MORGAN STANLEY
MSNYSECapital Markets • Financial Services
Comprehensive AI Analysis
Strategic AI Analysis for MS
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Summary
Source-linked company research for MS
Factor Scorecard
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Latest results at a glance
Insights from the latest company results and reports · filed 15 Jul 2026
Record Quarterly Earnings and Revenue
Morgan Stanley reported net revenues of $21.3 billion and earnings per diluted share of $3.46 for the quarter, with a return on average tangible common equity of 26.6%.
EPS Exceeds Consensus Estimates
Reported earnings per diluted share of $3.46 for the quarter ended June 30, 2026, exceeded the same-quarter consensus estimate of $2.93.
Wealth Management Asset Growth
Wealth Management added a record $148 billion in net new assets, contributing to total client assets across Wealth and Investment Management reaching the $10 trillion milestone.
Expanded Share Repurchase Program
The Board of Directors reauthorized a multi-year common equity share repurchase program of up to $20 billion, effective beginning in the third quarter of 2026 without a set expiration date.
Quarterly Dividend Increase
The Board declared a quarterly dividend of $1.15 per share, an increase of 15 cents, payable on August 14, 2026, to shareholders of record on July 31, 2026.
Workforce Reductions and Severance
The firm recorded severance costs of $94 million in Institutional Securities, $61 million in Wealth Management, and $23 million in Investment Management, impacting approximately 2% of the global workforce.
Price Chart
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Overview
Quarterly income statement data isn't available for this company.
No Data
No annual financial data available.
Financial Fundamentals
Growth, quality, valuation, cash generation, and balance-sheet strength.
Growth
TTM revenue plus current, long-term, forward, and accelerating top-line trends.
Earnings
Trailing EPS, current EPS growth, long-term compounding, surprise, and forward expectations.
Profitability
TTM margin and return metrics that reflect pricing power and business quality.
Cash Flow
TTM free cash flow, growth, margin, and operating-cash conversion quality.
Valuation
Metrics ranked by issuer type, financial state, and input quality.
Price / Book
P/B is the primary available lens because balance-sheet equity is central to this financial institution.
Financial Health
Latest-quarter liquidity and leverage checks plus TTM interest coverage.
Shareholder Signals
Capital returns and dilution checks sourced from statements and insider filings.
Peer Comparison
| Ticker | Price | Mkt Cap | EV/EBITDA | Fwd P/E | Rev Growth | Gross Margin | FCF Yield |
|---|---|---|---|---|---|---|---|
MSMORGAN STANLEY | $214.77 | $337.3B | — | 16.5x | +9.3% | — | — |
Company Profile
About the Company
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.
Next Earnings Date
Oct 14, 2026
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