Morgan Stanley and Morgan Stanley Finance LLC approve new master notes for debt offerings

Published 23/09/2025, 22:12
Morgan Stanley and Morgan Stanley Finance LLC approve new master notes for debt offerings

Morgan Stanley (NYSE:MS), a prominent player in the Capital Markets industry with a market capitalization of $257 billion, announced Tuesday the approval of new master note forms to be used in connection with future offerings of certain debt securities. The company, currently trading near its 52-week high of $161.09, has demonstrated strong financial health according to InvestingPro analysis.

According to a statement based on a SEC filing, Morgan Stanley approved a new form of master note for use with its Global Medium-Term Notes, Series I. These notes may be issued under the Senior Indenture between Morgan Stanley and The Bank of New York Mellon, originally dated November 1, 2004, and previously supplemented and amended. With a solid current ratio of 2.14 and strong financial metrics, InvestingPro data reveals the company maintains robust financial health, which is crucial for debt security offerings. Discover 12 more exclusive insights about Morgan Stanley’s financial position with an InvestingPro subscription.

In a separate but related action, Morgan Stanley Finance LLC approved a new form of master note for its Global Medium-Term Notes, Series A. These notes may be issued under the Senior Indenture dated February 16, 2016, among Morgan Stanley Finance LLC as issuer, Morgan Stanley as guarantor, and The Bank of New York Mellon as trustee. This indenture has also been previously supplemented and amended.

Copies of the approved master note forms were filed as exhibits to the Form 8-K. The filing also included an opinion and consent from Davis Polk & Wardwell LLP and interactive data files in compliance with SEC requirements.

Morgan Stanley’s common stock and several series of preferred stock and medium-term notes are listed on the New York Stock Exchange under the symbols NYSE:MS, NYSE:MS/PA, NYSE:MS/PE, NYSE:MS/PF, NYSE:MS/PI, NYSE:MS/PK, NYSE:MS/PL, NYSE:MS/PO, NYSE:MS/PP, NYSE:MS/PQ, NYSE:MS/26C, and NYSE:MS/29.

The information in this article is based on a press release statement included in the company’s SEC filing.

In other recent news, Morgan Stanley has approved new forms of master notes for upcoming offerings of certain debt securities, as stated in a filing with the Securities and Exchange Commission. These Global Medium-Term Notes, Series I, may be issued under the Senior Indenture with The Bank of New York Mellon as trustee. Additionally, Morgan Stanley plans to introduce cryptocurrency trading on its ETrade platform in the first half of 2026, allowing clients to trade bitcoin, ether, and solana through a partnership with Zerohash. The company has also announced the merger of its Global Energy and Global Power and Utilities investment banking teams into a new Global Power and Energy Group, which will be led by Jon Fouts and Michael O’Dwyer. Furthermore, Morgan Stanley Capital Partners has completed the sale of Clarity Software Solutions to mPulse, although the financial terms of the transaction were not disclosed. Lastly, the Morgan Stanley Humanoid 100 index has outperformed the S&P 500 since its inception in February 2025, gaining 25% compared to the S&P 500’s 9% rise.

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