MS
Morgan Stanley NYSE Listed Feb 23, 1993$202.52
-0.49%
vs $203.52
Mkt Cap $319.4B
52w Low $151.84
63.0% of range
52w High $232.25
50d MA $214.72
200d MA $192.79
P/E (TTM)
15.8x
EV/EBITDA
3.7x
P/B
2.8x
Debt/Equity
4.3x
ROE
15.1%
P/FCF
7.0x
RSI (14)
30.40
ATR (14)
$5.10
Beta
1.18
50d MA
$214.72
200d MA
$192.79
Avg Volume
4.4M
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
1585 Broadway · New York City, NY 10036 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 15, 2026 | AMC | 2.89 | 3.46 | +19.7% | 228.55 | -0.1% | -4.5% | -1.3% | -2.1% | +2.6% | +1.0% | — |
| Apr 15, 2026 | AMC | 3.02 | 3.43 | +13.6% | 191.62 | -0.4% | -2.2% | +0.8% | +1.0% | -0.7% | +0.9% | — |
| Jan 15, 2026 | AMC | 2.43 | 2.68 | +10.3% | 191.23 | -0.4% | -1.1% | -3.7% | +0.7% | -0.1% | -2.2% | — |
| Oct 15, 2025 | AMC | 2.10 | 2.80 | +33.3% | 162.65 | +0.3% | -1.6% | -0.8% | +2.1% | -1.7% | -0.7% | — |
| Jul 16, 2025 | AMC | 1.98 | 2.13 | +7.6% | 139.79 | -0.4% | +0.8% | -0.0% | -0.3% | -0.3% | +1.5% | — |
| Apr 11, 2025 | AMC | 2.21 | 2.60 | +17.6% | 108.12 | +2.2% | +0.9% | +1.2% | -2.3% | +1.2% | -2.6% | — |
| Jan 16, 2025 | AMC | 1.62 | 2.22 | +37.0% | 135.81 | +0.3% | +1.5% | -0.4% | -0.9% | +1.3% | +0.0% | — |
| Oct 16, 2024 | AMC | 1.58 | 1.88 | +19.0% | 119.51 | +0.2% | -0.1% | +1.4% | -2.3% | +0.0% | -0.0% | — |
| Jul 16, 2024 | AMC | 1.65 | 1.82 | +10.3% | 106.22 | -1.1% | +0.7% | -2.0% | -2.6% | +0.3% | +1.0% | — |
| Apr 16, 2024 | AMC | 1.66 | 2.02 | +21.7% | 89.14 | +1.1% | +1.1% | +0.2% | +0.4% | +1.6% | +1.8% | — |
| Jan 16, 2024 | AMC | 1.01 | 0.99 | -2.0% | 85.97 | -1.3% | -1.8% | -0.6% | +1.7% | +0.5% | +1.2% | — |
| Oct 18, 2023 | AMC | 1.28 | 1.38 | +7.8% | 74.88 | -0.0% | -2.6% | +0.3% | -2.0% | -0.2% | -0.2% | — |
| Jul 18, 2023 | AMC | 1.15 | 1.24 | +7.8% | 91.94 | -0.6% | +1.3% | +0.7% | +0.2% | +0.7% | -0.3% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30 | Oppenheimer | Downgrade | Perform → Underperform | — | $211.72 | $210.17 | -0.7% | -1.3% | +1.3% | +1.0% | +3.8% | -0.0% |
| Apr 16 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $191.62 | $190.93 | -0.4% | -2.2% | +0.8% | +1.0% | -0.7% | +0.9% |
| Apr 16 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $191.62 | $190.93 | -0.4% | -2.2% | +0.8% | +1.0% | -0.7% | +0.9% |
| Apr 16 | Citizens | Maintains | Market Perform → Market Perform | — | $191.62 | $190.93 | -0.4% | -2.2% | +0.8% | +1.0% | -0.7% | +0.9% |
| Apr 16 | BofA Securities | Maintains | Buy → Buy | — | $191.62 | $190.93 | -0.4% | -2.2% | +0.8% | +1.0% | -0.7% | +0.9% |
| Apr 16 | Barclays | Maintains | Overweight → Overweight | — | $191.62 | $190.93 | -0.4% | -2.2% | +0.8% | +1.0% | -0.7% | +0.9% |
| Apr 16 | Goldman Sachs | Maintains | Neutral → Neutral | — | $191.62 | $190.93 | -0.4% | -2.2% | +0.8% | +1.0% | -0.7% | +0.9% |
| Apr 16 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $191.62 | $190.93 | -0.4% | -2.2% | +0.8% | +1.0% | -0.7% | +0.9% |
| Apr 7 | UBS | Upgrade | Neutral → Buy | — | $166.55 | $165.69 | -0.5% | +1.1% | +4.5% | +1.2% | -0.3% | +2.0% |
| Apr 6 | Evercore ISI | Maintains | Outperform → Outperform | — | $165.81 | $165.88 | +0.0% | +0.4% | +1.1% | +4.5% | +1.2% | -0.3% |
| Mar 10 | JP Morgan | Maintains | Neutral → Neutral | — | $160.45 | $161.84 | +0.9% | +0.2% | +0.1% | -4.1% | +0.3% | +0.5% |
| Jan 27 | Freedom Broker | Maintains | Hold → Hold | — | $181.88 | $182.24 | +0.2% | +0.4% | -0.2% | +0.0% | +0.2% | +1.3% |
| Jan 16 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $191.23 | $190.56 | -0.4% | -1.1% | -3.7% | +0.7% | -0.1% | -2.2% |
| Jan 16 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $191.23 | $190.56 | -0.4% | -1.1% | -3.7% | +0.7% | -0.1% | -2.2% |
| Jan 8 | JP Morgan | Maintains | Neutral → Neutral | — | $184.79 | $183.91 | -0.5% | -0.1% | +0.9% | +0.1% | -2.0% | -1.1% |
| Jan 5 | Barclays | Maintains | Overweight → Overweight | — | $181.90 | $182.20 | +0.2% | +2.6% | +0.6% | -1.6% | -0.1% | +0.9% |
| Dec 17 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $176.51 | $178.05 | +0.9% | -1.0% | -1.1% | +2.3% | +1.6% | -0.1% |
| Nov 24 | Wolfe Research | Upgrade | Peer Perform → Outperform | — | $158.17 | $161.33 | +2.0% | +2.9% | +1.6% | +1.5% | +1.0% | -0.7% |
| Oct 22 | Freedom Broker | Maintains | Hold → Hold | — | $159.23 | $159.57 | +0.2% | -0.7% | +0.8% | +2.9% | +1.3% | -0.5% |
| Oct 21 | JP Morgan | Maintains | Neutral → Neutral | — | $161.97 | $161.45 | -0.3% | -1.7% | -0.7% | +0.8% | +2.9% | +1.3% |
| Oct 16 | Citigroup | Maintains | Neutral → Neutral | — | $162.65 | $163.09 | +0.3% | -1.6% | -0.8% | +2.1% | -1.7% | -0.7% |
| Oct 16 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $162.65 | $163.09 | +0.3% | -1.6% | -0.8% | +2.1% | -1.7% | -0.7% |
| Oct 16 | Jefferies | Maintains | Buy → Buy | — | $162.65 | $163.09 | +0.3% | -1.6% | -0.8% | +2.1% | -1.7% | -0.7% |
| Oct 16 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $162.65 | $163.09 | +0.3% | -1.6% | -0.8% | +2.1% | -1.7% | -0.7% |
| Oct 16 | Evercore ISI | Maintains | Outperform → Outperform | — | $162.65 | $163.09 | +0.3% | -1.6% | -0.8% | +2.1% | -1.7% | -0.7% |
| Oct 16 | Barclays | Maintains | Overweight → Overweight | — | $162.65 | $163.09 | +0.3% | -1.6% | -0.8% | +2.1% | -1.7% | -0.7% |
| Oct 7 | UBS | Maintains | Neutral → Neutral | — | $158.09 | $158.78 | +0.4% | -1.3% | -0.2% | +0.4% | -2.8% | +2.2% |
| Oct 3 | Goldman Sachs | Maintains | Neutral → Neutral | — | $155.30 | $156.93 | +1.0% | +1.5% | +0.3% | -1.3% | -0.2% | +0.4% |
| Sep 30 | Evercore ISI | Maintains | Outperform → Outperform | — | $161.16 | $161.39 | +0.1% | -1.4% | -1.3% | -1.0% | +1.5% | +0.3% |
| Sep 26 | Citigroup | Maintains | Neutral → Neutral | — | $158.95 | $159.56 | +0.4% | +0.7% | +0.7% | -1.4% | -1.3% | -1.0% |
| Sep 16 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $156.64 | $157.08 | +0.3% | -0.5% | +1.0% | +1.2% | +0.4% | +0.5% |
| Jul 9 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $141.13 | $142.90 | +1.3% | +0.3% | +1.1% | -0.6% | +1.2% | -1.7% |
| Jul 8 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $143.74 | $143.61 | -0.1% | -1.8% | +0.3% | +1.1% | -0.6% | +1.2% |
| Jun 18 | Citigroup | Maintains | Neutral → Neutral | — | $130.09 | $130.02 | -0.1% | +1.9% | +0.1% | +1.0% | +1.4% | +1.3% |
| Jun 10 | Goldman Sachs | Maintains | Neutral → Neutral | — | $131.95 | $131.60 | -0.3% | -0.1% | -0.0% | +0.1% | -1.8% | +1.1% |
| Apr 25 | Goldman Sachs | Maintains | Neutral → Neutral | — | $115.60 | $115.71 | +0.1% | +0.4% | -0.2% | +0.3% | -0.7% | +1.2% |
| Apr 14 | JP Morgan | Maintains | Neutral → Neutral | — | $108.12 | $110.48 | +2.2% | +0.9% | +1.2% | -2.3% | +1.2% | -2.6% |
| Apr 14 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $108.12 | $110.48 | +2.2% | +0.9% | +1.2% | -2.3% | +1.2% | -2.6% |
| Apr 14 | JMP Securities | Maintains | Market Perform → Market Perform | — | $108.12 | $110.48 | +2.2% | +0.9% | +1.2% | -2.3% | +1.2% | -2.6% |
| Apr 3 | JP Morgan | Maintains | Neutral → Neutral | — | $119.27 | $110.11 | -7.7% | -9.5% | -7.5% | +1.1% | -0.6% | +11.4% |
| Apr 2 | BofA Securities | Maintains | Buy → Buy | — | $115.74 | $113.97 | -1.5% | +3.0% | -9.5% | -7.5% | +1.1% | -0.6% |
| Apr 1 | Evercore ISI | Maintains | Outperform → Outperform | — | $116.67 | $115.99 | -0.6% | -0.8% | +3.0% | -9.5% | -7.5% | +1.1% |
| Mar 28 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $119.00 | $118.71 | -0.2% | -3.1% | +1.2% | -0.8% | +3.0% | -9.5% |
| Mar 25 | JP Morgan | Maintains | Neutral → Neutral | — | $124.27 | $124.90 | +0.5% | +0.7% | -2.4% | -2.6% | -3.1% | +1.2% |
| Mar 24 | Citigroup | Maintains | Neutral → Neutral | — | $120.14 | $122.31 | +1.8% | +3.4% | +0.7% | -2.4% | -2.6% | -3.1% |
| Mar 19 | Goldman Sachs | Maintains | Neutral → Neutral | — | $118.11 | $117.23 | -0.7% | +1.5% | +0.5% | -0.3% | +3.4% | +0.7% |
| Jan 21 | UBS | Maintains | Neutral → Neutral | — | $137.87 | $136.44 | -1.0% | -0.4% | -0.9% | +1.3% | +0.0% | -0.8% |
| Jan 17 | Evercore ISI | Maintains | Outperform → Outperform | — | $135.81 | $136.16 | +0.3% | +1.5% | -0.4% | -0.9% | +1.3% | +0.0% |
| Jan 17 | Barclays | Maintains | Overweight → Overweight | — | $135.81 | $136.16 | +0.3% | +1.5% | -0.4% | -0.9% | +1.3% | +0.0% |
| Jan 17 | JP Morgan | Maintains | Neutral → Neutral | — | $135.81 | $136.16 | +0.3% | +1.5% | -0.4% | -0.9% | +1.3% | +0.0% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | SCHAPIRO MARY LDir | — | Sell | 1,000 | $212.06 | $212K | 40,842 | +3.41% | +0.56% |
| Jul 17, 2026 | Pizzi Michael A.Off | Head Technology & Operations | Sell | 7,101 | $216.88 | $1.5M | 121,769 | -2.12% | -0.35% |
| Jul 17, 2026 | Pizzi Michael A.Off | Head Technology & Operations | Sell | 17,064 | $215.00 | $3.7M | 128,870 | -2.12% | -0.35% |
| Jul 16, 2026 | YESHAYA SHARONOff | Chief Financial Officer | Sell | 9,172 | $222.51 | $2.0M | — | -2.12% | -0.35% |
| Jul 16, 2026 | YESHAYA SHARONOff | Chief Financial Officer | Sell | 6,382 | $222.51 | $1.4M | 136,809 | -2.12% | -0.35% |
8-K · 8.01
!! High
Ameren Corporation -- 8-K 8.01: Material Event / Announcement
Sep 18
8-K
Aon plc -- 8-K Filing
Sep 17
8-K · 8.01
!! High
CoreWeave, Inc. -- 8-K 8.01: Material Event / Announcement
Sep 17
8-K · 8.01
!! High
Uber Technologies, Inc. -- 8-K 8.01: Material Event / Announcement
Sep 15
8-K
First Citizens BancShares, Inc. -- 8-K Filing
Sep 14
8-K · 7.01
! Medium
Caris Life Sciences, Inc. -- 8-K 7.01: Regulation FD Disclosure
Sep 14
8-K
TransDigm Group Incorporated -- 8-K Filing
Sep 14
8-K · 1.01
! Medium
New Fortress Energy Inc. -- 8-K 1.01: Financing / Debt Agreement
Sep 11
8-K · 1.02
!! High
Oklo Inc. -- 8-K 1.02: Material Agreement Terminated
Sep 11
8-K
BANK 2020-BNK26 -- 8-K Filing
Sep 10
8-K · 8.01
!! High
Morgan Stanley Capital I Trust 2020-L4 -- 8-K 8.01: Material Event / Announcement
Sep 10
8-K
BANK 2020-BNK25 -- 8-K Filing
Sep 10
8-K · 1.01
! Medium
MercadoLibre, Inc. -- 8-K 1.01: Underwriting / Securities
Sep 10
8-K
The Williams Companies, Inc. -- 8-K Filing
Sep 10
8-K · 1.01
! Medium
FORTRESS CREDIT REALTY INCOME TRUST -- 8-K 1.01: Financing / Debt Agreement
Sep 3
8-K · 1.01
!! High
Morgan Stanley Bank of America Merrill Lynch Trust 2026-C36 -- 8-K 1.01: Material Agreement
Sep 3
8-K
Morgan Stanley Bank of America Merrill Lynch Trust 2016-C28 -- 8-K Filing
Sep 2
8-K
BANK 2017-BNK4 -- 8-K Filing
Sep 2
8-K
BANK 2021-BNK31 -- 8-K Filing
Sep 2
8-K
BANK5 2023-5YR4 -- 8-K Filing
Sep 2
8-K
Bank of America Merrill Lynch Commercial Mortgage Trust 2016-UBS10 -- 8-K Filing
Sep 2
8-K
BANK 2021-BNK34 -- 8-K Filing
Sep 2
8-K
Morgan Stanley Bank of America Merrill Lynch Trust 2016-C31 -- 8-K Filing
Sep 2
8-K
BANK 2020-BNK30 -- 8-K Filing
Sep 2
8-K
BANK 2019-BNK19 -- 8-K Filing
Sep 2
8-K
BANK 2021-BNK36 -- 8-K Filing
Sep 2
8-K
BANK 2023-BNK45 -- 8-K Filing
Sep 2
8-K
BANK5 2023-5YR3 -- 8-K Filing
Sep 2
8-K
BANK5 2025-5YR14 -- 8-K Filing
Sep 1
8-K
CITIGROUP COMMERCIAL MORTGAGE TRUST 2016-P5 -- 8-K Filing
Sep 1
8-K
BANK5 2023-5YR1 -- 8-K Filing
Sep 1
8-K
BANK 2022-BNK43 -- 8-K Filing
Sep 1
8-K
BANK 2022-BNK42 -- 8-K Filing
Sep 1
8-K · 8.01
!! High
MSWF Commercial Mortgage Trust 2023-1 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K · 8.01
!! High
Morgan Stanley Capital I Trust 2021-L6 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K · 8.01
!! High
Morgan Stanley Capital I Trust 2017-H1 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K · 8.01
!! High
Morgan Stanley Capital I Trust 2016-UBS12 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K
Morgan Stanley Capital I Trust 2016-UBS11 -- 8-K Filing
Sep 1
8-K
Morgan Stanley Capital I Trust 2016-BNK2 -- 8-K Filing
Sep 1
8-K · 8.01
!! High
CITIGROUP COMMERCIAL MORTGAGE TRUST 2016-C3 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K · 8.01
!! High
BANK 2020-BNK29 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K · 8.01
!! High
BANK 2021-BNK32 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K
Morgan Stanley Capital I Trust 2016-UBS9 -- 8-K Filing
Sep 1
8-K · 8.01
!! High
BANK 2022-BNK44 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K · 8.01
!! High
Morgan Stanley Bank of America Merrill Lynch Trust 2016-C29 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K · 8.01
!! High
BANK 2021-BNK35 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K · 8.01
!! High
BANK5 2023-5YR2 -- 8-K 8.01: Material Event / Announcement
Sep 1
8-K · 8.01
!! High
BANK5 2026-5YR24 -- 8-K 8.01: Material Event / Announcement
Aug 31
8-K · 7.01
! Medium
Labcorp Holdings Inc. -- 8-K 7.01: Regulation FD Disclosure
Aug 28
SC TO-I
!!! Very High
Alternative Investment Partners Absolute Return Fund STS -- Issuer Tender Offer
Aug 28
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Mitsubishi Ufj Financial Group Inc | 377,085,167 | $78.8B | — | Jun 2026 |
| 2 | Blackrock, Inc. | 94,899,620 | $19.8B | New | Jun 2026 |
| 3 | Vanguard Capital Management Llc | 77,700,641 | $16.2B | — | Jun 2026 |
| 4 | Jpmorgan Chase & Co | 43,578,279 | $6.9B | Added | Mar 2026 |
| 5 | Vanguard Portfolio Management Llc | 30,203,228 | $6.3B | — | Jun 2026 |
| 6 | Norges Bank | 17,984,532 | $3.8B | New | Jun 2026 |
| 7 | Fmr Llc | 22,730,023 | $3.7B | Reduced | Mar 2026 |
| 8 | Capital Research Global Investors | 20,270,720 | $3.3B | Added | Mar 2026 |
| 9 | Bank Of America Corp /de/ | 16,326,676 | $2.7B | Reduced | Mar 2026 |
| 10 | Morgan Stanley | 12,189,468 | $2.2B | Reduced | Dec 2025 |
| 11 | Northern Trust Corp | 12,818,061 | $2.1B | — | Mar 2026 |
| 12 | Ubs Group Ag | 11,923,338 | $2.0B | Added | Mar 2026 |
| 13 | Massachusetts Financial Services Co /ma/ | 9,212,711 | $1.9B | New | Jun 2026 |
| 14 | Schroder Investment Management Group | 10,244,669 | $1.7B | Reduced | Mar 2026 |
| 15 | Bank Of New York Mellon Corp | 9,794,288 | $1.6B | Added | Mar 2026 |
| 16 | Franklin Resources Inc | 9,175,221 | $1.5B | Added | Mar 2026 |
| 17 | Royal Bank Of Canada | 7,923,829 | $1.3B | Reduced | Mar 2026 |
| 18 | Invesco Ltd. | 7,846,458 | $1.3B | Added | Mar 2026 |
| 19 | Bank Of Montreal /can/ | 6,125,821 | $1.3B | Reduced | Jun 2026 |
| 20 | Nuveen, Llc | 5,905,402 | $1.2B | Added | Jun 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
| # | Fund | Shares | Value | Period |
|---|---|---|---|---|
| 1 | Fidelity 500 Index Fund | 15,371,718 | $2.6B | Feb 2026 |
| 2 | iShares Core S&P 500 ETF | 15,473,661 | $2.5B | Mar 2026 |
| 3 | MFS Value Fund | 6,588,396 | $1.4B | May 2026 |
| 4 | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 6,649,086 | $1.2B | Jan 2026 |
| 5 | Capital Income Builder | 5,338,737 | $976M | Jan 2026 |
| 6 | Columbia Dividend Income Fund | 4,640,852 | $965M | May 2026 |
| 7 | JPMorgan Equity Income Fund | 4,559,165 | $953M | Jun 2026 |
| 8 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 4,634,558 | $847M | Jan 2026 |
| 9 | Washington Mutual Investors Fund | 4,400,884 | $804M | Jan 2026 |
| 10 | Franklin Rising Dividends Fund | 3,390,000 | $709M | Jun 2026 |
| 11 | JPMorgan U.S. Equity Fund | 2,797,829 | $585M | Jun 2026 |
| 12 | iShares Russell 1000 Value ETF | 2,503,153 | $523M | Jun 2026 |
| 13 | Invesco KBW Bank ETF | 2,394,251 | $498M | May 2026 |
| 14 | Schwab S&P 500 Index Fund | 2,714,553 | $496M | Jan 2026 |
| 15 | Fidelity Total Market Index Fund | 2,273,744 | $473M | May 2026 |
| 16 | iShares Core Dividend Growth ETF | 2,318,481 | $424M | Jan 2026 |
| 17 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 2,528,676 | $416M | Mar 2026 |
| 18 | Strategic Advisers U.S. Total Stock Fund | 1,904,630 | $396M | May 2026 |
| 19 | VANGUARD WINDSOR FUND | 2,094,849 | $383M | Jan 2026 |
| 20 | Fidelity Series Total Market Index Fund | 1,836,453 | $382M | May 2026 |
Valuation
Market Cap
$319.43B
Enterprise Value
$109.98B
P/E (TTM)
15.79x
Forward P/E
17.05x
PEG Ratio
0.58x
P/B
2.82x
P/S
2.52x
P/FCF
7.00x
EV/EBITDA
3.75x
Shares Out
1.59B
Financials (TTM)
Revenue
$126.53B
Net Income
$20.23B
EBITDA
$29.35B
Free Cash Flow
$46.10B
Op Cash Flow
$49.00B
EPS Basic
$10.34
EPS Diluted
$12.28
EPS Forward
$11.88
Gross Margin
59.7%
Op Margin
20.7%
Net Margin
16.0%
Balance Sheet
Total Assets
$1.42T
Total Liab.
$1.31T
Total Equity
$112.65B
Cash
$539.97B
LT Debt
$327.33B
Book Value/Sh
$71.71
Debt/Equity
4.26x
Current Ratio
1.17
Quick Ratio
1.17
Returns & Growth
ROE
15.1%
ROA
1.2%
ROIC
1.7%
Rev Growth YoY
+11.5%
EPS Growth YoY
+28.6%
Price Returns
2W
-6.7%
1M
-5.5%
3M
-10.8%
6M
+27.7%
12M
+26.6%
Technicals
52W High
$232.25
52W Low
$151.84
50d MA
$214.72
200d MA
$192.79
RSI (14)
30.40
ATR (14)
$5.10
Beta
1.18
Avg Volume
4.4M
Dividends
Div Rate
$4.20
Div Yield
2.2%
Frequency
4
Ex-Div Date
Apr 30, 2026
Analyst Price Targets
Consensus
$205.75
High
$211.00
Low
$200.00
Median
$206.00
Data updated apr 26, 2026 1:21pm
· Source: financialmodelingprep.com