355 funds added
      Insider flow Distributing
      Net -$8.9M over 90 days · 100% sells
      Short interest Rising
      0.88% of float · ▲ +4.1% MoM · 3.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      2,736 holders — near 3-yr high, broad support
      Squeeze score 47
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +5%
      Y/Y
      EPS growth +28%
      Y/Y
      Valuation P/E 17.4
      below peers
      Buyback $20.0B
      authorized
      Balance sheet $231.5B
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 28%
      annualized · 1-yr
      Max drawdown −19%
      past year
      ATR 2.4%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Jun 30, 2026
      Annual tax rate · full year 22% – 23%
      Prior guidance period ended · from the Earnings Call filed Dec 31, 2023
      Tax rate · 2024 23%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      1 · 5 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +13% Bullish
      Price vs 50-day avg
      −1% Neutral
      RSI (14)
      50 Neutral
      MACD trend
      Negative Bearish
      52-week position
      83% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $217 › 200d $189 — 50d above 200d
      Institutional flow Accumulating
      +9% holders QoQ · +355 funds added
      Insider flow Distributing
      Net -$8.9M over 90 days · 100% sells
      Short interest Rising
      0.88% of float · ▲ +4.1% MoM · 3.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      2,736 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $148 Now $215 · 83% Range high $229
      vs 200-day avg +13% vs 50-day avg -1%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Alternatives and Solutions net flows $12.7B Quarter Ended Jun 30, 2026 —
      Annualized weighted average cost of deposits - Period end 2.6% Quarter Ended Jun 30, 2026 —
      Compensation and benefits as a % of net revenues 27% Quarter Ended Jun 30, 2026 —
      Consolidated Loans and Lending Commitments $541.7B Quarter Ended Jun 30, 2026 —
      Fixed Income net flows $7.3B Quarter Ended Jun 30, 2026 —
      Institutional Securities Lending Commitments $205.5B Quarter Ended Jun 30, 2026 —
      Institutional Securities Loans and Lending Commitments $325.1B Quarter Ended Jun 30, 2026 —
      Liquidity and Overlay Services AUM $688B Quarter Ended Jun 30, 2026 —
      Liquidity and Overlay Services net flows $27B Quarter Ended Jun 30, 2026 —
      Pre-tax margin 39% Quarter Ended Jun 30, 2026 —
      Return on Average Common Equity 29% Quarter Ended Jun 30, 2026 —
      Self-directed client assets $1.81T Quarter Ended Jun 30, 2026 —
      Total Net Flows $34.5B Quarter Ended Jun 30, 2026 —
      Trading VaR (Average Daily 95% / One-Day VaR) $56M Quarter Ended Jun 30, 2026 —
      Wealth Management Lending Commitments $20.9B Quarter Ended Jun 30, 2026 —
      Worldwide employees 82,944 Q2 2026 —
      Advisor-led client assets $5.78T Mar 31, 2026 —
      Allowance for Credit Losses $1.98B Mar 31, 2026 —
      Average repurchase price $169.15 1Q 2026 —
      Common stock repurchases $1.75B 1Q 2026 —
      Daily average revenue trades 1.13M Mar 31, 2026 —
      Long-Term Assets Under Management or Supervision $1.25T Mar 31, 2026 —
      Number of shares repurchased 10M 1Q 2026 —
      Number of stock plan participants 6.6M Mar 31, 2026 —
      Period end shares 1.58B 1Q 2026 —
      Self-directed households 8.6M Mar 31, 2026 —
      Stock plan unvested public assets $475B Mar 31, 2026 —
      Tangible book value per share non-GAAP $51.58 1Q 2026 —
      Total client assets $7.35T Mar 31, 2026 —
      Total Loans $119.5B Mar 31, 2026 —
      Wealth Management Loans and Lending Commitments $206.9B Mar 31, 2026 —
      Total client assets in Wealth and Investment Management 9.3T Full Year 2025 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Capital Markets — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      MS
      Morgan Stanley
      this stock
      		$337.45B +21.0% +5.5% 17.4 0.9%
      GS
      Goldman Sachs Group Inc
      		 $303.07B +18.4% +8.9% 16.1 2.1%
      SCHW
      Schwab Charles Corp
      		 $191.32B +8.1% +22.0% 20.2 1.0%
      HOOD
      Robinhood Markets, Inc.
      		 $98.68B -3.0% +51.6% 48.6 3.7%
      IBKR
      Interactive Brokers Group, Inc.
      		 $43.74B +50.1% +9.0% 38.5 1.8%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      2,736
      % held
      88.1%
      Net QoQ
      +30.1M sh
      Top holder
      MITSUBISHI UFJ FINANCIAL…
      Held Float
      View
      Held by Funds
      Fund positions
      1,280
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      13.9M
      Days to cover
      3.1d
      Change
      +546.1K sh
      View
      Short Volume
      Short vol %
      36%
      As of
      Aug 28, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      200
      Value
      $42.0K
      As of
      Jul 31, 2026
      View
      Off-Exchange
      Off-exchange %
      40.4%
      Week of
      Jul 20, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$8.9M
      Buyers / Sellers
      0 / 3
      Buyers Sellers
      View
      Congressional Trades Buy
      Member
      Dan Newhouse
      Amount
      $1.0K–$15.0K
      Traded
      Jul 10, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $34.3B
      Net income (FY)
      $16.9B
      EPS diluted
      $10.21
      View
      Buybacks
      Authorized
      $20.0B
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Aug 4, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $212.1K
      Shares
      1.0K
      Filed
      Jul 28, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 15, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      MS +3.6% +2.3% +34.1% +2.1% +21.0%
      SPY +1.1% +4.0% +14.7% +3.2% +13.1%
      vs SPY +2.5% -1.7% +19.4% -1.1% +8.0%

      Capital returns

      Latest dividend
      $1.15 / share · ex Jul 31, 2026
      Raised 15%
      Paid (TTM)
      $4.15 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.93%
      Buyback program · as of Jun 24, 2026
      Authorized
      $20.00B
      Spent (derived)
      —
      Remaining
      —

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 895421 CUSIP 617446448 13F (30d) 1759 filings 1720 filers Visit website Investor relations

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