Morgan Stanley (MS) Stock
NYSEMS has an Alpha Score of 53 out of 100 (weak), computed on Oct 28, 2026 from 3 of 4 sub-scores. 28 members of Congress disclosed 73 trades in MS since 2014: 36 purchases and 36 sales, most recently Dan Newhouse (purchase, Jul 10, 2026). 8 of the hedge funds AlphaScala tracks reported MS in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Marshall Wace's at $971.79M. Its trailing P/E ratio is 14.1 and its net margin 15.6% (key statistics as of Oct 22, 2026).
What is MS's Alpha Score?
How it works →Alpha Score of 53 reflects moderate overall profile with moderate momentum, strong value, moderate quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Oct 28, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded Morgan Stanley (MS)?
Most recent: Dan Newhouse (purchase, Jul 10, 2026); records start Jun 12, 2014.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Dan Newhouse R-WA · House | 2026-07-10 | purchase | $1k – $15k |
| Alan Armstrong R-OK · Senate | 2026-03-27 | purchase | $1k – $15k |
| Julie Johnson D-TX · House | 2025-12-18 | sale | $1k – $15k |
| Steve Cohen D-TN · House | 2025-12-17 | partial sale | $50k – $100k |
| Gil Cisneros D-CA · House | 2025-11-18 | purchase | $1k – $15k |
| Julie Johnson D-TX · House | 2025-11-13 | partial sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2025-10-17 | purchase | $1k – $15k |
| Val Hoyle D-OR · House | 2025-09-23 | sale | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Oct 29, 2026. Senate records here end Oct 21, 2026; later Senate trades are not included.
Every member of Congress who traded MS, with filing lags →Which hedge funds own MS?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Marshall Wace | 4.65M | $971.79M | +11% |
| Viking Global Investors Andreas Halvorsen | 1.62M | $339.19M | NEW |
| D.E. Shaw David Shaw | 1.03M | $215.62M | -45% |
| Citadel Ken Griffin | 545K | $113.94M | -81% |
| Millennium Management Israel Englander | 529K | $110.65M | -87% |
| Point72 Steve Cohen | 245K | $51.30M | -83% |
| Soros Fund Management George Soros (founder) | 19K | $3.99M | NEW |
| Bridgewater Associates Ray Dalio | 19K | $3.92M | +27% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Morgan Stanley insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Jul 28, 26 | Schapiro Mary L | Director | SELL | 1.0K | $212K |
SEC Form 4 filings as of Oct 30, 2026
See cluster-buy signals across all tickers →What are MS's key statistics?
Key statistics as of Oct 22, 2026
How does MS's valuation compare with the Financials sector?
| Metric | MS | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 14.1 | 13.3 | 196 |
| Net margin | 15.63% | 20.11% | 186 |
| Return on equity | 17.83% | 12.61% | 207 |
| Dividend yield (payers) | 4.32% | 3.28% | 157 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 2, 2026). P/E excludes loss-making companies.
AlphaScala analysis on MS
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MS price chart
Powered by TradingViewWhat does Morgan Stanley do?
Morgan Stanley is a leading global financial holding company that provides a comprehensive range of financial products and services to governments, financial institutions, corporations, and individuals across the Americas, Asia, Europe, the Middle East, and Africa. The firm operates through three primary segments: Institutional Securities, Wealth Management, and Investment Management. In Institutional Securities, it offers capital raising, financial advisory services including underwriting of debt and equity securities, and expertise in mergers and acquisitions, restructurings, and project finance. The Wealth Management segment delivers personalized investment advice, brokerage services, and planning solutions to high-net-worth clients. Investment Management encompasses asset management strategies across equity, fixed income, alternatives, and multi-asset solutions. With a market capitalization exceeding $200 billion, substantial revenue of $55.87 billion, and net income of $12.04 billion on a trailing twelve-month basis, Morgan Stanley plays a pivotal role in global capital markets by facilitating liquidity, enabling strategic transactions, and supporting long-term wealth creation for diverse clients worldwide.