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Ticker
MS

Price
171.54
Stock movement up
+0.39 (0.23%)
Company name
Morgan Stanley
Exchange
(NYSE
,
Currency
USD
)
Sector
Financial Services >
Capital Markets
Market cap
271.55B
Ent value
-
Price/Sales
2.34
Price/Book
-
Div yield
2.33%
Div growth
22.42%
Growth years
7
FCF payout
-16.66%
Trailing P/E
16.11
Forward P/E
14.00
PEG
5.79
EPS growth
9.35%
1 year return (CAGR)
25.36%
3 year return (CAGR)
20.50%
5 year return (CAGR)
18.23%
10 year return (CAGR)
22.43%
Last updated: 2026-02-20

DIVIDENDS

Dividend yield - 5y

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Dividend yield data
Dividend per share4.00
Dividend yield2.33%
Payout frequencyQuarterly
Maximum yield4.83%
Average yield3.21%
Minimum yield1.66%
Discount to avg yield-37.73%
Upside potential-27.40%
Yield as % of max yield48.28%

Yield distribution (inverse percentile) - 5y

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Yield distribution data
Dividend yield2.33%
Current yield distribution91.83%
Yield at 100% (Min)1.66%
Yield at 90%2.46%
Yield at 80%2.74%
Yield at 50% (Median)3.24%
Yield at 20%3.71%
Yield at 10%3.93%
Yield at 0% (Max)4.83%

Dividend per share

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Dividend per share data
Years of growth7 years
CCC statusDividend Challenger
Dividend per share4.00
Payout frequencyQuarterly
Ex-div date30 Jan 2026
EPS (TTM)10.58
EPS (1y forward)12.25
EPS growth (5y)9.35%
EPS growth (5y forward)2.78%

Dividend growth

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Dividend growth data
MSS&P500
DGR MR8.11%-13.74%
DGR TTM8.28%6.60%
DGR 3 years9.28%7.31%
DGR 5 years22.42%4.69%
DGR 10 years21.48%6.30%
DGR 15 years21.79%8.16%
Time since last change announced223 days
EPS growth (5y)9.35%
EPS growth (5y forward)2.78%

Payout ratio

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Payout ratio data
EPS coverageFCF coverage
TTM29.09%-16.66%
Average--
Forward32.64%-

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VALUATION

Valuation Ratios

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Valuation Ratios data
Trailing P/E16.11
Price to OCF-
Price to FCF-
Price to EBITDA15.00
EV to EBITDA-

Valuation (Sales/Book Value)

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Valuation (Sales/Book Value) data
Price to Sales2.34
Price to Book-
EV to Sales-

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FINANCIALS

Per share

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Per share data
Current share count1.58B
EPS (TTM)10.58
FCF per share (TTM)-18.48

Income statement

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Income statement data
Revenue (TTM)116.11B
Gross profit (TTM)66.75B
Operating income (TTM)21.95B
Net income (TTM)16.86B
EPS (TTM)10.58
EPS (1y forward)12.25

Margins

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Margins data
Gross margin (TTM)57.48%
Operating margin (TTM)18.91%
Profit margin (TTM)14.52%

Balance Sheet

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Balance Sheet data
Cash0.00
Net receivables0.00
Total current assets0.00
Goodwill0.00
Intangible assets0.00
Property, plant and equipment0.00
Total assets0.00
Accounts payable0.00
Short/Current long term debt0.00
Total current liabilities0.00
Total liabilities0.00
Shareholder's equity0.00
Net tangible assets0.00

Cash flow

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Cash flow data
Operating cash flow (TTM)-15.48B
Capital expenditures (TTM)2.19B
Free cash flow (TTM)-29.44B
Dividends paid (TTM)4.91B

Financial returns

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Financial returns data
Return on Equity-
Return on Assets-
Return on Invested Capital-
Cash Return on Invested Capital-

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STOCK INFORMATION

Stock chart

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Stock price data
Open172.55
Daily high174.14
Daily low170.86
Daily Volume5.06M
All-time high191.23
1y analyst estimate195.52
Beta1.18
EPS (TTM)10.58
Dividend per share4.00
Ex-div date30 Jan 2026
Next earnings date9 Apr 2026

Downside potential

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Downside potential data
MSS&P500
Current price drop from All-time high-10.30%-1.82%
Highest price drop-89.88%-56.47%
Date of highest drop20 Nov 20089 Mar 2009
Avg drop from high-39.49%-10.84%
Avg time to new high33 days12 days
Max time to new high5211 days1805 days

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COMPANY DETAILS
MS (Morgan Stanley) company logo
Marketcap
271.55B
Marketcap category
Large-cap
Description
Morgan Stanley, a financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa. The company operates through Institutional Securities, Wealth Management, and Investment Management segments. It offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, 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; and research. In addition, the company offers financial advisor-led brokerage, custody, and administrative and investment advisory services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential and commercial 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. The company was founded in 1924 and is headquartered in New York, New York.
Employees
82992
SEC filings
CEO
James Gorman
Country
USA
City
New York
Stock type
Common stock
CCC status
Dividend Challenger
Dividend Frequency
Quarterly
EVENTS AND PRESENTATIONS
EventsPresentations
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UNDERSTAND THE BUSINESS
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