STOCK TITAN

MORGAN STANLEY (MS) SEC Filings, Feb 20, 2026

MS NYSE

Morgan Stanley filings document the company’s financial services business, capital structure, governance and material events. The record includes 8-K reports for current events, proxy materials for annual meeting and shareholder voting matters, and securities listings covering common stock, depositary preferred shares and medium-term notes associated with Morgan Stanley Finance LLC.

Filings also disclose governance procedures, registered security classes, NYSE listing information, preferred stock series, debt-security registration matters and formal status changes such as a Form 25 notice for removal of a listed note class from exchange registration.

Rhea-AI Summary

Morgan Stanley Finance LLC issues $15,475,000 autocallable Tokyo Stock Price Index‑linked notes due February 20, 2030, fully and unconditionally guaranteed by Morgan Stanley. Each note has a $1,000 Face Amount, may be automatically called on specified observation dates beginning February 25, 2027, and caps the maximum maturity payment at $1,466.00 per note (a 46.60% maturity premium). The notes do not pay interest, have an estimated trade‑date value of $944.40 per note, and carry issuer credit risk; investors may lose some or all principal and will not receive dividends or other rights in the underlying index components. Net proceeds to the issuer are stated as $14,856,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.60%
Tags
prospectus
-
Rhea-AI Summary

Morgan Stanley Finance LLC priced and offered auto-callable, principal-at-risk securities linked to the lowest performing of the Dow Jones Industrial Average and the S&P 500® Index. The offering totals $2,000,000 at a $1,000 face amount per security, with an estimated value of $958.80 on the February 18, 2026 pricing date. The securities mature on February 23, 2029, are callable on annual calculation days beginning February 23, 2027, and provide fixed call payments of $1,081.50, $1,163.00 and $1,244.50 on the respective call settlement dates. If not called, the maturity payment exposes holders to the negative performance of the lowest performing underlying beyond a 10% buffer, potentially resulting in up to 90% principal loss. All payments are subject to Morgan Stanley's credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.60%
Tags
prospectus
-
Rhea-AI Summary

Morgan Stanley Finance LLC prices principal-at-risk auto-callable notes offering an aggregate principal amount of $2,111,000 with a stated principal amount of $1,000 per security. The securities pay a fixed coupon of 13.35% per annum and are callable monthly beginning on February 18, 2027 if each underlying meets its 100% call threshold.

At maturity on February 23, 2028, if any underlier is below its 70% downside threshold (GOOGL $212.331, LLY $714.392, WMT $88.62), repayment is reduced by the performance factor of the worst performing underlier; principal could be significantly reduced or zero. All payments are subject to Morgan Stanley credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.60%
Tags
prospectus
424B2
Rhea-AI Summary

Morgan Stanley Finance LLC is pricing callable, principal-at-risk notes due March 2, 2028 linked to the common stock of MGM Resorts International. Each security has a $1,000 stated principal amount and an estimated value on the pricing date of approximately $983.70.

The notes pay a contingent coupon at an annual rate of 15.00% on each coupon payment date only if the closing level of the underlier on the related observation date is at or above the coupon barrier (set at 60% of the initial level). Beginning September 1, 2026, Morgan Stanley may call the notes on specified redemption dates if a risk-neutral valuation model indicates redemption is economically rational. If not called and the final level is below the downside threshold (also 60% of the initial level), payment at maturity equals the stated principal multiplied by the performance factor (final level / initial level), exposing investors to potentially substantial or total loss of principal.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.60%
Tags
prospectus
-
Rhea-AI Summary

Morgan Stanley Finance LLC is offering $1,275,000 aggregate principal of structured notes called Trigger PLUS due February 21, 2031, fully and unconditionally guaranteed by Morgan Stanley. Each security has a stated principal amount of $1,000 and an issue price of $1,000.

The notes reference a performance‑allocation basket composed of the S&P 500, EURO STOXX 50 and Russell 2000 with initial levels of 6,881.31, 6,103.37 and 2,658.609 respectively (strike/pricing date February 18, 2026). The payoff uses a 110% leverage factor and a downside trigger of −30%. If the basket performance factor is positive, investors receive principal plus leveraged upside; if the factor is between 0 and −30 they receive principal; if below −30 they suffer pro rata losses and could lose their entire investment.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.60%
Tags
prospectus
-
Rhea-AI Summary

Morgan Stanley Finance LLC is offering a principal-at-risk structured note issue with an aggregate principal amount of $655,000 consisting of $1,000 per security. The notes are unsecured obligations of MSFL and are fully and unconditionally guaranteed by Morgan Stanley.

The securities are linked to the worst performing of the S&P 500, Nasdaq-100 and Russell 2000, include an automatic early redemption feature beginning with the first determination date on February 19, 2027, and mature on February 23, 2029. Fixed early redemption payments and a fixed positive maturity payment apply if all underliers meet call thresholds; a 70% downside threshold applies and losses at maturity are determined by the performance of the worst performing underlier.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.60%
Tags
prospectus
Rhea-AI Summary

Morgan Stanley Finance LLC is offering Principal-at-Risk auto‑callable securities, aggregate principal amount $1,304,000, stated principal amount $1,000 per security.

The securities are unsecured obligations of MSFL, fully and unconditionally guaranteed by Morgan Stanley, pay a fixed coupon at an annual rate of 19.10%, and may be automatically redeemed on scheduled redemption determination dates beginning February 18, 2027. The observation date is February 17, 2028 and the maturity date is February 23, 2028.

Automatic early redemption occurs if the closing level of each underlying (Broadcom, Meta Class A, Palantir Class A) is greater than or equal to its call threshold (each equal to its initial level). At maturity, if the final level of any underlier is below its downside threshold (each set at 70% of initial level), payment will equal stated principal multiplied by the worst performing underlier’s performance factor; principal could be significantly reduced or zero. The estimated value on the pricing date was $957.20 per security and the issue price was $1,000 per security (agent commission $32.50 per security).

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.60%
Tags
prospectus
-
424B2
Rhea-AI Summary

Morgan Stanley Finance LLC is offering Principal-at-Risk auto-callable notes due February 23, 2028 with an aggregate principal amount of $2,226,000 and a stated principal amount of $1,000 per security. The notes pay a fixed coupon of 7.70% annually, are fully and unconditionally guaranteed by Morgan Stanley, and are linked to the worst performing of the Nasdaq-100 Index, the S&P 500 Index and the State Street Utilities Select Sector SPDR ETF. The notes feature monthly coupons, automatic early redemption if all underliers meet call thresholds on a redemption determination date (first such date: February 18, 2027), and principal at risk at maturity if the worst performing underlier is below an 80% downside threshold. All payments are subject to issuer credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.60%
Tags
prospectus
-
Rhea-AI Summary

Morgan Stanley Finance LLC is offering callable Principal at Risk notes linked to the S&P 500® Futures Excess Return Index with a $1,000 stated principal amount per security. The securities issue on March 10, 2026 and mature on June 10, 2030.

Key economics: a 25% buffer (buffer level = 75% of initial level), a downside factor of 1.3333, and a participation rate of 156% for upside. If final index < buffer, losses scale at 1.3333% per 1% below the buffer. The securities are callable beginning March 17, 2027 with fixed redemption payments corresponding to roughly 18.00% per annum on early redemption dates. Estimated value on pricing date: approximately $946.00 per security. All payments are subject to issuer and guarantor credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.60%
Tags
prospectus
Rhea-AI Summary

Morgan Stanley Finance LLC offers $1,109,000 aggregate principal of Buffered PLUS linked to the Vanguard Total International Stock ETF, fully and unconditionally guaranteed by Morgan Stanley. The securities have a $1,000 stated principal amount, an issue price of $1,000 and an estimated value of $945.90 on the pricing date.

The notes mature on February 21, 2031 with an observation date of February 18, 2031. Key economics: initial level $82.51, leverage factor 177%, a 15% buffer (buffer level $70.134) and a minimum payment at maturity of 15% of stated principal. Payments depend on the final closing level and are subject to Morgan Stanley credit risk, potential loss of principal and U.S. federal income tax uncertainty.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.60%
Tags
prospectus

FAQ

How many MORGAN STANLEY (MS) SEC filings are available on StockTitan?

StockTitan tracks 7969 SEC filings for MORGAN STANLEY (MS), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for MORGAN STANLEY (MS)?

The most recent SEC filing for MORGAN STANLEY (MS) was filed on February 20, 2026.