Morgan Stanley (MS) Stock: Charts & Financials

Morgan Stanley (MS)MSMorgan Stanley

About Morgan Stanley

Morgan Stanley operates as a prominent financial holding company, delivering a comprehensive suite of financial solutions and services. Its diverse clientele spans major corporations, governmental bodies, financial institutions, and individual clients across various global regions, including the Americas, Europe, the Middle East, Africa, and Asia. The firm's operations are structured into three primary divisions: Institutional Securities, Wealth Management, and Investment Management. Within the Institutional Securities segment, Morgan Stanley provides crucial capital-raising and strategic financial advisory services. This includes underwriting activities for debt, equity, and other financial instruments, alongside expert counsel on mergers and acquisitions, corporate reorganizations, real estate transactions, and project financing. Furthermore, this division is a key player in sales and trading, offering services like sales execution, financing solutions, prime brokerage, and market-making across equity and fixed-income products, encompassing foreign exchange and commodities. It also extends corporate and commercial real estate loans, furnishes secured lending facilities, supports sales and trading clients with financing, and engages in asset-backed and mortgage lending. Investment and research services, along with specific wealth management offerings, are also part of this segment. The Wealth Management segment caters to individual investors, as well as small to medium-sized enterprises and institutions. It offers a broad spectrum of services, from financial advisor-led and self-directed brokerage and investment guidance to comprehensive financial and wealth planning. This segment also delivers workplace solutions, such as stock plan administration, and provides annuity and insurance products. Lending options include securities-backed loans, residential real estate mortgages, and other credit facilities, complemented by banking and retirement plan services. Finally, the Investment Management segment is dedicated to providing specialized investment products, including equity, fixed income, liquidity, and alternative strategies. These offerings are distributed through institutional and intermediary channels to a sophisticated client base that features benefit and defined contribution plans, foundations, endowments, governmental entities, sovereign wealth funds, insurance companies, and corporate and third-party fund sponsors. Morgan Stanley's origins trace back to its founding in 1924, and its global headquarters are situated in New York, New York.

New York City, NY

81,000 employees

www.morganstanley.com

Financial Services / Financial - Capital Markets

Sector: Financial Services
Industry: Financial - Capital Markets
CEO: Edward N. Pick

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Quarterly Report	TTM	Quarter ended Jun 2026	Quarter ended Mar 2026	Quarter ended Dec 2025	Quarter ended Sep 2025	Quarter ended Jun 2025	Quarter ended Mar 2025	Quarter ended Dec 2024	Quarter ended Sep 2024
Revenue	126.53B	34.47B	33.15B	28.86B	30.05B	28.16B	27.91B	25.98B	26.33B
Cost of Goods Sold	50.97B	13.22B	12.67B	12.12B	12.96B	12.75B	11.53B	11.05B	12.07B
Gross Profit	75.56B	21.25B	20.48B	16.74B	17.08B	15.41B	16.38B	14.93B	14.26B
Gross Profit Margin	59.7%	61.6%	61.8%	58.0%	56.9%	54.7%	58.7%	57.5%	54.2%
Total Operating Expenses	49.36B	13.85B	13.47B	10.98B	11.05B	10.79B	10.84B	10.02B	10.04B
Research & Development	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Selling, General & Administrative	39.45B	12.37B	12.08B	7.28B	7.72B	7.49B	7.62B	6.57B	6.96B
Operating Income (EBIT)	26.20B	7.40B	7.01B	5.76B	6.03B	4.62B	5.54B	4.91B	4.22B
Operating Margin	20.7%	21.5%	21.1%	20.0%	20.1%	16.4%	19.9%	18.9%	16.0%
Income Before Tax (EBT)	26.15B	7.35B	7.01B	5.76B	6.03B	4.62B	5.54B	4.91B	4.22B
Interest Income	61.59B	15.90B	15.27B	14.95B	15.46B	14.90B	13.75B	13.49B	14.19B
Interest Expense	50.76B	13.12B	12.57B	12.10B	12.96B	12.56B	11.39B	10.94B	11.99B
Other Income/Expense	-50.00M	-50.00M	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Net Income	20.23B	5.58B	5.64B	4.40B	4.61B	3.54B	4.32B	3.71B	3.19B
Income Tax Expense	5.78B	1.70B	1.37B	1.34B	1.37B	1.05B	1.17B	1.18B	995.00M
Net Profit Margin	16.0%	16.2%	17.0%	15.2%	15.3%	12.6%	15.5%	14.3%	12.1%
EBITDA	29.40B	7.40B	7.72B	6.90B	7.38B	5.93B	6.41B	6.55B	5.49B
EBITDA Margin	23.2%	21.5%	23.3%	23.9%	24.5%	21.1%	23.0%	25.2%	20.9%
Depreciation & Amortization	3.20B	0.00	714.00M	1.14B	1.35B	1.31B	865.00M	1.65B	1.27B
EPS Basic	12.44	3.46	3.44	2.71	2.83	2.15	2.62	2.25	1.91
EPS Diluted	12.28	3.41	3.40	2.67	2.80	2.13	2.60	2.22	1.88
Shares Outstanding	1.57B	1.57B	1.57B	1.57B	1.57B	1.58B	1.58B	1.58B	1.59B
Diluted Shares Outstanding	1.59B	1.59B	1.59B	1.59B	1.59B	1.59B	1.60B	1.61B	1.61B

Quarterly Report

TTM

Quarter ended Jun 2026

Quarter ended Mar 2026

Quarter ended Dec 2025

Quarter ended Sep 2025

Quarter ended Jun 2025

Quarter ended Mar 2025

Quarter ended Dec 2024

Quarter ended Sep 2024

Revenue

126.53B

34.47B

33.15B

28.86B

30.05B

28.16B

27.91B

25.98B

26.33B

Cost of Goods Sold

50.97B

13.22B

12.67B

12.12B

12.96B

12.75B

11.53B

11.05B

12.07B

Gross Profit

75.56B

21.25B

20.48B

16.74B

17.08B

15.41B

16.38B

14.93B

14.26B

Gross Profit Margin

59.7%

61.6%

61.8%

58.0%

56.9%

54.7%

58.7%

57.5%

54.2%

Total Operating Expenses

49.36B

13.85B

13.47B

10.98B

11.05B

10.79B

10.84B

10.02B

10.04B

Research & Development

N/A

Selling, General & Administrative

39.45B

12.37B

12.08B

7.28B

7.72B

7.49B

7.62B

6.57B

6.96B

Operating Income (EBIT)

26.20B

7.40B

7.01B

5.76B

6.03B

4.62B

5.54B

4.91B

4.22B

Operating Margin

20.7%

21.5%

21.1%

20.0%

20.1%

16.4%

19.9%

18.9%

16.0%

Income Before Tax (EBT)

26.15B

7.35B

7.01B

5.76B

6.03B

4.62B

5.54B

4.91B

4.22B

Interest Income

61.59B

15.90B

15.27B

14.95B

15.46B

14.90B

13.75B

13.49B

14.19B

Interest Expense

50.76B

13.12B

12.57B

12.10B

12.96B

12.56B

11.39B

10.94B

11.99B

Other Income/Expense

-50.00M

0.00

Net Income

20.23B

5.58B

5.64B

4.40B

4.61B

3.54B

4.32B

3.71B

3.19B

Income Tax Expense

5.78B

1.70B

1.37B

1.34B

1.37B

1.05B

1.17B

1.18B

995.00M

Net Profit Margin

16.0%

16.2%

17.0%

15.2%

15.3%

12.6%

15.5%

14.3%

12.1%

EBITDA

29.40B

7.40B

7.72B

6.90B

7.38B

5.93B

6.41B

6.55B

5.49B

EBITDA Margin

23.2%

21.5%

23.3%

23.9%

24.5%

21.1%

23.0%

25.2%

20.9%

Depreciation & Amortization

3.20B

0.00

714.00M

1.14B

1.35B

1.31B

865.00M

1.65B

1.27B

EPS Basic

12.44

3.46

3.44

2.71

2.83

2.15

2.62

2.25

1.91

EPS Diluted

12.28

3.41

3.40

2.67

2.80

2.13

2.60

2.22

1.88

Shares Outstanding

1.57B

1.58B

1.59B

Diluted Shares Outstanding

1.59B

1.60B

1.61B

Annual Report	12/31/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019	12/31/2018
Revenue	114.98B	103.14B	88.29B	62.48B	57.78B	49.68B	51.45B	47.80B
Cost of Goods Sold	49.37B	45.79B	38.15B	12.55B	1.37B	4.61B	12.56B	10.09B
Gross Profit	65.62B	57.36B	50.13B	49.93B	56.41B	45.07B	38.88B	37.71B
Gross Profit Margin	57.1%	55.6%	56.8%	79.9%	97.6%	90.7%	75.6%	78.9%
Total Operating Expenses	43.66B	39.76B	38.32B	35.84B	36.74B	30.65B	27.58B	26.48B
Research & Development	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Selling, General & Administrative	30.25B	27.14B	25.10B	23.96B	25.27B	21.14B	19.32B	18.32B
Operating Income (EBIT)	21.95B	17.60B	11.81B	14.09B	19.67B	14.42B	11.30B	11.24B
Operating Margin	19.1%	17.1%	13.4%	22.6%	34.0%	29.0%	22.0%	23.5%
Income Before Tax (EBT)	21.95B	17.60B	11.81B	14.09B	19.67B	14.42B	11.30B	11.24B
Interest Income	59.06B	54.13B	45.85B	21.59B	9.41B	10.16B	17.10B	13.89B
Interest Expense	49.02B	45.52B	37.62B	12.27B	1.37B	3.85B	12.40B	10.09B
Other Income/Expense	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Net Income	16.86B	13.39B	9.09B	11.03B	15.03B	11.00B	9.04B	8.75B
Income Tax Expense	4.93B	4.07B	2.58B	2.91B	4.55B	3.24B	2.06B	2.35B
Net Profit Margin	14.7%	13.0%	10.3%	17.7%	26.0%	22.1%	17.6%	18.3%
EBITDA	26.61B	22.76B	16.07B	18.09B	23.88B	18.19B	13.94B	13.08B
EBITDA Margin	23.1%	22.1%	18.2%	28.9%	41.3%	36.6%	27.1%	27.4%
Depreciation & Amortization	4.66B	5.16B	4.26B	4.00B	4.22B	3.77B	2.64B	1.84B
EPS Basic	10.34	8.04	5.24	6.23	8.16	6.55	5.26	4.82
EPS Diluted	10.20	7.95	5.18	6.15	8.03	6.46	5.19	4.73
Shares Outstanding	1.57B	1.59B	1.63B	1.69B	1.78B	1.60B	1.62B	1.71B
Diluted Shares Outstanding	1.59B	1.61B	1.65B	1.71B	1.81B	1.62B	1.64B	1.74B

Annual Report

12/31/2025

12/31/2024

12/31/2023

12/31/2022

12/31/2021

12/31/2020

12/31/2019

12/31/2018

Revenue

114.98B

103.14B

88.29B

62.48B

57.78B

49.68B

51.45B

47.80B

Cost of Goods Sold

49.37B

45.79B

38.15B

12.55B

1.37B

4.61B

12.56B

10.09B

Gross Profit

65.62B

57.36B

50.13B

49.93B

56.41B

45.07B

38.88B

37.71B

Gross Profit Margin

57.1%

55.6%

56.8%

79.9%

97.6%

90.7%

75.6%

78.9%

Total Operating Expenses

43.66B

39.76B

38.32B

35.84B

36.74B

30.65B

27.58B

26.48B

Research & Development

N/A

Selling, General & Administrative

30.25B

27.14B

25.10B

23.96B

25.27B

21.14B

19.32B

18.32B

Operating Income (EBIT)

21.95B

17.60B

11.81B

14.09B

19.67B

14.42B

11.30B

11.24B

Operating Margin

19.1%

17.1%

13.4%

22.6%

34.0%

29.0%

22.0%

23.5%

Income Before Tax (EBT)

21.95B

17.60B

11.81B

14.09B

19.67B

14.42B

11.30B

11.24B

Interest Income

59.06B

54.13B

45.85B

21.59B

9.41B

10.16B

17.10B

13.89B

Interest Expense

49.02B

45.52B

37.62B

12.27B

1.37B

3.85B

12.40B

10.09B

Other Income/Expense

0.00

Net Income

16.86B

13.39B

9.09B

11.03B

15.03B

11.00B

9.04B

8.75B

Income Tax Expense

4.93B

4.07B

2.58B

2.91B

4.55B

3.24B

2.06B

2.35B

Net Profit Margin

14.7%

13.0%

10.3%

17.7%

26.0%

22.1%

17.6%

18.3%

EBITDA

26.61B

22.76B

16.07B

18.09B

23.88B

18.19B

13.94B

13.08B

EBITDA Margin

23.1%

22.1%

18.2%

28.9%

41.3%

36.6%

27.1%

27.4%

Depreciation & Amortization

4.66B

5.16B

4.26B

4.00B

4.22B

3.77B

2.64B

1.84B

EPS Basic

10.34

8.04

5.24

6.23

8.16

6.55

5.26

4.82

EPS Diluted

10.20

7.95

5.18

6.15

8.03

6.46

5.19

4.73

Shares Outstanding

1.57B

1.59B

1.63B

1.69B

1.78B

1.60B

1.62B

1.71B

Diluted Shares Outstanding

1.59B

1.61B

1.65B

1.71B

1.81B

1.62B

1.64B

1.74B

Income Statement

Quarterly Income Statement (USD)

Annual Income Statement (USD)