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Morgan Stanley gets about half its revenue from wealth management, including the E*Trade retail brokerage, with the rest coming from institutional trading, investment banking, and asset management through Eaton Vance.
MORGAN STANLEY (MS) is a security brokers, dealers & flotation companies company. Piotroski F-Score 4/5. 17 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-07-15 from MS's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
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EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
Not reported in XBRL for this filer.
A plain-English read on MS plus an auto-SWOT — built from MS's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate MS using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| Fisher Asset Management (Ken Fisher) | $4.21B | 1.4% of portfolio |
| Company | Stake value | % of company owned |
|---|---|---|
| ISHARES TR | $136.19B | — |
| APPLE INCAAPL | $62.05B | 1.7% |
| NVIDIA CORPORATION | $59.81B | — |
| ALPHABET INCGOOGL | $55.34B | — |
| MICROSOFT CORPMSFT | $46.23B | 1.7% |
| VANGUARD INDEX FDS | $42.44B | — |
| AMAZON COM INCAMZN | $36.22B | 1.6% |
| STATE STR SPDR S&P 500 ETF T | $26.34B | — |
| BROADCOM INCAVGO | $23.50B | 1.6% |
| META PLATFORMS INCMETA | $21.79B | — |
| JPMORGAN CHASE & CO | $20.16B | — |
| SELECT SECTOR SPDR TR | $14.86B | — |
| TESLA INCTSLA | $14.56B | 1.0% |
| SPDR SERIES TRUST | $14.28B | — |
| ELI LILLY & CO | $14.20B | — |
Long US equity positions from MS's own 13F-HR (SEC), reported quarterly and lagged up to 45 days. “% of company owned” = reported shares ÷ that company's latest shares outstanding.
| GROSSMAN ERIC FChief Legal/Admin Officer | SELL | $2.1M | view → |
| CRAWLEY MANDELLChief Client Officer | SELL | $3.0M | view → |
| SAPERSTEIN ANDREW MCo-President | SELL | $9.7M | view → |
| SIMKOWITZ DANIEL ACo-President | SELL | $2.8M | view → |
Projected from MS's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment MS files its announcement.
MS has rallied after 3 of its last 4 earnings reports.
Earnings reactions have been mild.
MS has traded higher after most recent earnings releases.
A more typical earnings reaction has been approximately ±2.6%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-04-15 | +2.2% |
| 2026-01-15 | +4.6% |
| 2025-10-15 | +3.0% |
| 2025-07-16 | -0.5% |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.