MS- Morgan Stanley
Financial Services · Capital Markets
Price & Performance
Performance
Analysis & Verdict
Analyst Ratings
BuyWall Street consensus from 21 analysts
12-Month Price Target
$236.43
Based on analyst estimates; price targets are opinions, not guarantees.
Fair Value Estimates
Current price: $206.12
Graham Number
√(22.5 × EPS × Book Value)
$137.48
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$52.33
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
18.0%Return on equity - measures how efficiently capital is used
Positive profit margin
25.9%Net profit margin must be positive - company earns more than it spends
Revenue growth (annual)
+28.0%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+62.4%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
517.28×Low financial leverage reduces risk of distress
Current ratio above 1
2.00×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$1.1B/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.23%Stock must distribute income to shareholders
Financials
Revenue & Results
Key Statistics
Earnings
Next Earnings
Oct 14, 2026
22
days
EPS (TTM)
$12.39
P/E (TTM)
16.6
Fwd P/E
15.1
SEC Filings & Reported Financials
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Insider Transactions
SEC Form 4 · officers, directors & 10% owners
Dividends & Income
Dividends
Current DY
2.23%
5Y Avg Annual
$3.3500
Last Payment
$1.1500
Ex-Date
07/31/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest07/31/2026 | 08/14/2026 | $1.1500 | 2.23% |
04/30/2026 | 05/14/2026 | $1.0000 | 1.94% |
01/30/2026 | 02/13/2026 | $1.0000 | 1.94% |
10/31/2025 | 11/14/2025 | $1.0000 | 1.94% |
07/31/2025 | 08/14/2025 | $1.0000 | 1.94% |
04/30/2025 | 05/14/2025 | $0.9250 | 1.80% |
01/31/2025 | 02/14/2025 | $0.9250 | 1.80% |
10/31/2024 | 11/14/2024 | $0.9250 | 1.80% |
Magic Number
Shares needed to self-fund your next purchase
$206.12
Price
$1.1500
Last div. (quarterly)
180
shares
Own 180 MS shares ($37,101.60) and each quarterly dividend pays for 1 new share - the snowball runs on its own.
Investment target
$37,101.60
New shares / year
+4 shares
Dividend Calculator
2.23% yieldEstimate MS dividend income at the current rate.
Per year
$223.17
Per month
$18.6
≈ 48.5 shares at $4.6/share a year. Estimate only - dividends can be cut or raised.
Tools & Simulators
MS vs Peers, Indexes & Commodities
?Click a card below to plot it on the chart
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Parameters
Final value
$426,404.61
Total invested
$130,000.00
Total interest
$296,404.61
Balance over time
Period breakdown
| Period | Balance | Invested | Interest |
|---|---|---|---|
| Start | $10,000.00 | $10,000.00 | $0.00 |
| Year 1 | $17,270.27 | $16,000.00 | $1,270.27 |
| Year 2 | $25,267.56 | $22,000.00 | $3,267.56 |
| Year 3 | $34,064.59 | $28,000.00 | $6,064.59 |
| Year 4 | $43,741.32 | $34,000.00 | $9,741.32 |
| Year 5 | $54,385.72 | $40,000.00 | $14,385.72 |
| Year 6 | $66,094.55 | $46,000.00 | $20,094.55 |
| Year 7 | $78,974.28 | $52,000.00 | $26,974.28 |
| Year 8 | $93,141.97 | $58,000.00 | $35,141.97 |
| Year 9 | $108,726.44 | $64,000.00 | $44,726.44 |
| Year 10 | $125,869.35 | $70,000.00 | $55,869.35 |
| Year 11 | $144,726.56 | $76,000.00 | $68,726.56 |
| Year 12 | $165,469.48 | $82,000.00 | $83,469.48 |
| Year 13 | $188,286.70 | $88,000.00 | $100,286.70 |
| Year 14 | $213,385.63 | $94,000.00 | $119,385.63 |
| Year 15 | $240,994.47 | $100,000.00 | $140,994.47 |
| Year 16 | $271,364.18 | $106,000.00 | $165,364.18 |
| Year 17 | $304,770.87 | $112,000.00 | $192,770.87 |
| Year 18 | $341,518.22 | $118,000.00 | $223,518.22 |
| Year 19 | $381,940.31 | $124,000.00 | $257,940.31 |
| Year 20 | $426,404.61 | $130,000.00 | $296,404.61 |
What is compound interest?
Compound interest means that the interest you earn in one period is added to your principal, so in the next period you earn interest on a larger base. This creates exponential growth: the longer your time horizon, the more dramatic the effect.
Which rate should I use?
The S&P 500 has historically returned ~10%/year before inflation over long periods - use this for an all-equity US index fund scenario. A balanced growth portfolio (stocks + bonds) is closer to 7%. High-yield savings accounts (HYSA) are currently paying around 4-5% with FDIC insurance and zero market risk. Bonds historically return ~4% annualized.
Formula used
FV = PV × (1+r)^n + PMT × ((1+r)^n − 1) / rwhere r is the monthly rate, n is the number of months, PV is the initial investment, and PMT is the monthly contribution. Annual rates are converted to monthly viar = (1 + annual%)^(1/12) − 1.
For educational purposes only. Not financial advice. Past returns do not guarantee future results.
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About Morgan Stanley
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.
Sector
Financial Services
Industry
Capital Markets
Location
New York, United States
Employees
83,000
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Morgan Stanley (MS) stock trades at $206.12, up 1.75% on the day. With a market capitalization of $323.73 billion, MS is a mega-cap financial services stock. It trades at a price-to-earnings (P/E) ratio of 16.6, a forward P/E of 15.1 and earnings per share (EPS) of $12.39. Over the most recent period the company reported 28% year-over-year revenue growth and a net profit margin of 25.9%. Below you'll find MS's full fundamentals, fair-value estimates, dividend history, earnings and our buy, hold or avoid verdict for 2026.
MS - Frequently Asked Questions
Is Morgan Stanley (MS) a good stock to buy in 2026?
Morgan Stanley (MS) shows strengths such as revenue growth of 28%, a strong 26% net margin and a 18% return on equity, while risks include high leverage (debt/equity of 517.3). Whether MS is a good buy in 2026 depends on your time horizon and risk tolerance - review the full bull case, bear case and fair-value estimates above. This is informational analysis, not financial advice.
What is MS's stock price today?
Morgan Stanley (MS) trades at $206.12, up 1.75% on the session. Prices on this page update throughout the trading day.
Does MS pay a dividend?
Yes. Morgan Stanley pays an annual dividend of $4.60 per share, a dividend yield of 2.23%. The most recent ex-dividend date was July 31, 2026. Its payout ratio is about 32% of earnings.
Is MS overvalued?
With a P/E ratio of 16.6×, MS trades at a roughly market-average valuation for the financial services sector. Its PEG ratio is 1.78. See the Fair Value Estimates section above for Graham Number and dividend-based price targets.
What is MS's market cap?
Morgan Stanley (MS) has a market capitalization of $323.73 billion, classifying it as a mega-cap stock in the Financial Services sector.
Disclaimer: This page - including any buy/hold/avoid view, fair value or price estimate - is generated from market data for informational and educational purposes only and does not constitute financial, investment or trading advice. Data may be delayed or inaccurate. Always do your own research and consult a licensed financial advisor before making any investment decision.