Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

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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.

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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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Book value per share

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Purchase/sale of business

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Change in stock

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Net change in cash

Free cash flow

SEATTLE--(BUSINESS WIRE)--Parametric Portfolio Associates LLC (Parametric), the leading direct indexing provider, today released findings from a survey of advisors serving high-net-worth (HNW) investors. Sponsored by Parametric and conducted by Cerulli Associates, the survey revealed that even though direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, the majority of advisors surveyed were unfamiliar with the strategy despite embracing the most val

Majority of HNW Advisors Remain Unfamiliar with Direct Indexing, Finds Survey From Parametric and Cerulli

NEW YORK--(BUSINESS WIRE)--Graystone Consulting, a business of Morgan Stanley (NYSE: MS), announced today that it was named by Coalition Greenwich, a leading global provider of strategic benchmarking, analytics, and insights to the financial services industry, as one of three consulting firms to receive the 2021 Greenwich Quality Leader* designation in Overall U.S. Investment Consulting among large consultants. “It's an honor to receive this award as it reflects what our clients actually say ab

Graystone Consulting Named 2021 Quality Leader by Coalition Greenwich

Equity underwriting revenue was under pressure in the first quarter for investment banks.

How Morgan Stanley's Diversified Revenue Model Helped It Overcome Slow IPO Activity

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today launched Come In, Let's Talk, a podcast series of candid, groundbreaking conversations with senior women executives who discuss their personal experiences climbing the corporate ranks and offer inspiration and specific guidance for anyone aspiring to a senior leadership position. The full first season of Come In, Let's Talk is available today at www.morganstanley.com/letstalk. Each of the eight episodes focuses on a specific chal

Morgan Stanley Wealth Management Launches “Come In, Let's Talk” Podcast

Goldman Sachs

JPMorgan Chase & Co

Investment banks saw a primary source of revenue drop drastically in the first quarter.

How Market Volatility Disrupted IPO Activity for Investment Banks

ALPHARETTA, Ga.--(BUSINESS WIRE)--Georgia was at the center of Morgan Stanley's most recent Code to Give Hackathon, a four-day virtual coding event which delivered innovative technical designs to two regional nonprofits – Atlanta Mission and Tech Alpharetta. 114 students and recent graduates from universities from across the country competed in the Firm's first U.S. based Code to Give event, part of a series of challenges that tap the community of technology innovators to help charitable organi

Morgan Stanley Code to Give Hackathon Equips Georgia Nonprofits Atlanta Mission and Tech Alpharetta with Innovative Technology Solutions

Disney

Johnson & Johnson

Procter & Gamble

"I'm urging you to consider companies that fit the funnel," the "Mad Money" host said Wednesday.

Jim Cramer names 4 stocks that can endure the Fed's 'aggressive tightening cycle'

MONTRÉAL--(BUSINESS WIRE)--Morgan Stanley today announced that Montréal Senior Executive Sophia Bennaceur will assume the role of Regional Head of Morgan Stanley Montréal and Technology Montréal. Sophia has lived and worked in Montréal for 20 years and is a native French speaker. She will replace Alan Vesprini, who retires after 12 years of success with the firm. With over 20 years of experience in investment banking across Operations, Finance and Information Technologies, Sophia joined Morgan

Morgan Stanley Appoints Montréal Senior Executive Sophia Bennaceur to Lead its Montréal Office

Based on my base case scenario in the free cash flow to equity model, I increase Morgan Stanley's stock value per share from $102 to $106. According to the forward price/book ratio of 1.5x, I estimate that MS stock is worth $91.

Morgan Stanley Stock: Higher Risk, Higher Valuation

The Fed has signaled monetary tightening in the coming quarters, which could throttle M&A and IPO activities. However, both Morgan Stanley and Goldman Sachs are well positioned for changing rate environments ahead.

Morgan Stanley And Goldman Sachs: Earnings Highlights And Monetary Tightening

Morgan Stanley saw stronger-than-expected revenue from equity and fixed-income trading amid volatile markets.

Morgan Stanley earnings top estimates fueled by trading revenue gains

Bed Bath & Beyond

Bed Bath & Beyond reported earnings this week and the results were lackluster. Morgan Stanley also recently sold BBBY stock, before earnings.

Morgan Stanley Just Sold Bed Bath & Beyond (BBBY) Stock. Here's Why.

Intel

Intel Corp's Mobileye has tapped investment banks Goldman Sachs Group Inc and Morgan Stanley to lead preparations for the initial public offering of the self-driving car unit, according to three people familiar with the matter.

Goldman Sachs, Morgan Stanley to lead Intel's Mobileye IPO -sources

Citigroup

Tesla

Twitter

Wells Fargo

Bank stocks are in focus today following several earnings calls this week. Results are mixed as companies brace for turbulence this year.

JPM, GS, C, WFC, MS Stocks: What Is Going on With Bank Stocks Today?

Morgan Stanley (NYSE:MS.PK ) Q1 2022 Earnings Conference Call April 14, 2022 8:30 AM ET Company Participants James Gorman - Chairman and CEO Sharon Yeshaya - Chief Financial Officer Conference Call Participants Glenn Schorr - Evercore Brennan Hawken - UBS Dan Fannon - Jefferies Steven Chubak - Wolfe Research Ebrahim Poonawala - Bank of America Mike Mayo - Wells Fargo Gerard Cassidy - RBC Capital Markets Jeremy Sigee - BNB Paribas Devin Ryan - JMP Securities Operator Good morning. On behalf of Morgan Stanley, I will begin the call with the following disclaimer.

Morgan Stanley's (MS) CEO James Gorman on Q1 2022 Results - Earnings Call Transcript

Morgan Stanley (NYSE: MS) shares are trading higher Thursday after the company announced its first-quarter financial results. Morgan Stanley reported first-quarter revenue of $14.8 billion, which was down from $15.72 billion year-over-year.

What's Going On With Morgan Stanley Shares Today?

Morgan Stanley (MS) delivered earnings and revenue surprises of 21.89% and 5.51%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Tops Q1 Earnings and Revenue Estimates

Morgan Stanley (NYSE:MS) stock is on the rise today after the company reported first-quarter earnings of $2.02 per share on $14.8 billion in revenue, beating analysts' expectations on both fronts.

Morgan Stanley Shares Top- and Bottom-Line Beat

Morgan Stanley (MS) records a fall in revenues and expenses in the first quarter of 2022.

Morgan Stanley (MS) Stock Rises on Q1 Earnings Beat, Costs Dip

Goldman Sachs Group Inc., Wells Fargo & Co., Citigroup Inc. and Morgan Stanley all reported lower first-quarter profits on Thursday — but the quartet managed to beat Wall Street's earnings expectations in a tough start to the year.

Earnings Results: Goldman Sachs, Morgan Stanley, Citigroup report lower earnings

The bank's equity trading revenue stood at $3.2 billion, higher than StreetAccount's expectation for $2.7 billion.

Morgan Stanley beats estimates as Q1 results get a boost from strong trading revenue in a volatile three monthMorgan Stanley reports a drop in Q1 profit but still beats estimates thanks to strong trading revenue

Like all banks, Morgan Stanley is contending with a decline in profits from last year as the frenetic trading and deal-making climate cools.

Morgan Stanley Tops Profit Estimates in Tough Earnings Season for Banks

Morgan Stanley MS, +0.24% shares rose 2.5% on Thursday after the investment bank said its first-quarter earnings fell 11% to $3.54 billion, or $2.02 a share, from $3.98 billion, or $2.19 a share, in the year-ago quarter. Adjusted earnings fell to $2.06 a share from $2.22 a share.

Morgan Stanley shares gain after beating profit and revenue targets

Morgan Stanley reported a smaller-than-expected 11% drop in first-quarter profit on Thursday as a near doubling in advisory fees from M&As helped cushion the blow from a slump in capital market activity.

Morgan Stanley profit beats estimates on stronger-than-expected trading, M&A

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $14.8 billion for the first quarter ended March 31, 2022 compared with $15.7 billion a year ago. Net income applicable to Morgan Stanley was $3.7 billion, or $2.02 per diluted share,1 compared with net income of $4.1 billion, or $2.19 per diluted share,1 for the same period a year ago. James P. Gorman, Chairman and Chief Executive Officer, said, “The Firm delivered a strong ROTCE of 20% in the face of market vol

News for Morgan Stanley Stock (MS)