Morgan Stanley (MS)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from MS's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Morgan Stanley's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $59.8B | $53.7B | $54.1B | $61.8B | $70.6B |
| Net income | $15.0B | $11.0B | $9.1B | $13.4B | $16.9B |
| Free cash flow | — | — | — | — | — |
| EPS (diluted) | $8.03 | $6.15 | $5.18 | $7.95 | $10.21 |
| Operating margin | — | — | — | — | — |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own MS
From each investor's latest 13F filing (what a 13F shows). 12 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Andreas Halvorsen Viking Global Investors |
New position | $339M | 0.97% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $191M | 0.07% | Q2 2026 |
| Richard Pzena Pzena Investment Management |
Trimmed | $95M | 0.28% | Q2 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Trimmed | $90M | 0.05% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | $26M | 0.02% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | $21M | 0.19% | Q2 2026 |
| Boykin Curry Eagle Capital Management |
Trimmed | $16M | 0.05% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $9M | 0.02% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | $2M | 0.00% | Q2 2026 |
| Jay Petschek Corsair Capital Management |
Held | $2M | 0.20% | Q2 2026 |
| Robert Robotti Robotti & Company |
Held | $1M | 0.22% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
Trimmed | $1M | 0.07% | Q2 2026 |
Insider buying
Open-market purchases by Morgan Stanley's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 12, 2026 | Ro Khanna |
0 | $154.17 | — |
| Mar 12, 2026 | Ro Khanna |
0 | $154.17 | — |
| Mar 12, 2026 | Ro Khanna |
0 | $154.17 | — |
| Feb 24, 2026 | Ro Khanna |
0 | $168.73 | — |
| Feb 24, 2026 | Ro Khanna |
0 | $168.73 | — |
| Feb 24, 2026 | Ro Khanna |
0 | $168.73 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $182.23 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $182.23 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $182.23 | — |
| Jan 16, 2026 | Ro Khanna |
0 | $189.17 | — |
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In the full deep dive
Questions
Are Morgan Stanley insiders buying the stock?
10 open-market insider purchases of MS in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Morgan Stanley?
12 of the superinvestors Investingly tracks hold MS in their latest 13F, including Andreas Halvorsen, Cliff Asness, Richard Pzena.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.