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

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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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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

Barclays

Bank of America

Elon Musk's takeover of the social-media company would be paid for in part with $13 billion of debt seven banks including Morgan Stanley and Barclays agreed to provide. They could now face $500 million in losses if they tried to unload all the debt.

Twitter Deal Could Saddle Banks With Hundreds of Millions in Losses

Citigroup

Credit Suisse

Deutsche Bank

Goldman Sachs

Jefferies Financial Group Inc

JPMorgan Chase & Co

Nomura Holdings

The Securities and Exchange Commission recently dropped the hammer on banks for failing to comply with record-keeping laws.

Big Banks Were Hit With $1.8 Billion in Penalties: Here's Who Was Hit the Worst

BNP Paribas SA

Mizuho Financial Group

Mitsubishi UFJ Financial

Musk's turnaround toward taking over Twitter comes as investors are worried about rising interest rates and a potential recession.

The banks that lined up $12.5 billion in financing for Elon Musk's Twitter deal reportedly facing steep losses as appetite for riskier debt sours

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work released today the latest findings from its second annual State of the Workplace Financial Benefits Study, highlighting the economic challenges employees face amid high inflation and evolving views on financial wellness and retirement benefits: Employees are scaling back retirement contributions: Because of the economic impacts related to inflation and/or concerns about a recession, 62% of employees report that they've needed to reduce contribut

Morgan Stanley at Work State of the Workplace Financial Benefits Study Highlights Evolving Stances on Financial Wellness and Retirement Benefits

Morgan Stanley (NYSE:MS) stock is down 1.8% to trade at $82.50 before the bell, after Atlantic Equities downgraded the banking giant to "neutral" from "overweight.

Morgan Stanley Stock Faces Headwinds, Says Analyst

Ball Corp

Best Buy

Cigna

Domino's Pizza

Home Depot

Intercontinental Exchange

Lowe's

Lam Research

Mastercard

SS&C Technologies Hlds

T. Rowe Price Group

Tractor Supply

Visa

Vanguard Dividend Appreciation ETF

I present my top 15 high-growth dividend stocks to consider during the month of October. The watchlist posted a loss of 7.90% in September and is now down 19.73% year-to-date.

My Top 15 High Growth Dividend Stocks For October 2022

Wells Fargo

Citigroup Inc. analyst Keith Horowitz says jitters about systemic risks posed by Swiss banking giant Credit Suisse appear to be overblown.

Analyst sees no contagion to U.S. banks as Credit Suisse confronts challenges

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. The updates are part of the E*TRADE integration as Morgan Stanley seeks to leverage the strengths of each product offered in its suite. Core Portfolios, currently offered by E*TRADE Capital Management, LLC, is specifically designed to help meet the needs of digitally inclined investors and exists within E*

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

American Tower

Blackrock Inc

Blackstone Group

Comcast

FedEx

Paramount Global

Skyworks Solutions

I present my top 10 High Yield dividend stocks that are poised to offer strong future returns. The annualized rate of return for this watchlist is 9.79% over the past 23 months.

My Top 10 High Yield Dividend Stocks For October 2022

The Federal Reserve Board announced Thursday that it will conduct a climate risk analysis involving six of the largest U.S. banks beginning next year.

Fed enlists six major banks for climate risk analysis

UBS Group AG

Eight banks and three other FIs will pay a combined $1.8 billion for their message retention failures, highlighting the need for better tech tools at work.

Big banks face $1.8 billion in fines for employee messaging record-keeping blunder

The Federal Reserve announced Thursday that six of the nation's largest banks would participate in a pilot climate scenario analysis exercise in 2023.

Fed to kick off climate scenario analysis in 2023 with six large banks

Evercore

Raymond James

A tough operating backdrop weighs on the Zacks Investment Bank industry, which will hurt revenue growth. Yet, Morgan Stanley (MS).

3 Investment Banks to Watch Amid Industry-Wide Headwinds

The heads of some of the world's top banks and asset managers will attend an investment summit in Hong Kong on Nov. 2, the city's financial regulator said on Thursday, signalling a re-opening of the financial hub after strict pandemic-linked curbs.

Wall Street titans to join Nov 2 summit in Hong Kong as COVID rules relaxed

The U.S. Federal Reserve Board should consider relaxing bank-merger guidelines focused on branch concentration, last updated in 1995, to account for competition from financial technology companies, Michelle Bowman, a governor at the Federal Reserve Board, said Wednesday.

Fed official suggests easing of big-bank merger rules as competition from fintech increases

Barclays PLC (LSE:BARC), Goldman Sachs (NYSE:GS) and Credit Suisse were among a host of companies fined by the US regulator for traders' use of their phones for work communication, and not properly maintaining and preserving electronic communications. Bank of America Corp (NYSE:BAC), Citigroup Inc (NYSE:C), Morgan Stanley (NYSE:MS) and UBS were among the others fined by the regulator for a combined total of US$1.1bn.

Barclays and other banks hit with fines for using WhatsApp and not keeping records

The Wall Street banks like BCS, BAC, GS & MS face penalties from the SEC and the CFTC for violating record-keeping laws. In a similar case, JPM was fined in December 2021.

SEC, CFTC Fine Wall Street Banks for Record-Keeping Failures

Communicating on private devices makes it difficult for banks to maintain record-keeping of what everyone is doing, as they are required to do by law.

Wall Street's texting problem forces unhappy regulators to send a billion dollar message

Goldman Sachs, Citigroup and other financial giants have agreed to pay regulators $1.1 billion in penalties for not monitoring employees using unauthorized messaging apps, according to a press release from the Securities and Exchange Commission (SEC) on Tuesday (Sept. 27).

Goldman Sachs and 15 Financial Firms Pay $1.1B to Settle SEC WhatsApp Probe

More than a dozen financial institutions agreed to pay more than $1 billion collectively for failing to properly collect employees' text messages for their records, the Securities and Exchange Commission announced Tuesday.

Big banks to pay more than $1 billion for ‘widespread and longstanding failures' in keeping text-message records

NEW YORK--(BUSINESS WIRE)--E*TRADE from Morgan Stanley today announced it was named the 2022 Best Online Broker in Kiplinger. The review highlights its advisory services, research, and investment choices as particular strengths since joining Morgan Stanley, while also awarding the firm the number one spots for mobile, tools, and research. This announcement comes as E*TRADE continues to integrate Morgan Stanley offerings into its platform, providing clients with an array of tangible benefits inc

E*TRADE From Morgan Stanley Named #1 Online Broker in Kiplinger 2022 Review

Three major U.S. banks said on Wednesday they will hike their prime lending rates by 75 basis points, bringing the rates to their highest since the global financial crisis of 2008.

Big U.S. banks' prime rate soars to highest since financial crisis

The U.S. Securities and Exchange Commission has agreed to settle charges against Morgan Stanley Smith Barney (MSSB) for its “astonishing” failure to protect the personal identifying information of some 15 million customers.

Morgan Stanley to pay $35M after hard drives with 15M customers' personal data turn up in auction

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work released today the latest findings from its second annual State of the Workplace Financial Benefits Study, highlighting the economic challenges employees face amid rising inflation and evolving views on financial benefits. The study found that employees across age groups are struggling with their personal finances due to inflation and concerns of a recession. Compared to last year, employees are paying more attention to their financial benefits

Morgan Stanley at Work Unveils Second Annual State of the Workplace Financial Benefits Study

U.S. legislators will grill the bosses of the biggest U.S. consumer banks in Congress on Wednesday and Thursday on a slew of topics from the state of the economy to hot-button issues including abortion and climate.

Factbox: Meet the big bank CEOs set to be grilled by Congress

News for Morgan Stanley Stock (MS)