Morgan Stanley

Jurisdiction

United States

LEI

IGJSJL3JD5P30I6NJZ34

ISIN

US6174464486

(MS)

Sectors

Scores

InsiderPie Expert Score: 50 / 100
Even with peer group:: 48 / 100
Fair value (Benjamin Graham formula): €121.27 10.0% overvalued
Financial strength (Piotroski F-Value): 4 / 9
Fundamental strength relative to industry (Mohanram G-Value): 3 / 7

Profile

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. Read full profile

Fundamentals

Net revenue: €93.46B
Gross margin: 56.7%
EBIT: €16.46B
EBIT margin: 17.6%
Net income: €12.59B
Net margin: 13.5%

Statement period: July 1, 2024 - June 30, 2025 (published July 16, 2025)

Estimates

Fiscal Year	Net revenue	Net income
2026	€61.06B -34.7%	€13.29B +5.6%
2027	€64.35B +5.4%	€14.25B +7.2%
2028	€68.94B +7.1%	€14.53B +2.0%

Dividends

Last dividend amount: $1.00
Ex date: July 30, 2025
Payment date: August 15, 2025
Dividend payout ratio: 43.2%

Analyst ratings

No analyst ratings available

Insider Transactions

Name	Title	Transaction Date	Shares	Price	Value
GROSSMAN ERIC F	Chief Legal/Admin Officer	July 17, 2025	-12K	$141.12	-$1.69M
Pizzi Michael A.	Head Technology & Operations	July 17, 2025	-18K	$140.62	-$2.53M
SAPERSTEIN ANDREW M	Co-President	July 17, 2025	-44K	$140.97	-$6.14M
SIMKOWITZ DANIEL A	Co-President	July 17, 2025	-29K	$141.13	-$4.09M
SMITH CHARLES A	Chief Risk Officer	July 17, 2025	-20K	$140.30	-$2.81M

Congress transactions

Name	Transaction date	Value
Marjorie Greene	September 27, 2025	$1.00K–$15.00K
Val Hoyle	September 12, 2025	$1.00K–$15.00K
Val Hoyle	September 12, 2025	$1.00K–$15.00K
Julie Johnson	September 11, 2025	$1.00K–$15.00K
Marjorie Greene	August 29, 2025	$1.00K–$15.00K