What is MORGAN STANLEY's diluted EPS?

Diluted EPS was $10.21, up 28.4% from the prior year.

Are MORGAN STANLEY insiders buying or selling shares?

Over the past 12 months, insiders reported 34 open-market sales totalling $68.2M on Form 4.

Which institutions hold MORGAN STANLEY stock?

3,836 institutions reported holding MORGAN STANLEY shares in 13F filings for the quarter ended June 30, 2026; the largest reported position was MITSUBISHI UFJ FINANCIAL GROUP INC's.

Overview

MORGAN STANLEY

MSNYSEFinancialsSecurity Brokers, Dealers & Flotation CompaniesCIK 0000895421Large-cap benchmark

Latest 10-K: FY2025, filed Feb 19, 2026 · Open the 10-K (Inline XBRL) ↗

Ask about MS in Workspace

Gross profit: Not reported
Net income: $16.86B; 25.9%YoYup from FY2024; NetIncome
Diluted EPS: $10.21; 28.4%YoYup from FY2024; EPSDiluted
Diluted shares: 1.59B; 1.2%YoYdown from FY2024; WeightedAvgSharesDiluted

At a glance

Per share

Diluted EPS was $10.21, up 28.4% from the prior year.

Insiders & holders

Over the past 12 months, insiders reported 34 open-market sales totalling $68.2M on Form 4.
3,836 institutions reported holding MORGAN STANLEY shares in 13F filings for the quarter ended June 30, 2026; the largest reported position was MITSUBISHI UFJ FINANCIAL GROUP INC's.

Written from the filed figures on this page by fixed rules — no AI.

Data as of Oct 30, 2026 · Sources: SEC EDGAR 10-K, Form 4, 13F

Quick answers

What is MORGAN STANLEY's diluted EPS?: Diluted EPS was $10.21, up 28.4% from the prior year.
Are MORGAN STANLEY insiders buying or selling shares?: Over the past 12 months, insiders reported 34 open-market sales totalling $68.2M on Form 4.
Which institutions hold MORGAN STANLEY stock?: 3,836 institutions reported holding MORGAN STANLEY shares in 13F filings for the quarter ended June 30, 2026; the largest reported position was MITSUBISHI UFJ FINANCIAL GROUP INC's.

Data as of Oct 30, 2026 · Sources: SEC EDGAR 10-K

Financial statements

Annual figures from the 10-K, most recent fiscal year first.

Income Statement

5 annual periods

Chip: YoY change.

Income Statement, annual, newest fiscal year first. 4Y CAGR: compound annual growth from the oldest to the newest year shown. Muted line: large-cap benchmark median change. Line under a label: how many large-cap benchmark companies its median rests on.
Line item	FY2025	FY2024	FY2023	FY2022	FY2021	4Y CAGR
Revenue	—	—	—	—	—	— Benchmark median 6.6%
Gross Profit Median of 315 / 498	—	—	—	—	—	— Benchmark median 6.2%
Operating Income Median of 373 / 498	—	—	—	—	—	— Benchmark median 7.2%
Net Income	$16.86B25.9%up Benchmark median 4.8%	$13.39B47.4%up Benchmark median 5.7%	$9.09B17.6%down Benchmark median 1.9%	$11.03B26.6%down Benchmark median 1.3%	$15.03B36.7%up Benchmark median 33.9%	2.9% Benchmark median 4.1%
EPS (Diluted)	$10.2128.4%up Benchmark median 6.2%	$7.9553.5%up Benchmark median 7.9%	$5.1815.8%down Benchmark median 1.9%	$6.1523.4%down Benchmark median 1.5%	$8.0324.3%up Benchmark median 34.8%	6.2% Benchmark median 5.6%

Balance Sheet

5 annual periods

Chip: YoY change.

Balance Sheet, annual, newest fiscal year first. 4Y CAGR: compound annual growth from the oldest to the newest year shown. Muted line: large-cap benchmark median change. Line under a label: how many large-cap benchmark companies its median rests on.
Line item	FY2025	FY2024	FY2023	FY2022	FY2021	4Y CAGR
Total Assets	$1,420.27B16.9%up Benchmark median 5.6%	$1,215.07B1.8%up Benchmark median 3.4%	$1,193.69B1.1%up Benchmark median 4.1%	$1,180.23B0.7%down Benchmark median 2.2%	$1,188.14B6.5%up Benchmark median 6.7%	4.6% Benchmark median 4.7%
Total Liabilities Median of 357 / 498	$1,307.62B17.8%up Benchmark median 6.4%	$1,109.64B1.5%up Benchmark median 1.9%	$1,093.71B1.4%up Benchmark median 2.9%	$1,079.00B0.2%down Benchmark median 2.0%	$1,081.54B6.8%up Benchmark median 5.2%	4.9% Benchmark median 4.4%
Stockholders' Equity	$112.65B6.9%up Benchmark median 6.8%	$105.43B5.4%up Benchmark median 5.4%	$99.98B1.2%down Benchmark median 7.3%	$101.23B5.0%down Benchmark median 2.5%	$106.60B3.3%up Benchmark median 9.0%	1.4% Benchmark median 6.1%
Cash & Equivalents	$111.69B6.0%up Benchmark median 5.2%	$105.39B18.1%up Benchmark median 1.9%	$89.23B30.4%down Benchmark median 6.7%	$128.13B0.3%up Benchmark median -8.6%	$127.72B20.9%up Benchmark median -2.9%	-3.3% Benchmark median 2.0%
Total Debt	$348.94B20.8%up Benchmark median 2.1%	$288.82B9.5%up Benchmark median 0.2%	$263.73B10.8%up Benchmark median 0.3%	$238.06B2.1%up Benchmark median 0.1%	$233.13B7.4%up Benchmark median -0.1%	10.6% Benchmark median 4.3%

Cash Flow Statement

5 annual periods

Chip: YoY change.

Cash Flow Statement, annual, newest fiscal year first. 4Y CAGR: compound annual growth from the oldest to the newest year shown. Muted line: large-cap benchmark median change. Line under a label: how many large-cap benchmark companies its median rests on.
Line item	FY2025	FY2024	FY2023	FY2022	FY2021	4Y CAGR
Operating Cash Flow	negative: -$17.89B1413.4%down Benchmark median 6.3%	$1.36Bn/m Benchmark median 4.8%	negative: -$33.54Bn/m Benchmark median 9.9%	negative: -$6.40B118.8%down Benchmark median -0.7%	$33.97Bn/m Benchmark median 10.7%	n/m Benchmark median 7.0%
Capital Expenditures	—	—	—	—	—	— Benchmark median 9.0%
Free Cash Flow Median of 378 / 498	—	—	—	—	—	— Benchmark median 4.9%

n/m: not meaningful — the base (the prior year, or the first year for the CAGR) was zero or negative, or a per-share figure’s share basis changed (stock split). “—” means the figure is not available.

Benchmark median = median of the companies in the benchmark universe on Dec 31 of each fiscal year, from their own 10-K filings; a change counts only companies whose prior year was positive. Each median uses every member that reports the line item; where fewer than 80% do (banks and insurers file no gross profit), the row names how many. Published where at least 250 companies report it. Updated 2026-10-27. This compares reported figures, not share-price returns. Methodology

Ratios & valuation

FY2025

Every ratio read two ways: Wall Street’s popular formula and the value investor’s stricter one. Same question, same unit. Pick a ratio.

Valuation · Earnings yield

What a dollar of market value earned

5.8%

Wall Street

on net earnings

FY2024 6.3%

— Not reported

Value investor

on free cash flow

FY2024 — Not reported

How it’s calculated

Wall Street · on net earnings

Diluted EPS ÷ fiscal-year-end share price (1 ÷ P/E)

pe_ratio (ratio table)

P/E 17.4×

Value investor · on free cash flow

(Operating cash flow − capital expenditures) ÷ market capitalisation (fiscal-year-end close × weighted-average diluted shares)

free cash flow ÷ market cap

Each ratio measures one thing two ways, in the same unit: the popular formula, then a stricter one, so a lower figure is the stricter reading. Gap = value-investor figure minus Wall Street figure, from the figures shown.

Price-based ratios use the fiscal-year-end closing price. Free cash flow = operating cash flow − capital expenditures (we compute it; filings rarely report it). n/m = not meaningful (denominator ≤ 0); “—” = not reported. Each ratio’s formulas are under “How it’s calculated”.

Cash & capital allocation

Where the cash went in FY2025, from the 10-K cash flow statement.

Operating cash flow: -$17.89B
Capex: —
Free cash flow: —
R&D: —
Buybacks: —
Dividends: $6.59B
Debt repaid: $99.39B
Debt issued: $139.17B
Net debt change: $39.78B

Uses of operating cash flow, FY2025

The uses split was not reported for this year.

Each use is shown against operating cash flow on its own; the uses overlap.

Free cash flow by year

FY21—
FY22—
FY23—
FY24—
FY25—

Buybacks by year

FY21—
FY22—
FY23—
FY24—
FY25—

Smart money

Who is trading and holding MORGAN STANLEY, from Form 4, 13F and 13D/13G filings.

Insiders

Insider activity · past 12 months

Open-market trades reported on Form 4 in the past 365 days.

Buys: 0; none reported
Sales: 34; 9 insiders
Value sold: $68.2M
Shares sold: 371,375
Net shares: -371,375; bought minus sold
Last trade: Jul 28, 2026

Purchases 0% of valueSales 100% of value

Latest open-market insider trades from Form 4
Insider	Type	Date	Shares	Price	Value	Filing
SCHAPIRO MARY LDirector	Sell	Jul 28, 2026	1,000	$212.06	$212,055	View filing on SEC EDGAR
Pizzi Michael A.Head Technology & Operations	Sell	Jul 17, 2026	7,101	$216.88	$1,540,065	View filing on SEC EDGAR
Pizzi Michael A.Head Technology & Operations	Sell	Jul 17, 2026	17,064	$215.00	$3,668,760	View filing on SEC EDGAR

See plans

Open-market purchases (code P) and sales (code S) only. Grants, option exercises and tax withholding are excluded. Sales may be made under pre-arranged Rule 10b5-1 plans.

Ownership

Largest institutional holders

13F

Quarter ended Jun 30, 2026; change versus Mar 31, 2026.

Institutions reporting: 3,836
Top 3 hold: 34.8%; of 1.59B diluted shares, FY2025 10-K

Top 3 holders, share of diluted sharesof 100%

MITSUBISHI UFJ FINANCIAL GROUP INC23.7%
377,085,167 sh · $78.8BUnchanged13F-HR · Jun 30, 2026 on SEC EDGAR
STATE STREET CORP6.3%
99,560,815 sh · $20.8BTrimmed 1.8%13F-HR · Jun 30, 2026 on SEC EDGAR
Vanguard Capital Management4.9%
77,700,641 sh · $16.2BTrimmed 0.0%13F-HR · Jun 30, 2026 on SEC EDGAR

See plans

Some filers' amendments could not be read, so a few holders may be counted twice.

Bars: share of diluted shares on a shared scale; the tick marks 5%. 13F filings are due 45 days after quarter end, so this is the latest fully reported quarter. Amended filings are counted once.

Blockholders, 5% and over

13D/G

SC 13D / 13G, latest filing per filer.

Filers at 5%+: 5
Combined: 47.9%; sum of latest filings
Activist (13D): 1

5%+ filers, share of the class as filedof 100%

MITSUBISHI UFJ FINANCIAL GROUP, INC.24.12%
Active · 13DSC 13D/A · Jul 15, 2026 on SEC EDGAR
: STATE STREET CORPORATION6.95%
Passive · 13GLast filed 2 yrs agoSC 13G/A · Jan 30, 2024 on SEC EDGAR
: STATE STREET GLOBAL ADVISORS TRUST COMPANY5.66%
Passive · 13GLast filed 2 yrs agoSC 13G/A · Jan 30, 2024 on SEC EDGAR

See plans

No filer switched from a passive 13G to an activist 13D in the last 365 days.

Percent of the class as each filer last reported it; filings older than a year may no longer reflect the stake. Latest filing per filer within three years; a later filing reporting 0% removes the filer.

Full history, every insider and 13F filer, 13D/G activist stakes, and webhooks are on Institutional.

See Institutional

Smart money

Showing the most recent 5 annual periods. Get longer history on the Pro plan, or the full history (1993–present) plus the smart-money dataset and webhooks on Institutional.

Restatement Radar

6 numbers MORGAN STANLEY later changed — same XBRL tag, both filings linked.

numbers changed: 6
restating filings: 6
came with an amendment or a non-reliance notice: 0

Feb 28, 2011 · 10-K
changed 1 number
No amendment filed
Open filing
- Pretax incomeQ3 2009$1.2B restated to $1.5B+22.9%
  As reported · Nov 7, 2009us-gaap:IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments
Feb 27, 2012 · 10-K
changed 1 number
No amendment filed
Open filing
- Pretax incomeFY 2009$857M restated to $1.1B+31.9%
  As reported · Feb 26, 2010us-gaap:IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments
Nov 6, 2012 · 10-Q
changed 1 number
No amendment filed
Open filing
- Operating cash flowQ3 2011$3.6B restated to $10.9B+199.3%
  As reported · Nov 7, 2011us-gaap:NetCashProvidedByUsedInOperatingActivitiesAny P/OCF built on the original was 66.6% too high.
Feb 26, 2013 · 10-K
changed 1 number
No amendment filed
Open filing
- Operating cash flowFY 2011$6.7B restated to $15.9B+137.8%
  As reported · Feb 27, 2012us-gaap:NetCashProvidedByUsedInOperatingActivitiesAny P/OCF built on the original was 57.9% too high.
Mar 2, 2015 · 10-K
changed 1 number
No amendment filed
Open filing
- Pretax incomeFY 2011$6.1B restated to $596M−90.3%
  As reported · Feb 27, 2012us-gaap:IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments
Nov 5, 2018 · 10-Q
changed 1 number
No amendment filed
Open filing
- Operating cash flowQ3 2017-$6.1B restated to -$8.5B−39.8%
  As reported · Nov 3, 2017us-gaap:NetCashProvidedByUsedInOperatingActivities

MS is not the only one.

See every restatement we've found across the market — or get an alert the next time MS revises a number.

Restatement Radar Alert me

Restatements are detected by comparing every vintage of a fact across all of MORGAN STANLEY's filings back to 1993. A revision is not by itself a sign of wrongdoing — companies re-file for many legitimate reasons. This list is not exhaustive: it shows MS's most significant revisions, and a figure absent from it has not been certified as unrevised.

Peers, filings & research

Sector Peers

BANK OF AMERICA CORP /DE/

WFC· Financials

WELLS FARGO & COMPANY/MN

GS· Financials

GOLDMAN SACHS GROUP INC

Recent SEC filings

The six newest, periodic reports and 8-Ks together. Dates are SEC filing dates.

All filings on EDGAR

Six most recent SEC filings, newest first
Form	Filing	Filed	Document
8-K	Current report (material events) · Event dated Oct 14, 2026 0000895421-26-000288 · accepted 11:39 UTC	Oct 14, 2026	Open	Filed Oct 14, 2026 · 0000895421-26-000288
10-Q	Quarterly report · Quarter ended Jun 30, 2026 0000895421-26-000212 · accepted 20:04 UTC	Aug 4, 2026	Open	Filed Aug 4, 2026 · 0000895421-26-000212
8-K	Current report (material events) · Event dated Jul 15, 2026 0000895421-26-000207 · accepted 11:50 UTC	Jul 15, 2026	Open	Filed Jul 15, 2026 · 0000895421-26-000207
10-K	Annual report · Fiscal year ended Dec 31, 2025 0000895421-26-000086 · accepted 21:42 UTC	Feb 19, 2026	Open	Filed Feb 19, 2026 · 0000895421-26-000086
10-Q/A	Quarterly report amendment · Quarter ended Mar 31, 2010 0000950103-10-001393 · accepted 20:35 UTC	May 11, 2010	Open	Filed May 11, 2010 · 0000950103-10-001393
10-K/A	Annual report amendment · Fiscal year ended Nov 30, 2003 0001193125-04-172086 · accepted 15:30 UTC	Oct 15, 2004	Open	Filed Oct 15, 2004 · 0001193125-04-172086

“Open” goes to the Inline XBRL viewer when the filing has one, else the primary document. The accession opens the EDGAR index.

Research Reports

No published research on MS yet.

Reports appear here as analysts publish research on this company — built with Valuein's agentic workflows on data pinned to its SEC filing. Be the first: run equity_research_brief on MS and publish the result to your public profile.

Browse the research catalog Generate one with your agent

The data behind this page

27 tables, history 1993–present. Every figure above is a row you can query.

Fundamentals

Standardized financial facts, ratios and filings.

fact: 121.4Mrows
ratio: 15.8Mrows
filing: 3.71Mrows
entity: 33,316rows

350+ standard concepts.

Built from these SEC forms

10-K
10-K/A
10-K405
10-K405/A
10-KT
10-KT/A
10-Q
10-Q/A
10-QT
10-QT/A
20-F
20-F/A
40-F
40-F/A
8-K
8-K/A
6-K
6-K/A
S-1
S-1/A
S-3
S-3/A
S-4
S-4/A
S-11
S-11/A
F-1
F-1/A
F-3
F-3/A
F-4
F-4/A
POS AM
10-KSB
10-KSB/A
10-QSB
10-QSB/A
DEF 14Asoon
DEF 14Csoon
DEFA14Asoon
PRE 14Asoon
DEFM14Asoon
425soon
SC TO-Tsoon
SC TO-Isoon
SC 14D9soon
SC 13E3soon
CORRESPsoon
NT 10-Ksoon
NT 10-Qsoon
NT 20-Fsoon
N-PORT-Psoon

Smart money

Insider and institutional filings.

institutional_holding: 88.6Mrows
insider_transaction: 12.1Mrows
insider_filing: 5.55Mrows
insider_ownership: 1.98Mrows

109M+ smart-money rows in all.

Built from these SEC forms

Form 3
Form 3/A
Form 4
Form 4/A
Form 5
Form 5/A
13F-HR
13F-HR/A
13F-NT
13F-NT/A
SC 13D
SC 13D/A
SC 13G
SC 13G/A
Form 144
Form 144/A

One real fact row for MORGAN STANLEY

Fact receiptOperatingCashFlow

Operating cash flow · FY2025

-$17.89B

-17,889,000,000 USD

MORGAN STANLEY reported Operating cash flow of -$17.9B for fiscal year 2025 in its 10-K filed Feb 19, 2026.

Fiscal period: 2025 FY
Period end: 2025-12-31
Form: 10-K
Filed: Feb 19, 2026
Entity (CIK): 0000895421

Provenance trail

Filed with the SEC
Form 10-K, filed Feb 19, 2026.
Accession 0000895421-26-000086
Open in the Inline XBRL viewer for 0000895421-26-000086
Reported in the filing
Operating cash flow for fiscal year 2025, the period ended 2025-12-31, in USD. Valuein maps the filed line to the standard concept OperatingCashFlow.
Stored as one fact row
Every channel returns this row with the same id.
fact_id 191f3579d0a1a851cebcf653f6e28f52c648bd9a132c08ce72366a13f9c077ca
Shown on this page
The same -$17.89B appears in the Cash Flow Statement and in Cash & capital allocation.

fact rowjson

{  "entity_id": "0000895421",  "standard_concept": "OperatingCashFlow",  "fiscal_year": 2025,  "fiscal_period": "FY",  "period_end": "2025-12-31",  "numeric_value": -17889000000,  "unit": "USD",  "accession": "0000895421-26-000086",  "fact_id": "191f3579d0a1a851cebcf653f6e28f52c648bd9a132c08ce72366a13f9c077ca"}

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bash

# Fact-level Parquet over HTTPS, every row traced to its filingcurl -H "Authorization: Bearer $VALUEIN_API_KEY" \  https://data.valuein.biz/v1/pro/fact/0000895421.parquet \  -o ms.parquet

Read the API docs

Terminalbash

# The same tables in your notebooks and backtests; the free sample needs no token$ pip install valuein-sdk

Python

from valuein_sdk import ValueinClient with ValueinClient() as client:    sql = """        SELECT fiscal_year, numeric_value FROM fact        WHERE entity_id = '0000895421'          AND standard_concept = 'TotalRevenue'          AND fiscal_period = 'FY'    """    print(client.run_query(sql))

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bash

# Connect Claude or ChatGPT to the same facts, each with a fact_idhttps://mcp.valuein.biz/mcp Ask your agent:get_company_fundamentals MS   # CIK 0000895421

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bash

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Cite this page

Data as of Oct 30, 2026. Canonical address: https://valuein.biz/data/MS

APA-style text

Valuein. (2026, October 30). MORGAN STANLEY (MS) financial statements, earnings power and smart-money summary [Data set]. Source: SEC EDGAR filings. https://valuein.biz/data/MS

BibTeX

@misc{valuein_ms_2026,
  author = {{Valuein}},
  title = {MORGAN STANLEY (MS) financial statements, earnings power and smart-money summary},
  year = {2026},
  howpublished = {\url{https://valuein.biz/data/MS}},
  note = {Data as of 2026-10-30; source: SEC EDGAR filings}
}

Open 10-K in SEC Inline XBRL viewer

10-K filed Feb 19, 2026 · accession 0000895421-26-000086

Agents: every figure Valuein's tools return carries a fact_id that traces to its SEC filing.

point-in-time · survivorship-free · every number traceable to its SEC filing

View MS filings on SEC EDGAR

Index names are trademarks of their owners; Valuein is not affiliated with or endorsed by any index provider.

At a glance

Per share

Insiders & holders

02Financial statements

Income Statement

Balance Sheet

Cash Flow Statement

Ratios & valuation

03Cash & capital allocation

Uses of operating cash flow, FY2025

Free cash flow by year

Buybacks by year

04Smart money

Insiders

Insider activity · past 12 months

Ownership

Largest institutional holders

Blockholders, 5% and over

Smart money

Feb 28, 2011 · 10-K

Feb 27, 2012 · 10-K

Nov 6, 2012 · 10-Q

Feb 26, 2013 · 10-K

Mar 2, 2015 · 10-K

Nov 5, 2018 · 10-Q

06Peers, filings & research

Sector Peers

Recent SEC filings

Research Reports

07The data behind this page

Fundamentals

Built from these SEC forms

Smart money

Built from these SEC forms

One real fact row for MORGAN STANLEY

Provenance trail

Get the same data

08Cite this page

Insiders & holders

03Cash & capital allocation

Uses of operating cash flow, FY2025

Free cash flow by year

Buybacks by year

04Smart money

Insiders

Insider activity · past 12 months

Ownership

Largest institutional holders

Blockholders, 5% and over

Feb 28, 2011 · 10-K

Feb 27, 2012 · 10-K

Nov 6, 2012 · 10-Q

Feb 26, 2013 · 10-K

Mar 2, 2015 · 10-K

Nov 5, 2018 · 10-Q

Sector Peers

Recent SEC filings

07The data behind this page

Fundamentals

Built from these SEC forms

Smart money

Built from these SEC forms

One real fact row for MORGAN STANLEY

Provenance trail

Get the same data

Financial statements

Cash & capital allocation

Smart money

Peers, filings & research

The data behind this page

Cite this page

Cash & capital allocation

Smart money

The data behind this page