Nama Insights

Morgan Stanley (MS)

Financial Services · Capital Markets · NYSE

S&P 500
Morgan Stanley (MS) is a Financial Services company in the Capital Markets industry. It has a market capitalization of $283.95B and a trailing price-to-earnings ratio of 14.4. Over the most recent reported fiscal year, revenue grew 14.5%. Nama's AI scorecard rates it Buy, 6.8 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 6.8/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +16.1% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-21.9%
How far the last close sits under the highest price of the past five years.
Market cap$283.95B
Trailing P/E14.4
Price / book2.5
Price / sales3.6
FCF yield—
Dividend yield2.5%
Gross margin87.3%
Operating margin39.9%
Net margin25.6%
Revenue growth (YoY)+14.5%
Revenue growth (3-yr annual)+9.5%
EPS growth (YoY)+28.6%
FCF/share growth (YoY)—
Beta1.2
ExchangeNYSE
SectorFinancial Services
IndustryCapital Markets

MS earnings

Next report: Jan 14, 2027 (Q4 2026, EPS estimate $2.94). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 14, 2026 $3.03 $2.92 +3.8% —
Q2 2026 Jul 15, 2026 $3.46 $2.93 +18.1% $19.88B
Q1 2026 Apr 15, 2026 $3.43 $3.02 +13.6% $19.32B
Q4 2025 Jan 15, 2026 $2.68 $2.45 +9.4% $16.76B

MS analyst price target

Median target $206.50 from 22 analysts, ranging $185.00 – $262.00.

Capital Markets peers

TickerCompanyMarket capP/E
GS Goldman Sachs Group $249.73B 12.4
SCHW Charles Schwab $158.22B 14.9
IBKR Interactive Brokers Group $129.18B 29.1
HOOD Robinhood Markets $72.86B 34.7
TW Tradeweb Markets $27.59B 32.4
NMR Nomura $27.53B 10.7
LPLA LPL Financial $23.01B 13.1
CRCL Circle Internet Group $17.41B 37.9
Explore live MS data on Nama Insights →

Recent Congressional trades

Morgan Stanley trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Dan Newhouse House Buy $1,001 - $15,000 Jul 17, 2026
Julie Johnson House Sell $1,001 - $15,000 Jan 15, 2026
Julie Johnson House Sell $1,001 - $15,000 Dec 11, 2025
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Valerie Hoyle House Sell $1,001 - $15,000 Sep 12, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025
Julie Johnson House Sell $1,001 - $15,000 Sep 11, 2025
Ritchie John Torres House Sell $1,001 - $15,000 Aug 20, 2025
Julie Johnson House Sell $1,001 - $15,000 Jun 13, 2025
Julie Johnson House Sell $1,001 - $15,000 May 14, 2025
Julie Johnson House Sell $1,001 - $15,000 Feb 12, 2025

MS FAQ

Is MS a buy?
Nama's AI scorecard currently rates Morgan Stanley Buy (6.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is MS's P/E ratio?
Morgan Stanley trades at a trailing price-to-earnings ratio of 14.4.
When does MS report earnings?
Morgan Stanley's next scheduled report is on Jan 14, 2027. Analysts expect EPS of $2.94.
What is the MS price target?
The median analyst price target from 22 analysts is $206.50, with a range of $185.00 – $262.00.
Is MS Shariah compliant?
Nama's AAOIFI-style screen reads Morgan Stanley as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does MS pay a dividend?
Yes — Morgan Stanley's dividend yield is 2.5%.

See more: Financial Services stocks →