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About the company

Morgan Stanley is a global financial services company. The Company is engaged in providing a range of investment banking, securities, wealth management and investment management services. Its segments include Institutional Securities, Wealth Management and Investment Management. Its Institutional Securities segment provides a variety of products and services to corporations, governments, financial institutions and ultra-high net worth clients. Its Wealth Management segment provides an array of financial services and solutions to individual investors and small to medium-sized businesses and institutions. Its Investment Management segment provides a range of investment strategies and products that span geographies, asset classes, and public and private markets to a diverse group of clients across institutional and intermediary channels. Its investment banking services consist of capital raising and financial advisory services, including the underwriting of debt and other products.

  • Revenue in USD (TTM)119.66bn
  • Net income in USD16.25bn
  • Incorporated1981
  • Employees82.99k
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
MS:NYQ since
announced
Transaction
value
EquityZen IncDeal completed29 Oct 202529 Oct 2025Deal completed8.93%--
Data delayed at least 15 minutes, as of Feb 06 2026 21:00 GMT.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Apollo Global Management Inc24.43bn4.06bn73.18bn5.11k18.593.3710.253.006.786.7840.1039.860.0597----4,783,281.001.441.72--------24.1619.43--39.400.278745.31-22.8152.06-10.4739.94---2.09
BROOKFIELD ASSET MANAGEMENT LTD4.74bn2.49bn79.70bn--31.928.9443.9616.811.521.522.916.290.4423--1.90--22.37--28.78------50.58------0.262--899.38--359.33------
Bank of New York Mellon Corp25.63bn5.31bn82.94bn49.20k16.262.1015.934.137.417.4128.0364.39--------1.260.9196--------27.8022.22------32.730.074244.2122.379.20--10.69
KKR & Co Inc21.89bn2.24bn88.40bn4.83k42.62--14.474.042.332.3323.33------------------43.3048.7328.0733.05--------5.5239.89-26.802.96--11.54
Interactive Brokers Group, Inc.10.42bn984.00m117.86bn3.13k31.375.7736.8211.312.222.2223.4912.040.059--0.1285--2.472.1581.6277.9755.5056.9341.8040.62----0.547512.3811.1833.2830.3338.23--20.68
Blackstone Inc14.45bn3.02bn151.47bn4.90k32.7910.9636.3110.483.873.8718.5211.570.317--54.56--13.2614.3329.7532.00----41.8443.85--79.950.3626100.299.2218.828.7423.63--15.97
BlackRock Inc24.22bn5.55bn163.65bn24.60k30.44--23.496.7634.6634.66150.53------------------81.5881.4124.5429.41--------18.678.37-12.812.40--7.49
Charles Schwab Corp27.68bn8.42bn181.25bn33.00k21.84--18.536.554.674.6715.31------------------86.4484.3531.9927.30--------6.4517.9853.6522.57--8.45
Citigroup Inc142.86bn13.02bn207.09bn226.00k16.601.0514.412.436.976.9745.50121.48--------0.5770.619--------16.9618.84------30.00-0.590819.7213.655.64--2.61
Goldman Sachs Group Inc125.10bn16.30bn267.06bn47.40k17.362.1414.452.1351.3051.30393.79416.770.0718--0.78262,639,177.000.98540.94512.692.5340.2047.4313.7314.75----0.902923.47-1.3817.2920.5212.83--22.87
Morgan Stanley119.66bn16.25bn278.35bn82.99k17.23--17.782.3310.2110.2175.15------------------55.1362.3914.2314.68--------11.5417.8626.959.13--22.90
Data as of Feb 06 2026. Currency figures normalised to Morgan Stanley's reporting currency: US Dollar USD

Institutional shareholders

26.91%Per cent of shares held by top holders
HolderShares% Held
The Vanguard Group, Inc.as of 31 Dec 2025107.63m6.77%
SSgA Funds Management, Inc.as of 30 Sep 2025103.32m6.50%
BlackRock Fund Advisorsas of 30 Sep 202560.49m3.81%
Capital Research & Management Co. (International Investors)as of 30 Sep 202527.32m1.72%
Geode Capital Management LLCas of 30 Sep 202526.54m1.67%
Fisher Asset Management LLCas of 30 Sep 202524.49m1.54%
JPMorgan Investment Management, Inc.as of 30 Sep 202520.44m1.29%
Fidelity Management & Research Co. LLCas of 30 Sep 202520.04m1.26%
Capital Research & Management Co. (Global Investors)as of 30 Sep 202519.25m1.21%
Wellington Management Co. LLPas of 30 Sep 202518.19m1.15%
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Data from 30 Sep 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
Data Provided by LSEG
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