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Morgan Stanley (MS) — chart, structure and Closelook read

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Company snapshot — Morgan Stanley

MS in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Morgan Stanley is a financial holding company that serves corporations, governments, institutions and individuals worldwide. It runs three segments: Institutional Securities, which covers underwriting, advisory work on mergers and market-making across equity and fixed income; Wealth Management, which offers brokerage, lending and financial planning to individuals; and Investment Management, which runs funds and solutions for institutions and retirement plans. It was founded in 1924 and is headquartered in New York.
Where it sits in the stack
Morgan Stanley carries no seat in Rubin, our AI build-out index, so it sits outside that stack; it belongs to the capital-markets sleeve of our broader universe, grouped with diversified investment banks that combine trading, advisory and asset-management income.
Who it is priced against
The comparison the market draws is with Goldman Sachs, the other large US bank built around trading and advisory work alongside wealth management.
Why Closelook tracks it
Morgan Stanley holds a seat in the S&P 500 but carries no Closelook score, since none of our scoring modules have been run on it yet. A report titled Situational Awareness — Crushed While Correct quotes its Momentum TMT Index moving sharply, which is how the name entered the diary.
What the diary watches
Whether the balance between trading revenue, advisory fees and wealth-management flows shifts as market conditions change, since that mix drives how the diary reads the name.

Morgan Stanley (MS) trades on US exchanges.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: MS news on the tape · index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for MS, from the same nightly bakes the boards use. Research diary readings, not advice.

Who it is priced against Capital Markets · US · 8 names with week and year-to-date

Peer group

Capital Markets · US

This name carries no Closelook score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against MS on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Dividends and capital return trailing yield 2.05%, quarterly · last 1.15 USD on 2026-07-31

Dividends and capital return

What MS pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 4.15 USD per share · a 2.05% yield on the 2026-09-18 close 4 distributions, paid quarterly 2026-09-18
  • Change on the year +9.9% against the prior twelve months prior twelve months 3.78 USD per share
  • Last distribution 1.15 USD per share as the price series records it, within days of the ex-date 2026-07-31
  • By calendar year 2023: 0.85 USD (partial) · 2024: 3.55 USD · 2025: 3.85 USD · 2026: 3.15 USD to date first distribution recorded in the three-year window: 2023-10-30

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 50/100 · S&P 500 fund at 49, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-18
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 97th percentile of the window, +4.9% over 20 sessions. Factor regime → 2026-09-18
  • Sovereign pressure Index 0.07 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-18

FAQ · from the current data · as of 2026-09-19

Quick answers

What is Morgan Stanley (MS)?

Morgan Stanley trades as MS on the US exchange (US) in the Closelook research universe, as of the registry build of 2026-09-19.

Is MS in a Closelook index?

Not currently — Morgan Stanley is tracked in the Closelook research universe but is not a constituent of a Closelook functional index as of 2026-09-19.

Where does MS trade against its moving averages?

Pullback inside an uptrend stack: Trades -5.4% vs the 50-day and +5.4% vs the 200-day average, 12.8% below the 52-week high and +35.7% off the 52-week low. Computed from daily closes. As of 2026-09-18 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

What does Morgan Stanley do?

Morgan Stanley is a financial holding company that serves corporations, governments, institutions and individuals worldwide. It runs three segments: Institutional Securities, which covers underwriting, advisory work on mergers and market-making across equity and fixed income; Wealth Management, which offers brokerage, lending and financial planning to individuals; and Investment Management, which runs funds and solutions for institutions and retirement plans. It was founded in 1924 and is headquartered in New York. The comparison the market draws is with Goldman Sachs, the other large US bank built around trading and advisory work alongside wealth management.

Where does Morgan Stanley sit in the AI build-out?

Morgan Stanley carries no seat in Rubin, our AI build-out index, so it sits outside that stack; it belongs to the capital-markets sleeve of our broader universe, grouped with diversified investment banks that combine trading, advisory and asset-management income. Morgan Stanley holds a seat in the S&P 500 but carries no Closelook score, since none of our scoring modules have been run on it yet. A report titled Situational Awareness — Crushed While Correct quotes its Momentum TMT Index moving sharply, which is how the name entered the diary.

Does Morgan Stanley pay a dividend?

Morgan Stanley has paid 4.15 USD per share over the last twelve months, paid quarterly, a trailing yield of 2.05% on the 2026-09-18 close; the last distribution recorded in the price series was 1.15 USD on 2026-07-31. The "Dividends and capital return" block on this page carries the lines.

Where has Closelook written about Morgan Stanley?

Morgan Stanley appears in 1 Closelook piece, most recently Report: Situational Awareness — Crushed While Correct (2026-08-02). What Closelook said most recently: The Morgan Stanley Momentum TMT Index falls 53.5%. (Report, 2026-08-02). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for MS, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 1 piece · newest: Report, “Situational Awareness — Crushed While Correct” (2026-08-02)

Mentioned on Closelook

Where MS appears in the diary — 1 piece, newest first. Every link is our own writing.

Long reads

Related in the Closelook universe

then Capital Markets. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.