Market Cap
$295.4B
MS
MORGAN STANLEY
$190.68 ▲ +1.42%
Prev close $188.01Market cap$295.4B
ConsensusBuy
12-mo target$233.43 (+22.5%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)37 New Institutional Positions13 Institutional ExitsCongressional Activity (1) Traditional Finance
Snapshot
The big-picture read on MS right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Buy (61%)
Inst. Holders
50 funds
Inst. Value
$231.4B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $26.6M sell
Insider Net $
-$26.6M
Social Sentiment
41° Cool
SEC Reports
9
Congressional
2 trades
Price chart 30d -10.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 Insider
MITSUBISHI UFJ FINANCIAL GROUP INC disposed of 1,340,519 shares
10%+ Owner @ $212.57 ($285.0M)
Sep 11, 2026 ftd
Aug 19, 2026 SEC FTD: MS — 18,398 shares ($3.9M) failed to deliver
Settlement: 20260911, Price: $212.66, FTD Value: $3,912,518.68, MORGAN STANLEY
A federal district court granted Morgan Stanley's request for interpleader relief in a dispute over $819,671 in TOD acco
COURT-RULING — Impact 2/10
Aug 14, 2026 Event
Aug 13, 2026 SEC Morgan Stanley Smith Barney LLC v. Carter-McReynolds et al
Court ruling (mdd) — Docket: 8:24-cv-03042
Morgan Stanley's Q2 2026 13F filing reveals a portfolio with a total value of approximately $1.89 trillion, filed shortl
13F-HR — Impact 6/10
Jul 30, 2026 Insider
MITSUBISHI UFJ FINANCIAL GROUP INC disposed of 414,396 shares
10%+ Owner @ $213.28 ($88.4M)
Jul 28, 2026 Insider
Jul 18, 2026 SEC SCHAPIRO MARY L gifted 2,325 shares
Director
CFO Sharon Yeshaya and Head of Technology & Operations Michael Pizzi sold a combined $2.96M in open-market sales within
CLUSTER — Impact 3/10
Analyst ratings buy % +27.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
61% rate it Buy or better · 33 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 28, 2026 | HSBC | MAINTAIN | Hold | 55% |
| Sep 25, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 3, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 21, 2026 | HSBC | MAINTAIN | Hold | 55% |
| Jul 17, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 17, 2026 | Freedom Broker | UPGRADE | Buy | 66% |
| Jul 17, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 17, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 12 | 12 | 0 | 1 | 61% | |
| Aug 1, 2026 | 8 | 12 | 12 | 0 | 1 | 61% | |
| Jul 1, 2026 | 8 | 10 | 13 | 0 | 1 | 56% | |
| Jun 1, 2026 | 8 | 10 | 14 | 0 | 0 | 56% | |
| May 1, 2026 | 8 | 10 | 15 | 0 | 0 | 55% | |
| Apr 1, 2026 | 7 | 10 | 16 | 0 | 0 | 52% | |
| Mar 1, 2026 | 7 | 10 | 16 | 0 | 0 | 52% | |
| Feb 1, 2026 | 7 | 10 | 16 | 0 | 0 | 52% |
Price targets
Where 21 covering analysts think MS trades over the next 12 months.
$233.43 +22.5% upside Strong Buy
Current$190.59 Low$184.00 Median$243.00 High$262.00 21 analysts
$184.00$262.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
41°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 4 bullish, 0 bearish, 1 mixed, 4 neutral · avg impact 4.9/10.
NEUTRALCOURT-RULING2/10
A federal district court granted Morgan Stanley's request for interpleader relief in a dispute over
Aug 19, 2026
BULLISH13F-HR6/10
Morgan Stanley's Q2 2026 13F filing reveals a portfolio with a total value of approximately $1.89 tr
Aug 13, 2026
NEUTRALCLUSTER3/10
CFO Sharon Yeshaya and Head of Technology & Operations Michael Pizzi sold a combined $2.96M in open-
Jul 18, 2026
BULLISH8-K6/10
Morgan Stanley reported Q2 2026 record net revenues of $21.3B (+27% YoY) and record EPS of $3.46, be
Jul 15, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
ftd
FTD: MS — 18,398 shares ($3.9M) failed to deliver
Settlement: 20260911, Price: $212.66, FTD Value: $3,912,518.68, MORGAN STANLEY
Sep 7, 2026
dark_pool
Dark Pool: MS — 3.1M shares, 74,437 trades
Week starting 2026-09-07. Total ATS volume: 3,102,287 shares across 74,437 trades.
Aug 31, 2026
ftd
FTD: MS — 10,355 shares ($2.2M) failed to deliver
Settlement: 20260831, Price: $214.77, FTD Value: $2,223,943.35, MORGAN STANLEY
Aug 31, 2026
dark_pool
Dark Pool: MS — 3.7M shares, 88,158 trades
Week starting 2026-08-31. Total ATS volume: 3,719,102 shares across 88,158 trades.
Aug 25, 2026
ftd
FTD: MS — 38,736 shares ($8.3M) failed to deliver
Settlement: 20260825, Price: $214.08, FTD Value: $8,292,602.88, MORGAN STANLEY
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.07 | $2.86–$3.41 | 9.6% | -2.9% | 12↑ 2↓ | $20.5B | 14 |
| Next Q | $2.94 | $2.62–$3.34 | 9.6% | -0.2% | 12↑ 1↓ | $20.4B | 14 |
| Current FY | $12.86 | $12.51–$13.45 | 26.0% | -0.9% | 19↑ 0↓ | $82.3B | 21 |
| Next FY | $13.64 | $11.54–$14.92 | 6.1% | -0.1% | 19↑ 0↓ | $86.4B | 21 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.068 | — |
| 7d ago | $3.123 | -0.055 |
| 30d ago | $3.160 | -0.091 |
| 60d ago | $3.160 | -0.091 |
| 90d ago | $2.915 | +0.154 |
Institutional ownership
Which big funds own MS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $231.4B total value (1,106,481,300 shares) as of 2026-Q2. Top holders: MITSUBISHI, STATE, BlackRock,. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 377,085,167 | $78.8B | 34.1% | — |
| STATE STREET CORP | 99,560,815 | $20.8B | 9.0% | — |
| BlackRock, Inc. | 94,899,620 | $19.8B | 8.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 77,700,641 | $16.2B | 7.0% | — |
| JPMORGAN CHASE & CO | 44,363,477 | $9.4B | 4.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 30,203,228 | $6.3B | 2.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 27,346,327 | $5.7B | 2.5% | — |
| Fisher Asset Management, LLC | 26,172,995 | $5.5B | 2.4% | — |
| FMR LLC | 24,903,987 | $5.2B | 2.2% | — |
| Capital Research Global Investors | 18,070,606 | $3.8B | 1.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 17,984,532 | — | $3.8B |
| Capital World Investors | DOUBLED | 1,616,422 | 10,170,848 | +529.2% | $2.1B |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 1,452,035 | 4,315,241 | +197.2% | $902.1M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,775,297 | 3,816,630 | +37.5% | $797.8M |
| AMERICAN CENTURY COMPANIES INC | ADD | 1,400,026 | 1,839,245 | +31.4% | $384.5M |
| Robeco Institutional Asset Management B.V. | DOUBLED | 753,957 | 1,833,588 | +143.2% | $383.3M |
| Corient Private Wealth LP | DOUBLED | 1,685,994 | 11,610,190 | +588.6% | $350.1M |
| VIKING GLOBAL INVESTORS LP | NEW | — | 1,622,593 | — | $339.2M |
| Qube Research & Technologies Ltd | ADD | 1,074,334 | 1,424,082 | +32.6% | $297.7M |
| Winslow Capital Management, LLC | ADD | 965,439 | 1,372,032 | +42.1% | $286.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
20 insiders, 50 transactions. Net -$26.6M — $0.00 bought, $26.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | MITSUBISHI UFJ FINANCIAL GROUP INC | 10%+ Owner | D | 1,340,519 | $212.57 | $285.0M |
| Jul 30, 2026 | MITSUBISHI UFJ FINANCIAL GROUP INC | 10%+ Owner | D | 414,396 | $213.28 | $88.4M |
| Jul 28, 2026 | SCHAPIRO MARY L | Director | GIFT | 2,325 | — | — |
| Jul 28, 2026 | SCHAPIRO MARY L | Director | SELL | 1,000 | $212.06 | $212.1K |
| Jul 17, 2026 | Pizzi Michael A. | Head Technology & Operations | SELL | 7,101 | $216.88 | $1.5M |
| Jul 17, 2026 | Pizzi Michael A. | Head Technology & Operations | SELL | 17,064 | $215.00 | $3.7M |
| Jul 16, 2026 | YESHAYA SHARON | Chief Financial Officer | SELL | 6,382 | $222.51 | $1.4M |
| Jul 16, 2026 | YESHAYA SHARON | Chief Financial Officer | SELL | 9,172 | $222.51 | $2.0M |
| Jun 1, 2026 | Peterson Douglas L. | Director | AWARD | 273.862 | $209.96 | $57.5K |
| Jun 1, 2026 | TRAQUINA PERRY M | Director | AWARD | 369.119 | $209.96 | $77.5K |
Congressional trades
MS trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | BUY | $1,001 - $15,000 | Morgan Stanley | Jul 20, 2026(11d) |
| Jun 5, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Morgan Stanley | Jul 8, 2026(34d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MS.
Shares short
14,693,087
Settlement Sep 15, 2026
Change vs prior
-1.1%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈0.9%
Estimate — not % of float
All MS filing & press-release reports (9)
- COURT-RULING reportAug 19, 2026
- 13F-HR reportAug 13, 2026
- CLUSTER reportJul 18, 2026
- 8-K reportJul 15, 2026
- 8-K reportJun 25, 2026
- COURT-RULING reportJun 5, 2026
- CLUSTER reportApr 20, 2026
- CLUSTER reportApr 17, 2026
- 8-K reportApr 15, 2026