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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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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

Earnings data Q2 2021

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 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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In a bid to further boost its presence in China's lucrative financial markets, Morgan Stanley (MS) is now closer to gaining almost full ownership of its Chinese securities JV.

Morgan Stanley (MS) to Boost Ownership in China Securities JV

Morgan Stanley's stock (NYSE: MS) has gained around 46% YTD and is currently trading close to $100 per share – a marginal decline since the third-quarter earnings release. However, it still has an 11% upside potential to its fair value of $111 – Trefis' estimate for Morgan Stanley's valuation.

Morgan Stanley Stock Still Has Some Upside

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The forty largest banks in the U.S. saw their stock prices appreciate by 34% on average YTD 2021, eclipsing the 25% price gain for the S&P. Bank analysts are bullish for 2022, looking for an average price gain of 18% for the 40 banks.

Bank Analysts' Top 2022 Picks, 2021 Analyst Report Card, My Thoughts On 2022

Merck

Target

Are defensive stocks the best way to navigate the current market conditions?

Best Defensive Stocks To Invest In Late 2021? 3 For Your List

NEW YORK, Dec. 21, 2021 /PRNewswire/ -- The Zone, a mental wellness platform focused on athletes, announced today an agreement with leading global financial services firm, Morgan Stanley. The firm's Global Sports & Entertainment division will provide its financial tools and resources to integrate within The Zone's app allowing educational, interactive content and programming across the digital platform.

The Zone partners with Morgan Stanley Global Sports & Entertainment to promote Financial Wellness for Athletes

2021 has been a year for the record books. Here's what you need to know going into next year.

After an Explosive Year, What Does 2022 Have in Store for Investment Banks?

In the latest trading session, Morgan Stanley (MS) closed at $95.37, marking a -1.81% move from the previous day.

Morgan Stanley (MS) Dips More Than Broader Markets: What You Should Know

Apple

AbbVie

Amazon

Bausch Health Companies Inc

Alphabet

Eli Lilly

Microsoft

Wells Fargo

There may be a lot of negativity out there. But for the Charitable Trust, we're staying the course and looking for opportunities.

Cramer's Investing Club: Here's a list of stocks you may want on your buying list

U.S. banks have been more proactive than other industries in encouraging employees back to the office, but those plans have come under renewed scrutiny due to the rapid spread of the Omicron coronavirus variant and many are adjusting their plans.

Factbox-U.S. banks tighten COVID-19 precautions as Omicron variant spreads

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced the launch of the Institute for Inclusion's (IFI) Equity in Education and Career Consortium. Through collaboration with partner organizations, this initiative will support high school and college students so they can achieve stronger career and financial outcomes. Funded by an initial commitment of $20 million, this initiative will help address systemic inequities in education and career outcomes for young adults from low-to-moderate inc

Morgan Stanley Launches Initiative to Advance Equity in Education and Career Outcomes for Underrepresented Groups

Financial Select Sector SPDR Fund

While few believe bank stocks will match 2021's gain, the sector, with a little help from the economy, should do just fine.

Rising Interest Rates and a Growing Economy Will Lift Bank Stocks

Wall Street analysts are scratching their heads over the extent to which an arcane new derivatives rule will affect the performance of big banks as they wrap up the fourth quarter.

Wall St bank analysts grapple with capital impact of new derivatives rule

Climate-focused investors are calling on the major U.S. banks to quickly scale back their financing of new fossil fuel development, saying current commitments by the banks to curb global emissions are not enough.

Exclusive-Shareholder group pressures U.S. banks to drop fossil fuels faster

NEW YORK--(BUSINESS WIRE)--Investment funds managed by Morgan Stanley Capital Partners (“MSCP”) today announced the sale of 24 Seven (“24 Seven” or the “Company”) to a single asset GP-led continuation investment vehicle managed by an affiliate of MSCP. The continuation fund is led by Glendower Capital with participation from other secondary investors including Pantheon. Headquartered in New York City, New York, 24 Seven is a leading provider of digital marketing and creative staffing solutions

Morgan Stanley Capital Partners Completes Sale of 24 Seven to New Continuation Investment Vehicle

In June, Gorman told conference attendees that he would be "very disappointed" if his workers hadn't returned to Morgan Stanley buildings by Labor Day.

Morgan Stanley CEO says he was wrong on return-to-office push: 'Everybody's still finding their way'

NEW YORK--(BUSINESS WIRE)--Morgan Stanley and the Child Mind Institute today announced the results of the judging from Morgan Stanley's Machine Learning for Good Hackathon, which leveraged natural language processing (NLP) to analyze COVID-related mental health data. The resulting text analytic tool could lead to drastic improvements in data analysis and trend analysis going forward. With an automated platform, analyses can be performed in real time, allowing the linkage of qualitative to quant

Morgan Stanley and the Child Mind Institute Select Winners of “Machine Learning for Good” Hackathon

Ares Capital

CubeSmart

The writing has been on the wall for some time. Federal Reserve Chair Jay Powell let Pandora out of the interest rate box when he finally noted that the term “transitory” inflation needs to be retired.

Interest Rates May Explode in 2022: 5 Dividend Stocks That Can Thrive Next Year

The number of U.S. banks has dropped from an all-time high of 30,456 in 1921 to 4,377 at the end of 2020, a drop of 86% — and that decline isn't likely to end, said William R. Emmons, an assistant vice president and lead economist in the Supervision Division at the Federal Reserve Bank of […]

Fed: US Banks Disappearing One by One

Capri Holdings Ltd

The metaverse is expected to add $50 billion to the luxury goods space by 2030. In turn, these three luxury goods stocks could benefit.

3 Luxury Goods Stocks to Buy To Pamper Your Portfolio in 2022

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today released the latest findings from its inaugural State of the Workplace Financial Benefits Study, highlighting the economic challenges that employees face amid the pandemic, as well as the evolving views on financial wellness benefits in the workplace. The study found that employees across all generations are struggling with their personal finances amid the pandemic. This has led employers to utilize financial wellness benefits in an effort

Morgan Stanley at Work Unveils Financial Wellness Findings From Inaugural State of the Workplace Financial Benefits Study

4.05pm: Nasdaq surges as much as 3%   US stocks finished the trading session sharply higher as investors shrugged off concerns over the new coronavirus (COVID-19) Omicron variant, which could be milder than feared. At the close, the Dow gained 493 points to 35,720, while the S&P 500 rose 95 points at 4,687 and the tech-heavy Nasdaq climbed 462 points to 15,687.

US stocks end sharply higher as Omicron variant risks ease

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Mastercard

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T. Rowe Price Group

I present my top 15 high-growth dividend stocks to consider during the month of December.

Top 15 High Growth Dividend Stocks For December 2021

News for Morgan Stanley Stock (MS)