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

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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

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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

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.

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Cost of revenue

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Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

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Cash & equivalents

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Minority interest

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Net debt

Book value per share

Cash from operations

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Cash from investing

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Purchase/sale of investments

Purchase/sale of business

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Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Ally Financial

Bank of New York Mellon

Citizens Financial Group

State Street

As the new earnings season marches along, several financial sector companies will be reporting.

Earnings Previews: Ally, Citizens Bank, Morgan Stanley and More

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Earnings season is now upon us, and one of the most important sectors every quarter are banks. That said, let's preview a few big reports.

Steer Clear of the Big Banks Ahead of Earnings

ATLANTA & NEW YORK--(BUSINESS WIRE)--Morgan Stanley and Spelman College today announced its first cohort of students selected to participate in the inaugural HBCU Scholars Program, an integrated program to support students at three Historically Black Colleges and Universities (HBCU). Five outstanding first-year students have been selected to receive the four-year scholarships to Spelman, which will cover tuition, room and board in order to fully remove financial barriers to higher education. Th

Morgan Stanley and Spelman College Announce Inaugural Class of HBCU Scholars Program

Heightened market volatility is expected to have aided Morgan Stanley's (MS) trading income in first-quarter 2021.

Solid Trading Performance to Aid Morgan Stanley (MS) Q1 Earnings

Johnson & Johnson

Microsoft

Netflix

NIKE

NVIDIA

This week is marred by some mixed sentiment with the advised suspension of the JnJ vaccine and inflation data. Make the most of it with these trending stocks.

JnJ Amid Trending Stocks This Week

Credit Suisse

Nomura Holdings

The hedge fund lost $20 billion in two days, but some of its lenders came out better than others.

Here's How the Banks in the Archegos Blowup Fared

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced an updated commitment to mobilize $750 billion to support low-carbon solutions by 2030, following its initial commitment of $250 billion announced in 2018, representing a three-fold increase. The commitment builds on Morgan Stanley's leadership position as the first large U.S. bank to commit to net-zero financed emissions by 2050 in line with the Paris Agreement, and its role as the sole large U.S. bank on the Steering Committ

Morgan Stanley Announces Commitment to Mobilize $1Trillion to Support Sustainability Solutions by 2030, including $750 Billion of Low-Carbon Solutions

Eaton Vance New York Municipal Income Trust Fund

BOSTON, April 12, 2021 /PRNewswire/ -- Eaton Vance New York Municipal Income Trust (NYSE American: EVY) (the "Fund") announced today that the Fund's Board of Trustees (the "Board") has approved a plan of liquidation and termination of the Fund.  The liquidation and termination pursuant to the plan will be submitted to Fund shareholders for approval at a special meeting of shareholders (the "Special Meeting"), which is scheduled to be held on June 25, 2021.

Eaton Vance New York Municipal Income Trust Announces Board Approval of Plan of Liquidation and Termination

NEW YORK--(BUSINESS WIRE)--Morgan Stanley's Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the BeeBank & Brokerage team was named the winner of the 2021 Kellogg-Morgan Stanley Sustainable Investing Challenge. The team was one of 16 finalist teams competing in the virtual Challenge on Friday, April 9. The 16 finalists were selected from a field of 123 teams, composed of 414 students from 50 different countries. They repres

BeeBank & Brokerage Wins 2021 Kellogg-Morgan Stanley Sustainable Investing Challenge

Fifth Third Bancorp

Merchants Bancorp

In the midst of uncertainty among the blue chip tech stocks and other typical market leaders, the financial sector has emerged as one of the more consistent and economically promising areas of the market in 2021. The segment kicked off the year with solid fourth-quarter earnings results and, with America's economic engines stirring back to life, the market is looking to the nation's banks to supply the liquidity for the nation's economic comeback.

Bank Stocks Garner Attention As The Market Eyes Rates And Inflation

NEW YORK--(BUSINESS WIRE)--Today, Morgan Stanley announced the launch of its inaugural Alliance for Children's Mental Health Innovation Awards, a nationwide call for nonprofits to submit transformative mental health solutions that will help improve the lives of children and young people. Through this initiative, the Morgan Stanley Alliance for Children's Mental Health – composed of key leaders in the space – will award a total of $500,000 in grants and provide consulting and capital showcasing

Morgan Stanley Announces Inaugural Alliance for Children's Mental Health Innovation Awards

Delta Air Lines

Fastenal

First-quarter earnings season begins this week. Big banks JPMorgan Chase, Goldman Sachs, and Morgan Stanley report.

JPMorgan Chase, Nvidia, Goldman Sachs, Delta, and Other Stocks to Watch This Week

Looking Ahead to Big Banks' Q1 Earnings

Morgan Stanley (MS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Morgan Stanley (MS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Morgan Stanley (MS) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

Morgan Stanley (MS): Strong Industry, Solid Earnings Estimate Revisions

The shares of Morgan Stanley (NYSE: MS) have received a price target increase from $95 to $98 by Barclays. These are the details.

Morgan Stanley Stock Price: $98 Target (Up From $95) By Barclays

Morgan Stanley (MS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Morgan Stanley (MS) Could Beat Earnings Estimates Again

Morgan Stanley sold about $5 billion in shares of now-collapsed hedge fund Archegos Capital Management the night before a massive securities sale took place, CNBC reported Tuesday, citing unnamed sources familiar with the matter. Archegos' biggest prime broker sold shares in US media and Chinese tech names to a small group of hedge funds late Thursday, March 25, the report said, adding that Morgan Stanley sold the shares at a discount and told the hedge funds that they were part of a margin call that could prevent the collapse of an unnamed client.

Morgan Stanley sold $5 billion in Archegos' stocks just before wave of sales hit rivals

Morgan Stanley sold about $5 billion in Archegos Capital Management's stocks the night before the fire sale hit rivals, CNBC reported on Tuesday citing people with knowledge of the trades. Morgan Stanley had the consent of Archegos, run by former Tiger Management analyst Bill Hwang, to shop around its stock late Thursday, the report said.

Morgan Stanley dumped $5B in Archegos' stocks before fire sale: report

Morgan Stanley sold about $5 billion in Archegos' stocks the night before the fire sale hit rivals, CNBC reported on Tuesday citing people with knowledge of the trades.

Morgan Stanley dumped $5 billion in Archegos' stocks night before fire sale: CNBC

It's a previously unreported detail that shows the extraordinary steps some banks took to protect themselves from incurring losses amid a client's meltdown.

Morgan Stanley dumped $5 billion in Archegos' stocks the night before massive fire sale hit rivals

Chipotle

Netflix And Facebook Among Trending Stocks This Week

Morgan Stanley (MS) intends to enhance shareholder value through dividend hike, once restrictions on the same are lifted by the Federal Reserve at June-end.

Morgan Stanley (MS) to Hike Dividend Once the Fed Permits

Morgan Stanley plans to increase the dividend it pays shareholders when restrictions are lifted by the Federal Reserve, according to a letter Chief Executive James Gorman sent to shareholders on Thursday.

Morgan Stanley plans to raise dividend when Fed allows: letter

Morgan Stanley and Goldman Sachs, two of the firms at the center of the Archegos Capital unwinding, played a variety of roles before, during and after the margin call.

News for Morgan Stanley Stock (MS)