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-14.11%Shareholder Yield
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Market
19
Sector
12
Industry
21
History
8
$ 151.86Close
$ 99.83 - $ 161.16 52-Week Range
Ticker Information

Ticker

MS

Company Name

MORGAN STANLEY

Sector

Financial Services

Industry

Capital Markets

Exchange

NYSE

MORGAN STANLEY - Shareholder Yield Chart Analysis (TTM)

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MS - Shareholder Yield Historical data
DateMarket CapitalizationNet Cash Flow - Issuance (Purchase) of Equity SharesNet Cash Flow - Issuance (Repayment) of Debt SecuritiesNet Cash Flow - Dividends & Other Cash DistributionsShareholder Yield
6/30/2025$ 225.66B$ -4.82B$ 43.02B$ -6.38B-14.11%
3/31/2025$ 191.88B$ -4.51B$ 31.82B$ -6.26B-10.97%
12/31/2024$ 212.4B$ -4.2B$ 32.49B$ -6.14B-10.43%
9/30/2024$ 187.11B$ -4.69B$ 29.36B$ -6.03B-9.96%
6/30/2024$ 148.96B$ -5.42B$ 25.84B$ -5.94B-9.72%
3/31/2024$ 152.18B$ -5.69B$ 19.62B$ -5.85B-5.31%
12/31/2023$ 140.39B$ -6.18B$ 14.41B$ -5.76B-1.76%
9/30/2023$ 125.17B$ -6.58B$ 22.98B$ -5.66B-8.58%
6/30/2023$ 147.7B$ -7.65B$ 23.94B$ -5.57B-7.26%
3/31/2023$ 144.11B$ -9.39B$ 34.5B$ -5.49B-13.61%
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Key Performance Insights, Last 5 Years

  • MORGAN STANLEY's latest trailing twelve months (TTM) Shareholder Yield stands at 0.67%.
  • Over the past 5 years, MORGAN STANLEY's average Shareholder Yield has been -7.22%.
  • The median Shareholder Yield for MORGAN STANLEY during this period was -7.67%
  • MORGAN STANLEY reached its highest Shareholder Yield over the past 5 years at 0.67%.
  • The lowest Shareholder Yield recorded by MORGAN STANLEY in the same timeframe -14.11%

MORGAN STANLEY's Shareholder Yield vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

Shareholder Yield Benchmarks
CompanyShareholder Yield
GS : GOLDMAN SACHS GROUP INC -0.66%AXP : AMERICAN EXPRESS CO 0.8%SCHW : SCHWAB CHARLES CORP 13.17%WFC : WELLS FARGO & COMPANY -15.77%RY : ROYAL BANK OF CANADA 3.88%C : CITIGROUP INC -45.36%PGR : PROGRESSIVE CORP 2.14%CB : CHUBB LTD 3.29%BN : BROOKFIELD CORP -24.99%ALL : ALLSTATE CORP 2.64%

Definition of Shareholder Yield

[Calculation] The Shareholder Yield is a ratio that indicates how much money the business is giving back to shareholders. A business can return to shareholders through dividends [DivYield], share repurchases [BuybackYield], and debt reduction [DebtPaydownYield].
(-1 * CF - Equity -1 * CF - Dividends -1 * CF - Debt) / Market Cap
(=) Shareholder Yield
Shareholder Yield for MORGAN STANLEY is calculated as follows: (-1 * CF - Equity [ $ -3.35B ] -1 * CF - Dividends [ $ -2.55B ] -1 * CF - Debt [ $ 5.28B ]) / Market Cap [ $ 92.59B ]
(=) Shareholder Yield [ 0.67% ]

MS - Shareholder Yield, Last 5 years

-14.11%

Minimum

Jun 30, 2025

0.67%

Maximum

Sep 30, 2020

-7.22%

Average

-7.67%

Median

Shareholder Yield Benchmark Analysis

The chart above depicts the distribution of Shareholder Yield for companies in the Total Stock Market. The average Shareholder Yield of the companies is 0.58% with a standard deviation of 11.13%.
The following table provides additional summary stats:
Shareholder Yield in the Market:
filtered constituents3.48K
min-33.43%
max34.45%
average0.58%
median1.07%
std11.13%