US · Financial Services · Capital Markets
EPS came in at 3.03 against a street estimate of 2.83 — a beat of 7.1%.
Analysts rate Morgan Stanley a buy (11 buy, 14 hold, 0 sell out of 25) with an average price target of $213.27.
MIXED Morgan Stanley reported record wealth inflows and strong equities results, while September market activity slowed amid higher rates and geopolitical tensions. Management remains confident in pipelines and AI-related opportunities but acknowledges meaningful macro risks. Q3 FY26 Management cited strength in the Americas and Asia, with equities growth across Asia. No specific Europe performance was provided. Analysts focused on AI financing, IPO-driven wealth inflows, deposits, technology, margins and future capital-market activity. Management emphasized durable client funnels, strategic bank funding benefits and balanced AI conviction despite macro risks. 2026-10-14…
Full summary in the app.
| Fund | Stake |
|---|---|
| Mitsubishi UFJ Financial Group Inc Junk | 24.01% |
| State Street Corp | 6.34% |
| BlackRock Inc | 6.04% |
| Vanguard Capital Management, LLC | 4.95% |
| JPMorgan Chase & Co | 2.82% |
| Vanguard Portfolio Management, LLC | 1.92% |
| Geode Capital Management, LLC | 1.74% |
| Fisher Asset Management, LLC | 1.67% |
| Document | Date |
|---|---|
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net revenues were $20,338 million, up 12% from $18,224 million in 3Q25 but down 5% from $21,348 million in 2Q26 | 2026-10-14 |
| Quarterly report · Q2 2026 MORGAN STANLEY FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net revenues: $21.3 billion (Q2 2026), up 27% vs. $16.8 billion | 2026-08-04 |
| Results announced · Q3 2026 MORGAN STANLEY Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenues: $21,348 million (Q2 2026), up 4% vs Q1 2026 and up 27% vs Q2 2025; year-to- | 2026-07-15 |
| Company announcement · Q2 2026 MORGAN STANLEY FORM 8-K SUMMARY June 24, 2026 --- HEADLINE NUMBERS • Dividend increase: Quarterly common stock dividend raised to $1.15 per share f | 2026-06-24 |
| Shareholder vote results · Q2 2026 MORGAN STANLEY FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 14, 2026 with shareholder quorum present • All 16 board director nominees | 2026-05-15 |
| Quarterly report · Q1 2026 MORGAN STANLEY Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net revenues: $20.6 billion (Q1 2026) vs. $17.7 billion (Q1 2025), up 16% • Net income: $5.6 | 2026-05-05 |
| Results announced · Q2 2026 MORGAN STANLEY Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenues: $20,580 million — up 15% vs Q4 2025, up 16% vs Q1 2025 • Net income: $5,567 | 2026-04-15 |
| Proxy statement · Q2 2026 MORGAN STANLEY 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • 2025 Total CEO Pay: $45 million – Edward Pick, Chairman and CEO • Composition: Salary | 2026-04-02 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.15 / share ex-date Oct 30, 2026 · pay Nov 13, 2026 | 2026-10-30 |
| Dividend | $1.15 / share ex-date Jul 31, 2026 · pay Aug 14, 2026 | 2026-07-31 |
| Dividend | $1.00 / share ex-date Apr 30, 2026 · pay May 15, 2026 | 2026-04-30 |
| Dividend | $1.00 / share ex-date Jan 30, 2026 · pay Feb 13, 2026 | 2026-01-30 |
| Dividend | $1.00 / share ex-date Oct 31, 2025 · pay Nov 14, 2025 | 2025-10-31 |
| Announcement | Date |
|---|---|
| Dividend increase to $1.15/share and $20B share repurchase program authorized Morgan Stanley announced two shareholder-friendly capital actions on June 24, 2026. First, the company is increasing its quarterly dividend by 15%, from $1.00 to $1.15 per share, effective i | 2026-06-24 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Morgan Stanley — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.