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

James Gorman had retained his chairman role when he retired as CEO at the end of 2023.

Morgan Stanley's Gorman to Step Down as Chair This Year

Alphabet

3 Growth Stocks That Could Blossom in May

James Gorman spent 14 years at the helm and is credited with transforming the bank into a wealth management powerhouse.

Morgan Stanley's James Gorman stepping down as executive chairman at year's end

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today issued new data from its fourth annual State of the Workplace Financial Benefits Study. Findings underscore the strategic importance of workplace financial benefits in driving financial outcomes for both companies and employees amid a shifting economic backdrop: Employees want employers to help with their financial challenges: Most (91%) HR leaders suspect employees are facing financial hardships, up from 86% in 2021. And nearly half of em.

Annual Study Shows Wide Majority of Employees Want Workplace Support for Financial Challenges

Morgan Stanley chairman James Gorman is stepping down at the end of the year. The former CEO revealed his plans at the bank's annual shareholder meeting.

James Gorman is bringing his 18-year stint at Morgan Stanley to an end

Morgan Stanley's executive chairman James Gorman told the bank's annual shareholder meeting on Thursday that he would step down on Dec. 31.

Morgan Stanley executive chairman James Gorman will step down at year end

NEW YORK--(BUSINESS WIRE)--Ted Pick, Chief Executive Officer of Morgan Stanley, will speak at the Morgan Stanley Annual U.S. Financials, Payments & Commercial Real Estate Conference on June 10, 2024, at 12:00 p.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and.

Ted Pick to Speak at the Morgan Stanley Annual U.S. Financials, Payments & Commercial Real Estate Conference

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today announced the season two launches of its award-winning podcasts:1 What Should I Do With My Money?, a unique finance-focused podcast that connects real people with experienced Financial Advisors to answer questions about their money. Featuring guests from across the wealth spectrum, the podcast leans into guests' personal stories to illustrate the potential benefits and confidence investors can gain from working with a Financial A.

Morgan Stanley Wealth Management Announces Season Two Launches of Its Award-Winning Podcasts

Goldman Sachs

Robinhood

Interactive Brokers

Piper Sandler Cos

We have narrowed our search to five investment bank stocks that have strong growth potential for 2024. These stocks are: GS, MS, PIPR, IBKR, HOOD.

Buy 5 Investment Bankers for Sparkling Returns in the Near Term

NEW YORK--(BUSINESS WIRE)--Corporates worldwide see sustainability primarily as a value creation opportunity according to a new “Sustainable Signals” report by the Morgan Stanley Institute for Sustainable Investing. The survey polled over 300 private and public companies across North America, Europe and APAC to understand how sustainability factors into their businesses and where their organizations see the greatest opportunities and challenges. “Sustainability strategies and core business stra.

Morgan Stanley Sustainable Signals: New Survey Shows Value Creation Drives Corporate Sustainability Strategies Globally

One of the biggest bears on Wall Street, Mike Wilson from Morgan Stanley (NYSE: MS), has increased its 12-month target price for the S&P 500 by 20%, from 4,500 to 5,400.

$160 billion Bank hikes S&P 500 target by 20%

LOS ANGELES, CA / ACCESSWIRE / May 19, 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 INVESTOR ALERT: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

Bank of America

Citigroup

JPMorgan Chase & Co

Wells Fargo

The Federal Reserve and two other U.S. regulators are moving toward a new plan that would significantly reduce a nearly 20% mandated increase in capital for the country's biggest banks following lobbying efforts by industry CEOs like JPMorgan Chase's Jamie Dimon, the Wall Street Journal reported on Sunday.

U.S. regulators reconsider capital hike for big banks, WSJ reports

LOS ANGELES, CA / ACCESSWIRE / May 17, 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 INVESTIGATION: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

Morgan Stanley (MS) reported earnings 30 days ago. What's next for the stock?

Morgan Stanley (MS) Up 11.6% Since Last Earnings Report: Can It Continue?

LOS ANGELES, CA / ACCESSWIRE / May 16, 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.

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

Morgan Stanley TodayMSMorgan Stanley$100.53 +1.15 (+1.16%) (As of 05/15/2024 ET)52-Week Range$69.42▼$100.98Dividend Yield3.38%P/E Ratio18.31Price Target$98.30Add to WatchlistGlobal financial services provider Morgan Stanley NYSE: MS is the sixth-largest financial institution in the United States and the 39th-largest bank worldwide. The finance sector leader competes with Goldman Sachs Group Inc. NYSE: GS, JP Morgan Chase & Co. NYSE: JPM and retail broker Charles Schwab Co. NYSE: SCHW.

Morgan Stanley Drives Growth Powered by Investment Management

LOS ANGELES, CA / ACCESSWIRE / May 15, 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.

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

Chubb

The mystery stock that Berkshire Hathaway (NYSE: BRK-A , NYSE: BRK-B ) has been accumulating a position in over the last six months could soon be revealed when the company releases its 13-F securities filing for the first quarter of 2024. Then again, it might not.

Warren Buffett's Mystery Stock? My 3 Guesses of Names That Fit the Bill.

Signature Bank

Morgan Stanley has struck a deal with an investor group to buy $700 million of property loans tied to the failed Signature Bank, Bloomberg News reported on Wednesday, citing people familiar with the matter.

Morgan Stanley to buy $700 mln property loans tied to Signature Bank, Bloomberg reports

Truist Financial

In life, whether looking for the best financial stocks to buy or the best way to get rich quickly, imitation can be the best form of flattery. Barron's published an article about bank-stock fund manager David Ellison's portfolio of financial services stocks in his Hennessy Large Cap Financial Fund (MUTF: HLFNX ).

Banking on Experience: 3 Financial Stock Picks from Wall Street's Longest-Serving Guru

Airbnb

General Motors

Johnson & Johnson

Coca-Cola

Oracle

One of the most important things stock investors should look at is the fundamentals of a company. Each earnings season shows us how a compare fares and we get this idea through the fundamentals.

The 7 Most Undervalued Stocks With Strong Fundamentals to Buy in May 2024

U.S. banks face significant data and modeling challenges in predicting the impact of climate change on their loan books, the Federal Reserve said on Thursday after its first analysis on the issue.

US banks face climate risk data challenges, Fed analysis shows

Rebound in IB business on the back of clarity on the macroeconomic backdrop and a decent trading performance will support the Zacks Investment Bank industry players like Morgan Stanley (MS), Goldman (GS) and Piper Sandler (PIPR).

3 Investment Banks to Buy on Flourishing Industry Prospects

NEW YORK , May 7, 2024 /PRNewswire/ -- Wolf Haldenstein Adler Freeman & Herz LLP ("Wolf Haldenstein"), a preeminent national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors Morgan Stanley (NYSE: MS) ("Morgan Stanley" or the "Company"). The focus of the investigation is to whether the Company issued false and/or misleading statements and/or did not disclose information pertinent to investors.

News for Morgan Stanley Stock (MS)