Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Brokerage, clearing and exchange fees

Information processing and communications

Professional services

Occupancy and equipment

Marketing and business development

Provision for credit losses

Other Non‐compensation

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Morgan Stanley

Smith Barney (now know as Morgan Stanley Wealth Management), is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi Global Wealth Management. The combined brokerage house has 17,649 financial advisors and manages $2 trillion in client assets.

Smith Barney

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Morgan Stanley reports resilient performance amidst macro challenges and growth opportunities

Morgan Stanley's Q4 performance showcased resilience and growth in key segments. Challenges in Institutional Securities and asset trends in Wealth Management require attention. Opportunities lie in NII expansion, market rebound, and growth strategies.

Morgan Stanley excels in Q1 2023, eyes growth amid challenges

Morgan Stanley's Q1 2023 demonstrated financial resilience and strategic foresight amidst industry challenges, with a focus on capital strength and client trust.
While facing challenges in NII stability and cost management, the firm is well-positioned to leverage market opportunities and navigate uncertainties effectively.
Strategic initiatives around expense management, growth, and acquisitions signal a proactive approach to driving sustainable performance and shareholder value.

Morgan Stanley reports resilient Q2 performance amidst market challenges

Morgan Stanley navigated challenges with market improvements in Q2.
Strong performance in Wealth Management with record revenues and net new assets.
Clear CEO succession plan and focus on customization products for growth.
Challenges in Institutional and Investment Management revenues addressed.

Morgan Stanley reports robust Q3 earnings, eyes global expansion opportunities

Morgan Stanley's Q3 performance showcased strength in Wealth and Investment Management, despite challenges in NII and market environment.
The company's successful E*TRADE integration and strong capital position position it well for growth and shareholder returns.
Opportunities lie in technology investments, global expansion, and strategic M&A, while challenges include NII decline and market rate impacts.
Overall, Morgan Stanley's performance reflects resilience and strategic focus amidst a dynamic financial landscape.

Morgan Stanley reports strong 2023 earnings, eyes growth opportunities

Morgan Stanley's transformation over 15 years has led to robust financial performance, particularly in Wealth and Investment Management. Despite challenges in Institutional Securities, the firm remains optimistic for 2024, focusing on organic growth and efficiency.

Morgan Stanley excels in Q1 2024 earnings, eyes growth opportunities

Morgan Stanley's Q1 2024 earnings call highlighted strong financial performance, particularly in Wealth and Investment Management. The firm faces challenges in maintaining fixed income revenues and managing tax rates but sees opportunities in expanding client assets and profitability.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

LOS ANGELES, CA / ACCESSWIRE / June 5, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Announces A Probe Into Allegations Against Morgan Stanley (NYSE:MS) And Encourages Investors With Losses To Reach Out

NEW YORK, NY / ACCESSWIRE / June 5, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS). Investors who purchased Morgan Stanley securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/MS.

Morgan Stanley (MS) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Seek Compensation for Alleged Wrongdoings

GameStop

A report on Monday that online broker E*Trade may consider banning Keith Gill, the meme-stock influencer who ignited frenzied trading in shares of GameStop in 2021, has triggered a backlash on social media sites.

E*Trade possibly ousting GameStop bull 'Roaring Kitty' spurs online backlash

LOS ANGELES, CA / ACCESSWIRE / June 4, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Declares an Examination into Accusations Against Morgan Stanley and Urges Investors with Losses to Communicate

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced a grant of $8 million over four years to Feeding America® in support of programs that help address child hunger and improve equitable access to food among children and underserved populations. Since 2009, Morgan Stanley's funding for Feeding America has totaled more than $50 million, helping to deliver more than 356 million meals1 to children and families. Additionally, Morgan Stanley employees have volunteered more than 130,0.

Morgan Stanley Foundation Announces $8 Million Grant to Feeding America to Address Child Hunger

An online brokerage owned by Morgan Stanley (NYSE:MS) is considering removing infamous meme stock trader Keith Gill, who goes by the moniker Roaring Kitty, due to concerns about potential stock manipulation. GameStop shares flew 75% higher when markets opened on Monday after Gill, who rose to fame in the 2021 meme stock frenzy, posted a supersized GameStop trade on Reddit (NYSE:RDDT) worth around $116 million.

Morgan Stanley's E*Trade mulling ban on Roaring Kitty meme trader

Keith Gill may face an E*Trade ban, sources told The Wall Street Journal. Gill posted a screenshot on Sunday that appeared to show he had a $116 million position in GameStop.

Roaring Kitty could get booted from E*Trade after his social media post revealing his apparent position in GameStop caused the stock to surge

Online brokerage E-Trade is considering kicking out meme-stock trader Keith Gill from its platform over concerns about stock manipulation, according to The Wall Street Journal, a move that comes after Gill took to Reddit to show fellow investors he held nearly $116 million worth of GameStop stock over the weekend, triggering a spike in shares Monday.

E-Trade Mulls Removal Of Meme-Stock Trader Keith Gill, Report Says

E-Trade is having internal talks about whether to ban Keith Gill from the trading platform over concerns of potential market manipulation, the WSJ said Monday.

E-Trade is debating whether to ban meme stock star Keith Gill from its platform, the WSJ reports

E-Trade, the trading platform owned by Morgan Stanley MS, -0.44%, is considering banning meme-stock trader Keith Gill, better known as “Roaring Kitty,” after he recently purchased GameStop Corp. GME, +21.00% options and launched a new meme-stock frenzy, the Wall Street Journal reported on Monday. The Journal, citing people familiar with the matter, said E-Trade is weighing the move amid worries about possible stock manipulation.

E-Trade weighs booting Keith Gill from platform: WSJ

E*Trade is considering telling meme-stock influencer Keith Gill he can no longer use its platform after growing concerns about potential stock manipulation amid his recent purchases of GameStop , the Wall Street Journal reported on Monday.

E*Trade considering kicking Keith Gill off its platform, WSJ reports

LOS ANGELES, CA / ACCESSWIRE / June 3, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

MS IMPORTANT INVESTIGATION UPDATE: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / June 2, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

ONGOING INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / June 1, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

ONGOING INVESTIGATION UPDATE: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

Morgan Stanley has successfully shifted its focus from investment banking and trading to wealth management through strategic acquisitions. The wealth management division provides a recurring revenue model based on assets under management, offering stability and predictability. The firm's valuation has diverged from its peer Goldman Sachs due to its greater revenue stability, and it also offers an attractive dividend yield.

Morgan Stanley: Revenue Predictability Separates From Peers

Archer-Daniels-Midland Company

Automatic Data Processing

Enbridge

Microsoft

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering large discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.5%, we present two other groups of five DGI stocks each, with the goal of moderate to high yields.

5 Relatively Secure And Cheap Dividend Stocks To Invest In - June 2024

Morgan Stanley (NYSE: MS ) stock has experienced a significant rally in recent months, outperforming the broader financial sector. This upward momentum can be attributed to several factors, including their latest first-quarter earnings release.

Why Morgan Stanley Stock's Q1 Earnings Blowout Is Just the Beginning

LOS ANGELES, CA / ACCESSWIRE / May 31, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

ONGOING INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / May 30, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

IMPORTANT SHAREHOLDER ALERT: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today issued results from its fourth annual State of the Workplace Financial Benefits Study, showing that equity compensation continues to grow in demand among both employees and HR leaders alike, and at both public and private companies. While employers cite equity as the top driver of employee engagement and retention, opportunities remain to help employees better understand the financial opportunities available to them through equity ownershi.

Equity Compensation Key Driver of Employee Retention and Engagement, Study Finds

Morgan Stanley has underperformed its peers since October lows due to its lower exposure to cyclical industries. The company's business model focuses on institutional securities, wealth management, and asset management, aiming to reach $10 trillion in client assets. While the company may rebound in the near future, its valuation is relatively expensive, making it a cautious buy.

Morgan Stanley Is A Cautious Buy For The Long Term

Coca-Cola

Pfizer

There is no joy like receiving passive income each quarter. I am someone who loves to receive dividend income and see my money grow without having to do anything.

Dividend Deals: 3 Overlooked Stocks Offering Incredible Value

NextEra Energy

The AI investment cycle is in its infancy. Thinking about the whole ecosystem unveils opportunities. AI infrastructure requires financing and sufficient electricity to support its growth. I present two compelling long-term dividend-paying beneficiaries of these new technologies.

Buy Alert: 2 Unexpected Dividend Beneficiaries Of The AI Revolution

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Morgan Stanley (MS) have what it takes?

Morgan Stanley (MS) is a Top Dividend Stock Right Now: Should You Buy?

Former Morgan Stanley Chief Executive James Gorman on Thursday said he plans to leave his role as the Wall Street investment bank's executive chair by the end of this year.

News for Morgan Stanley Stock (MS)