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Morgan Stanley Finance LLC is issuing Dual Directional Buffered Participation Securities due December 23, 2027, linked to the worst performing of the Nasdaq-100 Index® and the S&P 500® Index, fully and unconditionally guaranteed by Morgan Stanley. Each security has a $1,000 stated principal amount, with an aggregate principal of $4,000,000, and pays no interest.
At maturity, if both indices finish above their initial levels, holders receive principal plus 100% of the worst underlier’s gain, capped at a maximum payment of $1,276 per security (127.60% of principal). If at least one index is at or below its initial level but both remain at or above 85% of initial (a 15% buffer), investors receive principal plus 100% of the absolute decline of the worst index, effectively capped at a positive 15% return. If either index ends below its 85% buffer level, principal is reduced by 1% for each 1% decline of the worst index beyond the buffer, subject to a minimum payment of 15% of principal.
The estimated value on the pricing date is $982.60 per security, below the $1,000 issue price due to issuing, selling, structuring and hedging costs. The notes are unsecured and subject to the credit risk of both MSFL and Morgan Stanley, involve limited liquidity, potential significant loss of principal, valuation uncertainty and complex U.S. tax treatment.
Morgan Stanley Finance LLC is offering Market Linked Securities linked to the common stock of Blackstone Inc. (NYSE: BX), fully and unconditionally guaranteed by Morgan Stanley. The securities have a $1,000 face amount and a current estimated value of $963.90 per security on the pricing date.
The notes pay a contingent coupon at a rate of 17.00% per annum, but only for months when the Blackstone stock closing price on the relevant calculation day is at or above the coupon threshold price of $86.527 (70% of the $123.61 starting price). Beginning after a three‑month non-call period, the notes are auto-callable if the stock closes at or above the starting price on a calculation day, redeeming at $1,000 plus the applicable coupon.
If the notes are not called and the final stock price on the July 2029 calculation day is at or above the downside threshold of $86.527, investors receive the $1,000 principal at maturity (plus any final coupon). If the ending price is below the downside threshold, the maturity payment is reduced in proportion to the stock’s decline, exposing investors to losses of more than 30% and potentially all of their principal. Investors do not participate in any upside of the stock, receive no dividends, face Morgan Stanley’s credit risk, and may encounter limited or no secondary market liquidity.
Morgan Stanley Finance LLC is offering principal-at-risk, auto-callable market-linked securities due July 25, 2029, fully and unconditionally guaranteed by Morgan Stanley. Each security has a $1,000 face amount and is linked to the lowest performing of Broadcom (AVGO), Alphabet Class A (GOOGL) and Netflix (NFLX) common stock.
The notes may be automatically called on July 23, 2027 if each stock’s closing price is at or above its call price (90% of its starting price), paying a fixed $1,450 call payment (a 45% return) and then terminating. If not called, at maturity investors receive 300% of any positive return of the lowest performer, or a contingent absolute return for declines up to 50%, capped at a total of face amount plus $500. If the lowest performer falls more than 50%, repayment is proportionally reduced and investors may lose more than 50%, up to all of principal. The securities pay no interest or dividends, have limited liquidity, and all payments are subject to Morgan Stanley’s credit. The current estimated value is $926.90 per $1,000 security, below the offering price due to issuing, selling, structuring and hedging costs borne by investors.
Morgan Stanley Finance LLC is offering $2,508,000 of market-linked, auto-callable principal-at-risk securities, each with a $1,000 face amount, linked to the worst performer of Mastercard, American Express, Citigroup and Goldman Sachs common stocks, and fully guaranteed by Morgan Stanley.
The notes may be automatically called monthly from July 2027 if all four stocks close at or above their respective starting prices, paying fixed call amounts up to $1,745.50 (a 74.550% premium) per security on the final calculation day. If not called, investors receive $1,000 at maturity only if every stock finishes at or above its 50% downside threshold; otherwise the payoff is $1,000 × the performance factor of the lowest-performing stock, exposing investors to losses greater than 50% and potentially all principal.
The securities pay no interest or dividends, have limited upside to preset call premiums, and are subject to Morgan Stanley’s credit risk. The estimated value on the pricing date is $947.00 per $1,000 security, reflecting issuance, structuring and hedging costs borne by investors.
Morgan Stanley Finance LLC is offering Dual Directional Auto-Callable Trigger PLUS notes linked to the Class A common stock of Space Exploration Technologies Corp., guaranteed by Morgan Stanley. Each note has a $1,000 stated principal, pays no interest and exposes holders to the issuer’s credit risk.
The notes may be automatically redeemed on August 12, 2027 if the SpaceX share price on the first determination date is at or above the initial share price, paying an early redemption amount of $1,465 per $1,000 note. If not called, at maturity on August 3, 2028 investors receive: 150% of any stock upside above the initial price; or, if the final price is between 60% and 100% of the initial price, a positive “absolute return” up to a 40% cap; or, if below 60%, a loss matching the stock’s decline, potentially losing the entire principal.
The estimated value on the pricing date is $949.90 per note, below the $1,000 issue price due to structuring, hedging and distribution costs, including $20 selling commission and $5 structuring fee per note. The underlying SpaceX stock began trading only in June 2026, so it has limited price history, and the issuer highlights significant market, liquidity, credit, valuation and tax risks.
Morgan Stanley Finance LLC is offering Jump Securities with an auto-callable feature due August 8, 2031, linked to the S&P 500® Futures Excess Return Index, fully and unconditionally guaranteed by Morgan Stanley. Each security has a $1,000 stated principal amount and pays no periodic interest, with principal at risk.
The notes auto-redeem on August 11, 2027 if on the first determination date (August 6, 2027) the index is at or above 100% of the initial level, paying an early redemption amount of $1,132.50 per security. If held to maturity and not called, investors receive $1,000 plus an upside payment equal to 170% of the index gain if the final level is above the initial level, $1,000 if the final level is between 60% and 100% of the initial level, and a loss of 1% of principal for each 1% index decline below the 60% downside threshold, potentially to zero.
The estimated value on the pricing date is approximately $948.70 per security, reflecting issuance, selling, structuring and hedging costs. All payments depend on the credit of Morgan Stanley Finance LLC and Morgan Stanley, and there may be limited or no secondary market liquidity.
Morgan Stanley Finance LLC, fully guaranteed by Morgan Stanley, is issuing principal-at-risk Buffered Jump Securities with an auto-call feature maturing on August 15, 2031, linked to the S&P® 500 Futures 40% Intraday 4% Decrement VT Index. Each security has a $1,000 stated principal amount and issue price, with an estimated value on the pricing date of approximately $908.10, reflecting embedded costs.
The notes pay no interest and may be automatically redeemed quarterly starting August 13, 2027 if the index level is at or above 100% of the initial level, for fixed call payments that imply about 19.30% per annum, rising from $1,193 to $1,948.917 per $1,000. If held to maturity and not called, investors receive $1,965 per security if the final index level is at or above the call threshold, only principal back if it is between the 15% buffer (85% of initial) and the threshold, and a 1-for-1 loss beyond the 15% buffer down to a minimum payment of 15% of principal. Returns depend entirely on index performance and the issuers’ credit, and investors do not participate in any upside beyond the fixed payoff schedule.
Morgan Stanley Finance LLC is offering Jump Securities with an auto-callable feature, unsecured notes linked to the S&P 500® Index and fully and unconditionally guaranteed by Morgan Stanley. Each security has a $1,000 stated principal amount, with maturity on August 5, 2031, and no periodic interest.
The notes may be automatically redeemed on August 12, 2027 if the S&P 500 closing level on August 9, 2027 is at least 100% of the initial level, paying an early redemption amount of $1,092.50 per security. If held to maturity and not called, investors receive $1,000 plus 125% of any index gain if the final level exceeds the initial level, $1,000 if the final level is between 75% and 100% of the initial level, and a loss matching the index decline if the final level is below 75% of the initial level, potentially down to zero.
The securities are subject to principal risk, issuer and guarantor credit risk, limited liquidity, early redemption risk, and uncertain U.S. tax treatment. The estimated value on the pricing date is approximately $963.70 per $1,000 security, reflecting issuance, structuring and hedging costs borne by investors.
Morgan Stanley Finance LLC is offering Buffered Jump Securities with an auto-call feature due August 5, 2031, fully and unconditionally guaranteed by Morgan Stanley. Each security has a stated principal amount and issue price of $1,000 and pays no periodic interest; principal is at risk.
The notes are linked to the worst performer of the Dow Jones Industrial Average and the S&P 500 Index. On August 3, 2027, if each index is at or above its call threshold (100% of its initial level), the notes are automatically redeemed for an early redemption payment of $1,105.50 per security.
If not called, at maturity investors receive upside exposure to the worst-performing index if both are above initial, full principal back if each stays at or above its 85% buffer level, and a loss of 1% of principal for each 1% decline of the worst-performing index beyond the 15% buffer, subject to a minimum payment of 15% of principal. The estimated value on the pricing date is approximately $947.20 per security, reflecting issuance, selling, structuring and hedging costs, and all payments depend on Morgan Stanley’s credit.
Morgan Stanley Finance LLC is offering Buffered Jump Securities with an Auto-Callable feature due August 3, 2028, linked to the Nasdaq-100 Index®, fully and unconditionally guaranteed by Morgan Stanley. Each security has a $1,000 stated principal amount and pays no periodic interest; all payments depend on index performance and Morgan Stanley’s credit.
The notes can be automatically redeemed on August 4, 2027 if the index on July 30, 2027 is at or above 100% of its initial level, paying a fixed $1,114 per security. If not called, at maturity investors receive: principal plus leveraged upside (200% participation) if the index is above its initial level; only principal if the index is between 85% and 100% of its initial level; or a reduced amount if it falls below 85%, with losses beyond a 15% buffer, subject to a minimum maturity payment of 15% of principal. The estimated value on the pricing date is approximately $983.90 per security, below the issue price due to issuance, selling, structuring and hedging costs.