Stock analysis, trade plans, and proprietary indicators by Trend Edge.
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 →
Sector: Financial Services
Industry: Capital Markets
Exchange: NYSE
IPO Date: February 23, 1993
Headquarters: 1585 Broadway, New York, NY, United States, 10036
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: No
Key Metrics
Current Price
$211.93
Market Cap
$344.27B
Float
1.20B
Shares Outstanding
1.58B
P/E (Forward)
18.35
P/E (TTM)
19.79
Price/Sales (TTM)
4.53
vs. Analyst Target
-4.1% to analyst PT
Profit Margin
24.75%
Operating Margin (TTM)
40.62%
Revenue (TTM)
$73.17B
Earnings Growth (YoY)
31.90%
Dividend Rate
4.0%
Analyst Target Price
$203.29 (25 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
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
Quarter
Revenue
Net Income
Jun 2025
$28.16B
$3.54B
Sep 2025
$30.05B
$4.61B
Dec 2025
$28.86B
$4.40B
Mar 2026
$33.15B
$5.64B
Ownership & Float
Insider Ownership
24.3%
Institutional Ownership
62.8%
Short Float
0.0%
% of All Funds Holding
28.40%
Number of Funds Holding
2,334
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.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$191.71
Near-term / short-term trend
Weekly
40-Week SMA
$173.81
Medium-term trend
Weekly
80-Week SMA
$152.01
Cyclical trend (business cycle)
Weekly
200-Week SMA
$115.66
Secular trend (multi-year)
Monthly
10-Month SMA
$179.45
Near-term monthly trend
Monthly
20-Month SMA
$155.87
Medium-term monthly trend
Monthly
40-Month SMA
$123.62
Secular 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.
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.