MORGAN STANLEY
At today's price, MORGAN STANLEY (MS) is priced for +18.8% earnings growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Morgan Stanley is best read as a fee franchise wearing a bank's balance sheet. The durable value sits in Wealth Management, which posted record net revenue of $8.5 billion in Q1 2026 on $118.4 billion of net new assets, an annuity-like stream the price is really paying for. The quarter was a peak. Q1 2026 delivered record revenue of $20.6 billion, EPS of $3.43, and a 27.1% return on tangible equity, with trading and investment banking each up sharply, the cyclical engine running hot. The metho
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2,423 institutional managers reported holding MS in 13F filings for the quarter ended 2026-03-31. Together they hold about 81% of the company; the top 10 hold 53%. 134 opened new positions that quarter. Held by Vanguard Group, State Street, BlackRock, among others. On the short side, 17.9M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MS has cut its share count 13.9% over the past five years. It pays a dividend, and has paid one every year in our records (18 and counting), raised 12 years straight; the current rate is $3.85 a share annually. Cash returned over the past three years: $17.42B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at MS over the trailing three years. Absence is a fact about the company, not a signal. 24 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +7.8% | -9.6% |
| 2023-11-04 | -2.3% | +22.2% |
| 2024-02-23 | +1.8% | +7.2% |
| 2024-05-04 | +3.7% | +6.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MS's latest 8-K filings: 2026-07-15 (items 2.02, 9.01); 2026-06-24 (items 8.01, 9.01); 2026-05-15 (items 5.07); 2026-04-15 (items 2.02, 9.01); 2026-02-11 (items 8.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.