Why is MS up?
Up 185% over three years while the S&P 500 rose 89%.
“Institutional Securities reported net revenues of $10.0 billion reflecting strong performance in Equity driven by client engagement and strength in Advisory.”
MS's Quality Score rose 2 points on Mon, Nov 2, to 6.
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Up 185% over three years while the S&P 500 rose 89%.
“Institutional Securities reported net revenues of $10.0 billion reflecting strong performance in Equity driven by client engagement and strength in Advisory.”
| The company | Profit up 37% to $20.2B |
| Latest filing | 8-K, Oct 14 |
Morgan Stanley cuts US global computing share forecast to 55 pc amid power crunch
MS closed −0.8% that day.
Mon Nov 9: BMO Financials Conference 2026Investor conference · date confirmed.
After its last 4 reports it closed +2.0% on average, higher 3 of 4 times.
Averagefor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means
MS is #10 of 24 by Quality Score among Security Brokers, Dealers & Flotation Companies.
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Share count against a year before: MS -1.5%, SCHW -4.5%, GS -4.3%, RJF -3.6%.
Expected to report Thu Jan 14, before the open (in 73 days). Expected.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Revenue of $20.3B, 12% more than a year ago; a profit of $3.03 a share.
“Institutional Securities reported net revenues of $10.0 billion reflecting strong performance in Equity driven by client engagement and strength in Advisory.”
MS's results filing gives no sales by line in a table we read.
No outlook figures read from this release.
“Investment Management results reflect net revenues of $1.5 billion, primarily driven by asset management fees on higher average AUM.”
From its results filing (SEC filing · Oct 14)
Sales grew 7.7% a year over 5 years, fiscal 2020 to 2025.
Pays $4.60 a share a year.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Oct 14, 2026 | -3.3% | -2.8% | -3.3% |
| Jul 15, 2026 | -2.2% | +0.4% | -5.0% |
| Apr 15, 2026 | +2.8% | +4.5% | +3.3% |
Sales grew in six of the last seven years, to $71B in 2025. It made a profit in each of the eight years.
3 insiders sold $8.9M across 5 filings in the last 6 months. No open-market buys on record. The newest:
9 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: MS is 0.9% of SPMO, 0.9% of VIG, and 0.9% of DGRO, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jul 31 to Aug 31, 2026.
Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. While the firm's history is deeply rooted in investment banking and institutional trading, where it maintains a strong presence today, Morgan Stanley now generates the lion share of its income from wealth and asset management franchises, across which it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.
MS scores 6 today, which Breakaway calls Average. It is #10 of 24 in Security Brokers, Dealers & Flotation Companies by Quality Score, with 2 of 14 chart checks firing. Up 185% over three years while the S&P 500 rose 89%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
MS scores 6 today, which Breakaway calls Average (6 to 10). That is #10 of 24 in Security Brokers, Dealers & Flotation Companies by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind MS's 6.
3 insiders sold $8.9M across 5 filings in the last 6 months. No open-market buys on record. The newest is Mary L. Schapiro, Director, who sold $212K on Jul 28. Every filing, with the scored weight, for Pro members.
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