Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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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.

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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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Credit Suisse

Goldman Sachs

Nomura Holdings

Wells Fargo

Collapse of Archegos has reportedly prompted SEC and FCA inquiries into Credit Suisse, Goldman Sachs, Nomura and others

Top banks could be investigated over $20bn fire sale of hedge fund assets

Goldman Sachs Group Inc. and Morgan Stanley were quick to move large blocks of assets before other large banks that traded with Archegos Capital Management, as the scale of the hedge fund's losses became apparent, according to people with knowledge of the transactions.

Goldman, Morgan Stanley limit losses with fast sale of Archegos Assets: WSJ

Goldman Sachs Group Inc. and Morgan Stanley were quick to move large blocks of assets before other large banks that traded with Archegos Capital Management, as the scale of the hedge fund's losses became apparent, according to people with knowledge of the transactions. The strategy helped limit the U.S. firms' losses in last week's epic stock liquidation, they said.

Goldman, Morgan limit losses linked to Archegos

Goldman and Morgan Stanley had already finished unloading their positions when rivals announced they faced steep losses tied to a hedge fund implosion.

How Goldman and Morgan Stanley avoided losses after fund meltdown burned Nomura, Credit Suisse

Deutsche Bank

The weakness in ViacomCBS triggered a chain of events where brokers rushed to exit the positions on Archegos' behalf and resulted in a massive margin call.

How Archegos' $20 billion move to flee certain names led to banks' share prices tumbling

Barclays

Several global investment banks are facing huge losses after US hedge fund Archegos Capital defaulted on a margin call. The margin call follows around a US$20bn ‘fire sale' of individual stocks late on Friday, including block trades of ViacomCBS (NASDAQ:VIACA), Discovery (NASDAQ:DISCA), GSX Techedu (NYSE:GSX) and other Chinese tech companies, now thought to have been made by Archegos after it suffered significant losses.

Goldman Sachs and other big banks tumble over hedge fund default

Several global investment banks are facing huge losses after US hedge fund Archegos Capital defaulted on a margin call. The margin call follows around a US$20bn ‘fire sale' of individual stocks late on Friday, including ViacomCBS, Discovery, GSX Techedu and other Chinese tech companies, now thought to have been made by Archegos after it suffered significant losses.

Goldman Sachs and other investment banks tumble over US margin call default

Bank of America

Citigroup

Capital One

JPMorgan Chase & Co

Restrictions imposed on major banks like Capital One (COF), Wells Fargo (WFC), JPMorgan (JPM), Citi (C), Morgan Stanley (MS), Goldman (GS) & BofA (BAC) will likely end after the results for 2021 stress test come out.

Restrictions on Major Banks' Dividend & Buybacks to End in June

Stocks were under pressure Monday as investors weighed the news that a U.S.-based hedge fund facing a large margin call caused major selloffs in certain stocks last week.

Morgan Stanley and Goldman Sachs Stock Drop. The Stock Market Is Set to Open Lower.

UBS Group AG

Bank stocks like CS stock and NMR stock are stumbling this morning as Wall Street processes what happened with Archegos Capital. The post CS, GS, NMR, MS, DB, UBS: Why Bank Stocks Are Stumbling This Morning appeared first on InvestorPlace.

CS, GS, NMR, MS, DB, UBS: Why Bank Stocks Are Stumbling This Morning

The Federal Reserve will end its restrictions on bank dividends and buybacks for most institutions on June 30 as long as they pass the current round of stress tests, the central bank announced Thursday.

The Fed will lift restrictions on dividends and buybacks for most banks after June 30

Despite the dire economic scenario, banks proved resilient during the crisis.

Bank Stocks Rally as Fed Sets End for Capital Return Restrictions

The restrictions will end as long as banks' capital levels remain above their regulatory requirements following this year's stress testing.

Fed to End Restrictions on Bank Dividends and Share Repurchases on June 30

The Federal Reserve said temporary limits on dividend payments and share buybacks will end for most banks after June 30, following the completion of annual stress tests to determine their resilience to a hypothetical downturn.

The Wall Street Journal: Fed says limits on payouts, share buybacks to end for most banks after June 30

NEW YORK, March 25, 2021 /PRNewswire/ -- TruFund Financial Services, Inc. ("TruFund"), a Community Development Financial Institution located in New York City, today announced that it has made an equity investment in Genesis Companies, LLC (Genesis), an African American-owned full-service real estate development firm that specializes in financing, developing and operating mixed-income and mixed-use residential projects in New York and New Jersey. The preferred equity investment will support critical aspects of Genesis' strategic growth plan, specifically allowing the firm to continue to grow internal capacity, execute more efficiently and leverage increased liquidity.

Genesis Companies Receives Equity Investment from TruFund's Impact Developers Fund to Expand Capacity

Big U.S. banks are on track to produce blockbuster first-quarter profit gains, but enthusiasm might fade when investors look under the hood.

U.S. bank profits may leap, then fade, as investors look under the hood

Aflac

Navient

The coronavirus pandemic hit some industries harder than others. The result?

3 Cheap Stocks to Add for the Post-Pandemic World

Bank stocks could jump as much as 45% on various macroeconomic factors, from a steepening yield curve to attractive relative valuation that supports the sector's outperformance, according to Morgan Stanley. In a note published on Wednesday, the bank listed five factors that could drive the cohort higher, especially on the expectation of a rotation to value stocks rotation continuing in the near term.

Bank stocks could jump 45% on rising bond yields and attractive relative value, Morgan Stanley says

Large-cap bank stocks have the headroom to rise 21% as buy-rated lenders benefit from repairing in the US economy from the COVID-19 health crisis and an accompanying increase in borrowing rates, says Bank of America. In a note published Tuesday, BofA increased its price objectives on banks by 11%, outlining a 21% implied upside for larger companies and a 20% upside for small and mid-cap banks. It pointed out that the KBW Nasdaq Bank Index has gained more than 50% since early November when Pfizer announced the creation of a coronavirus vaccine and is up about 20% so far in 2021. "[But] we think the sector has room to run," said BofA.  Among the calls, the target on JPMorgan Chase shares was pushed up to $181 from $163, with a potential gain of 20% from Monday's close at just below $151. The "economic recovery is fast gaining steam, and will be likely turbocharged by the recently passed $1.9 trillion stimulus plan," said BofA analysts led by Erika Najarian in a note about the higher price objectives. Also, BofA's rates strategists have upwardly revised their year-end forecast on the 10-year Treasury yield to 2.15% from 1.75%.  The US government has been sending $1,400 checks to most Americans as part of the stimulus package. Bank of America foresees 2021 economic growth of 6.5% with an upward bias. Meanwhile, investors pricing in the potential for hotter inflation stoked by economic growth have propelled the 10-year yield to 14-month highs, past 1.7%. The 10-year yield and other long-dated Treasury yields are tied to mortgages, auto loans and other lending programs and banks can earn more from loans as those rates increase. Wells Fargo's price objective was lifted to $43 from $39, indicating a 10% increase from Monday's settlement  Citigroup's target was unchanged at $100 but still implies a 39% gain.  BofA said banks during recent conversations ahead of their quiet period before earnings, "suggest a continued upward bias to consensus estimates," even though there are expectations for "softer net interest income trends" in the first quarter. That view stems from stronger liquidity levels "as solid deposit growth continues to outpace loan growth near-term." "It's early in the bank renaissance," said BofA. "Perhaps the most important takeaway to emerge from the economic shock of the pandemic is that it finally proved that banks had transformed themselves from the Global Financial Crisis, with all banks under coverage remaining profitable for full-year 2020, even with an accelerated increase in loan loss reserves," the analysts said. "This should effectively lower the cost of equity the markets assign to banks in recovery."

Big bank stocks could rise by another 21% in a 'renaissance' for the sector supported by economic recovery, says Bank of America (C, JPM, WFC)

Johnson & Johnson

Apple

Advanced Micro Devices

Microsoft

Netflix

NIKE

At the moment, inflation fears and bond yields are significant headwind for the market. But Q.ai's deep learning algorithms have dug up this week's trending stocks to help you maximize returns.

Johnson And Johnson Among Trending Stocks This Week Again

Financial Select Sector SPDR Fund

SPDR S&P Bank ETF

Bank stocks dropped Monday, with a widely watched bank ETF pulling further away from a 13-year high as borrowing costs tracked by the 10-year Treasury yield edged lower. Bank stocks in recent sessions have been gaining as the 10-year Treasury yield and other long-dated yields rise while investors price in expectations of stronger inflation as the economy recovers from the COVID-19 pandemic. Banks seeking to lend money can see interest income improve when long-dated yields rise.

Bank stocks tumble as yields falling from 14-month high pause interest-income optimism (KBE, WFC, C, BAC, JPM)

Having gained more than 200% since the March 23 lows of last year, at the current price near $84 per share, we believe Morgan Stanley's stock is overpriced. Morgan Stanley, a market leader in the Equity Trading space in the U.S., has seen its stock increase from $28 to $84 off the March 2020.

Current Rally In Morgan Stanley Stock Is Not Sustainable

U.S. equity futures are trading mixed early Monday hours before the opening bell on Wall Street.

US stocks mixed as Fed moves to restore big bank's capital requirements

Invesco KBW Bank ETF

4:05pm: US equities end mixed on Fed news US stocks ended a mixed session with the DJIA falling more than 200 points after a Federal Reserve's decision to not extend a pandemic-era capital break for banks. The central bank's move stoked a rise in bond yields and a sell-off in financial stocks.

US stocks end mixed session after Federal Reserve decision to not extend pandemic-era capital break for banks

Investors will be closely watching demand for U.S. government securities in the coming months after the Federal Reserve declined to extend pandemic-related regulatory relief for big U.S. banks, which means they may need to raise capital against holdings of U.S. Treasuries and central bank deposits.

News for Morgan Stanley Stock (MS)