Filing Flows › Morgan Stanley (MS) › Takeover & LBO
Is Morgan Stanley (MS) a takeover target?
A leveraged buyout does not work for Morgan Stanley on its latest figures: the figures a buyout model needs (revenue, EBITDA, the share count and the price) are not all on file. Latest signal (2026-11-05): Morgan Stanley Reports Rule 38.5(a) Transactions in DCC Energy Shares Amid Energy Capital Partners and KKR Takeover Bid.
Why a leveraged buyout does not fit
The buyout model needs Morgan Stanley's revenue, EBITDA, share count and share price; not all of them are on file, so it gives no buyout price.
What a takeover could cost
Takeovers in its sector paid a median premium of 14.9% over the share price before the deal (the middle half 9.5% to 33.6%), according to the 17 merger proxies and tender-offer responses on EDGAR that state a premium.
Rumors and deal signals
- 2026-11-05 · news · Morgan Stanley Reports Rule 38.5(a) Transactions in DCC Energy Shares Amid Energy Capital Partners and KKR Takeover Bid
- 2026-11-02 · news · Morgan Stanley Reports Share Transactions in DCC Energy Amid Energy Capital Partners and KKR Takeover Bid
- 2026-10-28 · news · Morgan Stanley Submits Updated Rule 38.5 Disclosure on DCC Energy Plc Transactions Amid Energy Capital Partners and KKR Takeover Bid
Morgan Stanley's latest quarter
Morgan Stanley, Q3 2026: revenue $20.3B (+12% year over year), operating margin 31.9%, net earnings $4.9B, operating cash flow −$46.0B. The chart follows the revenue to costs, profit and cash.
Questions
Is Morgan Stanley being acquired?
The latest signal on file is from 2026-11-05: Morgan Stanley Reports Rule 38.5(a) Transactions in DCC Energy Shares Amid Energy Capital Partners and KKR Takeover Bid. A headline is not a deal; Filing Flows lists the news, 8-K filings and 13D filings about a sale.
Could private equity buy Morgan Stanley?
A leveraged buyout does not work for Morgan Stanley on its latest figures: the figures a buyout model needs (revenue, EBITDA, the share count and the price) are not all on file. The model gives no buyout price until they are.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.