InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$180.54

2026-10-16

Market Cap

$284.8B

Volume

5.6M

52-Wk High

$232.25

52-Wk Low

$152.80

Trailing PE

14.2

P/S

2.19

Gross Margin

60.6%

Net Margin

15.8%

ROE

24%

ROIC

21%

Piotroski

5/9

Altman Z

—

1-Yr Return

+15.4%

5-Yr Return

+459.9%

Morgan Stanley operates as a prominent financial holding company, delivering a comprehensive suite of financial solutions and services. Its diverse clientele spans major corporations, governmental bodies, financial institutions, and individual clients across various global regions, including the Americas, Europe, the Middle East, Africa, and Asia. The firm's operations are structured into three primary divisions: Institutional Securities, Wealth Management, and Investment Management. Within the Institutional Securities segment, Morgan Stanley provides crucial capital-raising and strategic financial advisory services. This includes underwriting activities for debt, equity, and other financial instruments, alongside expert counsel on mergers and acquisitions, corporate reorganizations, real estate transactions, and project financing. Furthermore, this division is a key player in sales and trading, offering services like sales execution, financing solutions, prime brokerage, and market-making across equity and fixed-income products, encompassing foreign exchange and commodities. It also extends corporate and commercial real estate loans, furnishes secured lending facilities, supports sales and trading clients with financing, and engages in asset-backed and mortgage lending. Investment and research services, along with specific wealth management offerings, are also part of this segment. The Wealth Management segment caters to individual investors, as well as small to medium-sized enterprises and institutions. It offers a broad spectrum of services, from financial advisor-led and self-directed brokerage and investment guidance to comprehensive financial and wealth planning. This segment also delivers workplace solutions, such as stock plan administration, and provides annuity and insurance products. Lending options include securities-backed loans, residential real estate mortgages, and other credit facilities, complemented by banking and retirement plan services. Finally, the Investment Management segment is dedicated to providing specialized investment products, including equity, fixed income, liquidity, and alternative strategies. These offerings are distributed through institutional and intermediary channels to a sophisticated client base that features benefit and defined contribution plans, foundations, endowments, governmental entities, sovereign wealth funds, insurance companies, and corporate and third-party fund sponsors. Morgan Stanley's origins trace back to its founding in 1924, and its global headquarters are situated in New York, New York.

SectorFinancial ServicesIndustryFinancial - Capital MarketsExchangeNYSEMarket Cap$284.8BEmployees83,000 (SEC-filed)CEOEdward N. PickIPO1993-02-23CountryUS

1585 Broadway, New York City, NY 10036 · Tel 212 761 4000 · morganstanley.com

INSIDERSTREET SCORE24 / 100Street mean $223.63 (8 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$27M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · MS +15.4% · S&P 500 +15.9% · spread -0.5pp

7 Years vs S&P 500 · MS +459.9% · S&P 500 +189.9% · spread +270.0pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE24of 100

Score Breakdown

Profitability	60/100
Growth	71/100
Momentum	30/100
Quality	18/100
Earnings Quality	35/100
Balance Sheet	49/100
Value	58/100
Risk (safety)	100/100
Overall	23.6/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
GS	13
SCHW	70
HOOD	31
WFC	43
HSBC	55
BAC	55
MS	24

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 30 in 26 Q1, latest 24 — -6 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY24 / 100IS Score 23.6 / 100 · -6.4 from peak of 30

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBEARISHTechnical Score 16 / 100 · Power -67 · 2 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit below the midpoint — business quality at 24 and price structure at 16 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 23.6	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 25 → 18 → 30 → 24	the direction matters more than the level
Technical vote share back above 50%	now 9%	price structure no longer broken
Institutional holder count rises two quarters running	peak 2,753 → now 2,753	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)5 buys2026-07-10

Insider Buys (180d)0none disclosed

ETF Funds (30d)1415 up / 1154 downnet +261 funds

Institutions Added (13F)240managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 2,753 · latest 2,753 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	2,753	1358.6M	$277.9B	86.5%
2026 Q1	2,513	1327.3M	$214.1B	84.5%
2025 Q4	2,535	1349.0M	$235.2B	85.9%
2025 Q3	2,266	1333.3M	$209.0B	84.9%
2025 Q2	2,212	1356.2M	$188.0B	86.3%
2025 Q1	2,109	1366.1M	$157.2B	87.0%
2024 Q4	2,120	1360.4M	$168.4B	86.6%
2024 Q3	1,875	1353.0M	$139.3B	86.1%
2024 Q2	1,833	1350.7M	$129.5B	86.0%
2024 Q1	1,805	1360.7M	$125.9B	86.6%
2023 Q4	1,766	1377.8M	$126.6B	87.7%
2023 Q3	1,674	1380.3M	$110.9B	87.9%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Mitsubishi Ufj Financial Group Inc	10 percent owner	2026-09-22	D-Return	1,340,519	$284.95M	375,330,252
Mitsubishi Ufj Financial Group Inc	10 percent owner	2026-07-30	D-Return	414,396	$88.38M	376,670,771
Schapiro Mary L	director	2026-07-28	SELL	1,000	$0.21M	40,843
Schapiro Mary L	director	2026-07-28	GIFT	2,325	—	38,518
Pizzi Michael A.	Head Technology & Operations	2026-07-17	SELL	17,064	$3.67M	128,871
Pizzi Michael A.	Head Technology & Operations	2026-07-17	SELL	7,101	$1.54M	121,770
Yeshaya Sharon	Chief Financial Officer	2026-07-16	SELL	6,382	$1.42M	136,810
Yeshaya Sharon	Chief Financial Officer	2026-07-16	SELL	9,172	$2.04M	0

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	17	134,324	$26.6M	Counted
F — Tax withholding	8	113,039	$18.2M	None — compensation
G — Gifts	1	9,172	—	None
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$26.6M17 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Member	Chamber	Trade	Size band	Traded	Disclosed
Dan Newhouse	House	BUY	$1,001 - $15,000	2026-07-10	2026-07-20
Daniel Milton Newhouse	House	BUY	$1,001 - $15,000	2026-07-10	2026-07-20
Daniel Milton Newhouse	House	BUY	$1,001 - $15,000	2026-07-09	2026-07-20
Thomas R. Carper	Senate	SELL	$1,001 - $15,000	2022-04-01	2022-05-03
Shelley Moore Capito	Senate	SELL	$1,001 - $15,000	2018-04-24	2019-05-09
Shelley Moore Capito	Senate	SELL	$1,001 - $15,000	2018-04-24	2019-05-08

House 12-Mo22 trades12 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

13F Filers (last complete Q)2,513

13F Shares1.33B84.5% of shares out

New / Closed181 / 159positions, QoQ

Increased / Reduced1,054 / 939positions, QoQ

Put/Call (13F)1.07option positions

Free Float75.6%1.19B sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Hamlin Capital Management, Llc	1.2M	$220M
Wealth Enhancement Advisory Servic	732,899	$111M
Douglas Lane & Associates, Llc	676,771	$127M
Td Waterhouse Canada Inc.	528,366	$99M
Gateway Investment Advisers Llc	447,894	$84M
Border To Coast Pensions Partnersh	372,053	$70M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.3%	$7.0B
VTI	0.3%	$7.0B
VSMPX	0.3%	$7.0B
VTSAX	0.3%	$7.0B
VFFSX	0.3%	$5.9B
VFINX	0.3%	$5.9B

13F Filers Holding MS — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session20.4%2026-10-15

20-Day Avg29.9%50-day 34.1%

TrendFalling20d vs 50d

By Market CenterQ: 19% · N: 30% · B: 55%latest session

Weekly Notional ($B)

Where MS Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	9.3M	58 sh
Ubsa Ubs Ats	7.0M	55 sh
Sgmt Sigma X2	5.1M	60 sh
Ebxl Level Ats	3.8M	38 sh
Cgxs Onechronos	3.1M	99 sh
Pure Purestream	2.8M	53 sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Where a dollar of Morgan Stanley revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
Americas	$52.9B	75%
Asia	$9.4B	13%
EMEA	$8.3B	12%

MS (live moat model)Peer median: GS · SCHW · HOOD · WFC · HSBC

Component scores from the live moat model. Peer median illustrative.

Moat score 61/100 — Narrow; primary source Network Effects.

3.8 · Employees (SEC filings)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Officer	Title
Edward N. Pick	Chief Executive Officer & Chairman of the Board
Andrew Michael Saperstein	Co-President
Daniel Aaron Simkowitz	Co-President
Eric F. Grossman	Executive Vice President and Chief Legal & Administrative Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Quarterly EPS — Actual vs. Consensus

Beats (>2%)6 of 6recent quarters

Avg Surprise+14.4%

Next Report2027-01-14

Income Quality-0.77OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Profit Margins (%)

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+16.3%	+8.1%	+41.3%	+16.8%	+11.5%
Gross profit	+25.2%	-11.5%	+0.4%	+14.4%	+14.4%
Operating income	+36.4%	-28.4%	-16.2%	+49.0%	+24.8%
Net income	+36.7%	-26.6%	-17.6%	+47.4%	+25.9%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	57.8	62.5	88.3	103.1	115.0
Cost of revenue	1.4	12.5	38.2	45.8	49.4
Gross profit	56.4	49.9	50.1	57.4	65.6
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	25.3	24.0	25.1	27.1	30.2
Operating income	19.7	14.1	11.8	17.6	22.0
EBITDA	23.9	18.1	16.1	22.8	26.6
D&A	4.2	4.0	4.3	5.2	4.7
Pretax income	19.7	14.1	11.8	17.6	22.0
Income tax	4.5	2.9	2.6	4.1	4.9
Net income	15.0	11.0	9.1	13.4	16.9
Diluted EPS ($)	8.03	6.15	5.18	7.95	10.20
Diluted shares (M)	1,814	1,713	1,646	1,611	1,593

Operating CF$49B

CapEx$3B

Free cash flow$46B

SBC$2B

Buybacks$6B

Net cash change$6B

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Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	92.7	58.7	75.7	111.7
ST investments	375.1	403.2	325.8	428.3
Receivables (net)	78.5	80.1	86.2	114.7
Total current assets	546.4	542.0	487.7	654.7
PP&E (net)	0.0	0.0	0.0	4.2
Goodwill + intangibles	24.3	23.8	23.2	22.7
Total assets	1,180.2	1,193.7	1,215.1	1,420.3
Accounts payable	216.1	208.1	175.9	415.5
Short-term debt	67.7	71.6	71.7	144.0
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	756.8	747.8	739.5	559.6
Long-term debt	241.1	267.5	288.8	327.3
Total liabilities	1,079.0	1,093.7	1,109.6	1,307.6
Shareholders' equity	101.2	100.0	105.4	112.7

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	11.2	9.1	13.5	16.9
D&A	4.0	4.3	5.2	4.7
Stock-based compensation	1.9	1.7	1.6	1.9
Working capital change	(23.5)	(49.1)	(19.4)	24.1
Operating cash flow	(6.4)	(33.5)	1.4	49.0
Capital expenditures	(3.1)	(3.4)	(3.5)	(2.9)
Investing cash flow	(11.6)	(3.1)	(29.5)	(144.2)
Buybacks	(10.9)	(6.2)	(4.2)	(5.8)
Dividends paid	(5.4)	(5.8)	(6.1)	(6.6)
Debt issuance / (repay)	37.6	13.6	28.1	71.5
Financing cash flow	22.7	(2.7)	46.8	98.3
Free cash flow	(9.5)	(36.9)	(2.1)	46.1

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	14.5%	10.7%	9.1%	13.2%	15.6%	24%
ROA	1.3%	0.9%	0.8%	1.1%	1.3%	1.2%
ROIC	-16.9%	-19.0%	-38.8%	21.3%	36.1%	21.3%
Gross margin	97.6%	79.9%	56.8%	55.6%	57.1%	60.6%
Operating margin	34.0%	22.6%	13.4%	17.1%	19.1%	20.5%
Net margin	26.0%	17.7%	10.3%	13.0%	14.7%	15.8%
EBITDA margin	41.3%	28.9%	18.2%	22.1%	23.1%	22.9%
FCF margin	54.8%	-15.2%	-41.3%	-2.0%	-15.6%	—
VALUATION
P/E	10.17	11.70	15.67	14.69	16.77	14.2
P/B	1.45	1.29	1.44	1.88	2.53	—
P/S	2.65	2.06	1.59	1.91	2.46	2.19
P/FCF	4.83	-13.61	-3.85	-93.65	-15.81	-18.2
EV/EBITDA	-1.76	-1.66	1.22	6.84	8.21	9.6
EV/Revenue	-0.73	-0.48	0.22	1.51	1.90	2.2
Earnings yield	9.8%	8.5%	6.4%	6.8%	6.0%	7.34%
FCF yield	20.7%	-7.3%	-25.9%	-1.1%	-6.3%	-5.51%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	0.77	0.72	0.72	0.66	1.17	1.17
Quick ratio	0.77	0.72	0.72	0.66	1.17	1.17
Debt / equity	2.90	3.08	3.42	3.45	4.26	4.18
Debt / assets	25.7%	26.2%	28.4%	29.7%	33.5%	33.2%
Net debt / EBITDA	-8.16	-8.80	-7.65	-1.81	-2.42	-2.58
Interest coverage	14.40	1.15	0.30	0.39	0.45	—

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.05	0.05	0.08	0.09	0.09	0.08
Receivables turnover	0.60	0.72	1.13	1.24	1.14	1.0
DSO (days)	612	510	323	294	319	—
DPO (days)	60761	6470	1966	1531	2187	—
Cash conversion cycle	-60149	-5960	-1643	-1237	-1868	-2708
GROWTH (YoY)
Revenue growth	16.2%	8.1%	43.3%	15.2%	11.5%	—
Net income growth	36.7%	-26.6%	-17.6%	47.4%	25.9%	—
EPS growth	38.0%	-22.0%	-15.0%	49.1%	27.1%	—
FCF growth	218.7%	-129.9%	-290.0%	94.3%	-751.9%	—
PER SHARE ($)
EPS (diluted, TTM)	8.42	6.57	5.59	8.33	10.58	13.26
Book value / share	59.07	59.64	60.87	64.99	70.08	1093.20
Revenue / share	32.37	37.21	55.02	64.14	72.18	83.82
FCF / share	17.74	-5.64	-22.71	-1.31	-11.23	-10.13
Cash / share	280.31	278.65	283.89	249.74	338.96	77.58
SHAREHOLDER RETURN & SCORES
Buyback yield	7.9%	8.4%	4.3%	2.1%	0.0%	0.45%
Altman Z-Score	0.12	0.06	0.09	0.11	0.46	—
Piotroski F-Score	7	3	4	6	6	5/9
Beneish M-Score	-2.53	-2.11	-2.06	-2.40	-2.08	-2.20

Model	Score	Zone	Note
Piotroski F-Score	5 / 9	Middling
Income quality	-0.77	Accrual-heavy	OCF ÷ net income
Beneish M-Score	-2.20	Elevated	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.77
Interest burden	1.00
Operating margin	20.7%
Asset turnover	0.08×
Financial leverage	13.86×
= ROE	19%

Growth Quality (live)	Value
Revenue stability	0.99
Earnings stability	0.28
Earnings persistence	0.85
Revenue CAGR 3y	17.9%
EPS CAGR 3y	27.9%
FCF CAGR 3y	—

Buyback Yield0.45%

Dividend Yield2.30%

Total Shareholder Return2.48%cash yield

SBC / Revenue1.6%dilution pressure

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
GS	$256.6B	12.5	17%	17.2%	-6.8%	5/9	+16.7%
SCHW	$159.0B	15.6	41%	35.6%	+14.7%	7/9	-0.3%
HOOD	$88.9B	42.8	24%	42.9%	+38.3%	3/9	-24.8%
WFC	$253.6B	11.6	13%	19.1%	+5.5%	5/9	+0.4%
HSBC	$324.6B	13.5	14%	23.2%	+8.7%	7/9	—
BAC	$358.2B	12.0	11%	18.4%	+3.0%	8/9	—
AXP	$211.8B	19.0	34%	14.4%	+9.4%	9/9	—
C	$208.4B	12.0	8%	12.9%	+3.9%	5/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

53 Analysts

Str Sell (0)Sell (1)Hold (23)Buy (29)Str Buy (0)

Mean Target (qtr)$223.638 targets

Target vs. Price+23.9%last-quarter mean

Next Report2027-01-14street $2.91

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$82.18B	$83.08B / $81.01B	$12.84	$13.04 / $12.57	15
FY2027	$86.82B	$88.28B / $83.43B	$13.77	$14.62 / $12.32	16
FY2028	$91.77B	$96.73B / $84.97B	$14.96	$16.69 / $11.79	13

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$214.20	+18.6%	5
Last Quarter	$223.63	+23.9%	8
Last Year	$217.13	+20.3%	32
All Time	$143.45	-20.5%	97

Rolling mean of published targets vs. last close $180.54. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

C

DCF

1/5

ROE

1/5

ROA

4/5

Debt/Eq

1/5

P/E

2/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

MS +15.4% vs S&P 500 +15.9% — spread -0.5pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

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Moving Average	Value	Distance	% Distance	Signal
SMA 20	$190.97	-10.43	-5.46%	Below
SMA 50	$204.33	-23.79	-11.64%	Below
SMA 200	$193.07	-12.53	-6.49%	Below
EMA 9	$185.72	-5.18	-2.79%	Below
EMA 21	$191.47	-10.93	-5.71%	Below
EMA 50	$199.56	-19.02	-9.53%	Below
EMA 200	$192.21	-11.67	-6.07%	Below

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

TECHNICAL VERDICTBEARISHPower Score -672 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%10

Momentum 25%0

Volume 20%31

Volatility 10%0

Patterns 15%50

This Week9% bullishof 11 price-based votes

4 Weeks Ago18%-9 pts since

12 Weeks Ago36%-27 pts since

ReadDeterioratingweek-over-week trajectory

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Price vs SMA 20$190.97

Price vs SMA 50$204.33

Price vs SMA 200$193.07

EMA 9/21 Cross185.7/191.5

SMA 50/200Golden

ADX DirectionADX 41

Supertrend$195

Parabolic SAR$193

SMA Slope-1.100

RSI25.4

Stochastic K/D25/27

StochRSI K/D13/32

Williams %R-77

CCI-123

TSI vs Signal-42.0

CMO-49.2

ROC-5.12%

OBV SignalDistrib

Chaikin MF0.010

MFI29

Force Index-10M

Elder Ray Bull-6.64

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 27

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$180.58 / $184.11 / $186.12	S1 / S2	$178.57 / $175.04
Bollinger (20,2)	$178.59 – $203.34	Squeeze	Off
52-wk range	$151.15 – $230.98	Off 52-wk high	-21.8%
ATR (14)	$4.96 (2.7%)	Historical vol	20.5%

+2.3%Jan60%

-2.7%Feb30%

-0.6%Mar38%

+2.5%Apr65%

-0.2%May50%

-0.3%Jun45%

+3.7%Jul80%

-0.7%Aug40%

-2.7%Sep50%

+4.3%Oct80%

+2.5%Nov60%

+4.4%Dec70%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	MS	S&P 500
Weekly volatility (σ, 1y)	3.74%	1.83%
Best / worst week (1y)	+8.0% / -8.4%	—
Max drawdown (5y, monthly)	-46.6%	—
1-week VaR (95%)	-7.2%	—
Beta (5y)	1.21	1.00

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MS EQUITY WEATHER (LIVE)STORMY · -49

Trend-56

Momentum-50

Volume-41

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 858 stories, weekly buckets, −1 to +1.

Overall-48.8-19.8 vs industry

Trend-56.0-20.9 vs industry

Momentum-50.0-25.0 vs industry

Volume-41.2-11.2 vs industry

Reading	MS	Financial - Capital Markets n=570	Financial Services n=24,134	All US symbols n=70,435
Overall	-48.8	-29.0	-16.3	-20.5
Trend	-56.0	-35.1	-12.5	-21.3
Momentum	-50.0	-25.0	-4.4	-15.8
Volume	-41.2	-30.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Pillar (live disclosure scores)	Score
Environmental	56
Social	75
Governance	61
Composite ESG	64

Composite ESG Trend

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Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2021-01-20 to 2026-10-14
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	119 rows · 1996 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-06-01 to 2026-09-22
Proposed sales (Form 144)	edgar/form144	not present for this symbol
Beneficial ownership (13D/G)	edgar/13dg	not present for this symbol
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Morgan Stanley (MS)

Morgan Stanley (MS)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Morgan Stanley (MS)

Institutions holding — 12 quarters

Morgan Stanley (MS)

Monthly Net Insider Flow (000 shares)

Signal Summary

Morgan Stanley (MS)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding MS — quarterly

Institutional Put/Call — quarterly

Where MS Trades in the Dark

Morgan Stanley (MS)

3.8 · Employees (SEC filings)

Morgan Stanley (MS)

Morgan Stanley (MS)

Morgan Stanley (MS)

Morgan Stanley (MS)

Balance Sheet — Full

Cash Flow Statement — Full

Morgan Stanley (MS)

Morgan Stanley (MS)

Morgan Stanley (MS)

Street Price Target — Trajectory

Third-Party Composite Rating

Morgan Stanley (MS)

Morgan Stanley (MS)

Family Scores (site weights)

Morgan Stanley (MS)

Morgan Stanley (MS)

Morgan Stanley (MS)