Morgan Stanley (MS) Expected to Announce Earnings on Thursday

Morgan Stanley (NYSE:MS) will likely be posting 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. Parties may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Thursday, January 15, 2026 at 8:30 AM ET.

Morgan Stanley (NYSE:MS) last announced its quarterly earnings results on Wednesday, October 15th. The financial services provider reported $2.80 EPS for the quarter, beating the consensus estimate of $2.07 by $0.73. Morgan Stanley had a return on equity of 16.40% and a net margin of 13.85%.The firm 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 for the quarter was up 18.5% on a year-over-year basis. 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 Down 1.6%

NYSE:MS opened at $184.77 on Thursday. The company has a debt-to-equity ratio of 3.27, a current ratio of 0.79 and a quick ratio of 0.79. Morgan Stanley has a 1-year low of $94.33 and a 1-year high of $188.82. The company has a 50-day moving average of $172.14 and a 200 day moving average of $157.46. The firm has a market cap of $293.65 billion, a PE ratio of 18.95, a price-to-earnings-growth ratio of 1.45 and a beta of 1.20.

Morgan Stanley Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were issued a $1.00 dividend. The ex-dividend date was Friday, October 31st. This represents a $4.00 annualized dividend and a dividend yield of 2.2%. Morgan Stanley’s payout ratio is currently 41.03%.

Insiders Place Their Bets

In other news, CEO Edward Pick sold 100,000 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer owned 574,986 shares in the company, valued at approximately $94,493,199.24. The trade was a 14.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

Institutional Trading of Morgan Stanley

A number of institutional investors have recently bought and sold shares of the stock. WFA of San Diego LLC purchased a new stake in Morgan Stanley during the 2nd quarter worth approximately $28,000. Strive Asset Management LLC acquired a new stake in shares of Morgan Stanley during the third quarter worth $34,000. Newbridge Financial Services Group Inc. grew its holdings in shares of Morgan Stanley by 242.7% during the third quarter. Newbridge Financial Services Group Inc. now owns 353 shares of the financial services provider’s stock valued at $56,000 after buying an additional 250 shares during the last quarter. Kelleher Financial Advisors purchased a new stake in shares of Morgan Stanley during the third quarter valued at $113,000. Finally, Oxford Financial Group LTD. LLC acquired a new position in shares of Morgan Stanley in the 2nd quarter valued at $210,000. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Morgan Stanley News Summary

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

• Positive Sentiment: Morgan Stanley filed multiple spot crypto ETF registrations (Bitcoin, Solana) and an Ethereum Trust that contemplates staking rewards — a major product expansion that could drive fee, custody and wealth-platform revenues and helps MS compete with BlackRock/Fidelity in the institutional crypto product race. Morgan Stanley Files for Bitcoin and Solana Trusts in ETF Push
• Positive Sentiment: The bank followed with an Ethereum S‑1 that would allow staking of held ETH to generate yield — a differentiated ETF feature that could attract flows from yield-seeking institutional investors. Morgan Stanley adds Ethereum staking ETF filing to growing crypto lineup
• Positive Sentiment: Analyst upgrades/target hikes have supported the momentum — Jefferies raised its MS price target (and coverage commentary has pushed MS to a recent 12‑month high), which helps sentiment for shares. Jefferies Adjusts Price Target on Morgan Stanley to $212
• Neutral Sentiment: Coverage and commentary are debating how large a competitive advantage crypto ETFs give MS — Zacks and other outlets note upside (new revenue streams) but question distribution/implementation risk. That analysis tempers the upside timeline. Will MS’ Move Into Crypto ETFs Provide Competitive Advantage?
• Neutral Sentiment: Macro and industry pieces note the filings could reshape incumbent banks’ product sets if peers follow — important strategic context but not an immediate earnings lever. Is The Dam Breaking? How Morgan Stanley’s Crypto ETFs Could Reshape Finance
• Negative Sentiment: Profit‑taking and a rotation after the run: MS ran higher on the ETF filings and analyst upgrades (earlier headlines pushed it to a 12‑month high), so today’s decline looks consistent with traders locking gains and short‑term rotation rather than a fresh fundamental reversal.
• Negative Sentiment: Execution and regulatory risk remain — SEC approval timelines, third‑party staking operational risk and potential margin/custody complexities mean revenue is not guaranteed near term; that keeps some investors cautious.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. Citigroup increased their price objective on shares of Morgan Stanley from $155.00 to $170.00 and gave the company a “neutral” rating in a research note on Thursday, October 16th. Royal Bank Of Canada upped their target price on Morgan Stanley from $145.00 to $171.00 and gave the stock a “sector perform” rating in a report on Wednesday, October 1st. UBS Group lifted their price target on Morgan Stanley from $156.00 to $165.00 and gave the company a “neutral” rating in a report on Tuesday, October 7th. Wells Fargo & Company boosted their price target on Morgan Stanley from $177.00 to $189.00 and gave the stock an “equal weight” rating in a research report on Monday. Finally, HSBC reaffirmed a “hold” rating on shares of Morgan Stanley in a research report on Wednesday. Three investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, Morgan Stanley presently has a consensus rating of “Moderate Buy” and a consensus target price of $181.46.

Morgan Stanley Company Profile

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.