Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

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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

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Marketing and business development

Provision for credit losses

Other Non‐compensation

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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

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Earnings data Q1 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.

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Morgan Stanley (NYSE:MS ) Barclays Global Financial Services Conference 2024 September 10, 2024 11:15 AM ET Company Participants Dan Simkowitz - Co-President Conference Call Participants Jason Goldberg - Barclays Capital Jason Goldberg I'm very pleased to have Morgan Stanley up next, Dan Simkowitz, Co-President, is with us. Before we begin this discussion may include forward-looking statements, which reflect Morgan Stanley's management's current estimates and subject to risks and uncertainties that may cause actual results to differ materially.

Morgan Stanley (MS) Barclays Global Financial Services Conference 2024 (Transcript)

Archer-Daniels-Midland Company

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NIKE

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 3.6%, 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 -- September 2024

First Republic Bank

In the months before it failed last year, the executive chairman of First Republic Bank FRCB -7.69%decrease; red down pointing triangle sold more than $6.8 million worth of stock through Morgan Stanley MS 0.57%increase; green up pointing triangle. The bank has now settled an investigation that determined it failed to properly monitor the trades.

Morgan Stanley Is Fined Over First Republic Insider Sales

In the most recent trading session, Morgan Stanley (MS) closed at $100.15, indicating a +0.89% shift from the previous trading day.

Morgan Stanley (MS) Advances While Market Declines: Some Information for Investors

JPMorgan Chase & Co

Raymond James

Wells Fargo

JPM, MS, WFC, RJF, BAC and others are under legal scrutiny for transferring clients' idle funds into sweep accounts with near-zero interest rates.

JPMorgan & Others Face Probe Over Interest in Cash Sweep Accounts

Morgan Stanley (MS) closed at $102.20 in the latest trading session, marking a +0.12% move from the prior day.

Morgan Stanley (MS) Rises As Market Takes a Dip: Key Facts

One of the most well-known global investment banks, Morgan Stanley MS, is generating a lot of interest among investors. The company's shares have gained 9.5% so far this year.

Morgan Stanley Gains 9.5% YTD: Will Rate Cuts Boost MS Stock?

Zacks.com users have recently been watching Morgan Stanley (MS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here is What to Know Beyond Why Morgan Stanley (MS) is a Trending Stock

Gladstone Commercial

MCLEAN, VA / ACCESSWIRE / August 20, 2024 / Gladstone Commercial Corporation (NASDAQ:GOOD) ("Gladstone Commercial") announced today that it has executed a 5-year lease extension with Morgan Stanley Smith Barney Financing LLC ("Morgan Stanley") through December 31, 2030 for 72,301 square feet of its 101,869 square foot office building located at 4343 Easton Commons in Columbus, Ohio. This lease renewal continues Morgan Stanley's existing tenancy that began in 2008.

Gladstone Commercial Executes 5 Year Lease Renewal at Office Property in Columbus, OH

Morgan Stanley recently became the first major Wall Street bank to permit its financial advisors to offer Bitcoin BTC/USD ETFs to clients, marking a significant step in cryptocurrency's mainstream adoption.

Morgan Stanley Becomes First Wall Street Giant To Let Advisors Recommend Bitcoin ETFs

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?

Why Morgan Stanley (MS) is a Great Dividend Stock Right Now

BYD Company Limited

Palantir Technologies

Rising concerns about the economy and rate cuts have led to a mixed earnings season, low consumer spending and a stock sell-off. While most of the indices have recovered since the past week, many stocks are trading at a discount and smart investors know that now is the time to make the bet.

Attention, Please! 3 Overlooked Stocks to Buy This Month.

NEW YORK--(BUSINESS WIRE)--Dan Simkowitz, Co-President of Morgan Stanley, will speak at the Barclays Global Financial Services Conference on September 10, 2024 at 11:15 a.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 investment management services. With office.

Dan Simkowitz to Speak at the Barclays Global Financial Services Conference

Bank of America

Mitsubishi UFJ Financial

Charles Schwab

Sumitomo Mitsui Financial Group

U.S. Bancorp

While interest rates remain high, it offers a good opportunity to investors to consider these financial stocks for rising interest rates. An increase in interest rates often results in increased net interest margins for banks and other financial institutions.

7 Financial Stocks That Could Benefit from Rising Interest Rates

Morgan Stanley's (MS) focus on less capital markets dependent operations, strategic alliances and high rates will aid financials. Yet, a tough operating backdrop and rising expenses are headwinds.

Morgan Stanley's (MS) Expansion Efforts Aid, High Costs a Woe

Citigroup

Goldman Sachs

Investment banking activity fell off in the last few years due to rising interest rates and market volatility. But debt and equity underwriting have bounced back significantly in the first half of the year.

Investment Banking Surged in the First Half of 2024: 3 Stocks to Buy Hand Over Fist Today

U.S. bank stocks slumped on Monday as fears of a recession sent investors fleeing from a sector closely tied to the health of the economy and toward safe-haven assets.

US banks tumble as weak economic data sparks recession fears

Morgan Stanley (MS) enables its advisors to offer bitcoin exchange-traded funds to wealthy clients with at least $1.5 million of net worth. The offering is set to launch this Wednesday.

Morgan Stanley (MS) to Offer Bitcoin ETFs to Wealthy Clients

Microsoft

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

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

Morgan Stanley's (MS) wealth advisors can now actively pitch two spot bitcoin (BTCUSD) exchange-traded funds (ETFs) to their some of their clients, CNBC reported Friday.

Morgan Stanley Advisors Can Reportedly Market Two Bitcoin ETFs To Some Clients

Morgan Stanley on Friday told its army of financial advisors that it will soon allow them to offer bitcoin ETFs to some clients, a first among major Wall Street banks, CNBC has learned. The firm's 15,000 or so financial advisors can solicit eligible clients to purchase shares of two exchange-traded bitcoin funds starting Aug. 7, according to people with knowledge of the policy.

Morgan Stanley tells wealth advisors they can pitch bitcoin ETFs in a first for major Wall Street firms

Bank of New York Mellon

Citizens Financial Group

Comerica

Comcast

CVS Health

Fifth Third Bancorp

M&T Bank

Bank OZK

Pfizer

PNC Financial Services

Prudential Financial

Synchrony Financial

U.S. stocks typically do especially well during August in presidential election years like this one. On average since its inception in 1896, the Dow Jones Industrial Average DJIA has gained 2.8% in August of a presidential election year.

16 stocks to exploit August's explosive election-year gains

Belden

Dime Community Bank

Simplify Enhanced Income ETF

New York Mortgage Trust

New York Mortgage Trust, Inc. Cum Conv Perp Red Pfd Registered Shs Series D

Oxford Lane Capital

Oxford Lane Capital Corp 7 1/2 % Term Cum Pfd Shs Series -2023-

Regions Financial

Trinity Capital

New offerings from New York Mortgage Trust, Dime Community Bancshares, and Oxford Lane Capital Corp. with fixed coupon rates and credit ratings. DCOMG achieved a perfect CDx3 Compliance Score, while Morgan Stanley and Regions Financial Corporation also priced new preferred stock offerings. Investors can buy new shares at wholesale prices through the OTC exchange, track past preferred stock IPOs below par, and stay updated on the current marketplace offerings.

New Preferred Stock And Exchange Traded Debt IPOs, July 2024

LOS ANGELES, CA / ACCESSWIRE / July 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.

Morgan Stanley Investors With Losses Are Encouraged To Make Contact As The Schall Law Firm Begins An Investigation Into Allegations

Morgan Stanley's Q2 results showed a decrease in total revenue and net profit but strong coverage for preferred dividends. Preferred shares remain a strategic part of my income-focused portfolio, despite being non-cumulative. Series E preferred shares pay a fixed dividend but may be called at any time, presenting a call risk for investors.

Morgan Stanley: The 7% Yielding Preferred Shares Offer A Good Risk/Reward Ratio

News for Morgan Stanley Stock (MS)