MS
stock Financial Services Capital MarketsOverall Healthy · 76%
- Fundamentals Fair
- Trajectory Climbing
- Leadership Stable
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
What the indicators say
Bullish 5 of 5 trend signals bullishRSI 69 — firm momentum, not yet overbought.
A mechanical reading of the chart’s indicators — not investment advice.
Key statsas of Jun 3
- Open
- $210.18
- -2.23%
- Close
- $210.18
- -2.23%
- Current
- $210.18
- Prev close
- $214.98
- Today
- 4.34M
- 3-mo avg
- 6.24M
Earningscalendar synced from Yahoo 57d ago
- Most recent
- Apr 1597 days ago
- Next expected
- Jul 156 days ago
Recent earnings dates
- Apr 15 97 days ago
- Jan 15 187 days ago
- Oct 15, 2025 279 days ago
- Jul 16, 2025 370 days ago
Past earnings dates come from MS’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Fundamentalssynced from SEC 52d ago
Across the nine graded ratios (FY2025 balance-sheet figures, P/E on TTM through Mar 2026 earnings, against the latest price), MS’s fundamentals read as fair overall.
At 19.0x, the price is a reasonable multiple of the company's annual profit.
Share price divided by earnings per share: what you pay for each $1 of yearly profit. Roughly 15 to 25 is typical, above 40 is richly priced, and negative means the company is losing money.
A 1.8% yield is modest: a small income on top of whatever the share price does.
The yearly dividend as a percent of the share price: the cash income each share pays out. Around 2 to 6% is healthy; above roughly 8% often signals the payout may be cut.
Not enough data to compute a profit margin.
The share of revenue left as profit once every cost is paid. Above 15% is strong; below 5% leaves little cushion against a bad year.
A 15.1% return on equity is strong; the company compounds owners' capital well.
Profit earned on each dollar of shareholder equity: how well the company compounds its owners' capital. Above 15% is strong.
A 1.2% return on assets is low; the asset base is generating little profit.
Profit earned on each dollar of assets: how efficiently the whole asset base is used. Above 8% is strong.
At 11.71, the company leans heavily on borrowing, which adds risk if results weaken.
Total liabilities divided by shareholder equity: how heavily the company leans on borrowing. Below 1 is conservative; above 2 is highly leveraged.
This company does not report a current-assets breakdown, so the ratio cannot be computed.
Current assets divided by current liabilities: whether short-term resources cover short-term bills. Above 1.5 is comfortable; below 1 is tight.
Two fiscal years of revenue are needed to compute growth.
Change in annual revenue from the prior fiscal year: whether the top line is expanding. Above 10% is strong growth; below 0 means revenue is shrinking.
Net income grew 25.9% from the prior year: strong profit expansion.
Change in annual net income from the prior fiscal year: whether profit is expanding. Above 10% is strong; below 0 means profit is falling.
Financialssynced from SEC 52d ago
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | — | — | — | — | — |
| Net income | $15.0B | $11.0B | $9.1B | $13.4B | $16.9B |
| Diluted EPS | $8.03 | $6.15 | $5.18 | $7.95 | $10.21 |
| Dividend / share | $2.10 | $2.95 | $3.25 | $3.55 | $3.85 |
| Total assets | $1.2T | $1.2T | $1.2T | $1.2T | $1.4T |
| Total liabilities | $1.1T | $1.1T | $1.1T | $1.1T | $1.3T |
| Shareholder equity | $106.6B | $101.2B | $100.0B | $104.5B | $111.6B |
| Q2-2024 | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | Q1-2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Net income | $3.1B | $3.2B | $3.7B | $4.3B | $3.5B | $4.6B | $4.4B | $5.6B |
| Diluted EPS | $1.82 | $1.88 | $2.23 | $2.60 | $2.13 | $2.80 | $2.68 | $3.43 |
| Dividend / share | $0.85 | $0.93 | $0.92 | $0.93 | $0.93 | $1.00 | $1.00 | $1.00 |
Leadershipsynced from SEC 59d ago
- Pick Edward Chairman and CEO · Director
- Yeshaya Sharon Chief Financial Officer
- Crawley Mandell Chief Client Officer
- Grossman Eric F Chief Legal/Admin Officer
- Pizzi Michael A. Head Technology & Operations
- Saperstein Andrew M Co-President
- Simkowitz Daniel A Co-President
- Smith Charles A Chief Risk Officer
- Worster Victoria Chief Accounting Officer
- Itagaki Yasushi Director
- James Erika H Director
Officers and board are drawn from MS’s recent SEC ownership filings (Forms 3, 4 and 5).
Recent leadership changes
Notable recent eventspast year
- Feb 27 −6.2% one-day move
- Jan 15 +5.8% one-day move
- Dec 31, 2025 FY2025 net income +26% YoY
Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
Dividendssynced from Yahoo 52d ago
- 2025 total
- $3.85
- 2026 so far
- $2.002 payments
- 2026 projected
- $4.00+3.9% vs 2025
Projection scales MS’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
Payment history
- Apr 30 $1.00
- Jan 30 $1.00
- Oct 31, 2025 $1.00
- Jul 31, 2025 $1.00
- Apr 30, 2025 $0.93
- Jan 31, 2025 $0.93
- Oct 31, 2024 $0.93
- Jul 31, 2024 $0.93
- Apr 29, 2024 $0.85
- Jan 30, 2024 $0.85
- Oct 30, 2023 $0.85
- Jul 28, 2023 $0.85
- Apr 28, 2023 $0.78
- Jan 30, 2023 $0.78
- Oct 28, 2022 $0.78
- Jul 28, 2022 $0.78
- Apr 28, 2022 $0.70
- Jan 28, 2022 $0.70
- Oct 28, 2021 $0.70
- Jul 29, 2021 $0.70