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

Atlantic Power

PepsiCo

Procter & Gamble

SentinelOne

AT&T

Unity Software

Now is the time to consider dividend stocks to sell. Income investors who counted on yield alone thrived up until earlier this year.

7 Dividend Stocks to Sell Pronto Before a Painful Downturn

Bank of America

Barclays

Twitter

Elon Musk's takeover of Twitter Inc (NYSE:TWTR), which is expected to be completed this week, could leave lenders with a debt larger than the 2008 financial crisis, according to reports. Several banks, including Barclays, Morgan Stanley, and Bank of America have agreed to provide US$12.5bn towards the US$44bn takeover cost.

Banks financing Elon Musk's Twitter takeover to hold onto debt - report

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (MSIM) announced today it has selected Opportunity Finance Network (OFN) as its diversity and inclusion partner for MSIM's charitable contribution related to the newly launched Impact Class.

Morgan Stanley Investment Management Partners with Opportunity Finance Network on the Newly Launched Impact Class of Money Market Fund Shares

Goldman Sachs

Charles Schwab

Investment banks reported their third-quarter earnings and the slowing economy combined with rising rates have had significant effects on their earnings. This also pushed valuations lower and dividend yields higher so investors can find good buying opportunities.

The Big Investment Bank Comparison: Goldman Sachs Vs. Morgan Stanley Vs.

Citigroup

iShares U.S. Broker-Dealers & Securities Exchanges ETF

iShares US Financial Services ETF

JPMorgan Chase & Co

SPDR S&P Bank ETF

Invesco KBW Bank ETF

Vanguard Financials ETF

Wells Fargo

Financial Select Sector SPDR Fund

Only five out of six big U.S. banks were able to beat overall in the latest earnings season.

Financial ETFs Up on Upbeat Earnings

NEW YORK--(BUSINESS WIRE)--Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle-market focused private equity team at Morgan Stanley Investment Management, have completed an investment in Emler Swim School (Emler or the Company).

Morgan Stanley Capital Partners Completes Investment in Emler Swim School

Morgan Stanley's infrastructure investment arm is weighing a sale of a 40% stake in German wind and solar power project developer PNE AG after being approached by potential suitors, three people familiar with the matter said.

EXCLUSIVE Morgan Stanley weighs sale of stake in German renewable firm PNE -sources

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today released the latest findings from its second annual State of the Workplace Financial Benefits Study focused on the financial benefits, perceptions, and role of equity compensation among employers and employees in the workplace.

Morgan Stanley at Work Unveils Equity Compensation Findings from Second Annual State of the Workplace Financial Benefits Study

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Private Markets Solutions (“Private Markets Solutions” or the “Team”), the multi-manager private markets platform within Morgan Stanley Investment Management, announced today the final close of Private Equity Co-Investment Fund II (“PECO II”).

Morgan Stanley Investment Management Significantly Exceeds Target With Second Co-Investment Fund

Tesla

Mizuho Financial Group

Mitsubishi UFJ Financial

Private equity deals drive leveraged debt for lenders as Musk moved to close his Twitter buyout. The post PE Deals Misfire; Losses Pile As Tesla CEO Musk Tries To Take Twitter Private appeared first on Investor's Business Daily.

PE Deals Misfire; Losses Pile As Tesla CEO Musk Tries To Take Twitter Private

Credit Suisse

Royal Bank of Canada

Credit Suisse Group AG is working with banks including Royal Bank of Canada (RBC) and Morgan Stanley on a potential capital increase, should it need to shore up its balance sheet and raise funds for its restructuring, Bloomberg News reported on Tuesday, citing people familiar with the matter.

Credit Suisse taps RBC, Morgan Stanley for capital increase -Bloomberg News

Zurich-based Credit Suisse AG CS, +3.85% CSGN, +2.71% could seek at least $2 billion in a potential capital increase, and has lined up big banks just in case, according to a Tuesday report by Bloomberg, [l: which cited sources. Those banks include Morgan Stanley MS, +3.12% and Royal Bank of Canada RY, +1.08% RY, +1.25% , with the Qatar Investment Authority and Abu Dhabi's Mubadala Investment Co. having also been gauged for any interest.

Credit Suisse working with Morgan Stanley, others to possibly raise cash: report

"The banks could never pull it off because the Fed kept rates so low that it was hard for them to make money. Now that's over," he said.

Jim Cramer says bank stocks could be the new market leaders

Morgan Stanley CEO James Gorman said the marquee investment bank is studying potential job cuts as the latest big financial institution to look for ways to reduce costs headed into an expected economic slowdown.

Morgan Stanley evaluating job cuts, CEO says

Morgan Stanley's Q3 quarter disappointed against expectations and peer JPMorgan. Revenues missed expectations by about $327.80 million and decreased by almost 14% year-over-year.

Morgan Stanley: Downgrade To Hold After Q3 Disappoints

The market liked what it saw in the quarterly releases from JPMorgan (JPM), Citigroup (C) and even Wells Fargo (WFC) on an otherwise down day for the indexes.

Can Bank Stocks Maintain the Recent Momentum?

JPMorgan Chase, Morgan Stanley, Wells Fargo and Citigroup reported their latest quarterly results this week.

Jim Cramer recaps 4 major banks' earnings reports

Old Republic International

Bank OZK

The financial sector was one of the worst areas to invest for income during the 2007 to 2009 period, as many names were forced to cut their dividends to the minimum while companies dealt with the financial crisis. For income investors, the dividend cuts were painful and have caused many to avoid the sector for fear of more pain in the future.

3 Financial Stocks With Safe Yields Over 3%

Morgan Stanley (NYSE:MS.PK ) Q3 2022 Earnings Conference Call October 14, 2022 9:30 AM ET Company Participants James Gorman - Chairman and Chief Executive Officer Sharon Yeshaya - Chief Financial Officer Conference Call Participants Ebrahim Poonawala - Bank of America Christian Bolu - Autonomous Research Glenn Schorr - Evercore ISI Brennan Hawken - UBS Dan Fannon - Jefferies Devin Ryan - JMP Securities Michael Mayo - Wells Fargo Securities Gerard Cassidy - RBC Capital Markets Operator Good morning. Welcome to Morgan Stanley's Third Quarter 2022 Earnings Call.

Morgan Stanley (MS) Q3 2022 Earnings Call Transcript

Earnings Season Commences With Large Banks.

Earnings Season Commences With Large Banks

The U.S. Treasury Department is asking primary dealers of U.S. Treasuries whether the government should buy back some U.S. government bonds to improve liquidity in the $24 trillion market.

US Treasury asks major banks if it should buy back U.S. government bonds

Wells Fargo & Co. WFC, +4.70% on Friday reported total head count of 239,209 as of Sept. 30, down from 243,674 people at the end of the second quarter and 253,871 at the end of the year-ago quarter.

Wells Fargo headcount drops while ranks grow at JPM, Citi and Morgan Stanley

Morgan Stanley (MS) records declines in revenues and expenses in the third quarter of 2022. Provisions witness a y/y rise.

Morgan Stanley (MS) Q3 Earnings Beat, Revenues & Costs Decline

Source: Africa Studio / Shutterstock.com Banks stocks are in the news Friday as investors go over various earnings reports from major players in the space. JPMorgan Chase (NYSE: JPM ) is chief among them with the company's earnings beating estimates.

Why Are Bank Stocks in the Spotlight Today?

Morgan Stanley (NYSE:MS) has reported net revenues of US$12.99 billion for the third quarter ended September 30, 2022, compared with $14.8 billion a year ago, and less than the $13.3 billion projected by analysts. Net income came in at US$1.47 a share, below the $1.49 expected by analysts, and lower than the $1.98 per share reported in the same period a year ago.

News for Morgan Stanley Stock (MS)