MS — Morgan Stanley

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates MS Bullish with a Setup Score of 42, net conviction 29, actionability 62. How the Setup Score works →

Total Setup Score42
Directional BiasBullish
Net Conviction29
Actionability62 (in range)

Key signals behind this score

About Morgan Stanley

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, e… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$214.08
Market Cap$325.81B
Float1.19B
Shares Outstanding1.57B
P/E (Forward)17.24
P/E (TTM)16.76
Price/Sales (TTM)4.19
vs. Analyst Target+10.5% to analyst PT
Profit Margin25.90%
Operating Margin (TTM)41.57%
Revenue (TTM)$77.83B
Earnings Growth (YoY)62.40%
Dividend Rate4.6%
Analyst Target Price$236.62 (25 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $49.68B $11.00B $45.07B $18.19B
2021 $57.78B $15.03B $56.41B $23.88B
2022 $62.48B $11.03B $49.93B $18.09B
2023 $88.29B $9.09B $50.13B $16.07B
2024 $103.14B $13.39B $57.36B $22.76B
2025 $114.98B $16.86B $65.62B $26.61B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $30.05B $4.61B
Dec 2025 $28.86B $4.40B
Mar 2026 $33.15B $5.64B
Jun 2026 $34.47B $5.58B

Ownership & Float

Insider Ownership24.4%
Institutional Ownership63.3%
Short Float1.1%
% of All Funds Holding30.85%
Number of Funds Holding2,714

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$215.06Near-term / short-term trend
Weekly40-Week SMA$190.89Medium-term trend
Weekly80-Week SMA$164.59Cyclical trend (business cycle)
Weekly200-Week SMA$123.56Secular trend (multi-year)
Monthly10-Month SMA$189.32Near-term monthly trend
Monthly20-Month SMA$164.08Medium-term monthly trend
Monthly40-Month SMA$129.71Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Volume shelf data not available.

Historical Earnings Reactions (121 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.20% 0.00% 47.93% 6.66% -20.45%
1 Day 0.14% 0.31% 53.72% 14.32% -24.22%
1 Week -0.04% 0.08% 51.24% 17.02% -14.91%
2 Weeks 0.03% 0.06% 50.41% 22.64% -17.27%
1 Month 0.60% 0.57% 50.83% 29.32% -34.88%

Next earnings: October 14, 2026 (50 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan4.2%66.7%33
Feb-1.3%39.4%33
Mar0.7%58.8%34
Apr2.4%61.8%34
May0.8%52.9%34
Jun0.7%50.0%34
Jul2.2%67.6%34
Aug-1.1%51.5%33
Sep-2.6%51.5%33
Oct4.3%75.8%33
Nov2.7%60.6%33
Dec2.9%69.7%33

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.03% 50.3% 1585
Tuesday 0.13% 49.0% 1731
Wednesday 0.12% 51.3% 1730
Thursday 0.07% 49.7% 1697
Friday 0.09% 50.9% 1688

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 63.3%

Insider Transactions — Smart Summary

Total insider ownership: 24.4%

12-Month Insider Activity Summary

Total Filings17
Net Value-$68.0M
Net Shares Change-799,390
% of Float-0.1%
C-Suite Filings14
Clusters Detected3

Key Insiders

NameTitleNet ValueFilingsActivity
PICK EDWARD Chairman and CEO -$16.4M 1 1 sell
SAPERSTEIN ANDREW M Co-President -$9.7M 1 1 sell
YESHAYA SHARON Chief Financial Officer -$6.4M 2 3 sell
Pizzi Michael A. Head Technology & Operations -$5.2M 1 1 sell
CRAWLEY MANDELL Chief Client Officer -$3.0M 1 1 sell
SIMKOWITZ DANIEL A Co-President -$2.8M 1 1 sell
GROSSMAN ERIC F Chief Legal/Admin Officer -$2.1M 1 1 sell
SCHAPIRO MARY L -$212,055 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-01-22 – 2026-01-30 7 7 -$25.2M 7 C-suite
2026-04-17 – 2026-04-20 4 4 -$17.7M 4 C-suite
2026-07-17 – 2026-07-29 3 3 -$8.9M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-07-17 YESHAYA SHARON Chief Financial Officer -$3.5M Transaction at $222.51, now -3.8%
2026-07-17 Pizzi Michael A. Head Technology & Operations -$5.2M Transaction at $215.55, now -0.7%
2026-07-29 SCHAPIRO MARY L -$212,055 Transaction at $212.06, now +1.0%
2026-04-17 SAPERSTEIN ANDREW M Co-President -$9.7M Transaction at $188.59, now +13.5%
2026-04-17 CRAWLEY MANDELL Chief Client Officer -$3.0M Transaction at $188.22, now +13.7%
2026-04-20 GROSSMAN ERIC F Chief Legal/Admin Officer -$2.1M Transaction at $190.75, now +12.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Morgan Stanley (MS) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for MS on Trend Edge →