MS-PL — MORGAN STANLEY

NYSE · Financials · Capital Markets · CIK 895421 ·
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ADV30
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Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 19,324,000,000 5,567,000,000 1,581,418,000,000 95,781,000,000 1,466,034,000,000
Dec 2025 16,762,000,000 4,397,000,000 1,420,270,000,000 81,310,000,000 1,307,618,000,000
Sep 2025 17,083,000,000 4,610,000,000 1,364,806,000,000 73,473,000,000 1,253,755,000,000
Jun 2025 15,604,000,000 3,539,000,000 1,353,870,000,000 78,156,000,000 1,244,600,000,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$-1,011,000,000
Investing CF
$-48,345,000,000
Financing CF
$91,173,000,000
CapEx
$-2,939,000,000
Dividends Paid
$-6,685,000,000
Buybacks
$-6,680,000,000
EPS Diluted TTM
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$118,913,000,000
Inventory
Receivables
$132,599,000,000
ST Investments
$35,103,000,000
EBIT TTM
Pretax Income TTM
$23,421,000,000
Interest Exp TTM
$50,192,000,000
Analysts

Yahoo Snapshot (yfinance, live)

Total Revenue
$73,173,999,616
EBITDA
Free Cash Flow
Enterprise Value
$-41,982,742,528
Total Cash
$663,304,994,816
Total Debt
$579,511,975,936
Shares Out
Trailing EPS
$7.86
Book Value
$66.18
ROE
16.4%
ROA
1.3%
Div Yield
6.21%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 65,966,000,000 16,861,000,000 1,420,270,000,000 1,307,618,000,000 -17,889,000,000
Dec 2024 57,621,000,000 13,390,000,000 1,215,071,000,000 1,109,643,000,000 1,362,000,000
Dec 2023 50,667,000,000 9,087,000,000 1,193,693,000,000 1,093,711,000,000 -33,536,000,000
Dec 2022 50,210,000,000 11,029,000,000 1,180,231,000,000 1,079,000,000,000 -6,397,000,000

TTM Snapshot

Revenues TTM
$67,372,000,000
NetIncome TTM
$11,192,000,000
OpCashFlow TTM
$0
Assets (Latest)
$1,215,071,000,000
Forward EPS

Peers — same industry

TickerNameMarket CapLastDaily %
MS MORGAN STANLEY $337.60B $214.04
GS GOLDMAN SACHS GROUP INC $313.52B $1062.75
BLK BlackRock, Inc. $160.20B $1032.00
SCHW SCHWAB CHARLES CORP $158.44B $91.10
CME CME GROUP INC. $97.39B $269.53

News headlines (Yahoo Finance, 1h cache)

Cyclical Rotation Could Power Next US Stock Rally
2026-06-15 18:51 · Yahoo
Nvidia Taps Bond Market for the First Time in Five Years
2026-06-15 18:46 · Yahoo
Accenture downgraded by Morgan Stanley as AI spending crowds out IT service demand
2026-06-15 17:40 · Yahoo
Fox Corp to acquire Roku in $22B deal
2026-06-15 14:45 · Yahoo
Nvidia plans to raise at least $20 billion in bond sale
2026-06-15 12:52 · Yahoo
Morgan Stanley’s Wilson Sees US Stock Market Rally Broadening
2026-06-15 10:08 · Yahoo
Wall Street Is Gaining Access to New Catastrophe Models to Help Predict Wars
2026-06-15 06:21 · Yahoo
SpaceX Paid Just 0.7% in IPO Fees, Yet Wall Street Banks Rushed In
2026-06-14 20:50 · Yahoo
Morgan Stanley Raises PT on Marathon Petroleum (MPC) Stock
2026-06-14 11:16 · Yahoo
Morgan Stanley CEO floats bold $10T wealth opportunity
2026-06-13 13:03 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.