Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$334.4B
1,577M shares
52-week range
$135.27 – $230.47
82% from low
Sector
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
Exchange
NYSE
CS
Borrow rate
0.25%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $47.80B | $51.45B | $49.68B | $57.78B | $62.48B | $88.29B | $103.14B | $114.98B |
| Cost of revenue | $10.09B | $12.56B | $4.61B | $1.37B | $12.55B | $38.15B | $45.79B | $49.37B |
| Gross profit | $37.71B | $38.88B | $45.07B | $56.41B | $49.93B | $50.13B | $57.36B | $65.62B |
| Gross margin | 78.9% | 75.6% | 90.7% | 97.6% | 79.9% | 56.8% | 55.6% | 57.1% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $11.24B | $11.30B | $14.42B | $19.67B | $14.09B | $11.81B | $17.60B | $21.95B |
| EBITDA | $13.08B | $13.94B | $18.19B | $23.88B | $18.09B | $16.07B | $22.76B | $26.61B |
| Net income | $8.75B | $9.04B | $11.00B | $15.03B | $11.03B | $9.09B | $13.39B | $16.86B |
| Net margin | 18.3% | 17.6% | 22.1% | 26.0% | 17.7% | 10.3% | 13.0% | 14.7% |
| EPS (diluted) | 4.73 | 5.19 | 6.46 | 8.03 | 6.15 | 5.18 | 7.95 | 10.20 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $77.8B | $11.95 | $11.51–$12.64 | 16 |
| 2027 | $82.1B | $12.88 | $11.82–$13.34 | 15 |
| 2028 | $86.9B | $14.06 | $11.95–$15.53 | 10 |
| 2029 | $94.0B | $15.49 | $14.88–$16.08 | 4 |
Forward consensus · source: Financial Modeling Prep
Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, where it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.
www.morganstanley.comNo one on the platform currently holds MS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 674,111 | $110.9M |
| Bridgewater Associatesas of 2026-03-31 | 14,762 | $2.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-04-30 | $1.0000 | 2026-05-15 |
| 2026-01-30 | $1.0000 | 2026-02-13 |
| 2025-10-31 | $1.0000 | 2025-11-14 |
| 2025-07-31 | $1.0000 | 2025-08-15 |
| 2025-04-30 | $0.9250 | 2025-05-15 |
| 2025-01-31 | $0.9250 | 2025-02-14 |
| 2024-10-31 | $0.9250 | 2024-11-15 |
| 2024-07-31 | $0.9250 | 2024-08-15 |
| 2024-04-29 | $0.8500 | 2024-05-15 |
| 2024-01-30 | $0.8500 | 2024-02-15 |
No one on the platform has traded MS yet.
| $4.0B |
| — |
| EVREvercore Inc. | $330.52 | -3.36% | $12.8B | — |
| GSThe Goldman Sachs Group, Inc. | $1020.00 | +0.04% | $300.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-10-30 |
| $0.8500 |
| 2023-11-15 |
| 2023-07-28 | $0.8500 | 2023-08-15 |
Trading at 25.1× earnings vs its 13.9× historical median P/E.
Fair value ≈ $118.52 · price $213.59 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$MS 📈 Morgan Stanley Wealth Management expands PMAX platform, launching PMAX - Growth and opening PMAX - Balanced to non-accredited investors. $10K minimum. Daily subscriptions. No capital calls. No subscription docs. PMAX - Balanced: already over $1B AUM, covers private equity, credit, real estate & infrastructure. PMAX - Growth: targets buyout, growth equity & venture capital exposure. MS now has $300B+ in alternative client AUM across nearly 350 alternatives professionals. "We are giving clients and advisors more ways to build diversified portfolios aligned with their investment objectives." — Alison Nest, Head of Investment Solutions Products Full article: https://liquidityfinder.com/news/morgan-stanley-wealth-management-expands-private-markets-access-with-new-pmax-funds $MS $SPY $BLK
View on StockTwits ↗Shares of Morgan Stanley and Goldman Sachs fell more than 4% on Friday after reports that OpenAI is considering delaying its initial public offering until next year, raising concerns that a slower IPO market could temper investment banking momentum. The broader KBW Bank Index fell as much as 1.7% before trimming losses, while the Nasdaq 100 declined about 0.8%. OpenAI, which has been working with Morgan Stanley and Goldman Sachs on a potential listing, is reportedly weighing a 2027 IPO instead of launching this autumn. Bloomberg Intelligence analyst Herman Chan said the two banks have been among the biggest beneficiaries of AI-related capital markets optimism, including their prominent roles in potential IPOs such as SpaceX, making any delay in major offerings a near-term headwind. OpenAI has also held discussions with Citigroup and JPMorgan Chase regarding a future IPO. $MS $GS $OPEAZZX.P
View on StockTwits ↗WOW!!! $HOOD option volume vs $SCHW $IBKR $MS $BULL is impressive
View on StockTwits ↗$SPCX $MS $GS ipo went so well, that openai is delaying its ipo. lost fees for goldman and morgan stanley
View on StockTwits ↗1-year performance snapshot across “tech + finance” leadership looks very uneven: $GS +60% 1 year perf $MS +60% 1 year perf $MSFT -28% 1 year perf $ORCL -27% 1 year perf $PLTR -24% 1 year perf This cycle is not a uniform tech boom - it’s a dispersion trade. Capital is rotating hard beneath the surface: some “legacy winners” are outperforming while multiple high-quality tech leaders are still under pressure. It’s less about “tech vs non-tech” and more about which narratives the market is currently rewarding.
View on StockTwits ↗$GS $MS down today on possible delay in openai ipo
View on StockTwits ↗What makes this cycle interesting is how uneven the “tech boom” actually looks under the surface. $GS +60% 1Y performance, steady capital markets + AI advisory tailwind $MS +60% 1Y performance, wealth + trading + institutional flows doing the heavy lifting But not everything is running hot: $PLTR -24% 1Y performance, narrative strong but price still compressing $ADBE -50% 1Y performance, multiple compression hitting legacy SaaS names hard $AMZN +7% 1Y performance, massive scale, but returns lagging the AI leaders This isn’t a clean rally -it’s a rotation-driven market where winners and losers sit in the same “tech” bucket but behave completely differently. Feels less like a boom… more like a split personality cycle.
View on StockTwits ↗Word is OpenAI may push its IPO to 2027, even after quietly filing with the SEC this month. Advisers got spooked by shaky tech listings. Altman is eyeing a $1T valuation off an $852B raise. $GS and $MS are running the deal, and both names sit in clean uptrends 📈 Watching.
View on StockTwits ↗OpenAI is reportedly leaning toward delaying its initial public offering until 2027, according to The New York Times, despite having confidentially filed IPO paperwork with the U.S. SEC earlier this month. Advisers reportedly warned that recent volatility in technology stocks and weaker-than-expected post-IPO performance of other high-profile listings could dampen investor demand. CEO Sam Altman is said to be targeting a $1 trillion valuation, while the company continues working with Goldman Sachs and Morgan Stanley on a potential listing. OpenAI has stated that no final timing has been decided and that remaining private longer could make it easier to execute certain strategic initiatives. The company is competing with Anthropic to become the leading AI firm in public markets as both seek capital to fund massive investments in AI chips and data centers. Earlier this year, OpenAI raised $122 billion in funding, valuing the ChatGPT maker at approximately $852 billion $GS $MS $OPEAZZX.P
View on StockTwits ↗Reformation filed for an initial public offering, seeking to list its common stock on the New York Stock Exchange under the ticker REF, according to its prospectus. The offering will include shares sold by both the company and certain existing shareholders, although the number of shares and the expected price range have not yet been disclosed. The company said it will not receive any proceeds from shares sold by existing shareholders. The IPO will establish the first public market for Reformation’s stock. J.P. Morgan and Morgan Stanley are serving as lead underwriters, with Citigroup, RBC Capital Markets, Guggenheim Securities, Baird, William Blair, BTIG and Telsey Advisory Group also participating in the offering. No timeline or valuation has yet been announced. $JPM $MS $C
View on StockTwits ↗@Jeremymartin007 @simon58 @judgeyoung2 @jenbunn @ribbey @EBE_day @TraderRapp @Godreal1 @tonyctl @zuby34 $GS $JPM $MS $WFC banks gave up pop
View on StockTwits ↗$BMBL $QQQ $MS The strongest argument is not Bumble's current financial performance—it's the possibility that a strategic buyer values its global brand, user base, technology, and nearly $1 billion in annual revenue as a platform that can be improved operationally. If Morgan Stanley runs a competitive process with multiple bidders, buyers may pay for synergy rather than current earnings. Competitive auction: $8.50–10.00/share Stretch case (<10% probability): $12+/share if a strategic buyer believes it can materially accelerate growth and realize substantial cost and revenue synergies. Single speculative buyout price: $8.75/share. This assumes at least two serious bidders, a meaningful control premium, and valuation based on strategic value rather than Bumble's current depressed trading multiple.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.