MS – Dividend Returns, History & Calculator

Dividend Contender 12 Years

Morgan Stanley, a financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa. The company operates through Institutional Securities,

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Company Info

Symbol MS
Company Morgan Stanley
Sector Financial Services
Industry Capital Markets
Website Visit
Market Cap $258,776.2M

Price Data

Price $162.65
Price Change +7.31
Price Change % +4.71%
Next Earnings Jan 15, 2026
Low (52W) $94.33
High (52W) $166.77

Dividend Data

Div Yield 245.93%
5Y Avg Yield 327.52%
Current Div $1.000
Payouts/Year 4
Annualized $4.000
Previous Div $0.925
Ex-Date Jul 31, 2025

Growth Rates

Chowder Number 24.4
DGR 1Y 8.6%
DGR 3Y 9.5%
DGR 5Y 21.9%
DGR 10Y 22.4%

Total Returns

TTR 1Y - With Specials 43.4%
TTR 3Y - With Specials 34.9%
TTR 1Y - No Specials 43.4%
TTR 3Y - No Specials 34.9%

Fair Value

Fair Value (P/E 10) $71.45
FV (P/E 10) % 128.0%
Fair Value (Peter Lynch) $48.70
FV (Peter Lynch) % 234.0%
Fair Value (Blended) $73.00
FV (Blended) % 123.0%

Financial Metrics

Revenue 1Y 14.1%
NPM 22.6%
Debt/Capital 77.0%
ROTC 3.9%
P/E 16.7x
P/BV 2.6x
PEG 37.11
📊 Financial data last updated: October 16, 2025 12:06 pm

Calculate your MS Dividend Returns

Quickly and easily calculate MS dividend yield using our MS calculator. Adjust the fields below to see how your MS investments snowball over time.

Show Idealized Scenario (Assumes all future extra investments and dividends are made on Day 1 and reinvested instantly — this creates a best-case scenario for compounding growth.)

Portfolio Growth Over Time

Data last updated: October 15, 2025 4:08 pm

Year-by-Year Portfolio Growth (Realistic DRIP Scenario)

YearStart BalanceStart SharesShare PriceDividend / ShareDividend YieldYield on CostAnnual DividendTotal DividendsEnd SharesEnd Balance
1$10,00061$163.65$1.002.44%2.44%$265$26570$11,465
2$13,45270$192.01$1.212.52%2.95%$361$62678$15,013
3$17,61578$225.28$1.462.59%3.57%$481$1,10786$19,296
4$22,63986$264.32$1.772.67%4.32%$632$1,73993$24,471
5$28,71293$310.13$2.142.75%5.22%$820$2,55999$30,732
6$36,05799$363.87$2.582.84%6.31%$1,056$3,615105$38,313
7$44,952105$426.93$3.122.92%7.63%$1,351$4,966111$47,504
8$55,735111$500.91$3.773.01%9.22%$1,721$6,687117$58,657
9$68,822117$587.71$4.563.10%11.15%$2,185$8,872123$72,207
10$84,720123$689.56$5.513.20%13.48%$2,767$11,639129$88,687

MS Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
07/31/202507/31/2025$1.002.65%2.81%$142.46
04/30/202504/30/2025$0.9253.21%3.21%$115.42
01/31/202501/31/2025$0.9252.62%2.67%$138.43
10/31/202410/31/2024$0.9253.05%3.18%$116.25
07/31/202407/31/2024$0.9253.37%3.58%$103.21
04/29/202404/29/2024$0.8503.69%3.69%$92.11
01/30/202401/30/2024$0.8503.79%3.88%$87.62
10/30/202310/30/2023$0.8504.60%4.82%$70.59
07/28/202307/28/2023$0.8503.47%3.71%$91.57
04/28/202304/28/2023$0.7753.45%3.45%$89.97
01/30/202301/30/2023$0.7753.15%3.23%$95.96
10/28/202210/28/2022$0.7753.59%3.77%$82.22
07/28/202207/28/2022$0.7753.47%3.74%$82.95
04/28/202204/28/2022$0.7003.36%3.36%$83.40
01/28/202201/28/2022$0.7002.41%2.75%$101.80
10/28/202110/28/2021$0.7002.05%2.73%$102.50
07/29/202107/29/2021$0.7001.82%2.91%$96.28
04/29/202104/29/2021$0.3501.67%1.67%$83.64
01/28/202101/28/2021$0.3502.02%2.02%$69.32
10/29/202010/29/2020$0.3502.91%2.91%$48.12
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MS 10-yr Total Return ($10,000 invested)

This analysis of MS demonstrates the power of dividend reinvestment over a 10-year period with a $10,000 initial investment. The dividend reinvestment strategy delivered a 19.4% CAGR, representing strong long-term performance. Recent 5-year performance has been particularly strong at 29.9% annually, outpacing the 10-year average. The DRIP strategy provided 18% more total return compared to collecting dividends as cash, highlighting the compounding effect of reinvestment.

With DRIP No DRIP

Total Return with and without DRIP (MS)

Over the selected period, investing $10,000 in MS would grow to $77,562 with DRIP (675.6%), and $64,197 without DRIP (542.0%).

MS Dividend Reinvestment Snowball

Investing $10,000 + $100/mo in MS with historic price growth (17.26%) and dividend growth (20.89%) produces dramatically different outcomes depending on whether you reinvest dividends.

After 20 Years

Your Investment: $34,000

With DRIP

Portfolio: $728,910

Annual Dividend: $32,999

Yield on Cost: 97.05%

Total Dividends: $127,867

No DRIP

Portfolio: $502,402

Total Dividends: $85,362

After 30 Years

Your Investment: $46,000

With DRIP

Portfolio: $5,805,217

Annual Dividend: $356,574

Yield on Cost: 775.16%

Total Dividends: $1,342,386

No DRIP

Portfolio: $2,682,093

Total Dividends: $603,233

Milestones on the way

By year 13, the compounding really starts to show. Your total dividends collected reach $24,267 against a total investment of $25,600. At this point, your portfolio is throwing off $6,594 per year in dividends alone.

By year 17, the annual dividend climbs to around your initial contribution. For a starting investment of $10,000, the yearly dividend now sits at approximately $16,505, a powerful “income on autopilot” milestone.

After two decades, cumulative dividends total $127,867 versus $34,000 invested, nearly a 376% recovery of capital purely from income. Yield on cost reaches 97.05%.

At year 25, the income engine takes over. The portfolio’s annual dividend of $106,717 is greater than total contributions to date ($40,000), and cumulative dividends exceed $410,838.

By year 30, the DRIP snowball is in full force. Yearly income reaches $356,574, cumulative dividends total $1,342,386, and the DRIP portfolio value stands at $5,805,217, compared with $2,682,093 if dividends weren’t reinvested.

How we estimate these numbers

We use the latest calculator inputs for MS, price $162.65, dividend per period $1.00 (4×/year), along with historic growth assumptions: price growth 17.26% and dividend growth 20.89% annually.

We simulate month by month for 30 years. Every month, a $100 contribution is added and converted to shares at that month’s price. Dividends are paid roughly evenly across the year based on the dividend frequency; in the DRIP path, each payout immediately buys additional shares at the then-current price. In the No‑DRIP path, dividends accrue as cash. Prices grow using a monthly rate derived from the annual price growth. Dividends per share increase once per year at the annual dividend growth rate.

This model isn’t investment advice; it’s a simple, transparent framework that illustrates how reinvesting dividends can accelerate both income and total return over time.

Projected Future Returns & Dividends for MS

Based on past 10-year performance, here are MS growth metrics:

Share price CAGR of +6.17%
Dividend CAGR of +22.40%

Using MS CAGR metrics, we can estimate that your initial $10,000 investment, over the next 10 years, should grow as follows:

MS (DRIP)MS (No DRIP)
Current Price$163.71$163.71
Start Shares61.0861.08
Start Value$10,000$10,000
After 10 years:
Final Share Count107.1061.08
Dividends Payment$30.20$30.20
Annual Dividends$2,937$1,845
Yield on cost29.37%18.45%
Share Price$297.90$297.90
Total Dividends$11,616$8,744
Final Value$31,904$26,940

Estimated Future Value + Dividends – MS

Dividend History: Payments & Yield

Shows quarterly dividend payments with trailing yield and a 5-year rolling average overlay. Use the range pills to switch the visible period.

Yield Dividend

Dividend Growth

Lifetime quarterly dividend amounts, with range controls for 1Y/2Y/5Y/10Y. Useful to visualize the cadence and pace of dividend increases over time.

Dividend

Dividend Payments & Yield

Quarterly dividends with TTM yield and a 5‑year rolling average overlay. Helps compare current yield versus recent history across different ranges.

Dividend 5-yr Rolling AVG Yield

MS Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
07/31/202507/31/2025$1.002.65%2.81%$142.46
04/30/202504/30/2025$0.9253.21%3.21%$115.42
01/31/202501/31/2025$0.9252.62%2.67%$138.43
10/31/202410/31/2024$0.9253.05%3.18%$116.25
07/31/202407/31/2024$0.9253.37%3.58%$103.21
04/29/202404/29/2024$0.8503.69%3.69%$92.11
01/30/202401/30/2024$0.8503.79%3.88%$87.62
10/30/202310/30/2023$0.8504.60%4.82%$70.59
07/28/202307/28/2023$0.8503.47%3.71%$91.57
04/28/202304/28/2023$0.7753.45%3.45%$89.97
01/30/202301/30/2023$0.7753.15%3.23%$95.96
10/28/202210/28/2022$0.7753.59%3.77%$82.22
07/28/202207/28/2022$0.7753.47%3.74%$82.95
04/28/202204/28/2022$0.7003.36%3.36%$83.40
01/28/202201/28/2022$0.7002.41%2.75%$101.80
10/28/202110/28/2021$0.7002.05%2.73%$102.50
07/29/202107/29/2021$0.7001.82%2.91%$96.28
04/29/202104/29/2021$0.3501.67%1.67%$83.64
01/28/202101/28/2021$0.3502.02%2.02%$69.32
10/29/202010/29/2020$0.3502.91%2.91%$48.12
07/30/202007/30/2020$0.3502.86%2.86%$48.95
04/29/202004/29/2020$0.3503.43%3.43%$40.79
01/30/202001/30/2020$0.3502.51%2.60%$53.82
10/30/201910/30/2019$0.3502.81%3.03%$46.26
07/30/201907/30/2019$0.3502.80%3.13%$44.67
04/29/201904/29/2019$0.3002.48%2.48%$48.46
01/30/201901/30/2019$0.3002.69%2.80%$42.79
10/30/201810/30/2018$0.3002.47%2.70%$44.50
07/30/201807/30/2018$0.3002.06%2.36%$50.90
04/27/201804/27/2018$0.2501.93%1.93%$51.86
01/30/201801/30/2018$0.2501.68%1.77%$56.60
10/30/201710/30/2017$0.2501.78%1.98%$50.46
07/27/201707/27/2017$0.2501.81%2.12%$47.09
04/27/201704/27/2017$0.2001.84%1.84%$43.54
01/27/201701/27/2017$0.2001.72%1.83%$43.65
10/27/201610/27/2016$0.2002.07%2.37%$33.82
07/27/201607/27/2016$0.2002.24%2.76%$29.02
04/27/201604/27/2016$0.1502.18%2.18%$27.53
01/27/201601/27/2016$0.1502.37%2.37%$25.37
10/28/201510/28/2015$0.1501.64%1.79%$33.44
07/29/201507/29/2015$0.1501.27%1.53%$39.29
04/28/201504/28/2015$0.1501.21%1.62%$37.04
01/28/201501/28/2015$0.1001.18%1.18%$33.77
10/29/201410/29/2014$0.1001.02%1.16%$34.39
07/29/201407/29/2014$0.1000.92%1.23%$32.65
04/28/201404/28/2014$0.1000.83%1.33%$29.99
01/29/201401/29/2014$0.0500.67%0.67%$29.94
10/29/201310/29/2013$0.0500.68%0.68%$29.36
07/29/201307/29/2013$0.0500.73%0.73%$27.31
04/26/201304/26/2013$0.0500.93%0.93%$21.40
02/01/201302/01/2013$0.0500.85%0.85%$23.51
10/31/201210/31/2012$0.0501.15%1.15%$17.38
07/27/201207/27/2012$0.0501.48%1.48%$13.49
04/26/201204/26/2012$0.0501.16%1.16%$17.21
01/27/201201/27/2012$0.0501.08%1.08%$18.56
10/27/201110/27/2011$0.0501.03%1.03%$19.41
07/27/201107/27/2011$0.0500.89%0.89%$22.54
04/27/201104/27/2011$0.0500.78%0.78%$25.50
01/27/201101/27/2011$0.0500.67%0.67%$29.85
10/27/201010/27/2010$0.0500.82%0.82%$24.40
07/28/201007/28/2010$0.0500.74%0.74%$27.01
04/28/201004/28/2010$0.0500.66%0.66%$30.33
01/27/201001/27/2010$0.0500.78%0.72%$27.95
10/28/200910/28/2009$0.0501.35%0.62%$32.31
07/29/200907/29/2009$0.0502.42%0.74%$27.16
04/28/200904/28/2009$0.0674.16%1.27%$21.08
01/28/200901/28/2009$0.2704.70%4.70%$23.00
10/15/200810/15/2008$0.2705.96%5.96%$18.13
07/09/200807/09/2008$0.2703.18%3.18%$33.99
04/09/200804/09/2008$0.2702.34%2.34%$46.10
01/09/200801/09/2008$0.27031.55%2.26%$47.73
10/10/200710/10/2007$0.27022.30%1.60%$67.53
07/11/200707/11/2007$0.27021.32%1.53%$70.65
07/02/200707/02/2007$14.2521.11%79.91%$71.33
04/11/200704/11/2007$0.2701.36%1.36%$79.40
01/10/200701/10/2007$0.2701.32%1.32%$81.57
10/11/200610/11/2006$0.2701.44%1.44%$74.78
07/12/200607/12/2006$0.2701.72%1.72%$62.63
04/11/200604/11/2006$0.2701.72%1.72%$62.73
01/11/200601/11/2006$0.2701.81%1.81%$59.57
10/12/200510/12/2005$0.2702.08%2.08%$51.95
07/13/200507/13/2005$0.2701.98%2.02%$53.47
04/13/200504/13/2005$0.2701.96%2.03%$53.13
01/12/200501/12/2005$0.2701.85%1.95%$55.28
10/06/200410/06/2004$0.2502.02%2.02%$49.45
07/07/200407/07/2004$0.2501.96%2.00%$49.88
04/06/200404/06/2004$0.2501.69%1.76%$56.95
01/07/200401/07/2004$0.2501.63%1.73%$57.80
10/08/200310/08/2003$0.2301.73%1.73%$53.25
07/09/200307/09/2003$0.2301.94%1.94%$47.32
04/09/200304/09/2003$0.2302.22%2.22%$41.43
01/08/200301/08/2003$0.2302.19%2.19%$41.92
10/02/200210/02/2002$0.2302.71%2.71%$34.00
07/02/200207/02/2002$0.2302.22%2.22%$41.42
04/03/200204/03/2002$0.2301.65%1.65%$55.66
01/09/200201/09/2002$0.2301.58%1.58%$58.39
10/03/200110/03/2001$0.2301.84%1.84%$49.89
07/03/200107/03/2001$0.2301.40%1.44%$63.70
04/04/200104/04/2001$0.2301.90%2.03%$45.26
01/10/200101/10/2001$0.2300.97%1.07%$86.00
10/04/200010/04/2000$0.2000.89%0.89%$90.38
07/05/200007/05/2000$0.2000.83%0.92%$86.88
04/12/200004/12/2000$0.2000.80%1.00%$79.75
01/10/200001/10/2000$0.2000.86%1.22%$65.31
Page 1 of 1

Dividend Payout Ratio

Tracks the percentage of earnings paid out as dividends each quarter. Lower and stable ratios often indicate safer, more sustainable payouts.

Payout Ratio

Dividend to Free Cash Flow Ratio

Shows dividends as a percentage of free cash flow. Consistently high values may signal limited reinvestment capacity or potential dividend risk.

Dividend/FCF Ratio

Share Price

Historical closing price with range controls. Table view includes quarter‑over‑quarter and year‑over‑year changes for additional context.

MS Price

Price to Earnings

MS trades at a 53.8x price-to-earnings ratio. This elevated valuation suggests investors expect strong future growth.

Price to Sales

MS trades at a 13.1x price-to-sales ratio, providing insight into market valuation relative to revenue generation.

Revenue

MS generated $18.2B in revenue. Revenue has grown by 22% over the period.

Net Income

MS reported $4.5B in net income. Net income has grown by 22% over the period.

Revenue vs Net Income

MS generated $18.2B in revenue with net income of $4.5B, representing a 24.4% net profit margin.

Gross Profit

MS achieved $14.8B in gross profit, showing revenue after direct production costs.

Operating Income

MS generated $6.4B in operating income, representing profit from core business operations.

EBITDA

MS generated $7.3B in EBITDA, measuring operational profitability before interest, taxes, depreciation, and amortization.

Operating Cash Flow

MS generated $5.1B in operating cash flow, demonstrating the company’s ability to convert earnings into cash.

Free Cash Flow

MS generated $4.5B in free cash flow. Free cash flow has increased by 22% over the period.

Free Cash Flow / Share

MS generates $2.82 in free cash flow per share. FCF per share has grown by 22% over the period.

Earnings Per Share (EPS)

MS reported $2.80 in earnings per share. EPS has grown by 22% over the period.

Return on Equity (ROE)

MS delivered a 20.4% return on equity, indicating how effectively the company generates returns for shareholders.

Return on Assets (ROA)

MS achieved a 12.2% return on assets, measuring how efficiently the company uses its assets to generate profit.

Net Profit Margin

MS maintains a 24.4% net profit margin, showing the percentage of revenue retained as profit after all expenses.

Gross Profit Margin

MS operates with a 81.0% gross profit margin, reflecting pricing power and cost efficiency in core operations.

Cash & Debt

MS holds $2.7B in cash against $0.9B in debt, resulting in a net cash position of $1.8B.

Shares Outstanding

MS has 1.6B shares outstanding.

Stock-Based Comp

MS reported $0.5B in stock-based compensation. Over the period, stock-based compensation has increased by 22%.

FCF vs Stock Based Comp

MS generated $4.5B in free cash flow while spending $0.5B on stock-based compensation, representing 10% of FCF.

FCF vs FCF / Share

MS reported $4.5B in free cash flow, translating to $2.82 per share.

Revenue: Actual + Estimates

This chart tracks MS revenue: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

EPS: Actual + Estimates

This chart tracks MS eps: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

Net Income: Actual + Estimates

This chart tracks MS net income: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

EBITDA: Actual + Estimates

This chart tracks MS ebitda: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

Disclaimer: The information on this page is for educational and entertainment purposes only and does not constitute financial advice. Do your own research and consult a qualified financial advisor before making investment decisions. Data sources include Yahoo Finance and other third-party providers and may contain errors or delays.

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