MS
MORGAN STANLEYEvidence as of 2026-09-10The desk's Snapshot
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Overview · MORGAN STANLEY
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, in…
Management team
- Mr. Michael A. Pizzi · Executive VP & Global Head of Technology and OperationsFind on LinkedIn
- Ms. Sharon Yeshaya · Executive VP & CFOFind on LinkedIn
- Mr. Andrew Michael Saperstein · Co-PresidentFind on LinkedIn
- Mr. Daniel Aaron Simkowitz · Co-PresidentFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
+0.5 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Constructive (+0.5 of a possible +2; was +0.5 before debate) with high confidence. Shares outstanding edged lower, from 1,587,860,206 as of 31 January 2026 to 1,570,566,292 as of 31 July 2026 (a decline of 17,293,914), and weighted‑average diluted shares fell from 1,576,000,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-30) to 1,569,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-31). Reported net income was $5,567,000,000 in fiscal Q1 2026 and $5,581,560,000 in fiscal Q2 2026, producing diluted EPS of $3.43 and $3.46, respectively.
Liquidity and leverage shifted over the spring quarter: cash and cash equivalents rose from $133,529,000,000 as of 31 March 2026 to $160,135,000,000 as of 30 June 2026 while long‑term debt increased from $363,010,000,000 to $383,156,000,000. Total assets moved from $1,581,418,000,000 to $1,675,057,000,000 and total liabilities from $1,466,034,000,000 to $1,557,617,000,000. Market signals show strong recent momentum (+35.4% over 6 months, 89th percentile) and a golden cross with price +13.4% versus the 200‑day SMA and +0.1% versus the 50‑day SMA on 2026-09-09; trailing P/E is 18.22 on a price of 215.35, market cap is 338,221,450,982 and enterprise value is 561,242,450,982, implying an enterprise value materially above market cap. Reported operating cash flow for the trailing twelve months is negative $36,579,000,000; FCF and EBITDA are missing in the packet.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Entity common shares outstanding fell from 1,587,860,206 as of 31 January 2026 to 1,570,566,292 as of 31 July 2026 (a decline of 17,293,914 shares).
XBRL companyfacts · 0000895421-26-000086Weighted-average diluted shares outstanding declined from 1,576,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to 1,569,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0000895421-26-000121Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
A Form 10-K for the fiscal year ended 31 December 2025 was filed on 2026-02-19.
10-K filed 2026-02-19The provided evidence set contains only the single 10-K the 10-K filed 19 February 2026 (filed 2026-02-19); no separate 8-K, 10-Q, or other filings were included in the evidence supplied for review.
10-K filed 2026-02-19Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the prior 6 months was +35.4% and ranks in the 89th percentile of the 548-stock research universe on 2026-09-09.
Moneyta signal set · 2026-09-09weakened in debateMomentum measured as 12_1 (12-month minus 1-month) was +56.2% and ranks in the 84th percentile of the 548-stock research universe on 2026-09-09.
Moneyta signal set · 2026-09-09weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, MS appears as a constituent in multiple large ETFs with the largest reported membership weight of 2.3% in XLF and smaller weights of 0.71% in VYM, 0.7% in VTV, 0.39% in IVV, 0.31% in VOO, 0.31% in SCHX, 0.28% in SCHB, and 0.03% in IWF.
ETF constituents · market dataThe 13F-based institutional holdings report lists total reported institutional value of $481.3M as of 2026-03-31, with Ensign Peak Advisors, Inc shown as the largest holder at $304.6M and a holder count of 7.
13F holdings · 7 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Recent headlines exist but none are company-specific — market-wide stories and rating chatter are excluded.
Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The price used is 215.35 per share as of 2026-09-09.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month price-to-earnings (P/E) is 18.22 according to the filing inputs.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several contemporaneous data points in the evidence jointly support a favorable read. Reported share count and diluted weighted-average shares declined across the first half of 2026 (fundamentals-0 and fundamentals-1), while net income remained stable quarter-to-quarter and diluted EPS ticked up (fundamentals-2 and fundamentals-3), consistent with EPS accretion from share reduction. Cash and cash equivalents increased materially by ~$26.6B between March and June 2026 (fundamentals-4), and the stock exhibits strong price momentum and constructive technical signals (market-0, market-1, market-2) alongside a middling trailing P/E of 18.22 (valuation-1) and meaningful ETF/institutional ownership (ownership-0, ownership-1). These claims are documented in company filings and market signals included in the evidence set and together form a coherent, data-backed constructive case.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.47
26 surviving claims rest on 6 distinct sources; the heaviest analyst carries 27% of them, and 96% of what the desk raised survived the debate.
The surviving set is relatively concentrated: most claims derive from only six distinct sources and a single analyst/or contributor accounts for over a quarter of the surviving points. High survival through debate suggests the desk found the evidence internally consistent, but the small source base and analyst dependence mean the read is brittle to revisions in any major source or to a change in the primary analyst’s interpretation.
Peer context · computed, not argued
12-1 momentum ranks 1st of 4 in Capital Markets (as of 2026-09-09).
90-day volatility ranks 3rd of 4 in Capital Markets (as of 2026-09-09).
dividend yield ranks 1st of 4 in Capital Markets (as of 2026-09-09).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
12 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.8 to the score
1 document
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.3 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on MS Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.