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

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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.

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

Morgan Stanley (MS) closed the most recent trading day at $93.51, moving +0.29% from the previous trading session.

Morgan Stanley (MS) Increases Yet Falls Behind Market: What Investors Need to Know

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

U.S. banks are expected to dominate corporate bond issuance following several major players' earnings on Friday and early next week, according to bond investors and analysts.

Big US banks to headline corporate bond calendar after earnings

U.S. regional banks have a tougher road to growing profits in 2024 as they face pressure to pay more to depositors versus larger peers while demand from borrowers stays subdued.

US regional bank profits to be squeezed by pressure to pay for deposits

The specter of an increase in bad debt hangs over America's largest lenders. Banks such as JPMorgan Chase and Wells Fargo will release their earnings in the coming days, and as the Financial Times (FT) reported Monday (Jan. 8), those earnings will likely include a rise in non-performing loans.

Jump in Bad Loans Threatens Big Banks' Earnings

It has now been more than 15 years since the white heat of the global financial crisis, when Lehman Brothers, Bear Stearns, and the Royal Bank of Scotland (among others) failed. At the time, big banks deserved the tidal wave of opprobrium that came their way, and they duly accepted huge increases in capital requirements, dividend bans, and other controls on distributions and pay.

U.S. banks are gaining in Europe and their stocks are beating European and U.K. rivals

Huntington Bancshares

JPMorgan Chase & Co., Bank of America Corp., Wells Fargo & Co. and Citigroup Inc. kick off earnings this coming Friday as Wall Street's largest banks wrap up a tough year with their fourth-quarter results.

JPMorgan, Bank of America lead earnings parade of U.S. largest banks to cap off tough year

Apollo Global Management

American Express

Blackstone Group

First Citizens BancShares

FTAI Aviation Ltd

Gabelli Financial Services Opportunities ETF

Interactive Brokers

Blue Owl Capital

SPDR S&P 500 ETF Trust

W. R. Berkley

Financial Select Sector SPDR Fund

The Gabelli Financial Services Opportunities Fund is an exchange-traded fund that is actively managed. This fund is less than two years old but has performed very well.

Actively managed ETFs are growing in popularity. Here's what you want one to look like.

Dick's Sporting Goods

Eagle Point Credit

Blue Owl Capital Corp

Rexford Industrial Realty

Verizon

The article discusses our top 5 dividend picks for 2024. I will go over last year's top picks. And provide insights into how I picked the top 5 dividend stocks for 2024.

The Top 5 Dividend Stocks For 2024

Morgan Stanley MS, -1.85% Chairman James Gorman said Wednesday a proposed set of bank capital requirements by federal regulators may be scaled back by the time they go into effect, according to a transcript of his interview with Bloomberg TV. “It will not go through in that form,” Gorman said.

Morgan Stanley's James Gorman predicts proposed capital requirements may be tempered

Barclays

Intercontinental Exchange

PulteGroup

The new year is here, and some are already calling the shots about how 2024 could look. Who dominates?

Traders are suddenly stampeding these Buffett stocks

CME Group

iShares Russell 2000 ETF

Vanguard Value ETF

Nobody knows for sure what the stock market or the economy will do, but here are some of my predictions for the new year. I think stocks will outperform many investors' expectations, but there's a lot more to the story.

5 Bold Predictions for the Stock Market and More in 2024 -- And Why a Few Will Probably Be Wrong

Krispy Kreme

Sherwin-Williams

Several prominent companies will ring in the new year with a new CEO who officially assumes the role on New Year's Day.

Krispy Kreme, Morgan Stanley and Sherwin-Williams welcome new CEOs in 2024

Coca-Cola European Partners plc

CRH PLC

EOG Resources

NextEra Energy

Truist Financial

Texas Instruments

Vanguard High Dividend Yield ETF

Essential Utilities

My Top 10 High Yield Dividend Stocks For January 2024

NEW YORK, Dec 28 (Reuters) - When Ted Pick takes over as the new CEO of Morgan Stanley (MS.N) next week, the three-decade bank veteran's frank manner and steady hand will help him steer the firm through a dealmaking slump.

Morgan Stanley's straight-talking new CEO Ted Pick taking charge

Visa

Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements.

JPMorgan, Bank of America And Other Financial Stocks From Wall Street's Most Accurate Analysts - Bank of America (NYSE:BAC), JPMorgan Chase (NYSE:JPM)

American Tower

Crown Castle International

Deutsche Bank

DigitalBridge Group

iStar Inc

UBS Group AG

Vanguard Real Estate ETF

REITs doubled after the 2020 crash. Valuations are today comparable, and some REITs could double again in the coming years. Here are two REITs that we are buying ahead of their recovery.

2 REITs That Could Soar In 2024

The US economy could slip into a surprise recession in 2024, Morgan Stanley warned. The Fed and Treasury merely delayed a recession this year by propping up economic growth.

Why Morgan Stanley thinks the US economy could face a shock hard landing in 2024

Morgan Stanley (MS) expects record revenues from Japan on the back of the country's debt and rates market trading resurgence.

Morgan Stanley (MS) to See Record Japan Income as Trading Revives

Apple

Salesforce

Chevron

Home Depot

In recent years, stock buybacks have emerged as an efficient way for companies looking to bolster shareholder value.

The biggest stock buybacks of 2023

Outgoing Morgan Stanley boss James Gorman gave himself an A- grade as CEO of the investment bank. Gorman became Morgan Stanley's CEO in 2010 and grew the company.

Morgan Stanley's James Gorman rates himself an A- CEO but says he doesn't want to be the boss anymore

Outgoing Morgan Stanley CEO James Gorman ripped banks' “stupidity of their own management” as one of the top threats facing Wall Street — right alongside artificial intelligence.

Morgan Stanley CEO says major threat to banks is ‘stupidity of their own management'

Stifel Financial

Last summer, the Stifel Financial Corp. 4.50% DEP PFD was recommended to be swapped for the Morgan Stanley 4.250% DP PFD O. With the Fed's projected rate cuts, the call to swap the preferred stocks is reviewed. The Morgan Stanley PFD A 1/1000, a floating preferred stock with a floor rate, is also being considered.

SF.PR.D Vs. MS.PR.O: Better Choice Revisited, Plus 1

News for Morgan Stanley Stock (MS)