MORGAN STANLEY
MS, MS-PK, MS-PE, MS-PA, MS-PF, MS-PI, MS-PL, MS-PO, MS-PP, MS-PQ · Security Brokers, Dealers & Flotation Companies · 1.58B shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$1.4B (gross $317M, SBC $1.7B)
Reference price $190.00 · est. market cap ~$299.7B — last insider sale, 2026-04-20 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B76Morgan Stanley — wealth-management-led global bank with strong returns.
Strengths
- ROE 15.1%, net income +26%, huge liquidity (95th)
- Stable, fee-rich wealth franchise
Risks
- High leverage (94th pct)
- Capital-markets cyclicality
Notable findings
- High leverageHigh leverage (debt/equity 3.06)
- Revenue declineRevenue -39.3% YoY
- Insider sellingInsider selling — 28 open-market sale(s) by 7 insider(s) (cluster of 7 insiders, ~$43M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
23.9%
Return on equity
15.1%
Return on assets
1.2%
Revenue growth (QoQ)
15.0%
Net-income growth
25.9%
Debt / equity
3.1×
Tangible book value
$88.9B
Cash & investments
$111.7B
Stock comp / revenue
2.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | NALLY DENNIS M | Grant | 345 | $209.96 |
| 2026-06-01 | WILKINS RAYFORD JR | Grant | 1.3K | — |
| 2026-06-01 | BUTLER MEGAN | Grant | 1.3K | — |
| 2026-06-01 | BUTLER MEGAN | Tax withheld | 190 | $209.96 |
| 2026-06-01 | James Erika H | Grant | 1.3K | — |
| 2026-06-01 | GOOD LYNN J | Grant | 1.3K | — |
| 2026-06-01 | GOOD LYNN J | Grant | 274 | $209.96 |
| 2026-06-01 | TRAQUINA PERRY M | Grant | 1.3K | — |
| 2026-06-01 | TRAQUINA PERRY M | Grant | 369 | $209.96 |
| 2026-06-01 | Peterson Douglas L. | Grant | 1.3K | — |
| 2026-06-01 | Peterson Douglas L. | Grant | 274 | $209.96 |
| 2026-06-01 | Miscik Judith A | Grant | 1.3K | — |
| 2026-06-01 | Herz Robert H | Grant | 1.3K | — |
| 2026-06-01 | Leibowitz Shelley B | Grant | 1.3K | — |
| 2026-06-01 | GLOCER THOMAS H | Grant | 1.3K | — |
| 2026-06-01 | GLOCER THOMAS H | Grant | 512 | $209.96 |
| 2026-06-01 | SCHAPIRO MARY L | Grant | 1.3K | — |
| 2026-06-01 | NALLY DENNIS M | Grant | 1.3K | — |
| 2026-04-20 | GROSSMAN ERIC F | Sell | 5.6K | $190.00 |
| 2026-04-20 | GROSSMAN ERIC F | Sell | 5.6K | $191.50 |
| 2026-04-17 | SIMKOWITZ DANIEL A | Gift | 8.0K | — |
| 2026-04-17 | SIMKOWITZ DANIEL A | Sell | 15K | $189.24 |
| 2026-04-16 | SAPERSTEIN ANDREW M | Sell | 6.6K | $187.20 |
| 2026-04-16 | SAPERSTEIN ANDREW M | Sell | 34K | $188.37 |
| 2026-04-16 | SAPERSTEIN ANDREW M | Sell | 6.4K | $189.15 |
| 2026-04-16 | SAPERSTEIN ANDREW M | Sell | 1.4K | $190.44 |
| 2026-04-16 | SAPERSTEIN ANDREW M | Sell | 3.2K | $191.30 |
| 2026-04-16 | SAPERSTEIN ANDREW M | Sell | 600 | $192.12 |
| 2026-04-16 | YESHAYA SHARON | Gift | 9.2K | — |
| 2026-04-16 | YESHAYA SHARON | Gift | 9.2K | — |
| 2026-04-16 | CRAWLEY MANDELL | Sell | 2.5K | $187.25 |
| 2026-04-16 | CRAWLEY MANDELL | Sell | 13K | $188.38 |
| 2026-04-16 | CRAWLEY MANDELL | Sell | 300 | $189.05 |
| 2026-04-16 | CRAWLEY MANDELL | Gift | 1.1K | — |
| 2026-03-12 | YESHAYA SHARON | Grant | 17K | — |
| 2026-03-12 | YESHAYA SHARON | Tax withheld | 9.6K | $160.89 |
| 2026-03-12 | SIMKOWITZ DANIEL A | Grant | 33K | — |
| 2026-03-12 | SIMKOWITZ DANIEL A | Tax withheld | 18K | $160.89 |
| 2026-03-12 | SAPERSTEIN ANDREW M | Grant | 53K | — |
| 2026-03-12 | SAPERSTEIN ANDREW M | Tax withheld | 27K | $160.89 |
| 2026-03-12 | Pizzi Michael A. | Grant | 16K | — |
| 2026-03-12 | Pizzi Michael A. | Tax withheld | 7.9K | $160.89 |
| 2026-03-12 | GROSSMAN ERIC F | Grant | 23K | — |
| 2026-03-12 | GROSSMAN ERIC F | Tax withheld | 12K | $160.89 |
| 2026-03-12 | CRAWLEY MANDELL | Grant | 9.7K | — |
| 2026-03-12 | CRAWLEY MANDELL | Tax withheld | 4.9K | $160.89 |
| 2026-03-12 | PICK EDWARD | Grant | 61K | — |
| 2026-03-12 | PICK EDWARD | Tax withheld | 34K | $160.89 |
| 2026-02-19 | YESHAYA SHARON | Grant | 17K | — |
| 2026-02-19 | YESHAYA SHARON | Tax withheld | 9.6K | $176.59 |
| 2026-02-19 | SIMKOWITZ DANIEL A | Grant | 33K | — |
| 2026-02-19 | SIMKOWITZ DANIEL A | Tax withheld | 18K | $176.59 |
| 2026-02-19 | SAPERSTEIN ANDREW M | Grant | 53K | — |
| 2026-02-19 | SAPERSTEIN ANDREW M | Tax withheld | 27K | $176.59 |
| 2026-02-19 | Pizzi Michael A. | Grant | 16K | — |
| 2026-02-19 | Pizzi Michael A. | Tax withheld | 7.9K | $176.59 |
| 2026-02-19 | GROSSMAN ERIC F | Grant | 23K | — |
| 2026-02-19 | GROSSMAN ERIC F | Tax withheld | 12K | $176.59 |
| 2026-02-19 | CRAWLEY MANDELL | Grant | 9.7K | — |
| 2026-02-19 | CRAWLEY MANDELL | Tax withheld | 4.9K | $176.59 |
| 2026-02-19 | PICK EDWARD | Grant | 61K | — |
| 2026-02-19 | PICK EDWARD | Tax withheld | 34K | $176.59 |
| 2026-01-30 | SIMKOWITZ DANIEL A | Sell | 33K | $182.61 |
| 2026-01-20 | YESHAYA SHARON | Sell | 16K | $185.77 |
| 2026-01-20 | SMITH CHARLES A | Sell | 8.5K | $182.08 |
| 2026-01-20 | SAPERSTEIN ANDREW M | Sell | 11K | $181.85 |
| 2026-01-20 | SAPERSTEIN ANDREW M | Sell | 1.9K | $182.63 |
| 2026-01-20 | SAPERSTEIN ANDREW M | Sell | 6.0K | $184.13 |
| 2026-01-20 | SAPERSTEIN ANDREW M | Sell | 6.8K | $184.94 |
| 2026-01-20 | SAPERSTEIN ANDREW M | Sell | 3.7K | $185.91 |
| 2026-01-20 | SAPERSTEIN ANDREW M | Sell | 500 | $186.60 |
| 2026-01-20 | Pizzi Michael A. | Sell | 20K | $184.55 |
| 2026-01-20 | James Erika H | Gift | 542 | — |
| 2026-01-20 | GROSSMAN ERIC F | Sell | 22K | $184.00 |
| 2026-01-20 | GROSSMAN ERIC F | Gift | 2.5K | — |
| 2026-01-20 | CRAWLEY MANDELL | Sell | 3.5K | $181.89 |
| 2026-01-20 | CRAWLEY MANDELL | Sell | 400 | $182.73 |
| 2026-01-20 | CRAWLEY MANDELL | Sell | 1.7K | $184.16 |
| 2026-01-20 | CRAWLEY MANDELL | Sell | 1.0K | $184.90 |
| 2026-01-20 | CRAWLEY MANDELL | Sell | 1.2K | $185.94 |
| 2026-01-16 | PICK EDWARD | Tax withheld | 35K | $191.23 |
| 2026-01-16 | James Erika H | Gift | 522 | — |
| 2026-01-16 | Worster Victoria | Grant | 4.7K | — |
| 2026-01-16 | Worster Victoria | Tax withheld | 320 | $191.23 |
| 2026-01-16 | YESHAYA SHARON | Grant | 37K | — |
| 2026-01-16 | YESHAYA SHARON | Tax withheld | 16K | $191.23 |
| 2026-01-16 | SMITH CHARLES A | Grant | 25K | — |
| 2026-01-16 | SMITH CHARLES A | Tax withheld | 17K | $191.23 |
| 2026-01-16 | SIMKOWITZ DANIEL A | Grant | 40K | — |
| 2026-01-16 | SIMKOWITZ DANIEL A | Tax withheld | 35K | $191.23 |
| 2026-01-16 | SAPERSTEIN ANDREW M | Grant | 40K | — |
| 2026-01-16 | SAPERSTEIN ANDREW M | Tax withheld | 27K | $191.23 |
| 2026-01-16 | Pizzi Michael A. | Grant | 23K | — |
| 2026-01-16 | Pizzi Michael A. | Tax withheld | 12K | $191.23 |
| 2026-01-16 | GROSSMAN ERIC F | Grant | 37K | — |
| 2026-01-16 | GROSSMAN ERIC F | Tax withheld | 21K | $191.23 |
| 2026-01-16 | CRAWLEY MANDELL | Grant | 18K | — |
| 2026-01-16 | CRAWLEY MANDELL | Tax withheld | 5.9K | $191.23 |
| 2026-01-16 | PICK EDWARD | Gift | 8.1K | — |
| 2025-12-01 | GOOD LYNN J | Grant | 227 | $168.76 |
| 2025-12-01 | TRAQUINA PERRY M | Grant | 459 | $168.76 |
| 2025-12-01 | Peterson Douglas L. | Grant | 341 | $168.76 |
| 2025-12-01 | NALLY DENNIS M | Grant | 430 | $168.76 |
| 2025-12-01 | GLOCER THOMAS H | Grant | 637 | $168.76 |
| 2025-11-07 | Leibowitz Shelley B | Gift | 1.8K | — |
| 2025-10-31 | PICK EDWARD | Gift | 123 | — |
| 2025-10-31 | PICK EDWARD | Sell | 100K | $164.34 |
| 2025-10-29 | SIMKOWITZ DANIEL A | Gift | 10K | — |
| 2025-10-17 | Peterson Douglas L. | L | 4 | $159.72 |
| 2025-10-16 | Worster Victoria | Tax withheld | 49 | $162.65 |
| 2025-10-09 | Peterson Douglas L. | L | 1 | $154.98 |
| 2025-10-08 | Peterson Douglas L. | L | 31 | $155.99 |
| 2025-08-01 | GOOD LYNN J | Grant | 1.7K | — |
| 2025-07-17 | YESHAYA SHARON | Sell | 26K | $139.81 |
| 2025-07-17 | SMITH CHARLES A | Sell | 20K | $140.30 |
| 2025-07-17 | SIMKOWITZ DANIEL A | Sell | 29K | $141.13 |
| 2025-07-17 | SIMKOWITZ DANIEL A | Gift | 7.6K | — |
| 2025-07-17 | SAPERSTEIN ANDREW M | Sell | 22K | $140.68 |
| 2025-07-17 | SAPERSTEIN ANDREW M | Sell | 21K | $141.28 |
| 2025-07-17 | Pizzi Michael A. | Sell | 18K | $140.62 |
| 2025-07-17 | Pizzi Michael A. | Gift | 750 | — |
| 2025-07-17 | GROSSMAN ERIC F | Sell | 12K | $141.12 |
| 2025-06-01 | James Erika H | Grant | 2.2K | — |
| 2025-06-01 | Leibowitz Shelley B | Grant | 2.2K | — |
| 2025-06-01 | NALLY DENNIS M | Grant | 2.2K | — |
| 2025-06-01 | BUTLER MEGAN | Grant | 2.2K | — |
| 2025-06-01 | BUTLER MEGAN | Tax withheld | 286 | $127.58 |
| 2025-06-01 | Peterson Douglas L. | Grant | 2.2K | — |
| 2025-06-01 | GLOCER THOMAS H | Grant | 2.2K | — |
| 2025-06-01 | GLOCER THOMAS H | Grant | 843 | $127.58 |
| 2025-06-01 | Herz Robert H | Grant | 2.2K | — |
| 2025-06-01 | Miscik Judith A | Grant | 2.2K | — |
| 2025-06-01 | WILKINS RAYFORD JR | Grant | 2.2K | — |
| 2025-06-01 | SCHAPIRO MARY L | Grant | 2.2K | — |
| 2025-06-01 | SCHAPIRO MARY L | Grant | 451 | $127.58 |
| 2025-06-01 | TRAQUINA PERRY M | Grant | 2.2K | — |
| 2025-06-01 | TRAQUINA PERRY M | Grant | 607 | $127.58 |
| 2025-05-12 | SIMKOWITZ DANIEL A | Sell | 29K | $127.37 |
| 2025-05-02 | Herz Robert H | Sell | 800 | $119.32 |
| 2025-05-02 | SAPERSTEIN ANDREW M | Sell | 40K | $120.00 |
| 2025-04-29 | GROSSMAN ERIC F | Gift | 1.8K | — |
| 2025-04-15 | GROSSMAN ERIC F | Sell | 10K | $111.65 |
| 2025-04-14 | YESHAYA SHARON | Gift | 12K | — |
| 2025-04-14 | YESHAYA SHARON | Gift | 12K | — |
| 2025-04-14 | YESHAYA SHARON | Gift | 180 | — |
| 2025-02-21 | CRAWLEY MANDELL | Tax withheld | 7.8K | $134.34 |
| 2025-02-21 | YESHAYA SHARON | Grant | 28K | — |
| 2025-02-21 | YESHAYA SHARON | Tax withheld | 15K | $134.34 |
| 2025-02-21 | SIMKOWITZ DANIEL A | Grant | 65K | — |
| 2025-02-21 | SIMKOWITZ DANIEL A | Tax withheld | 36K | $134.34 |
| 2025-02-21 | SAPERSTEIN ANDREW M | Grant | 96K | — |
| 2025-02-21 | SAPERSTEIN ANDREW M | Tax withheld | 49K | $134.34 |
| 2025-02-21 | Pizzi Michael A. | Grant | 32K | — |
| 2025-02-21 | Pizzi Michael A. | Tax withheld | 16K | $134.34 |
| 2025-02-21 | GROSSMAN ERIC F | Grant | 44K | — |
| 2025-02-21 | GROSSMAN ERIC F | Tax withheld | 23K | $134.34 |
| 2025-02-21 | CRAWLEY MANDELL | Grant | 15K | — |
| 2025-02-21 | PICK EDWARD | Grant | 124K | — |
| 2025-02-21 | PICK EDWARD | Tax withheld | 69K | $134.34 |
| 2025-01-22 | CRAWLEY MANDELL | Sell | 8.3K | $138.06 |
| 2025-01-22 | YESHAYA SHARON | Gift | 735 | — |
| 2025-01-21 | SAPERSTEIN ANDREW M | Sell | 12K | $136.99 |
| 2025-01-21 | SAPERSTEIN ANDREW M | Sell | 100 | $137.61 |
| 2025-01-21 | Pizzi Michael A. | Sell | 18K | $136.92 |
| 2025-01-21 | Pizzi Michael A. | Gift | 1.5K | — |
| 2025-01-21 | AKRAM RAJA | Sell | 18K | $136.01 |
| 2025-01-21 | GROSSMAN ERIC F | Sell | 13K | $136.20 |
| 2025-01-21 | YESHAYA SHARON | Gift | 13K | — |
| 2025-01-21 | YESHAYA SHARON | Gift | 13K | — |
| 2025-01-21 | SIMKOWITZ DANIEL A | Sell | 15K | $137.20 |
| 2025-01-21 | SIMKOWITZ DANIEL A | Sell | 22K | $136.22 |
| 2025-01-21 | SAPERSTEIN ANDREW M | Sell | 19K | $136.07 |
| 2025-01-17 | GROSSMAN ERIC F | Grant | 44K | — |
| 2025-01-17 | GROSSMAN ERIC F | Tax withheld | 23K | $135.81 |
| 2025-01-17 | CRAWLEY MANDELL | Grant | 22K | — |
| 2025-01-17 | CRAWLEY MANDELL | Tax withheld | 2.4K | $135.81 |
| 2025-01-17 | PICK EDWARD | Grant | 36K | — |
| 2025-01-17 | PICK EDWARD | Tax withheld | 40K | $135.81 |
| 2025-01-17 | PICK EDWARD | Other | 182K | $136.31 |
| 2025-01-17 | PICK EDWARD | Gift | 7.1K | — |
| 2025-01-17 | AKRAM RAJA | Grant | 23K | — |
| 2025-01-17 | AKRAM RAJA | Tax withheld | 13K | $135.81 |
| 2025-01-17 | YESHAYA SHARON | Grant | 44K | — |
| 2025-01-17 | YESHAYA SHARON | Tax withheld | 13K | $135.81 |
| 2025-01-17 | Smith Charles Aubrey III | Grant | 29K | — |
| 2025-01-17 | Smith Charles Aubrey III | Tax withheld | 20K | $135.81 |
| 2025-01-17 | SIMKOWITZ DANIEL A | Grant | 51K | — |
| 2025-01-17 | SIMKOWITZ DANIEL A | Tax withheld | 39K | $135.81 |
| 2025-01-17 | SAPERSTEIN ANDREW M | Grant | 51K | — |
| 2025-01-17 | SAPERSTEIN ANDREW M | Tax withheld | 27K | $135.81 |
| 2025-01-17 | Pizzi Michael A. | Grant | 29K | — |
| 2025-01-17 | Pizzi Michael A. | Tax withheld | 18K | $135.81 |
| 2024-12-31 | LUCZO STEPHEN J | Disposition | 1.1K | — |
| 2024-12-31 | LUCZO STEPHEN J | Grant | 76 | $125.82 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
Suppliers (1)
Named in the 10-K; linked when we track them.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-24 | 2026-06-24 | 0000950103-26-009448 ↗ |
| 8-K | 2026-05-15 | 2026-05-14 | 0000950103-26-007291 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0000895421-26-000121 ↗ |
| 8-K | 2026-04-15 | 2026-04-15 | 0000895421-26-000111 ↗ |
| 10-K | 2026-02-19 | 2025-12-31 | 0000895421-26-000086 ↗ |
| 8-K | 2026-02-11 | 2026-02-11 | 0000950103-26-001967 ↗ |
| 8-K | 2026-01-15 | 2026-01-15 | 0000895421-26-000007 ↗ |
| 10-Q | 2025-11-03 | 2025-09-30 | 0000895421-25-000539 ↗ |
| 8-K | 2025-10-15 | 2025-10-15 | 0000895421-25-000535 ↗ |
| 8-K | 2025-09-30 | 2025-09-30 | 0000950103-25-012581 ↗ |
| 8-K | 2025-09-23 | 2025-09-23 | 0000950103-25-012045 ↗ |
| 10-Q | 2025-08-04 | 2025-06-30 | 0000895421-25-000440 ↗ |