Morgan Stanley (MS) to Release Quarterly Earnings on Thursday

Morgan Stanley (NYSE:MS) is anticipated to announce its Q4 2025 results before the market opens on Thursday, January 15th. Analysts expect the company to announce earnings of $2.28 per share and revenue of $17.6913 billion for the quarter. Investors can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Thursday, January 15, 2026 at 8:30 AM ET.

Morgan Stanley (NYSE:MS) last released its earnings results on Wednesday, October 15th. The financial services provider reported $2.80 earnings per share for the quarter, topping analysts’ consensus estimates of $2.07 by $0.73. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The business had revenue of $17.98 billion for the quarter, compared to analyst estimates of $16.42 billion. During the same quarter last year, the firm posted $1.88 earnings per share. The business’s revenue was up 18.5% compared to the same quarter last year. On average, analysts expect Morgan Stanley to post $9 EPS for the current fiscal year and $9 EPS for the next fiscal year.

Morgan Stanley Stock Up 0.2%

NYSE:MS opened at $186.69 on Tuesday. The company has a market cap of $296.71 billion, a price-to-earnings ratio of 19.15, a price-to-earnings-growth ratio of 1.21 and a beta of 1.20. Morgan Stanley has a twelve month low of $94.33 and a twelve month high of $188.82. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 3.27. The stock has a fifty day simple moving average of $173.44 and a 200-day simple moving average of $158.65.

Morgan Stanley Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were paid a $1.00 dividend. This represents a $4.00 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Friday, October 31st. Morgan Stanley’s dividend payout ratio (DPR) is currently 41.03%.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Morgan Stanley from $157.00 to $162.00 and gave the company a “neutral” rating in a research report on Thursday, January 8th. Dbs Bank upgraded Morgan Stanley to a “moderate buy” rating in a report on Wednesday, November 12th. The Goldman Sachs Group restated a “neutral” rating on shares of Morgan Stanley in a report on Tuesday, January 6th. Keefe, Bruyette & Woods lifted their target price on Morgan Stanley from $184.00 to $202.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Finally, Barclays increased their price target on Morgan Stanley from $183.00 to $219.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Three analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $181.85.

Insider Activity at Morgan Stanley

In related news, CEO Edward Pick sold 100,000 shares of the company’s stock in a transaction on Friday, October 31st. The stock was sold at an average price of $164.34, for a total transaction of $16,434,000.00. Following the completion of the sale, the chief executive officer directly owned 574,986 shares in the company, valued at $94,493,199.24. This represents a 14.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Insiders own 0.19% of the company’s stock.

Institutional Trading of Morgan Stanley

A number of institutional investors have recently made changes to their positions in the business. Marshall Wace LLP increased its position in Morgan Stanley by 40.2% during the 3rd quarter. Marshall Wace LLP now owns 2,933,604 shares of the financial services provider’s stock valued at $466,326,000 after buying an additional 841,263 shares in the last quarter. Two Sigma Investments LP increased its holdings in shares of Morgan Stanley by 150.3% during the third quarter. Two Sigma Investments LP now owns 1,234,969 shares of the financial services provider’s stock valued at $196,311,000 after acquiring an additional 741,651 shares in the last quarter. Teewinot Capital Advisers L.L.C. purchased a new position in shares of Morgan Stanley in the 2nd quarter valued at approximately $65,829,000. Samlyn Capital LLC acquired a new stake in Morgan Stanley in the 3rd quarter worth approximately $40,467,000. Finally, Boston Partners grew its position in Morgan Stanley by 4.2% during the 3rd quarter. Boston Partners now owns 4,030,967 shares of the financial services provider’s stock worth $640,105,000 after purchasing an additional 163,808 shares during the last quarter. Institutional investors and hedge funds own 84.19% of the company’s stock.

More Morgan Stanley News

Here are the key news stories impacting Morgan Stanley this week:

• Positive Sentiment: Morgan Stanley joined the growing institutional Bitcoin-ETF market alongside BlackRock and Fidelity — a move that positions the firm to capture advisory and distribution fees as institutional crypto products scale, and signals an expanded product offering to wealth and asset-management clients. Wall Street’s Crypto Takeover: Morgan Stanley Joins BlackRock, Fidelity in $123 Billion Bitcoin ETF Market
• Positive Sentiment: Morgan Stanley was hired (with JPMorgan) to advise Xpeng on a potential Hong Kong IPO of its Aeroht flying-car unit — a fee-generating ECM mandate that underscores continued investment-banking dealflow in EV / mobility tech. Deal pipelines like this support non‑interest revenue for banks. Tesla Rival Xpeng Hires Morgan Stanley, JPMorgan To Prepare Hong Kong Listing For Aeroht: Report
• Neutral Sentiment: Analysts and previews ahead of Morgan Stanley’s upcoming Q4 results are in the market — items (and the Zacks preview) suggest investors should watch fee revenue mix, trading/credit performance and wealth flows rather than just headline EPS. These previews can amplify volatility around the report but don’t change fundamentals until results arrive. Morgan Stanley (MS) Q4 Earnings Preview
• Neutral Sentiment: Morgan Stanley economists weighed in on a surprising U.S. productivity surge; they call much of the rise “cyclical.” Macro commentary like this matters for investor expectations around growth, rates and capital‑markets activity — all drivers of bank revenue — but is not an immediate company-specific catalyst. The 4.9% mystery: U.S. economy sees productivity surge, but drivers remain an ‘open question,’ top economist says
• Negative Sentiment: Regulatory/policy risk: banks broadly pushed back on a proposed 10% cap on credit-card interest rates, warning significant tightening of consumer credit access and margin pressure. If such legislation gained traction it could hit banks’ card and consumer‑lending revenue — a potential headwind for MS if political risk increases. Banks warn consumers will be hurt by Trump’s 10% cap on credit card interest rates

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a global financial services firm headquartered in New York City. Founded in 1935 by Henry S. Morgan and Harold Stanley, the company provides a broad range of investment banking, securities, wealth management and investment management services to corporations, governments, institutions and individual investors. Leadership has been guided by a senior executive team and board of directors; James P. Gorman has served as the company’s chief executive and chairman in recent years.

The firm’s primary business activities are organized around three principal businesses: Institutional Securities, Wealth Management and Investment Management.