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Morgan Stanley · NYSE
Price: $25.36 · Annual div: $1.74/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in MS-PF → $19.90M in 10 years · $106,642.82/month
Morgan Stanley, a prominent financial holding company, delivers a broad spectrum of financial solutions to a wide array of clients, including businesses, governmental bodies, other financial organizations, and private individuals, across the Americas, Europe, the Middle East, Africa, and Asia. Its operations are strategically divided into three main divisions: Institutional Securities, Wealth Management, and Investment Management. The Institutional Securities division focuses on facilitating capital generation and offering expert financial guidance. This encompasses the underwriting of various securities, such as debt and equity, alongside strategic advice on corporate mergers, acquisitions, organizational restructurings, real estate transactions, and project financing. Furthermore, this segment is active in sales and trading, covering areas like equity and fixed income products—including foreign exchange and commodities—through services like sales execution, financing, prime brokerage, and market-making. It also extends corporate and commercial real estate loans, offering secured financing, funding for sales and trading clients, and expertise in asset-backed and mortgage lending. Complementary offerings include wealth management, investment analysis, and research services. The Wealth Management division caters to individual investors, small to medium-sized businesses, and certain institutions. It provides a comprehensive suite of services, ranging from advisory-led and self-directed brokerage and investment advisory to thorough financial and wealth planning. This segment also delivers workplace solutions, such as stock plan administration, and offers annuity and insurance products. Its lending portfolio includes securities-based loans, residential mortgages, and other credit facilities, alongside traditional banking and retirement plan services. Within the Investment Management segment, the firm delivers diverse investment solutions, spanning equity, fixed income, liquidity management, and alternative asset classes. These offerings are distributed via institutional and intermediary channels to a broad client base, which includes pension and defined contribution plans, charitable foundations, endowments, governmental bodies, sovereign wealth funds, insurers, and corporate entities, including third-party fund sponsors. Established in 1924, Morgan Stanley maintains its primary operational base in New York City.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open MS-PF position with:
Real after-tax yield depends on where you live and how you hold MS-PF.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 6.87% | 4.07% | $687 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 5.84% | 3.04% | $584 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 5.50% | 2.70% | $550 / yr |
| 🇬🇧 UK ISA | 0% | 6.87% | 4.07% | $687 / yr |
| 🇬🇧 UK Taxable | 8.75% | 6.27% | 3.47% | $627 / yr |
| 🇨🇦 TFSA | 0% | 6.87% | 4.07% | $687 / yr |
| 🇨🇦 CA Taxable | 25% | 5.15% | 2.35% | $515 / yr |
| 🇦🇺 Super (pension) | 15% | 5.84% | 3.04% | $584 / yr |
| 🇦🇺 AU Taxable | 30% | 4.81% | 2.01% | $481 / yr |
| 🇩🇪 DE Taxable | 26.375% | 5.06% | 2.26% | $506 / yr |
| 🇫🇷 FR Taxable | 30% | 4.81% | 2.01% | $481 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.74/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
MS-PF pays quarterly — 4 times per year. Next ex-div: TBD.
How MS-PF compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for MS-PF sourced from FMP /financial-growth endpoint — real data, not estimates.
When executives buy their own stock, it's a signal they believe in the dividend's sustainability.
| Insider | Title | Type | Date | Shares | Price | Total Value |
|---|---|---|---|---|---|---|
| A-Award | 2026-06-01 | 345.304 | $209.96 | $72.5K | ||
| A-Award | 2026-06-01 | 1,309.777 | — | — | ||
| A-Award | 2026-06-01 | 1,309.777 | — | — | ||
| A-Award | 2026-06-01 | 1,309.777 | — | — | ||
| F-InKind | 2026-06-01 | 190 | $209.96 | $39.9K | ||
| A-Award | 2026-06-01 | 1,309.777 | — | — | ||
| A-Award | 2026-06-01 | 273.862 | $209.96 | $57.5K | ||
| A-Award | 2026-06-01 | 1,309.777 | — | — | ||
| A-Award | 2026-06-01 | 369.119 | $209.96 | $77.5K | ||
| A-Award | 2026-06-01 | 1,309.777 | — | — |
Insider transactions sourced from SEC Form 4 filings via Financial Modeling Prep. See disclaimer.
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
Revenue breakdown from latest annual report via FMP. Percentages may not sum to 100% due to rounding.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the MS-PF dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
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