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

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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.

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Cost of revenue

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Operating expenses

SG&A

Operating income

EBITDA

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Earnings per share

Total assets

Current assets

Cash & equivalents

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Inventory

Non-current assets

Net PPE

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Minority interest

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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

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Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Nasdaq Composite Closes At All-Time Highs. Bank Stocks Get Earnings Started. Gold And Silver Continue Rallying.

Earnings Season Kicks Off With Banks Stocks

More federal regulators are probing Morgan Stanley to find out how it vets wealthy clients, per The Wall Street Journal. The SEC sent the bank a list of clients with questions about how they were screened, per the report.

Regulators want to know more about how Morgan Stanley vets wealthy clients, like a sanctioned billionaire: WSJ

Morgan Stanley (MS) shares slipped more than 5% Thursday after The Wall Street Journal reported that multiple regulators are probing the investment bank's wealth management arm about its client vetting processes.

Morgan Stanley Stock in Focus as Wealth Unit Probed by Regulators—Key Levels to Watch

Morgan Stanley is reportedly facing investigations by several agencies into how its wealth management division vets and monitors clients who may pose money-laundering risks.

Report: Morgan Stanley Facing Probes of Anti-Money Laundering Practices

Anti-money laundering (AML) defenses might begin at the point of onboarding. The needs are for all manner of firms — and especially banks and investment management companies — to embrace technology in the service of beefing up their onboarding processes and automating them too.

Investigation Into Morgan Stanley's Wealth Arm Underscores Scrutiny of AML and Onboarding Efforts

Morgan Stanley's stock fell 6% on Thursday afternoon after the Wall Street Journal reported its wealth management unit is under investigation by federal regulators over how it vets clients who may be at risk of laundering money.

Morgan Stanley stock falls as feds reportedly scrutinize its wealth unit

Morgan Stanley stock fell Thursday on reports the bank faces multiple federal probes over its client vetting practices.

Morgan Stanley Dives As Regulators Open Wealth Arm Probes

The Securities and Exchange Commission, the Office of the Comptroller of the Currency and other Treasury Department offices are reportedly involved.

Morgan Stanley's wealth-management arm reportedly probed by multiple agencies

Investment bank Morgan Stanley's wealth management arm is being probed by multiple regulators, the Wall Street Journal reported on Thursday citing people familiar with the matter.

Morgan Stanley's wealth arm under probe by multiple regulators, WSJ reports

Multiple federal regulators are probing Morgan Stanley over how it vets clients who are at risk of laundering money through the bank's wealth-management division.

Morgan Stanley's Wealth Arm Probed by Multiple Federal Regulators

Beyond analysts' top -and-bottom-line estimates for Morgan Stanley (MS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2024.

Ahead of Morgan Stanley (MS) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced a $20 million commitment over the next five years to its Alliance for Children's Mental Health (“Alliance”), bringing the initiative's total funding to $50 million since its launch in 2020. The Alliance will strengthen its work delivering programming and research, advancing transformative solutions through the Innovation Awards, and driving more impact for kids of all ages. To expand its reach to early childhood care and workforce develo.

Morgan Stanley Strengthens Alliance for Children's Mental Health with New Funding and Members

Big lenders raked in record profits in 2023, but are dealing with growing pressures this year.

Banks Start Reporting Earnings This Week. Here's What To Expect.

A three-year high in equity follow-on issuance as well as spikes in leveraged loans, high-yield bonds and investment-grade loan issuance may fuel an expected rise in investment banking revenue at the largest U.S. banks, Moody's said Wednesday.

‘Much improved' investment-banking revenue awaits big Wall Street banks: Moodys

As U.S. banking giants prepare to report slightly lower first-quarter profits, investors will focus on how much more income executives expect from interest payments this year.

As US bank profits drop, focus shifts to interest income outlook

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Passive income brings joy. Making your money work for you allows for capital gains upon selling investments.

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Morgan Stanley (MS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Morgan Stanley (MS) Expected to Beat Earnings Estimates: Should You Buy?

Morgan Stanley (MS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Morgan Stanley (MS) Beat Estimates Again in Its Next Earnings Report?

Morgan Stanley nominated former UK financial regulator Megan Butler to its board of directors, the bank said in a filing on Friday.

Morgan Stanley nominates ex-UK regulator to its board, boosts executive pay

A New York state appeals court said former ViacomCBS investors may sue Goldman Sachs , Morgan Stanley and other banks that underwrote two stock offerings for the media company, upholding a ruling that banks fear could upend capital markets.

Goldman, Morgan Stanley must face investors' lawsuit over Archegos collapse

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The topic of passive income is popular these days. Investors, consumers, and many other individuals are curious about any method that can produce income without work.

Passive Income Perfection: 7 Dividend Stocks to Generate $50,000 Per Year

In the closing of the recent trading day, Morgan Stanley (MS) stood at $93, denoting a +0.31% change from the preceding trading day.

Morgan Stanley (MS) Outperforms Broader Market: What You Need to Know

Starbucks

Passive income investing is a great way to build wealth. It will take years for you to generate enough for your retirement or to leave a legacy, but it is a tried and tested way of making money without having to work for it.

3 Top Dividend Stocks to Buy for Under $100 in April

Morgan Stanley's 3.6% annualized yield is reasonable, though its eye-catching dividend growth is what stands out.

Dividend Stocks: Morgan Stanley Delivers Stability, Dividend Growth

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Certain stocks look ready for a comeback. Trading at or near a 52-week low and with several catalysts forming around them, the worst looks to be over for certain stocks that trade in the benchmark S&P 500 index.

News for Morgan Stanley Stock (MS)