Morgan Stanley
Morgan Stanley
Your view on MS-PQ
Overview
What the company does, where it operates, and who runs it.
About Morgan Stanley
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- CEO
- Edward N. Pick
- Headquarters
- 1585 Broadway, New York City, NY, US
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- CEO
- Edward N. Pick
- Headquarters
- 1585 Broadway, New York City, NY, US
Morgan Stanley is a global financial holding company that delivers a broad spectrum of financial solutions and offerings to a diverse client base, including businesses, governmental bodies, financial organizations, and private individuals across continents like the Americas, Europe, the Middle East, Africa, and Asia.
Its operations are structured into three main divisions: Institutional Securities, Wealth Management, and Investment Management.
The Institutional Securities division focuses on capital formation and strategic financial advice, encompassing activities such as underwriting various securities (debt, equity), and offering guidance on corporate transactions like mergers, acquisitions, restructurings, real estate ventures, and project financing.
Additionally, this segment delivers equity and fixed income instruments, covering sales, funding, prime brokerage, and market-making.
It also deals in foreign exchange and commodities, alongside offering a range of lending products, including corporate and commercial real estate loans, secured lending facilities, financing for sales and trading clients, and asset-backed and mortgage lending.
The division further extends its offerings to include wealth management, investment opportunities, and research capabilities. The Wealth Management division caters to individual investors, as well as small to medium-sized businesses and institutions, providing a comprehensive suite of services.
These include brokerage, custodial, administrative, and investment advisory services facilitated by financial advisors, alongside options for self-directed brokerage.
The division also offers financial and wealth planning, workplace solutions like stock plan administration, various annuity and insurance products, and diverse lending options such as securities-based and residential real estate loans. Furthermore, it provides banking services and manages retirement plans.
Finally, the Investment Management segment delivers specialized services across equity, fixed income, alternative investments, and liquidity and overlay strategies.
Its clientele spans a wide array of institutional and individual investors, including benefit and defined contribution plans, foundations, endowments, government bodies, sovereign wealth funds, insurance firms, third-party fund managers, corporations, and private individuals, accessible via institutional and intermediary channels.
Established in 1924, the company maintains its headquarters in New York City.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Morgan Stanley, and the rating behind it. MS-PQ last traded at $23.67, 15.3× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Morgan Stanley. Starting points for Morgan Stanley: P/E 15.3, EPS $12.87, beta 1.21 — an Financial - Capital Markets name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Morgan Stanley. Morgan Stanley paid $1.66 per share over the last year — a 7.0% yield at the current $23.67 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Morgan Stanley. Trailing twelve-month EPS for Morgan Stanley stands at $12.87. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Morgan Stanley. Morgan Stanley has reported as a listed company since 2024. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Morgan Stanley valued side by side against its closest peers. Morgan Stanley is measured against Financial - Capital Markets peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Morgan Stanley, and how their positions are changing. At a $310.10B market value, institutional positions materially move Morgan Stanley's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Morgan Stanley executives and directors. Shares of Morgan Stanley have traded between $25.13 and $26.66 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Morgan Stanley. Morgan Stanley is a $310.10B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Morgan Stanley. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Morgan Stanley. Coverage tracks Morgan Stanley within Financial - Capital Markets (Financial Services). Press releases and market coverage, newest first.
Comments
Comments and replies from FRC members about this company.