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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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

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

The big U.S. banks are reportedly facing a slowdown in lending growth due to rising interest rates, and it is expected to hurt their profits. Net interest income, a key driver of earnings for banks, has been boosted by the Federal Reserve's benchmark rate hikes over the last 18 months.

Slowing Loan Growth Expected to Squeeze Big US Banks' Profits

Major global deal-makers, including Morgan Stanley (MS), Goldman Sachs (GS) and JPMorgan (JPM), are seeing a reversal in M&A activities.

Global Deal-Making Rebound in Q3: Will It be Sustainable?

SPDR S&P Regional Banking ETF

Financial Select Sector SPDR Fund

JPMorgan Chase & Co. Chief Executive Jamie Dimon acknowledged the tragedy of bloodshed in Israel and said bank employees remained safe over the weekend, as bank stocks fell more deeply into the red than the broad market on Monday.

JPMorgan's Jamie Dimon says bank employees safe over the weekend; bank stocks fall on heels of Israel-Hamas war

Profit updates from the U.S.'s largest banks are expected to fare better than their stock price weakness would suggest when third-quarter earnings season kicks off this coming Friday.

Bank earnings await after a weak quarter for stock prices, but the biggest names remain more favored

When we think of investment banks (IBs), two names immediately come to our minds – Morgan Stanley MS and Goldman Sachs GS. Both MS and GS are the leading providers of underwriting and advisory services.

MS vs. GS: Which Stock Deserves Your Attention More?

SPDR S&P Bank ETF

You might have expected financial stocks to be among the worst performers in the S&P 500 this year, in light of three high-profile bank failures, the pressure from the decline in market values for banks' bond holdings and the competition for deposits as interest rates have risen. But the financial sector is down 2.8% this year with dividends reinvested.

Here's what to expect when banks report earnings, and how cheap their stocks are now

Morgan Stanley (MS) closed the most recent trading day at $79.15, moving +0.08% from the previous trading session.

Why the Market Dipped But (MS) Gained Today

Morgan Stanley (MS), DRW Securities and Barclays Capital, a division of Barclays, get the VIX index manipulation lawsuit against them and others dismissed.

Morgan Stanley (MS), Others Win VIX Manipulation Suit Dismissal

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Bank, N.A. (MSBNA), a national bank subsidiary of Morgan Stanley (NYSE: MS), has been recognized with the highest rating from the Office of the Comptroller of the Currency (OCC) for its work meeting the credit needs of the communities it serves. The Bank received a rating of “Outstanding” for the Bank's community reinvestment activities. Both of the Firm's national bank subsidiaries have achieved consistent “Outstanding” ratings based on the OCC's revie.

Morgan Stanley Bank, N.A. Receives Outstanding Rating for Community Reinvestment Initiatives

Best Buy

Discover

NextEra Energy

Pioneer Natural Resources

SPDR S&P 500 ETF Trust

Skyworks Solutions

Truist Financial

Texas Instruments

Vanguard High Dividend Yield ETF

The market slide continues in September with the SPDR S&P 500 Trust ETF dropping by 4.74%. The top 10 stocks on the watchlist for October 2023 offer a 4.33% dividend yield, more than double the S&P 500. My top 10 list of high dividend yield stocks has generated an annualized rate of return of 10.29% since its inception in November 2020.

My Top 10 High Yield Dividend Stocks For October 2023

PennyMac Mortgage Investment

We take a look at the action in preferreds and baby bonds through the fourth week of September and highlight some of the key themes we are watching. Preferreds finished lower, under pressure from the higher-for-longer Fed message. Morgan Stanley is keeping its fixed-for-life 7.125% Series E outstanding which now looks attractive.

Preferreds Weekly Review: Morgan Stanley Is Keeping Its Fixed-For-Life Preferreds

Constellation Brands

Advance Auto Parts

Diageo

Netflix

Paychex

Trade Desk

Take-Two Interactive Software

Walgreens

Workday

Here are some of the tickers on my radar for Thursday, Sept. 28, taken directly from my reporter's notebook.

Here are the 12 stocks Jim Cramer is watching, including a dire consumer forecast

Charles Schwab stock is down 34% over the past year due to a declining deposit base. Morgan Stanley diversified its business and its deposits remained stable during the Fed's rate-hiking campaign.

Before You Buy Charles Schwab: Here's a Brokerage Stock I'd Buy First

Fifth Third Bancorp

Interactive Brokers

LPL Financial Hlds

Oppenheimer Holdings

U.S. Bancorp

Voya Financial

The U.S. Securities and Exchange Commission (SEC) is finalizing settlements with around two dozen Wall Street firms to resolve investigations into record-keeping lapses, said two people with knowledge of the matter.

U.S. SEC nearing settlement with Wall Street firms over WhatsApp probe -sources

Supported by strong fundamentals and decent growth prospects, the Morgan Stanley (MS) stock looks like a promising pick now.

5 Reasons to Invest in Morgan Stanley (MS) Stock Right Now

JPMorgan Chase (JPM) CEO Jamie Dimon's warning that the Federal Reserve may not be done hiking interest rates is dragging the bank sector lower this afternoon.

2 Bank Stocks Dragged by Rate Hike Fears

Palantir Technologies

Northrop Grumman

Will the government shut down? Despite the hot rhetoric, it doesn't seem possible.

3 Stocks That Really, Really Need the Defense Bill to Pass

Not only is it difficult to find on the company's internal web page, it also falls short of more popular generative AI tools like ChatGPT or Bard, sources told On the Money.

Morgan Stanley's new AI tool  ‘spotty on accuracy': sources

Barclays

Royal Bank of Canada

A U.S. federal judge on Thursday said American cities may pursue class-action claims accusing eight large banks of driving up interest rates they paid on a popular municipal bond.

Eight big banks must face US cities' bond collusion claims

Club names Morgan Stanley (MS) and Wells Fargo (WFC), in particular, have perked up recently.

Bank stocks show more signs of life after a tumultuous year. Here's what's causing the run and why we're optimistic on these financial names

Private equity firms Certares and Knighthead sue Morgan Stanley (MS) for defrauding them in relation to a credit agreement investment for a luxury high-speed rail line.

Morgan Stanley (MS) Faces $750M Lawsuit by Private Equity Firms

Morgan Stanley was sued on Monday for at least $750 million by private equity firms that claimed they were defrauded in an investment with a high-speed rail company.

Morgan Stanley sued for $750 mln by lenders to rail line, who claim fraud

Morgan Stanley (NYSE:MS) is set to release its artificial intelligence system for financial advisors and their support staff on Monday, according to memo seen by CNBC. The tool, called the AI @ Morgan Stanley (NYSE:MS) Assistant, was created with OpenAI's latest generative AI software GPT-4.

Morgan Stanley set to launch AI assistant for financial advisors

Morgan Stanley (NYSE: MS) will reportedly launch an artificial intelligence-powered assistant for financial advisors on Monday. Morgan Stanley is beating peers in the AI race The multinational investment bank had first revealed plans of such an assistant based on GPT-4 (OpenAI) in March.

Morgan Stanley will officially launch an AI assistant for financial advisors today

Morgan Stanley says it is the first major Wall Street firm to put a bespoke solution based on GPT-4 in employees' hands.

Morgan Stanley kicks off generative AI era on Wall Street with assistant for financial advisors

News for Morgan Stanley Stock (MS)