MORGAN STANLEY(MS)— Stock Profile, AI Score & Financials
Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
MORGAN STANLEY (MS) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores MS at 75.8/100 on a 32-signal composite quality model, placing it at rank #94 of 2,960 stocks — the top 5% of the AI-ranked universe. MS scores in the top quartile across revenue scale (98.0), profitability (88.0), revenue growth (75.7). Areas of concern include earnings quality (7.3) and free cash flow (12.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 34.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), MORGAN STANLEY reports quarterly revenue of $21.3B, net income of $5.6B. Top institutional holders of MS by reported 13-F value include MITSUBISHI UFJ FINANCIAL GROUP, STATE STREET, BlackRock, based on the most recent SEC filings. MS trades on the NYSE exchange and files with the SEC under CIK 895421. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MORGAN STANLEY directly from SEC EDGAR.
AI Quality Score
75.8/100
AI Rank
#94
Revenue
$21.3B
Net Income
$5.6B
MS key financials by period
MORGAN STANLEY reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$70.6B
$16.9B
31.1%
FY 2024
10-K
$61.8B
$13.4B
28.5%
FY 2023
10-K
$54.1B
$9.1B
21.8%
FY 2022
10-K
$53.7B
$11.0B
26.3%
FY 2021
10-K
$59.8B
$15.0B
32.9%
FY 2020
10-K
$48.8B
$11.0B
29.6%
Institutions holding MS
Institutional investors reporting a position in MORGAN STANLEY on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-04 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net revenues rose 27% YoY to $21.3B and diluted EPS 62% to $3.46, led by Institutional Securities Equity revenues up 69% and $148 billion of net new assets.
Biggest Revenue Drivers
Institutional Securities$11,040M+44% YoY
Primarily reflecting higher results in Equity on increased client activity and higher Investment Banking results
Wealth Management$8,856M+14% YoY
Higher Asset management revenues on higher market levels and positive fee-based flows, increased Net interest income and higher client activity
Biggest Revenue Drivers
Total revenue: $21.3B+27% YoY
Institutional Securities$11,040M+44% YoY
Primarily reflecting higher results in Equity on increased client activity and higher Investment Banking results
Within Institutional Securities
Equity$6,300M+69% YoY
Increase in Financing and Execution services, particularly in Asia, on higher average client balances and derivatives results
Wealth Management$8,856M+14% YoY
Higher Asset management revenues on higher market levels and positive fee-based flows, increased Net interest income and higher client activity
Within Wealth Management
Asset management$5,261M+19% YoY
Higher fee-based assets due to higher market levels and the cumulative impact of positive fee-based flows
Investment Management$1,646M+6% YoY
Higher Asset management and related fees driven by higher average AUM on higher market levels
Largest Expense Items
Compensation and benefits$8,187M+14% YoY
Increase in the formulaic payout to Wealth Management advisors and higher discretionary incentive compensation within Institutional Securities, both on higher revenues
Non-compensation expenses$5,715M+19% YoY
Primarily higher execution-related expenses and increased technology spend
Provision for credit losses$98Mvs $196M prior year quarter
Primarily related to certain specific commercial real estate and corporate loans and portfolio growth in corporate loans and secured lending facilities
Margins: Expense efficiency ratio improved to 65% from 71%, and pre-tax margin rose to 34% from 28%. Wealth Management pre-tax margin was 30.5%; Institutional Securities pre-tax margin reached 39% versus 28%.
Watch Items from the Filing
Institutional Securities Other revenues were a $152 million loss versus a $202 million gain, reflecting higher mark-to-market losses on corporate loans, inclusive of hedges.
Just over half of the quarter's $148 billion of net new assets represented inflows related to IPOs of certain clients in the Workplace channel.
Commercial real estate ACL-to-loan ratio rose to 4.0% from 3.5%; total loans and lending commitments grew about $44 billion since December 31, 2025.
SLR fell to 4.9% from 5.4% and Tier 1 leverage to 6.0% from 6.7% as total assets grew to $1.675 trillion from $1.420 trillion.
Investment Management Equity AUM saw $13 billion of net outflows in the quarter; long-term average fee rate fell to 36 bps from 40 bps.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
