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Morgan Stanley acquired digital transfer agent Vinyl, closing a gap in its private-to-public capital markets services. Through three quarters, net new assets reached a half a trillion, and management expects the 2026 margin to be close to the 30% goal.
Morgan Stanley reported net revenues of $20.3 billion for 3Q 2026, up 12%, with diluted earnings per common share of $3.03. At September 30, 2026, its Standardized Common Equity Tier 1 capital ratio was 14.9%.
Morgan Stanley reported third-quarter net revenues of $20.3 billion, EPS of $3.03 and ROTCE of 22.6%; Wealth Management posted record net revenues of $9.1 billion. The firm repurchased $1.5 billion of stock and declared a $1.15 quarterly dividend payable on November 13, 2026.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Advisor-led client assets | $6.63T | Sep 30, 2026 | — |
| Annualized weighted average cost of deposits - Period average | 2.72% | Sep 30, 2026 | — |
| Annualized weighted average cost of deposits - Period end | 2.85% | Sep 30, 2026 | — |
| Deposits | 465B | Sep 30, 2026 | — |
| Expense efficiency ratio non-GAAP | 67% | 3Q 2026 | — |
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| Fee-based assets as a % of advisor-led client assets | 48% | Sep 30, 2026 | — |
| Fee-based client assets | $3.16T | Sep 30, 2026 | — |
| Investment Management AUM | $2.05T | 3Q 2026 | — |
| Investment Management long-term net flows | $15.8B | 3Q 2026 | — |
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| Long‐Term Assets Under Management or Supervision | 1.33T | Sep 30, 2026 | — |
| Margin and other lending | $37.1B | Sep 30, 2026 | — |
| Net new assets | 232.4B | Sep 30, 2026 | — |
| Number of stock plan participants | 6.7M | Sep 30, 2026 | — |
| Return on tangible common equity non-GAAP | 22.6% | 3Q 2026 | — |
| Self-directed client assets | $1.8T | Sep 30, 2026 | — |
| SLR non-GAAP | 4.8% | 3Q 2026 | — |
| Standardized Common Equity Tier 1 capital ratio non-GAAP | 14.9% | 3Q 2026 | — |
| Stock plan unvested public assets | 638B | Sep 30, 2026 | — |
| Tier 1 leverage non-GAAP | 5.9% | 3Q 2026 | — |
| Total client assets | $10.5T | 3Q 2026 | — |
| Total Net Flows | 44.3B | Sep 30, 2026 | — |
| Trading VaR (Average Daily 95% / One-Day VaR) | $61M | Sep 30, 2026 | — |
| U.S. Bank loans | 201.1B | Sep 30, 2026 | — |
| Wealth Management fee-based asset flows | $80.5B | 3Q 2026 | — |
| Wealth Management fee-based client assets | $3.16T | 3Q 2026 | — |
| Wealth Management loans | $201.1B | 3Q 2026 | — |
| Wealth Management net new assets | $232.4B | 3Q 2026 | — |
| Wealth Management pre-tax margin non-GAAP | 30.4% | 3Q 2026 | — |
| Annualized weighted average cost of deposits (period average for three months ended) | 2.54% | the three months ended June 30, 2026 filing | — |
| Average Price Paid per Share | $194.28 | Three Months Ended June 30, 2026 filing | — |
| Completed mergers and acquisitions | 320B | the three months ended June 30, 2026 filing | — |
| Daily average revenue trades ("DARTs") | 1.28M | the three months ended June 30, 2026 filing | — |
| Equity and equity-related offerings | 45B | the three months ended June 30, 2026 filing | — |
| Fee-based asset flows | 39.1B | the three months ended June 30, 2026 filing | — |
| Fee-based assets | 39B | the three months ended June 30, 2026 filing | — |
| Fixed Income offerings | 132B | the three months ended June 30, 2026 filing | — |
| Institutional Securities non-GAAP | 48.2B | the three months ended June 30, 2026 filing | — |
| Investment Management non-GAAP | 10.2B | the three months ended June 30, 2026 filing | — |
| LCR | 129% | the three months ended June 30, 2026 filing | — |
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| Lending commitments to borrowers with modified receivables | $407M | during the three months ended June 30, 2026 filing | — |
| Net benefits | $21M | Three Months Ended June 30, 2026 filing | — |
| Net Charge-off Ratio - Commercial Real Estate | 0.05% | Three Months Ended June 30, 2026 filing | — |
| Net Charge-off Ratio - Corporate | 0.31% | Three Months Ended June 30, 2026 filing | — |
| Net Charge-off Ratio - Total | 0.01% | Three Months Ended June 30, 2026 filing | — |
| New transactions | $14.78B | the three months ended June 30, 2026 filing | — |
| NSFR | 116% | the three months ended June 30, 2026 filing | — |
| Parent Company non-GAAP | 17.8B | the three months ended June 30, 2026 filing | — |
| Pre-tax margin | 34% | Three Months Ended June 30, 2026 filing | — |
| Retained interests | $159M | the three months ended June 30, 2026 filing | — |
| ROE | 20.7% | Three Months Ended June 30, 2026 filing | — |
| ROTCE non-GAAP | 26.6% | Three Months Ended June 30, 2026 filing | — |
| Total average AUM | 1.95T | three months ended June 30, 2026 filing | — |
| Total average common equity attribution non-GAAP | 104.9B | the three months ended June 30, 2026 filing | — |
| Total average fee rate (fee-based client assets) | 61 | three months ended June 30, 2026 filing | — |
| Total Liquidity Resources | $404.08B | the three months ended June 30, 2026 filing | — |
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| Total Management VaR (period end) | 54M | the three months ended June 30, 2026 filing | — |
| Total Modifications (% of total loans) | 0.1% | the three months ended June 30, 2026 filing | — |
| Total Modifications (amortized cost) | $82M | the three months ended June 30, 2026 filing | — |
| Total Number of Shares Purchased | 8,478,160 | Three Months Ended June 30, 2026 filing | — |
| Transaction taxes | $703M | the three months ended June 30, 2026 filing | — |
| Wealth Management non-GAAP | 28.7B | the three months ended June 30, 2026 filing | — |
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
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MS
this stock
Morgan Stanley
|
$297.99B | +7.4% | +5.5% | 15.1 | 1.0% |
|
GS
Goldman Sachs Group Inc
|
$264.37B | +4.3% | +8.9% | 13.2 | 2.2% |
|
SCHW
Schwab Charles Corp
|
$160.48B | -6.9% | +22.0% | 15.9 | 1.1% |
|
HOOD
Robinhood Markets, Inc.
|
$70.11B | -31.2% | +51.6% | 36.1 | 3.9% |
|
IBKR
Interactive Brokers Group, Inc.
|
$37.06B | +27.2% | +9.0% | 31.3 | 3.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Morgan Stanley acquired digital transfer agent Vinyl, closing a gap in its private-to-public capital markets services. Through three quarters, net new assets reached a half a trillion, and management expects the 2026 margin to be close to the 30% goal.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MS | +5.1% | +5.6% | -5.5% | +3.5% | +7.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +2.5% | +6.7% | -6.0% | +3.6% | -3.2% |
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.
