MS NYSE Week ended 24 Jul 2026

Weekly Investor Report

Morgan Stanley · Financial Services · Capital Markets

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Latest close 214.5 USD
-0.5% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 13.7% above the Trend Line and sits at 81.9% of its 52-week range. The latest completed week returned -0.5%, after a 1.2% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is neither clearly cheap nor expensive. Options positioning is mixed with 44/100 conviction, while the latest news-sentiment score is 52/100. Near-term considerations: volume confirmation is below normal; earnings are due in 76d.

Setup score 69 out of 100
Latest Close 214.5 USD 24 Jul 2026
1W Return -0.5% latest completed week
4W Return 1.2% short-term follow-through
12W Return 12.8% quarterly tape
Trend Breadth 90.4% 47 of 52 weeks active
Volume Ratio 0.9x vs 13-week average
What is working
  • The trend backdrop is active with a 15-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 12 reversal markers appear in the recent smart-money tape.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -0.5% Latest completed week; four-week move 1.2%. Indicator stack 95/63 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 59.49% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Mixed 44/100 conviction; expected move 4.8%. News sentiment 52/100 41 relevant articles in the latest sentiment read. Event risk 76d Next report is scheduled for 14 Oct 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 13.7% above the Trend Line and sits at 81.9% of its 52-week range. The latest completed week returned -0.5%, after a 1.2% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.9x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.9812-week average 0.75

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.98Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers1212 reversal markers

No recent accumulation markers. 12 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 1.2% over four weeks, 12.8% over 12 weeks, and 53.6% over one year. The current trend has remained active for 15 consecutive weeks.

Performance by holding period

1W-0.5%
4W1.2%
12W12.8%
26W21.1%
52W53.6%
Active trend streak15 weeks
Active weeks in one year47
Trend breadth90.4%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.83Latest activity-pressure read.
Pressure change-28.2%Four-week change in activity pressure.
Leadership13.73Latest relative-leadership reading.
RS change-15.7%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Dec 2025 Field coverage 100% Model confidence 100%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength66/100Blend of value, momentum, and quality. Underlying universe rank 35; rank 1 is best.
Value30/100Relative valuation strength. Underlying universe rank 71; rank 1 is best.
Quality82/100Profitability and accounting quality. Underlying universe rank 19; rank 1 is best.
Momentum87/100Medium-term price momentum. Underlying universe rank 14; rank 1 is best.
Growth85/100Revenue and earnings growth. Underlying universe rank 16; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework23/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
16.7x
Price divided by trailing earnings.
Price / sales
2.7x
Market value relative to trailing revenue.
EV / EBITDA
20.7x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
8.5%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
59.7%
Gross profit retained from each unit of revenue.
Operating margin
20.7%
Operating profit retained from revenue.
Free-cash-flow margin
41.0%
Free cash flow generated from revenue.
Return on invested capital
5.4%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
16.7%
Latest one-year revenue growth.
EPS growth
37.1%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-
Latest one-year free-cash-flow growth.
Piotroski F-score
7/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
1.9%
Cash dividends relative to market value.
Buyback yield
1.7%
Net share repurchases relative to market value.
Shareholder yield
3.6%
Dividend yield plus net buyback yield.
Net debt / EBITDA
8.9x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningMixed

MS shows mixed options pressure with a 44/100 conviction score, put-call volume ratio of 1.23, expected move of 4.8%, and Sharemaestro trend signal active.

Conviction44/100
Expected move4.8%
Put/call volume1.23
Pressure-15
Speculation42
Volatility52
Trend agreement88
Open options detail
Insider activity15 / 5

15 acquisitions and 5 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment52/100

Weighted news tone is neutral across 41 relevant articles.

15 positive · 21 neutral · 5 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings76dNext report is scheduled for 14 Oct 2026; event risk rises as the date approaches.
Options expected move4.8%Nearest-chain priced movement where available.
52-week drawdown-7.7%Distance below the 52-week high.
13-week volatility2.7%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher15 of 2611 weeks finished lower.
Best week+7.1%Week of 10 Apr.
Worst week-5.1%Week of 27 Feb.
Latest week-0.5%Week of 24 Jul.

Shape of recent returns

Strong gains6
Modest gains9
Flat weeks0
Modest losses8
Sharp losses3
Recent vol2.7%13-week weekly-return volatility.
Base vol3.2%52-week weekly-return volatility.
Up/down split33/19Count of positive and negative weeks in the 52-week window.
Average skew2.9% / -2.6%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape72/100

Trend, activity pressure, participation, and risk combine to a 72/100 tape read.

 Indicator analysis83/100

Latest 12-week confirmation: trend 12/12, activity pressure 12/12, relative leadership 12/12.

Activity pressure 0.98; 12 reversal markers Next-Week ExpectancyPositive 59.49%

Next-week expectancy is positive with a 59.49% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors65/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 25 SVQF23/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 776.5 of 1013 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options59/100

MS shows mixed options pressure with a 44/100 conviction score, put-call volume ratio of 1.23, expected move of 4.8%, and Sharemaestro trend signal active.

Mixed · Options-market disagreement · Expected move 4.8% Sentiment52/100

Weighted news tone is neutral across 41 relevant articles.

Morgan Stanley (MS) Stock Down 4.0% but Still Overvalued -- GF S Insiders15 / 5

15 acquisitions and 5 disposals in the latest 180-day insider tape.

 Earnings76d

Next report is scheduled for 14 Oct 2026; event risk rises as the date approaches.

 Research flow1 items

0 recent research articles and 1 Market Watch posts are available.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 2026214.5 USD-0.5%188.7 USD125.5 USD0.8313.7326.6MOn
17 Jul 2026215.5 USD-3.1%187.5 USD124.6 USD1.0114.1940.9MOn
10 Jul 2026222.3 USD3.9%186.2 USD123.8 USD1.0616.5721.8MOn
3 Jul 2026213.9 USD0.9%184.6 USD122.9 USD1.0414.3219.5MOn
26 Jun 2026212.0 USD-5.0%183.3 USD122.0 USD1.1516.2935.1MOn
19 Jun 2026223.2 USD4.3%181.9 USD121.1 USD1.0820.0931.6MOn
12 Jun 2026214.0 USD1.0%179.6 USD120.2 USD0.9516.9627.3MOn
5 Jun 2026211.9 USD1.9%177.9 USD119.3 USD0.8317.1431.8MOn
29 May 2026208.0 USD3.5%176.2 USD118.5 USD0.6712.7126.7MOn
22 May 2026201.0 USD4.4%174.7 USD117.6 USD0.5211.0526.8MOn
15 May 2026192.5 USD-0.3%173.3 USD116.8 USD0.287.7425.8MOn
8 May 2026193.1 USD1.5%172.1 USD116.1 USD0.218.6426.6MOn
1 May 2026190.2 USD1.6%170.7 USD115.3 USD-0.079.9523.8MOn
24 Apr 2026187.1 USD-0.4%169.5 USD114.6 USD-0.429.6622.9MOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.