Morgan Stanley (MS) Financial History
Review Morgan Stanley annual and quarterly financial results, key ratios, insider transactions and SEC filing history in one chronological view. Data available from FY2007 through FY2025.
Financials
19 fiscal years, FY2007 to FY2025
Insider trades
96 trades
Filings
Annual and quarterly reports
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Morgan Stanley Financial Statements
History since FY2007. Annual, in US dollars. Source: 10-K XBRL data.
Morgan Stanley Revenue and Growth
Compare reported revenue and year-over-year revenue growth across available fiscal years.
Morgan Stanley Income Statements
Review revenue, gross profit, operating income, net income and earnings per share.
Morgan Stanley Balance Sheets
Review reported debt and book-value-based ratios where company data is available.
Morgan Stanley Cash Flow Statements
Compare reported free cash flow across the available fiscal history.
Morgan Stanley Financial Ratios
Compare net margin, price-to-earnings and price-to-book ratios by fiscal year.
| Fiscal year | FY2007 🔒 | FY2008 🔒 | FY2009 🔒 | FY2010 🔒 | FY2011 🔒 | FY2012 🔒 | FY2013 🔒 | FY2014 🔒 | FY2015 🔒 | FY2016 🔒 | FY2017 🔒 | FY2018 🔒 | FY2019 🔒 | FY2020 🔒 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $59.8B | $53.7B | $54.1B | $61.8B | $70.6B |
| Revenue growth | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | — | -10.2% | +0.9% | +14.1% | +14.4% |
| Gross profit | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | — | — | — | — | — |
| Operating income | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | — | — | — | — | — |
| Net income | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $15.0B | $11.0B | $9.1B | $13.4B | $16.9B |
| Debt | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $233.1B | $238.1B | $263.7B | $288.8B | $348.9B |
| Free cash flow | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | N/A | N/A | N/A | N/A | N/A |
| Net margin | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | 25.2% | 20.6% | 16.8% | 21.7% | 23.9% |
| EPS (diluted) | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $8.03 | $6.15 | $5.18 | $7.95 | $10.21 |
| P/E ratio | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | 12.2× | 13.8× | 18.0× | 15.8× | 17.4× |
| P/B ratio | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | 1.6× | 1.4× | 1.5× | 1.9× | 2.5× |
Daily closing prices, aggregated by calendar year.
| Year | 2006 🔒 | 2007 🔒 | 2008 🔒 | 2009 🔒 | 2010 🔒 | 2011 🔒 | 2012 🔒 | 2013 🔒 | 2014 🔒 | 2015 🔒 | 2016 🔒 | 2017 🔒 | 2018 🔒 | 2019 🔒 | 2020 🔒 | 2021 🔒 | 2022 | 2023 | 2024 | 2025 | 2026 (YTD) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Open | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $99.34 | $85.64 | $92.58 | $126.78 | $177.86 |
| Close | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $85.02 | $93.27 | $125.78 | $177.51 | $184.84 |
| High | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $109.70 | $100.99 | $136.24 | $182.33 | $232.12 |
| Low | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $72.08 | $69.43 | $83.09 | $94.42 | $152.86 |
| Annual return | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | -13.4% | +9.7% | +34.9% | +41.1% | +4.1% |
Morgan Stanley Insider Transactions
From Form 4 filings. Showing the latest 5 of 96 trades.
| Traded | Filed | Insider | Type | Shares | Value | % of holdings |
|---|---|---|---|---|---|---|
| 2026-10-29 | 2026-11-02 | Mitsubishi Ufj Financial Group Inc ten_percent_owner | Disposition to issuer | 604,396 | $111M | — |
| 2026-09-22 | 2026-09-24 | Mitsubishi Ufj Financial Group Inc ten_percent_owner | Disposition to issuer | 1,340,519 | $285M | — |
| 2026-07-30 | 2026-08-03 | Mitsubishi Ufj Financial Group Inc ten_percent_owner | Disposition to issuer | 414,396 | $88.4M | — |
| 2026-07-28 | 2026-07-29 | Mary Schapiro Director | Gift (5 trades) | 11,625 | — | — |
| 2026-07-28 | 2026-07-29 | Mary Schapiro Director | Sold | 1,000 | $212K at ~$212 | — |
Morgan Stanley Risk Factor Changes
Latest 10-K compared with the year before. 0 changes found.
Morgan Stanley SEC Filings
Latest annual and quarterly reports, current reports, proxy statements and ownership filings.
| Form | Filed | Description | Document |
|---|---|---|---|
| Quarterly report (10-Q) | 2026-11-05 | Quarter ended Sep 30, 2026 | View document |
| Current report (8-K) | 2026-10-14 | Quarterly results | View document |
| Ownership change (13D/13G) amendment | 2026-10-13 | Large shareholder report (5% or more) | View document |
| Ownership change (13D/13G) amendment | 2026-10-07 | Large shareholder report (5% or more) | View document |
| Ownership change (13D/13G) amendment | 2026-09-17 | Large shareholder report (5% or more) | View document |
Morgan Stanley financial metrics by year
Morgan Stanley in the S&P 500 rankings
- #54 by revenue as of FY2025
- #21 by net income as of FY2025
- #95 by one-year revenue growth as of FY2025
- #84 by net profit margin as of FY2025
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