MS – Dividend Returns, History & Calculator

Dividend Contender 12 Years

Dividend Data

Div Yield 2.12%
5Y Avg Yield 2.99%
Current Div $1.000
Payouts/Year 4
Annualized $4.000
Previous Div $1.000
Ex-date Jan 30, 2026
Dividend Pay Date Feb 13, 2026

Price Data

Price $188.24
Price Change -3.38
Price Change % -1.76%
Next Earnings Report Jul 15, 2026
Low (52W) $104.78
High (52W) $194.59

Growth Rates

Chowder Number 25.0
DGR 1Y 8.3%
DGR 3Y 9.1%
DGR 5Y 22.9%
DGR 10Y 20.7%

Total Returns

TTR 1Y - With Specials 82.9%
TTR 3Y - With Specials 34.7%
TTR 1Y - No Specials 82.9%
TTR 3Y - No Specials 34.7%

Fair Value

Fair Value (P/E 10) $78.98
FV (P/E 10) % 138.0%
Fair Value (Peter Lynch) $255.25
FV (Peter Lynch) % -26.0%
Fair Value (Blended) $87.54
FV (Blended) % 115.0%

Financial Metrics

Revenue 1Y 14.4%
NPM 23.8%
Debt/Capital 77.0%
ROTC 4.1%
P/E 18.4x
P/BV 2.9x
PEG 2.22

Company Info

Symbol MS
Company Morgan Stanley
Sector Financial Services
Industry Capital Markets
Website Visit
Market Cap $298,898.8M
📊 Financial data last updated: April 16, 2026 4:16 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: April 17, 2026 1:32 am

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

YearStart BalanceStart SharesShare PriceDividend / ShareDividend YieldYield on CostAnnual DividendTotal DividendsEnd SharesEnd Balance
1$10,00053$187.32$1.002.14%2.14%$231$23161$11,431
2$13,92761$228.22$1.212.12%2.58%$313$54568$15,440
3$18,81168$278.04$1.462.10%3.12%$414$95973$20,426
4$24,88573$338.74$1.772.09%3.77%$539$1,49879$26,624
5$32,43779$412.69$2.142.07%4.56%$692$2,19183$34,329
6$41,82483$502.79$2.582.05%5.51%$881$3,07287$43,905
7$53,49087$612.56$3.122.04%6.67%$1,114$4,18691$55,804
8$67,98891$746.30$3.772.02%8.06%$1,401$5,58795$70,588
9$85,99995$909.23$4.562.01%9.74%$1,754$7,34198$88,953
10$108,37398$1,107.73$5.511.99%11.78%$2,189$9,530101$111,762

MS Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
01/30/202601/30/2026$1.002.15%2.19%$182.80
10/31/202510/31/2025$1.002.35%2.44%$164.00
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
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Invest in MS with Interactive Brokers

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 25.0% CAGR, representing exceptional long-term performance. 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 $121,098 with DRIP (1,111.0%), and $98,145 without DRIP (881.5%).

MS Dividend Reinvestment Snowball

Investing $10,000 + $100/mo in MS with historic price growth (21.83%) 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: $1,151,834

Annual Dividend: $21,060

Yield on Cost: 61.94%

Total Dividends: $89,307

No DRIP

Portfolio: $900,427

Total Dividends: $69,464

After 30 Years

Your Investment: $46,000

With DRIP

Portfolio: $9,767,199

Annual Dividend: $165,248

Yield on Cost: 359.24%

Total Dividends: $724,705

No DRIP

Portfolio: $6,508,458

Total Dividends: $483,678

Milestones on the way

By year 13, the compounding really starts to show. Your total dividends collected reach $18,966 against a total investment of $25,600. At this point, your portfolio is throwing off $4,872 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 $11,288, a powerful “income on autopilot” milestone.

After two decades, cumulative dividends total $89,307 versus $34,000 invested, nearly a 263% recovery of capital purely from income. Yield on cost reaches 61.94%.

At year 25, the income engine takes over. The portfolio’s annual dividend of $59,146 is greater than total contributions to date ($40,000), and cumulative dividends exceed $256,539.

By year 30, the DRIP snowball is in full force. Yearly income reaches $165,248, cumulative dividends total $724,705, and the DRIP portfolio value stands at $9,767,199, compared with $6,508,458 if dividends weren’t reinvested.

How we estimate these numbers

We use the latest calculator inputs for MS, price $187.32, dividend per period $1.00 (4x/year), along with historic growth assumptions: price growth 21.83% 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 +6.13%
Dividend CAGR of +20.66%

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$164.57$164.57
Start Shares60.7660.76
Start Value$10,000$10,000
After 10 years:
Final Share Count101.3460.76
Dividends Payment$26.17$26.17
Annual Dividends$2,438$1,590
Yield on cost24.38%15.90%
Share Price$298.23$298.23
Total Dividends$10,190$7,866
Final Value$30,224$25,988

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
01/30/202601/30/2026$1.002.15%2.19%$182.80
10/31/202510/31/2025$1.002.35%2.44%$164.00
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
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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 53.4x price-to-earnings ratio. This elevated valuation suggests investors expect strong future growth.

Price to Sales

MS trades at a 14.0x price-to-sales ratio, providing insight into market valuation relative to revenue generation.

Revenue

MS generated $20.6B in revenue. Revenue has grown by 53% over the period.

Net Income

MS reported $5.4B in net income. Net income has grown by 105% over the period.

Revenue vs Net Income

MS generated $20.6B in revenue with net income of $5.4B, representing a 26.3% net profit margin.

Gross Profit

MS achieved $16.7B in gross profit, showing revenue after direct production costs.

Operating Income

MS generated $7.2B in operating income, representing profit from core business operations.

EBITDA

MS generated $8.3B in EBITDA, measuring operational profitability before interest, taxes, depreciation, and amortization.

Operating Cash Flow

MS generated $6.2B in operating cash flow, demonstrating the company’s ability to convert earnings into cash.

Free Cash Flow

MS generated $5.5B in free cash flow. Free cash flow has increased by 115% over the period.

Free Cash Flow / Share

MS generates $3.48 in free cash flow per share. FCF per share has grown by 115% over the period.

Earnings Per Share (EPS)

MS reported $3.42 in earnings per share. EPS has grown by 105% over the period.

Return on Equity (ROE)

MS delivered a 21.9% return on equity, indicating how effectively the company generates returns for shareholders.

Return on Assets (ROA)

MS achieved a 13.2% return on assets, measuring how efficiently the company uses its assets to generate profit.

Net Profit Margin

MS maintains a 26.3% net profit margin, showing the percentage of revenue retained as profit after all expenses.

Gross Profit Margin

MS operates with a 81.3% gross profit margin, reflecting pricing power and cost efficiency in core operations.

Cash & Debt

MS holds $3.1B in cash against $1.0B in debt, resulting in a net cash position of $2.1B.

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 53%.

FCF vs Stock Based Comp

MS generated $5.5B in free cash flow while spending $0.5B on stock-based compensation, representing 9% of FCF.

FCF vs FCF / Share

MS reported $5.5B in free cash flow, translating to $3.48 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.

About Morgan Stanley

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

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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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