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MS · Morgan Stanley

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$188.08 -4.68 (-2.43%) At close · Sep 30
Market Cap
$308.32B
Shares
1.57B
Volume · Sep 30 6.91M Avg daily vol (3M) 5.04M

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$188.08 Open$191.99 Day$188.07–192.06 52W close$151.86–228.55 Avg vol 30d4.8M Short int14.7M · 0.9% float · 3.2d Short vol34% Last earningsSep 30, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Dec 30, 2026 Est · unconfirmed · in 13 wks
filed Aug 4, 2026
call held Jul 15, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$78.04B
Trailing 12 months
Net income (TTM)
$20.16B
Trailing 12 months
Revenue growth YoY
+27.1%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
15.6
Trailing earnings · reciprocal yield 6.4%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-1.5%
Year over year · fewer shares
Price change (1Y)
+19.6%
Trailing year
Short interest
0.9%
Latest settlement · 3.2 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Neutral Sentiment Bullish Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 16.3 · calm Equity put/call 0.53
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −3%
below
Price vs 50-day avg −11%
below
RSI (14) 25
oversold
MACD trend Negative
52-week position 47%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −11%
trailing
6-month return +6%
trailing
YTD return +6%
this year
Relative strength −7%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $211 › 200d $194 — 50d above 200d
Institutional flow Accumulating
+9% holders QoQ · +358 funds added
Insider flow Distributing
Net -$8.9M over 90 days · 100% sells
Short interest Falling
0.94% of float · ▼ -1.1% MoM · 3.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
2,760 holders — near 3-yr high, broad support
Squeeze score 51
elevated · 0–100
Fundamentals
Strong
Revenue growth +5%
Y/Y
EPS growth +28%
Y/Y
Valuation P/E 15.9
below peers
Buyback $20.0B
authorized
Balance sheet $237.2B
net debt
Quant / Vol
risk profile
Moderate
Volatility 29%
annualized · 1-yr
Max drawdown −19%
past year
ATR 2.5%
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 · the year 22% – 23%

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

Technicals

trend & momentum for long-term holders Sell
2 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−3% Neutral
Price vs 50-day avg
−11% Bearish
RSI (14)
25 Neutral
MACD trend
Negative Bearish
52-week position
47% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $211 › 200d $194 — 50d above 200d
Institutional flow Accumulating
+9% holders QoQ · +358 funds added
Insider flow Distributing
Net -$8.9M over 90 days · 100% sells
Short interest Falling
0.94% of float · ▼ -1.1% MoM · 3.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
2,760 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $152 Now $188 · 47% Range high $229
vs 200-day avg -3% vs 50-day avg -11%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$308.32B +5.9% +5.5% 15.9 0.9%
GS
Goldman Sachs Group Inc
$272.38B +2.4% +8.9% 14.4 2.4%
SCHW
Schwab Charles Corp
$171.26B -2.2% +22.0% 18.0 1.1%
HOOD
Robinhood Markets, Inc.
$107.35B -0.5% +51.6% 52.8 4.0%
IBKR
Interactive Brokers Group, Inc.
$40.43B +32.8% +9.0% 35.6 2.7%

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
2,760
% held
87.6%
Net QoQ
+22.1M sh
Top holder
MITSUBISHI UFJ FINANCIAL…
Held Float
View
Held by Funds
Fund positions
1,301
View
Short & Settlement
Short Interest Falling
Shares short
14.7M
Days to cover
3.2d
Change
-161.5K sh
View
Short Volume
Short vol %
34%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
18.4K
Value
$3.9M
As of
Sep 11, 2026
View
Off-Exchange
Off-exchange %
36.8%
Week of
Aug 24, 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
Sep 30, 2026
View

Performance

5D 20D 120D MTD YTD
MS -5.2% -10.9% +5.6% -11.8% +5.9%
SPY -0.7% +0.1% +12.2% -0.6% +11.8%
vs SPY -4.5% -11.0% -6.6% -11.3% -5.9%

Capital returns

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) 49 filings 29 filers Visit website Investor relations