Morgan Stanley (MS) delivered mixed results in FY2026 on revenue of $64.4B versus the $62.7B estimate (+26.5% YoY) and EPS of $1.23. Below is the full Morgan Stanley earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Morgan Stanley (MS) Earnings Analysis — key stats
Latest reported quarter
FY2026
Earnings verdict
Mixed
Institutional ownership
110.8% (13F as of 2026-06-30)
Top 10 holders
52.3% (of shares outstanding)
Insider activity
4 buys / 8 sells (recent Form 4 filings)
Revenue
$64.4B (vs $62.7B est · +2.7% surprise · +26.5% YoY)
EPS
$1.23 (vs $1.22 est · +0.8% surprise · +5.1% YoY)
Share price
$214.08 (-0.1%)
Market cap
$337.7B
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Mitsubishi Ufj Financial Group INC
24.0%
377.1M
$78.8B
+0.0%
State Street Corp
6.3%
99.6M
$20.8B
-1.8%
Blackrock, INC.
6.0%
94.9M
$19.8B
-1.6%
Vanguard Capital Management LLC
4.9%
77.7M
$16.2B
-0.0%
Jpmorgan Chase & CO
2.8%
44.4M
$9.4B
+1.8%
Vanguard Portfolio Management LLC
1.9%
30.2M
$6.3B
-0.1%
Geode Capital Management, LLC
1.7%
27.3M
$5.7B
-1.3%
Fisher Asset Management, LLC
1.7%
26.2M
$5.5B
+2.2%
Fmr LLC
1.6%
24.9M
$5.2B
+9.6%
Price T Rowe Associates INC /Md/
1.2%
19.2M
$4.0B
+13.1%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
MITSUBISHI UFJ FINANCIAL GROUP INC
10 percent owner
2026-07-30
Sell
414K
$88.4M
SCHAPIRO MARY L
director
2026-07-28
Sell
1K
$212055
SCHAPIRO MARY L
director
2026-07-28
Sell
2K
—
YESHAYA SHARON
officer: Chief Financial Officer
2026-07-16
Sell
6K
$1.4M
YESHAYA SHARON
officer: Chief Financial Officer
2026-07-16
Sell
9K
$2.0M
Pizzi Michael A.
officer: Head Technology & Operations
2026-07-17
Sell
17K
$3.7M
Pizzi Michael A.
officer: Head Technology & Operations
2026-07-17
Sell
7K
$1.5M
NALLY DENNIS M
director
2026-06-01
Buy
345
$72500
What you'll find
Next Morgan Stanley (MS) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Morgan Stanley reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Morgan Stanley (MS)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Morgan Stanley's next earnings date?
Magnisto tracks Morgan Stanley's (MS) earnings schedule and shows the confirmed next earnings date, the options-implied expected move and the estimates analysts are modeling into the print.
Did Morgan Stanley (MS) beat or miss earnings?
In FY2026, Morgan Stanley (MS) posted mixed results — revenue of $64.4B versus the $62.7B estimate (+2.7% surprise) and EPS of $1.23 versus $1.22 expected (+0.8% surprise). Magnisto decodes every Morgan Stanley (MS) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
Who are the largest shareholders of Morgan Stanley?
Institutions hold about 110.8% of Morgan Stanley's (MS) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Mitsubishi Ufj Financial Group INC (24.0%), State Street Corp (6.3%), Blackrock, INC. (6.0%). Magnisto lists Morgan Stanley's (MS) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Morgan Stanley (MS)?
In the most recent Form 4 filings Magnisto tracks, Morgan Stanley (MS) insiders recorded 4 purchases and 8 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Morgan Stanley (MS) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Morgan Stanley (MS), anchored to the current $214.08 share price, so you can weigh the bull, base and bear cases for Morgan Stanley side by side.
Is Morgan Stanley (MS) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Morgan Stanley fits your own thesis and risk profile. This is research, not investment advice.