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MS.NYSE
Morgan Stanley
Financials · Investment Banking & Brokerage

Global financial services firm providing investment banking, securities, wealth management, and investment management services worldwide.

HQ: United StatesListed: United States

Profile & Fundamentals

Morgan Stanley: Company identity, ownership, reported financial performance, balance sheets, and corporate actions.

Profile & Fundamentals

Morgan Stanley Profile & Fundamentals

Examine company identity, ownership, reported performance, valuation, balance-sheet resilience, dividends, buybacks, and material corporate events.

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Company and Market Context

Company Profile & Ownership

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.

MS.NYSE

Company profile record

Morgan Stanley

Common Stock · Financials · Investment Banking & Brokerage

Official website

Company

Company / asset
Morgan Stanley
Security type
Common Stock
Sector
Financials
Industry
Investment Banking & Brokerage
HQ
🇺🇸 United States
Head office
1585 Broadway, New York, NY, United States, 10036

Leadership & scale

Chief executive
Mr. Edward N. Pick
CEO year born
1969
Full-time employees
83K
Fiscal year end
December
IPO date
1993-02-23

Fundamentals snapshot

Updated 2026-08-24
Market Cap
USD 322.7B
P/E
16.0x
Revenue (Q2 26)
USD 34.5B
Profit (Q2 26)
USD 5.6B
Dividend Yield
1.4%
Revenue (FY 25)
USD 115.0B
Shares in public float
1.2B
Insider ownership
24.41%

Reporting & identifiers

Symbol
MS.NYSE
Listing
🇺🇸 United States | Dividend Tax: 30%
Ticker Currency
USD
Income Statement Currency
USD
Balance Sheet Currency
USD
Cash Flow Currency
USD
EPS Currency
USD
Contract Type
SPOT
ISIN
US6174464486
Asset ID
equity_f02e8014-abbb-5a08-bf80-45a174fe3225

Ownership

Shares Outstanding

Shares OutstandingAnnual reported shares outstanding. Values in shares.1.56B1.63B1.7B1.77B1.84BJan 2017Apr 2019Jul 2021Oct 2023Jan 2026
  • Shares outstanding
Annual reported shares outstanding. Values in shares.

Top holders

  1. Mitsubishi UFJ Financial Group Inc Junk377,085,167 shares · 24.01% · Reported 2026-06-30
  2. State Street Corp101,340,194 shares · 6.45% · Reported 2026-03-31
  3. BlackRock Inc96,396,889 shares · 6.14% · Reported 2026-03-31
  4. Vanguard Capital Management, LLC77,715,132 shares · 4.95% · Reported 2026-03-31
  5. JPMorgan Chase & Co43,578,279 shares · 2.77% · Reported 2026-03-31
  6. Vanguard MStar Total Stk Mkt Idx Invest37,667,188 shares · 2.40% · Reported 2026-07-31
  7. Vanguard 500 Index Investor31,467,637 shares · 2.00% · Reported 2026-07-31
View more holders (8)
  1. Vanguard Portfolio Management, LLC30,240,801 shares · 1.93% · Reported 2026-03-31
  2. Geode Capital Management, LLC27,702,674 shares · 1.76% · Reported 2026-03-31
  3. Fisher Asset Management, LLC26,172,995 shares · 1.67% · Reported 2026-06-30
  4. FMR Inc22,730,023 shares · 1.45% · Reported 2026-03-31
  5. Capital Research Global Investors18,070,606 shares · 1.15% · Reported 2026-06-30
  6. NORGES BANK17,984,532 shares · 1.15% · Reported 2026-06-30
  7. T. Rowe Price Associates, Inc.17,014,757 shares · 1.08% · Reported 2026-03-31
  8. Bank of America Corp16,326,676 shares · 1.04% · Reported 2026-03-31

Earnings, Profitability & Valuation

Earnings & Revenue

Revenue, Net Income, and Free Cash Flow

Revenue, Net Income, and Free Cash FlowAnnual reported financial results, converted using the statement's recorded USD conversion. Missing values are omitted. Values in USD.-52.14B-6.56B39.02B84.6B130.18BDec 2016Apr 2019Jul 2021Oct 2023Dec 2025
  • Revenue
  • Free cash flow
  • Net income
Annual reported financial results, converted using the statement's recorded USD conversion. Missing values are omitted. Values in USD.

Valuation

Historical P/E Ratio

Historical P/E RatioPublished valuation snapshots. Trailing four-quarter earnings where available; annual earnings otherwise. Non-positive earnings are omitted. Values in times earnings.11.1412.6814.2115.7517.28Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
  • Published P/E
Published valuation snapshots. Trailing four-quarter earnings where available; annual earnings otherwise. Non-positive earnings are omitted. Values in times earnings.

Profitability & Margins

Profitability Margins

Profitability MarginsAnnual gross, operating, net income and free cash flow divided by revenue for matching reporting dates. Values in percent.-68.83-23.4321.9767.36112.76Dec 2016Apr 2019Jul 2021Oct 2023Dec 2025
  • Gross margin
  • Operating margin
  • Net margin
  • Free cash flow margin
Annual gross, operating, net income and free cash flow divided by revenue for matching reporting dates. Values in percent.

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