Morgan StanleyMEX:MS 62 Shareholder Yield % is -12.82% as of Mar. 2026. GuruFocus rates MEX:MS with a GF Score™ of 62/100 and a GF Value™ of MXN2,807.44 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 705 Capital Markets companies, Morgan Stanley ranks worse than 69.93% on this metric.
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return.
As of today, Morgan Stanley's Shareholder Yield % was -12.82%.
Morgan Stanley (MEX:MS) Shareholder Yield % Explanation
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."
Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.
Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.
Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.
Morgan Stanley Shareholder Yield % Related Terms
Morgan Stanley Shareholder Yield % Historical Data
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The historical data trend for Morgan Stanley's Shareholder Yield % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
MEX:MS vs GS, SCHW, HOOD: Shareholder Yield % Comparison
For the Capital Markets subindustry, Morgan Stanley's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Morgan Stanley Shareholder Yield % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Morgan Stanley's Shareholder Yield % distribution charts can be found below:
* The bar in red indicates where Morgan Stanley's Shareholder Yield % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.
Morgan Stanley (MEX:MS) has a Shareholder Yield % of -12.82% as of Mar. 2026. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Morgan Stanley and its competitors. According to the industry distribution chart, Morgan Stanley ranks #493 out of 705 companies in the Capital Markets industry, placing it in the top 69.9%.
Is Morgan Stanley's Shareholder Yield % too high?
Morgan Stanley's current Shareholder Yield % is -12.82%. Based on the distribution chart, Morgan Stanley ranks #493 out of 705 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Morgan Stanley has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Morgan Stanley's Shareholder Yield % compare to GS and SCHW?
According to the Capital Markets industry distribution chart, Morgan Stanley ranks #493 out of 705 companies for Shareholder Yield %. This places Morgan Stanley in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for a Capital Markets company?
A good Shareholder Yield % depends on the Capital Markets industry context. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Morgan Stanley and its competitors. Morgan Stanley's current Shareholder Yield % is -12.82%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Morgan Stanley stock overvalued right now?
Based on GuruFocus' analysis, Morgan Stanley (MEX:MS) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN2,807.44, compared to a current price of MXN3,970.00 — trading 41.4% above its estimated fair value. The current Shareholder Yield % is -12.82%. Morgan Stanley's overall GF Score™ is 62/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Morgan Stanley (MEX:MS), the current Shareholder Yield % is -12.82% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Morgan Stanley (MEX:MS) Overvalued in 2026?
Based on GuruFocus' analysis, Morgan Stanley stock appears to be overvalued.
The current stock price of MXN3,970.00 is trading 41.4% above its estimated GF Value™ of MXN2,807.44.
GuruFocus considers Morgan Stanley to be Significantly Overvalued.
Key valuation signals for MEX:MS:
Shareholder Yield %: -12.82%
GF Value™: MXN2,807.44 vs. price of MXN3,970.00 (41.4% above fair value)
No single metric tells the full story. See the MEX:MS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, where it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.
62GF Score
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