Morgan Stanley 배당 및 자사주 매입
배당 기준 점검 4/6
Morgan Stanley 수익으로 충분히 충당되는 현재 수익률 2.19% 보유한 배당금 지급 회사입니다. 다음 지급일은 14th August, 2026 이며 배당락일은 다음과 같습니다. 31st July, 2026.
핵심 정보
2.2%
배당 수익률
2.0%
자사주 매입 수익률
| 총 주주 수익률 | 4.2% |
| 미래 배당 수익률 | 2.5% |
| 배당 성장률 | 17.6% |
| 다음 배당 지급일 | 14 Aug 26 |
| 배당락일 | 31 Jul 26 |
| 주당 배당금 | n/a |
| 배당 성향 | 33% |
최근 배당 및 자사주 매입 업데이트
Recent updates
내러티브 업데이트 • Jul 27
MS: Future Returns Will Rely On AI Infrastructure And Crypto Expansion
Analysts have raised the Morgan Stanley price target from $230 to $262, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What’s in the News for Morgan Stanley Morgan Stanley reported Q2 2026 earnings of US$3.46 per share on record revenue of US$21.35b, with 27% year over year net revenue growth and 45% growth in Institutional Securities revenue to US$11b, alongside total client assets of US$10t and a reported return on tangible common equity of 26.6% (Source: Q2 2026 earnings coverage).Seeking Alpha • Jul 15
Morgan Stanley: Blowout Q2 And Strong Business Model Justify Premium Valuation
Summary Morgan Stanley delivered blowout Q2 earnings, driven by wealth management growth, strong investment banking, and robust capital returns. Recurring fee revenue from wealth management and rising AUM underpin MS’s resilient results, with further upside expected in Q3 due to market appreciation. Investment banking and trading benefited from a favorable environment, but trading revenues are unlikely to remain at current extraordinary levels. I recommend holding MS, as valuation fairly reflects its premium business mix; consider adding on pullbacks to the $210–215 range. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 13
MS: Capital Returns And Private Markets Will Shape Balanced Future Outcomes
Analysts have lifted their price target on Morgan Stanley from $206.67 to $217.86, citing updated assumptions around slightly higher modeled revenue growth, a modest adjustment in profit margins, and a somewhat richer future P/E multiple. What's in the News Morgan Stanley reports that more than US$1t has moved from workplace and E*TRADE accounts into its adviser-led wealth management arm, which now accounts for 20% of a US$5.8t adviser book and supports a total client asset base of US$7.34t in Q1 2026, with all three business segments showing growth roughly twice the rate of GDP.내러티브 업데이트 • Jun 29
MS: Capital Returns And Private Market Tensions Will Shape Balanced Future Returns
Analysts have lifted their price target on Morgan Stanley from about $190.33 to around $206.67, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that adjust the valuation framework rather than a single catalyst. What's in the News Morgan Stanley capped redemptions at its North Haven Private Income Fund after investors requested withdrawals equal to 11.6% of shares outstanding in Q2, more than double the fund’s 5% quarterly limit, with only about 43% of requests to be fulfilled on a pro rata basis, according to recent reporting on private credit market stress.분석 기사 • Jun 21
Morgan Stanley (MS) Stock Could Be 17.3% Overvalued After Its Crypto ETF Push
Morgan Stanley (MS) is back in focus after filing amended S-1s for proposed spot Ethereum and Solana ETFs with industry-low 0.14% fees, alongside recent Bitcoin accumulation and a registered Bitcoin ETF. See our latest analysis for Morgan Stanley. That crypto ETF push comes after a strong run in Morgan Stanley’s stock, with a 90 day share price return of 35.81% and a 1 year total shareholder return of 72.22%. This suggests momentum has been building as earnings expectations and funding...내러티브 업데이트 • Jun 15
MS: Future Returns Will Rely On AI Wealth Ambitions And Crypto Expansion
Analysts have kept their $230 price target on Morgan Stanley unchanged, citing small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions rather than a major shift in the overall investment view. What's in the News Morgan Stanley is opening its US$1.2b wealth management stock administration platforms, ShareWorks and Equity Edge, to external AI agents, with early access for select clients and a planned rollout to all 3,400 corporate clients by next year.내러티브 업데이트 • Jun 01
MS: Future Upside Will Rely On Buybacks Crypto Exposure And Underwriting Fees
Analysts have adjusted their price target for Morgan Stanley from $221 to $230, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Morgan Stanley reported Q1 2026 earnings per share of US$3.43, described as 32% higher year over year, with record revenues across Institutional Securities, Wealth Management, and Investment Management segments and advisory revenues said to be up 74% compared with the prior year, according to recent earnings coverage.
내러티브 업데이트 • Apr 28
MS: Higher Future P/E Multiple Will Likely Restrain Long Term Returns
Analysts now set a higher price target for Morgan Stanley at $165, up from $150.65, reflecting updated assumptions that include a slightly lower discount rate, more moderate revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Morgan Stanley repurchased 10,000,000 shares for US$1,750 million between January 1, 2026 and March 31, 2026, representing 0.63% of shares under its existing buyback program (Key Developments).분석 기사 • Apr 17
Morgan Stanley Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Morgan Stanley ( NYSE:MS ) just released its latest quarterly results and things are looking bullish. Morgan Stanley...내러티브 업데이트 • Apr 14
MS: Buybacks And Stable Credit Costs Will Support Balanced Future Returns
Analysts have trimmed their price target on Morgan Stanley by about $5 to roughly $190, pointing to slightly adjusted assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the update. What's in the News Morgan Stanley reported fourth quarter 2025 charge-offs of $87 million, mainly tied to a single commercial real estate loan that had been largely provisioned for in earlier periods (Key Developments).내러티브 업데이트 • Mar 31
MS: Future Upside Will Depend On Ongoing Buybacks And Underwriting Fees
Analysts have kept the Morgan Stanley price target steady at $221.00, indicating that only small adjustments in discount rate, revenue growth, profit margin, and future P/E assumptions broadly offset one another in their updated models. What's in the News Morgan Stanley completed a share repurchase of 16,378,741 shares, representing 1.03% of shares, for a total of US$2,584.3m under the buyback announced on July 1, 2025.내러티브 업데이트 • Mar 17
MS: Buybacks And Lower Credit Costs Will Support Future Upside
Analysts have raised their price target on Morgan Stanley from $169.52 to $195.81. They cite updated assumptions that include revised revenue growth, profit margin, discount rate and future P/E inputs.내러티브 업데이트 • Mar 03
MS: Future Returns Will Rely On Buybacks And Higher Underwriting Profitability
Analysts have maintained their $221.00 price target for Morgan Stanley, noting that slight adjustments to the discount rate, revenue growth, profit margin, and forward P/E assumptions have influenced this view. What's in the News Morgan Stanley & Co. LLC has been added as a co-lead underwriter for the bank's US$3.25 billion fixed income offering, alongside MUFG Securities Americas Inc.내러티브 업데이트 • Feb 17
MS: Future Returns Will Rely On Buybacks And Higher Profitability
Analysts have maintained their $221.00 price target for Morgan Stanley, pointing to only slight tweaks in assumptions around discount rate, revenue growth, profit margin, and future P/E as supporting factors rather than drivers of a new valuation view. What's in the News Morgan Stanley reported fourth quarter 2025 charge offs of $87 million, primarily linked to a single commercial real estate loan that had been largely provisioned for in earlier periods (Key Developments).내러티브 업데이트 • Feb 03
MS: Future Returns Will Rely On Buybacks And Higher Profitability
Analysts have raised their fair value estimate for Morgan Stanley from US$202.00 to US$221.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News Morgan Stanley reported fourth quarter 2025 charge-offs of $87 million, primarily tied to a single commercial real estate loan that had been largely provisioned for in earlier periods (Key Developments).내러티브 업데이트 • Jan 20
MS: Higher P/E And Aggressive Buybacks Will Likely Restrain Future Returns
Analysts have revised their fair value estimate for Morgan Stanley to US$150.65 from US$135.73, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Morgan Stanley recorded fourth quarter 2025 charge-offs of US$87 million, primarily tied to a single commercial real estate loan that had been largely provisioned for earlier periods (Key Developments).내러티브 업데이트 • Jan 05
MS: Future Returns Will Rely On Buybacks And Higher Profitability
Analysts now place Morgan Stanley's fair value at US$202.0, up from US$160.0. This reflects updated assumptions for a 6.60% revenue growth rate, a 22.63% profit margin, and a forward P/E of 21.58 under a slightly higher 9.73% discount rate. What's in the News Morgan Stanley is working with a broad syndicate of European banks as Co-Lead Underwriters on a €1.75b fixed income offering, including Lloyds Bank Corporate Markets, Nordea Bank Abp, ABN AMRO Bank N.V., Intesa Sanpaolo S.p.A., Société Générale, Danske Bank A/S, NatWest Markets Plc, Standard Chartered Bank, Erste Group Bank AG, Natixis, ING Bank N.V., Belgium Branch, Banco de Sabadell S.A., Banco Santander S.A., Raiffeisen Switzerland Cooperative, and MUFG Securities EMEA plc (Key Developments).내러티브 업데이트 • Dec 21
MS: Richer Multiple And Buybacks Will Likely Limit Future Return Potential
Analysts have raised their price target on Morgan Stanley from approximately 101 dollars to about 136 dollars. This reflects increased confidence in the bank's higher projected revenue growth, improved profit margins, and a modestly richer future price to earnings multiple, despite a slightly higher discount rate.내러티브 업데이트 • Dec 07
MS: Share Repurchases And Credit Costs Will Support Stable Outlook
Narrative Update Analysts have raised their price target on Morgan Stanley by about 1 dollar to approximately 170 dollars. This change reflects slightly higher expectations for revenue growth, profit margins, and future earnings multiples.내러티브 업데이트 • Nov 22
MS: Share Repurchase Activity And Margins Will Maintain Stable Outlook Ahead
Morgan Stanley's analyst price target remains unchanged at $168.15. Analysts cite stable revenue growth and profit margin expectations, which offset minor adjustments to the discount rate and forward P/E assumptions.내러티브 업데이트 • Nov 08
MS: Share Repurchase Program Will Balance Minor Financial Improvements Ahead
Analysts have raised Morgan Stanley's price target slightly to $168.15 from $167.35, citing minor improvements in revenue growth and profit margin expectations. What's in the News Morgan Stanley completed the repurchase of 7,440,032 shares for $1,084.14 million between July and September 2025.내러티브 업데이트 • Oct 25
Digital Platforms Will Expand Advisory Reach Amid Ongoing Buyback Initiatives
Analysts have raised their price target for Morgan Stanley from $154.75 to $167.35. They cited modest improvements in valuation factors, even though there were minor downward adjustments in growth and margin estimates.분석 기사 • Oct 18
Morgan Stanley Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Morgan Stanley ( NYSE:MS ) defied analyst predictions to release its quarterly results, which were ahead of market...내러티브 업데이트 • Oct 11
Digital Platforms And Global Wealth Transfer Will Widen Advisory Reach
Analysts have raised their price target for Morgan Stanley from $145.90 to $154.75, citing slightly improved revenue growth estimates and profit margin expectations as key factors in their updated assessment. What's in the News E*TRADE from Morgan Stanley launched Power E*TRADE Pro, a highly customizable desktop platform for active traders.내러티브 업데이트 • Sep 27
Digital Platforms And Global Wealth Transfer Will Widen Advisory Reach
Morgan Stanley’s consensus analyst price target saw a modest increase to $145.90, reflecting essentially unchanged expectations for revenue growth and future P/E multiples. What's in the News E*TRADE from Morgan Stanley launched Power E*TRADE Pro, a sophisticated desktop trading platform targeting active traders, amid a 26% year-over-year increase in self-directed daily average revenue trades.Seeking Alpha • Apr 23
Morgan Stanley: Overlooked Inflection Points Have Emerged
Summary Morgan Stanley's Q1 earnings beat estimates, but emerging risks in net interest income and investment banking warrant attention. Fundamental concerns include rising provisions, asset-liability management challenges, and declining IPO volumes. Unfortunately, we see a continuation of these trends. Wealth Management shows resilience, acting as a stabilizing force, amid market volatility. Despite its strong dividend profile, Morgan Stanley seems grossly overvalued, and historical price risk probably necessitates caution in the current systematic environment. Read the full article on Seeking Alpha지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: MS 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.
배당금 증가: MS 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| Morgan Stanley 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (MS) | 2.2% |
| 시장 하위 25% (US) | 1.3% |
| 시장 상위 25% (US) | 4.0% |
| 업계 평균 (Capital Markets) | 2.0% |
| 분석가 예측 (MS) (최대 3년) | 2.5% |
주목할만한 배당금: MS 의 배당금( 2.19% )은 US 시장에서 배당금 지급자의 하위 25%( 1.32% )보다 높습니다.
고배당: MS 의 배당금( 2.19% )은 US 시장에서 배당금 지급자의 상위 25%( 4.05% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 합리적으로 낮은 지불 비율 ( 33.2% )로 MS 의 배당금 지급은 수익으로 충분히 충당됩니다.
주주 현금 배당
현금 흐름 범위: MS 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/31 04:16 |
| 종가 | 2026/07/31 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Morgan Stanley는 39명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Stephen Biggar | Argus Research Company |
| Jason Goldberg | Barclays |
| Eoin Mullany | Berenberg |