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

NEW YORK--(BUSINESS WIRE)--The Morgan Stanley Institute for Sustainable Investing (the Institute) today announced the second cohort of its Sustainable Solutions Collaborative (the Collaborative). The Collaborative, launched in 2020, aims to identify breakthrough innovations that address systemic change to support a sustainable future. The second cohort of five winners will join a bespoke yearlong strategic collaboration with the Institute where they will tap into the full range of Morgan Stanle

Morgan Stanley Announces Second Cohort of the Sustainable Solutions Collaborative

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today released new research from its inaugural workplace retirement study that shows plan sponsors see a positive impact and value in having a plan advisor oversee their workplace retirement plan to boost retirement plan participation and outcomes. Based on survey results, plan sponsors cite peace of mind as a leading benefit when it comes to having plan advisors drive employee engagement and investment guidance—which eases internal concerns, ad

Morgan Stanley at Work Study Finds Plan Advisors Integral to Retirement Plan Participation and Outcomes

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) Wealth Management is pleased to celebrate the 10th anniversary of its Investing with Impact Platform which enables clients to align portfolios of any size and complexity with their unique impact goals. The platform was the first of its kind when it launched in 2012, and now has approximately $70 billion in assets today. The Investing with Impact Platform today is comprised of hundreds of investment products designed to advance environmental a

Morgan Stanley Celebrates 10th Anniversary of Investing with Impact Platform

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced that teams Latino Commission on AIDS and The Duke of Edinburgh's Award have won its annual Strategy Challenge, the Firm's flagship pro bono program, which brings together rising talent to help nonprofit organizations solve strategic, mission-critical challenges. Over the past ten weeks, Morgan Stanley employees worked with leadership teams at 15 nonprofit organizations to provide recommendations to address their strategic questions. The

The Latino Commission on AIDS and The Duke of Edinburgh's Award Teams Win Morgan Stanley's Annual Strategy Challenge Supporting Nonprofits in the U.S. and the UK

AdvisorShares Pure US Cannabis ETF

Morgan Stanley MS, -2.95% increased its position in the AdvisorShares Pure US Cannabis ETF MSOS, -4.66% by 480,168 shares during the first quarter to a total of 1.59 million shares as of March 31, according to a filing on Tuesday. With a 3.2% stake, Morgan Stanley now ranks as the third largest institutional holder of the ETF, which launched in late 2020 as the first U.S.-listed actively managed ETF to provide exposure solely to American cannabis and hemp companies, including multi-state operators (MSOs).

Morgan Stanley increases ownership stake in AdvisorShares Pure US Cannabis ETF

LONDON--(BUSINESS WIRE)--Thought Machine, the cloud native banking technology company, today announces it has closed its series D funding round, led by Temasek, the global investment company headquartered in Singapore, with participation from Intesa Sanpaolo and Morgan Stanley. Existing investors following-on in this round include: Eurazeo, ING, JPMorgan Chase, Lloyds Banking Group, and SEB. Thought Machine is now valued at $2.7bn – a 100% increase from the company's valuation at the close of i

Thought Machine Raises $160m in Series D Funding Round – Doubling Valuation to $2.7bn and Accelerating Plans to Bring World's Banks Onto Cloud Technology

NEW YORK--(BUSINESS WIRE)--Ted Pick, Co-President, Head of Institutional Securities and Co-Head of Corporate Strategy at Morgan Stanley, will speak at the Bernstein Strategic Decisions Conference on Wednesday, June 1, 2022 at 1:30 p.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, wea

Ted Pick to Speak at the Bernstein Strategic Decisions Conference

Archegos Capital Management founder Bill Hwang has asked for a probe into Morgan Stanley to review if someone at the bank tipped off outsiders of the firm's plan to buy Futu Holdings Ltd stock in bulk, according to a Bloomberg News report on Tuesday.

Archegos' Bill Hwang asks for Morgan Stanley probe after costly short squeeze - Bloomberg News

NEW YORK--(BUSINESS WIRE)--Jed Finn, Chief Operating Officer of Wealth Management and Head of Corporate and Institutional Solutions at Morgan Stanley, will speak at the Morgan Stanley U.S. Financials, Payments & Commercial Real Estate Conference on Monday, June 13, 2022 at 11:45 a.m. (ET). James Gorman, Chairman and Chief Executive Officer at Morgan Stanley, will speak on Monday, June 13, 2022 at 12:20 p.m. (ET). Both live and on-demand versions of the webcast will be available on www.morga

James Gorman and Jed Finn to Speak at the Annual Morgan Stanley U.S. Financials, Payments & Commercial Real Estate Conference

WideOpenWest

There are rumors that Morgan Stanley Infrastructure Partners (MSIP) is in talks to acquire WideOpenWest (NYSE: WOW). These are the details.

Rumor: Morgan Stanley In Talks To Acquire WideOpenWest (WOW)

NEW YORK--(BUSINESS WIRE)--The Morgan Stanley Institute for Inclusion's (IFI) Equity in Education and Career Consortium, focused on supporting high school and college students in achieving stronger career and financial outcomes, today announced the launch of a multi-year program in partnership with the Morgan Stanley Foundation to support Community College students from low- to moderate-income communities with an investment of $5.5MM to College Possible and CUNY ASAP (Accelerated Study in Assoc

The Morgan Stanley Equity in Education and Career Consortium Launches Multi-Year Program Supporting Community College Students from Underserved Communities in Partnership with College Possible and CUNY ASAP

NEW YORK & CHICAGO--(BUSINESS WIRE)--Morgan Stanley Global Sports & Entertainment (GSE) and The Esports Trade Association (ESTA) announced today the launch of their inaugural Esports Business Symposium. The virtual experience will feature a series of programs and conversations spanning myriad themes at the forefront of gaming and esports. It will begin on Thursday, May 19, 2022, kicking off promptly at 11 a.m. ET. The event will explore the global phenomenon of esports and provide attendees

Morgan Stanley Global Sports & Entertainment and Esports Trade Association Launch Inaugural Esports Business Symposium to Unite Key Industry Stakeholders

The segment suffered due to a 37% drop in the investment banking business and stagnant fixed-income trading revenues, partially offset by higher equity trading revenues.

Is Morgan Stanley Stock Attractive At The Current Levels?

Rio Tinto plc Sponsored

Stanley Black & Decker

Texas Instruments

This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms. It's always a good idea to keep your wish list ready by separating the wheat from the chaff.

5 Safe And Cheap Dividend Stocks To Invest In (May 2022)

NEW YORK--(BUSINESS WIRE)--Morgan Stanley's Institute for Inclusion (IFI) and the Morgan Stanley Supplier Diversity Program are announcing the inaugural class of the Morgan Stanley Small Business Academy (the Academy). Established to promote equity and empower diverse-owned small-business leaders, this educational initiative enables small businesses to differentiate themselves in the procurement process, strengthen their business acumen and expand their professional networks. Each class consist

Morgan Stanley Introduces the Small Business Academy to Promote Equity and Empower Diverse-Owned Small-Business Leaders

Morgan Stanley disclosed in a filing on Wednesday that it is responding to "requests for information from regulators concerning its compliance with record-keeping requirements."

Morgan Stanley discloses regulators' request for business communications records -filing

We analyzed Morgan Stanley's diverse revenue streams with exposure to both asset management and investment banking and projected its revenue at 5.1% in 2023 based on the market forecast CAGR. As it expands internationally, we believe its outlook is supported by its high market shares in Europe (13.9%) and Asia (15.1%).

Morgan Stanley: Unique Double Exposure To Investment Banking And Asset Management

LONDON--(BUSINESS WIRE)--Calvert Research and Management (Calvert), a subsidiary of Morgan Stanley Investment Management, today announced the European launch of a suite of responsible investing strategies focused on Environmental, Social and Governance (ESG) factors. The new Calvert strategies meet the SFDR Article 9 criteria and have a sustainable investment objective across the ESG spectrum. This news follows MSIM's acquisition of Eaton Vance, Calvert's parent company in March, 2021. Calvert,

Morgan Stanley Investment Management Launches ESG Strategies Across Europe Managed by Calvert Research and Management

Morgan Stanley hit a high of $109.73 within the last year and is now trading in the mid-$80s. The dividend is growing, and they are financially stable and should be able to continue to raise the dividend. I bought 200 shares. I will keep 100 shares and I sold a call on the other lot. This strategy allows me to milk this position for more income, while still improving my basic portfolio.

Simplest Call Today: Morgan Stanley - Inflation Hedge

Citigroup

Goldman Sachs

The cost to insure bonds of Goldman Sachs, Morgan Stanley and Citigroup against default hit two-year highs on Monday on growing fears the U.S. Federal Reserve's aggressive moves to tame inflation might tip the economy into recession.

Wall Street sees greater risk of default by major banks

Bank of America

JPMorgan Chase & Co

Shares of five major banks surged on soaring yields. These are: JPM, BAC, C, GS and MS.

Major Banks Gain on Soaring Yields: Will This Trend Continue?

Advance Auto Parts

Best Buy

Blackrock Inc

Blackstone Group

Digital Realty Trust

Restaurant Brands

T. Rowe Price Group

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 24.73% over the past 18 months.

My Top 10 High Yield Dividend Stocks For May 2022

Morgan Stanley offices in Frankfurt were raided on Tuesday, the U.S. bank confirmed in a statement, adding that the investigation is related to past activity and it is fully cooperating with German authorities.

Morgan Stanley's Frankfurt offices searched over tax evasion probe

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced the second call for applications for the Morgan Stanley Alliance for Children's Mental Health Innovation Awards, which aims to identify and fund mental healthcare solutions for children and young adults across the United States. As part of this initiative, the Alliance – composed of key leaders in the space – will award grants for a total of $500,000, consultation and training with industry professionals, and capital showcasing opportuni

The Morgan Stanley Alliance for Children's Mental Health Announces Call for Innovation Award Applications in Support of Organizations Changing Youth Mental Health Landscape

Cisco Systems

Spirit Realty Capital

State Street

Verizon

U.S. equities struggled for direction for the week ending April 29, 2022, with swings higher and lower every day. Tech shares led the way in volatility, led by rebounding shares in FB on one day and the tumbling of AMZN on the next day.

News for Morgan Stanley Stock (MS)