Morgan Stanley Stock Performance

MS Stock  USD 181.88  2.88  1.61%   
Morgan Stanley has a performance score of 9 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 1.53, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Morgan Stanley will likely underperform. Morgan Stanley right now secures a risk of 1.59%. Please verify Morgan Stanley potential upside, as well as the relationship between the accumulation distribution and period momentum indicator , to decide if Morgan Stanley will be following its current price movements.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively conflicting basic indicators, Morgan Stanley may actually be approaching a critical reversion point that can send shares even higher in February 2026. ...more

Actual Historical Performance (%)

One Day Return
1.61
Five Day Return
(0.32)
Year To Date Return
(0.01)
Ten Year Return
613.53
All Time Return
2.7 K
Forward Dividend Yield
0.022
Payout Ratio
0.3158
Last Split Factor
2:1
Forward Dividend Rate
4
Dividend Date
2026-02-13
 
Morgan Stanley dividend paid on 14th of November 2025
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Begin Period Cash Flow89.2 B
Total Cashflows From Investing Activities-29.5 B

Morgan Stanley Relative Risk vs. Return Landscape

If you would invest  16,304  in Morgan Stanley on October 29, 2025 and sell it today you would earn a total of  1,884  from holding Morgan Stanley or generate 11.56% return on investment over 90 days. Morgan Stanley is generating 0.1948% of daily returns and assumes 1.5904% volatility on return distribution over the 90 days horizon. Put differently, 14% of stocks are less risky than Morgan on the basis of their historical return distribution, and some 97% of all equities are expected to be superior in generating returns on investments over the next 90 days.
  Expected Return   
       Risk  
Allowing for the 90-day total investment horizon Morgan Stanley is expected to generate 2.13 times more return on investment than the market. However, the company is 2.13 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of risk.

Morgan Stanley Target Price Odds to finish over Current Price

The tendency of Morgan Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 181.88 90 days 181.88 
about 17.5
Based on a normal probability distribution, the odds of Morgan Stanley to move above the current price in 90 days from now is about 17.5 (This Morgan Stanley probability density function shows the probability of Morgan Stock to fall within a particular range of prices over 90 days) .
Allowing for the 90-day total investment horizon the stock has the beta coefficient of 1.53 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Morgan Stanley will likely underperform. Additionally Morgan Stanley has an alpha of 0.1045, implying that it can generate a 0.1 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Morgan Stanley Price Density   
       Price  

Predictive Modules for Morgan Stanley

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Morgan Stanley. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Morgan Stanley's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
180.30181.88183.46
Details
Intrinsic
Valuation
LowRealHigh
134.83136.41200.07
Details
Naive
Forecast
LowNextHigh
179.58181.16182.74
Details
24 Analysts
Consensus
LowTargetHigh
175.63193.00214.23
Details

Morgan Stanley Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Morgan Stanley is not an exception. The market had few large corrections towards the Morgan Stanley's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Morgan Stanley, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Morgan Stanley within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.10
β
Beta against Dow Jones1.53
σ
Overall volatility
9.50
Ir
Information ratio 0.09

Morgan Stanley Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Morgan Stanley for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Morgan Stanley can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
About 63.0% of the company shares are owned by institutional investors
Latest headline from fnarena.com: Uranium Week No Shortage Of Bullish Sentiment

Morgan Stanley Fundamentals Growth

Morgan Stock prices reflect investors' perceptions of the future prospects and financial health of Morgan Stanley, and Morgan Stanley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morgan Stock performance.

About Morgan Stanley Performance

Assessing Morgan Stanley's fundamental ratios provides investors with valuable insights into Morgan Stanley's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Morgan Stanley is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.04  0.03 
Return On Assets 0.01  0.01 
Return On Equity 0.15  0.17 

Things to note about Morgan Stanley performance evaluation

Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Morgan Stanley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
About 63.0% of the company shares are owned by institutional investors
Latest headline from fnarena.com: Uranium Week No Shortage Of Bullish Sentiment
Evaluating Morgan Stanley's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Morgan Stanley's stock performance include:
  • Analyzing Morgan Stanley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morgan Stanley's stock is overvalued or undervalued compared to its peers.
  • Examining Morgan Stanley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Morgan Stanley's stock. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Morgan Stanley's stock performance is not an exact science, and many factors can impact Morgan Stanley's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional Tools for Morgan Stock Analysis

When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.