Morgan Stanley

MS Financial Services
$165.81
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

4 funds holding this stock
Investor 4 % of Portfolio i Weight of this stock in the investor's portfolio Value i Total dollar value of the position Shares i Number of shares held Activity i 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

18 transactions in the last 6 months
Insider i Name of the company insider who made the trade 18 Type i Purchase (buy) or Sale (sell) Shares i Number of shares traded Price i Price per share at time of transaction Value i Total dollar value of the transaction Trade Date i Date the transaction was executed Filing Date i Date the SEC filing was submitted
SIMKOWITZ DANIEL ACo-PresidentSale32,968$182.61$6.02M30 Jan 202630 Jan 2026
SAPERSTEIN ANDREW MCo-PresidentSale500$186.60$93.30K20 Jan 202622 Jan 2026
SAPERSTEIN ANDREW MCo-PresidentSale3,700$185.91$687.87K20 Jan 202622 Jan 2026
SAPERSTEIN ANDREW MCo-PresidentSale5,990$184.13$1.10M20 Jan 202622 Jan 2026
YESHAYA SHARONChief Financial OfficerSale15,838$185.77$2.94M20 Jan 202622 Jan 2026
Pizzi Michael A.Head Technology & OperationsSale20,000$184.55$3.69M20 Jan 202622 Jan 2026
CRAWLEY MANDELLChief Client OfficerSale1,001$184.90$185.08K20 Jan 202622 Jan 2026
CRAWLEY MANDELLChief Client OfficerSale1,700$184.16$313.08K20 Jan 202622 Jan 2026
CRAWLEY MANDELLChief Client OfficerSale400$182.73$73.09K20 Jan 202622 Jan 2026
SAPERSTEIN ANDREW MCo-PresidentSale6,810$184.94$1.26M20 Jan 202622 Jan 2026
SAPERSTEIN ANDREW MCo-PresidentSale1,900$182.63$347.00K20 Jan 202622 Jan 2026
SAPERSTEIN ANDREW MCo-PresidentSale11,430$181.85$2.08M20 Jan 202622 Jan 2026
CRAWLEY MANDELLChief Client OfficerSale1,238$185.94$230.19K20 Jan 202622 Jan 2026
CRAWLEY MANDELLChief Client OfficerSale3,521$181.89$640.43K20 Jan 202622 Jan 2026
SMITH CHARLES AChief Risk OfficerSale8,500$182.08$1.55M20 Jan 202622 Jan 2026
GROSSMAN ERIC FChief Legal/Admin OfficerSale21,555$184.00$3.97M20 Jan 202622 Jan 2026
PICK EDWARDChairman and CEOSale100,000$164.34$16.43M31 Oct 202531 Oct 2025
Edward PickChairman and CEOSale100,000$164.34$16.43M31 Oct 202531 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.