Price Chart

DATE TIME TYPE PERIOD REPORTED
EPS
ESTIMATED
EPS
SURPRISE
01/19/2023* -- Results Q4 2022 -- 1.47 --
01/19/2023* 08:30 EST Earnings Call Q4 2022 -- -- --
10/14/2022 09:30 EST Earnings Call Q3 2022 -- -- --
10/14/2022 -- Results Q3 2022 1.53 1.51 1.27%
07/14/2022 -- Results Q2 2022 1.53 1.60 -4.14%
07/14/2022 09:30 EST Earnings Call Q2 2022 -- -- --
04/14/2022 -- Results Q1 2022 2.06 1.72 19.70%
04/14/2022 08:30 EST Earnings Call Q1 2022 -- -- --
*Estimated Date/Time

Earnings

Next Report Date 01/19/2023 (est.)
EPS Estimate Upgrade
Last Actual EPS Upgrade

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Last Report Date 10/14/2022
Beat/Miss Upgrade
Return Since 24.76%
Last FQE 09/30/2022
Next FQE 12/30/2022

Profile

Edit
Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments. The company had about $5 trillion of client assets as well as over 70,000 employees at the end of 2021. Approximately 50% of the company's net revenue is from its institutional securities business, with the remainder coming from wealth and investment management. The company derives about 30% of its total revenue outside the Americas.
URL https://www.morganstanley.com
Investor Relations URL https://www.morganstanley.com/about-us-ir/
HQ State/Province New York
Sector Financial Services
Industry Capital Markets
Equity Style Large Cap/Value
Next Earnings Release Jan. 19, 2023 (est.)
Last Earnings Release Oct. 14, 2022
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Oct. 28, 2022

Dividends

Dividend Per Share (TTM) 2.875
2017
2018
2019
2020
2021
No data available
 
6.00%
4.00%
2.00%
 
Yield to Market 2.427
Yield to Sector 0.5438
Yield to Industry 1.080
Last Dividend Amt. 0.775
Dividend Frequency Quarterly
Last Ex-Dividend Date Oct. 28, 2022
Yield (TTM) 3.17%
Forward Yield 3.33%
Payout Ratio 31.48%
Cash Payout Ratio 35.47%
Consistent Payer (5Y) Yes
Consistent Growth (5Y) Yes

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

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Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
-16.75%
36.06%
26.62%
-22.77%
32.66%
38.06%
46.61%
-1.92%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-13.10%
-21.45%
35.65%
15.52%
-33.07%
35.16%
19.00%
61.88%
1.35%
-2.34%
14.62%
38.18%
-21.61%
31.83%
47.20%
29.41%
-20.09%
--
34.77%
1.88%
-9.45%
26.35%
0.82%
10.84%
-12.48%
-4.78%
33.33%
35.67%
-14.98%
46.16%
-11.62%
49.58%
-13.45%
As of November 30, 2022.

Profile

Edit
Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments. The company had about $5 trillion of client assets as well as over 70,000 employees at the end of 2021. Approximately 50% of the company's net revenue is from its institutional securities business, with the remainder coming from wealth and investment management. The company derives about 30% of its total revenue outside the Americas.
URL https://www.morganstanley.com
Investor Relations URL https://www.morganstanley.com/about-us-ir/
HQ State/Province New York
Sector Financial Services
Industry Capital Markets
Equity Style Large Cap/Value
Next Earnings Release Jan. 19, 2023 (est.)
Last Earnings Release Oct. 14, 2022
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Oct. 28, 2022

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
IAI 161.21M USD 18.85%
XLF 1.021B USD 3.09%
VFH 227.03M USD 2.37%
MEIGX 1.057B USD 1.81%
OIEFX 767.71M USD 1.76%
VEIPX 933.07M USD 1.75%
SPYD 103.09M USD 1.35%
CICFX 1.221B USD 1.30%
DFUV 103.37M USD 1.26%
DGRO 303.23M USD 1.24%
VWINX 569.80M USD 0.99%
FKIQX 395.05M USD 0.60%

Top Portfolio Holders

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