Morgan Stanley
| Market Cap | $263.28B |
| P/E Ratio | 16.24 |
| Forward P/E | 13.41 |
| Dividend Yield | 2.41% |
| Beta | 1.18 |
| 52W Range | $97.22 - $190.18 |
| # Hedge Funds | 4 |
| Sector | Financial Services |
| Industry | Capital Markets |
Hedge Fund Ownership
| Investor 4 | % of Portfolio Weight of this stock in the investor's portfolio | Value Total dollar value of the position | Shares Number of shares held | Activity Portfolio change type: New, Increased, Decreased, or Sold |
|---|---|---|---|---|
| David Katz Matrix Asset Advisors | 4.16% | $46.25M | 260,503 | Reduce 2.95% |
| Torray Funds Torray Investment Partners | 0.79% | $5.53M | 31,138 | Reduce 21.63% |
| Richard Pzena Pzena Investment Management | 0.25% | $83.84M | 472,239 | Reduce 39.89% |
| FPA Queens Road Small Cap Value Fund Bragg Financial Advisors | 0.01% | $417.00K | 2,352 | Reduce 5.08% |
Insider Trading
| Insider Name of the company insider who made the trade 18 | Type Purchase (buy) or Sale (sell) | Shares Number of shares traded | Price Price per share at time of transaction | Value Total dollar value of the transaction | Trade Date Date the transaction was executed | Filing Date Date the SEC filing was submitted |
|---|---|---|---|---|---|---|
| SIMKOWITZ DANIEL ACo-President | Sale | 32,968 | $182.61 | $6.02M | 30 Jan 2026 | 30 Jan 2026 |
| SAPERSTEIN ANDREW MCo-President | Sale | 500 | $186.60 | $93.30K | 20 Jan 2026 | 22 Jan 2026 |
| SAPERSTEIN ANDREW MCo-President | Sale | 3,700 | $185.91 | $687.87K | 20 Jan 2026 | 22 Jan 2026 |
| SAPERSTEIN ANDREW MCo-President | Sale | 5,990 | $184.13 | $1.10M | 20 Jan 2026 | 22 Jan 2026 |
| YESHAYA SHARONChief Financial Officer | Sale | 15,838 | $185.77 | $2.94M | 20 Jan 2026 | 22 Jan 2026 |
| Pizzi Michael A.Head Technology & Operations | Sale | 20,000 | $184.55 | $3.69M | 20 Jan 2026 | 22 Jan 2026 |
| CRAWLEY MANDELLChief Client Officer | Sale | 1,001 | $184.90 | $185.08K | 20 Jan 2026 | 22 Jan 2026 |
| CRAWLEY MANDELLChief Client Officer | Sale | 1,700 | $184.16 | $313.08K | 20 Jan 2026 | 22 Jan 2026 |
| CRAWLEY MANDELLChief Client Officer | Sale | 400 | $182.73 | $73.09K | 20 Jan 2026 | 22 Jan 2026 |
| SAPERSTEIN ANDREW MCo-President | Sale | 6,810 | $184.94 | $1.26M | 20 Jan 2026 | 22 Jan 2026 |
| SAPERSTEIN ANDREW MCo-President | Sale | 1,900 | $182.63 | $347.00K | 20 Jan 2026 | 22 Jan 2026 |
| SAPERSTEIN ANDREW MCo-President | Sale | 11,430 | $181.85 | $2.08M | 20 Jan 2026 | 22 Jan 2026 |
| CRAWLEY MANDELLChief Client Officer | Sale | 1,238 | $185.94 | $230.19K | 20 Jan 2026 | 22 Jan 2026 |
| CRAWLEY MANDELLChief Client Officer | Sale | 3,521 | $181.89 | $640.43K | 20 Jan 2026 | 22 Jan 2026 |
| SMITH CHARLES AChief Risk Officer | Sale | 8,500 | $182.08 | $1.55M | 20 Jan 2026 | 22 Jan 2026 |
| GROSSMAN ERIC FChief Legal/Admin Officer | Sale | 21,555 | $184.00 | $3.97M | 20 Jan 2026 | 22 Jan 2026 |
| PICK EDWARDChairman and CEO | Sale | 100,000 | $164.34 | $16.43M | 31 Oct 2025 | 31 Oct 2025 |
| Edward PickChairman and CEO | Sale | 100,000 | $164.34 | $16.43M | 31 Oct 2025 | 31 Oct 2025 |
Frequently Asked Questions
What is MS stock price today?
Morgan Stanley (MS) is currently trading at $165.81. The stock has a 52-week range of $97.22 to $190.18 and a market capitalization of $263.28B.
Is MS a good stock to buy in 2026?
Morgan Stanley has a P/E ratio of 16.2 (forward P/E: 13.4), a dividend yield of 2.41%, and 1-year performance of +57.7%. 4 hedge funds hold this stock. Review the fundamentals and ownership data above to make an informed decision.
Are insiders buying or selling MS stock?
There have been 18 insider transactions for MS in recent months. Insider buys can signal management confidence, while sales may reflect diversification or personal financial planning. Check the Insider Trading section above for details.
How has MS stock performed over the past year?
Morgan Stanley (MS) has returned +57.7% over the past 12 months. The stock traded between $97.22 and $190.18 during this period, and is currently at $165.81.
Which hedge funds own MS (Morgan Stanley)?
4 tracked hedge funds currently hold MS in their portfolios as of the latest 13F filings. See the ownership table above for the complete list.
What is MS's market cap and valuation?
Morgan Stanley (MS) has a market capitalization of $263.28B. The trailing P/E ratio is 16.2 and forward P/E is 13.4. The stock is classified in the Financial Services sector.
What is MS's revenue and profitability?
Morgan Stanley reported revenue of $70.30B with net income of $16.25B and a profit margin of 0.24%. The stock has a beta of 1.18.
What sector is MS in and who are its biggest institutional holders?
Morgan Stanley (MS) operates in the Financial Services sector. It is held by 4 tracked hedge funds. See the ownership table above for the complete list.