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

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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.

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

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Earnings data Q4 2022

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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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Net debt

Book value per share

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Cash from investing

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Invesco KBW Bank ETF

Wells Fargo

Financial Select Sector SPDR Fund

The central bank had exempted safe assets from a crucial regulatory requirement, in a bid to keep markets chugging last year.

Fed Lets Break for Banks Expire but Opens Door to Future Changes

An expiration of regulatory relief may not matter as much for the Treasury market as investors might fear. Smaller banks could get a boost.

The Fed Will End Emergency Relief for Banks. What to Know.

Shares of JPMorgan and other banks fell Friday after the Federal Reserve decided to end a rule that relaxed capital requirements to encourage banks to loan money during the COVID-19 crisis. The central bank said its rule change in the supplementary leverage ratio, or SLR, will expire as scheduled on March 31. Under the SLR, banks with more than $250 billion in assets have to protect against losses by holding capital equal to 3% of their total assets.

Bank stocks fall after Fed elects to let pandemic-era capital break for banks expire

Federal regulators said Friday they won't extend a Covid relief provision granted to big banks, dashing Wall Street's hopes for an extension.

Regulators reject Wall Street's calls to extend Covid relief for big banks

NEW YORK--(BUSINESS WIRE)--Shareworks by Morgan Stanley, a leading equity plan management platform and division of Morgan Stanley at Work, today released a new report, Transparency 2021: Addressing Gaps in Equity Compensation, which was independently researched and authored by Rebel & Co, a third-party research and strategy agency. The report reveals that despite the focus on closing the gender pay gap, inequity at private companies persists in equity compensation plans with only 41% of wom

Report for Morgan Stanley at Work Shows Women Significantly Lag Men in Equity Compensation at Private Companies

The Fed declined to extend a pandemic-era rule that relaxed the amount of capital banks had to maintain against Treasurys and other holdings.

The Fed will not extend a pandemic-crisis rule that had allowed banks to relax capital levels

The Federal Reserve on Friday said it would not extend a temporary exemption that allowed banks to exclude Treasurys and deposits with the central bank from the calculation of the supplementary leverage ratio past March 31.

The Fed: Fed won't extend relief for banks from key capital rule

Morgan Stanley offering its wealthy clients access to bitcoin funds is the "tip of the iceberg for Wealth Management," JMP securities said in a research note.  On Wednesday, Morgan Stanley announced that it will allow rich clients with "an aggressive risk tolerance" and at least $2 million in assets held by the firm to gain exposure to bitcoin — a first for a major US bank. These clients will be able to invest up to 2.5% of their net worth into the bank's funds.

Morgan Stanley's move to offer bitcoin funds to rich clients is the 'tip of the iceberg' and could result in $1.5 trillion flowing into the cryptocurrency

Morgan Stanley's (MS) institutional clients will be able to access three bitcoin funds starting next month.

Morgan Stanley (MS) to Offer Clients Access to Bitcoin Funds

Morgan Stanley's (MS) Management on Morgan Stanley European Financials Conference 2021 - Transcript

Morgan Stanley is now the first large U.S. bank to offer bitcoin funds to its wealth management clients, according to CNBC. The move is significant for bitcoin as Morgan Stanley is a titan in the banking world and has $4 trillion in client assets, CNBC reported.

Bitcoin Daily: Morgan Stanley To Open Bitcoin Funds To Wealth Management Clients; Coinbase Valued At $68 Billion

In an internal memo Wednesday, investment bank Morgan Stanley (NYSE:MS) told financial advisors that it is launching access to three funds that enable ownership of bitcoin for its wealth management clients: two from crypto firm Galaxy Digital and one from a joint effort between asset manager FS Investments and bitcoin company NYDIG.

Morgan Stanley Takes a Big Step Towards a Bitcoin Future

It's the latest Wall Street stalwart to warm up to cryptocurrency. Morgan Stanley is the latest Wall Street stalwart to warm up to cryptocurrency.

Report: Morgan Stanley will let wealthy clients access bitcoin funds, due to popular demand

Morgan Stanley will permit wealthy clients to use three funds that allow ownership of Bitcoin, potentially starting in April. The post Bitcoin Marks Huge Milestone In Mainstream Acceptance appeared first on Investor's Business Daily.

Bitcoin Marks Huge Milestone In Mainstream Acceptance

The bank said it plans to let wealthier clients invest in three funds that basically give them ownership of Bitcoin

This Wall Street Bank Is Now Allowing Certain Clients to Invest in Bitcoin Funds

Morgan Stanley is set to become the first major American bank to offer its wealth management clients access to bitcoin funds, CNBC reported Wednesday. This will allow certain clients ownership of the cryptocurrency.  The investment bank told its financial advisor in an internal memo on Wednesday about its plan to launch three funds. Two will be run by Galaxy Digital, the crypto firm founded by Mike Novogratz, while one will be jointly managed by FS Investments, an asset manager, and NYDIG, a bitcoin company.

Morgan Stanley to offer to wealthy clients bitcoin fund access — a first for a major US bank

Morgan Stanley is set to offer wealthy clients the ability to invest in bitcoin funds, making it the first major U.S. bank to do so, according to a Wednesday news report.

Morgan Stanley set to offer wealthy clients access to bitcoin funds: report

Morgan Stanley has become the first big U.S. bank to offer its wealth management clients access to Bitcoin funds, CNBC reported on Wednesday.

Morgan Stanley becomes first major U.S. bank to offer its wealthy clients access to Bitcoin funds: CNBC

The move, a significant step for the acceptance of bitcoin as an asset class, was made by Morgan Stanley after clients demanded exposure to the cryptocurrency.

Morgan Stanley becomes the first big U.S. bank to offer its wealthy clients access to bitcoin funds

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced the launch of the 2021 Strategy Challenge, the Firm's flagship pro bono volunteer program. Over the next 11 weeks, teams of Morgan Stanley employees in New York and London will work virtually with leadership teams at 12 nonprofit organizations to provide strategic recommendations to address their mission-critical challenges. “Nonprofits are experiencing greater challenges than ever before with the pandemic exacerbating many of the issues

Morgan Stanley Strategy Challenge to Benefit 12 Nonprofit Organizations in the U.S. and UK

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced that it will redeem in whole its outstanding Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series J, liquidation preference $25,000 per share (617474309) (the “Series J Preferred Stock”), and the depositary shares, each representing a 1/25th ownership interest in a share of Series J Preferred Stock (CUSIP 617474AA9) (the “Series J Depositary Shares”), on April 15, 2021 pursuant to the optional redemption provisions provided in t

Morgan Stanley Announces Redemption in Whole of Series J Preferred Stock and Depositary Shares Representing Series J Preferred Stock

Track the latest news, trends and leading stocks in the banking and financial industries. The post Banks And Financial Stocks: Latest News And Analysis appeared first on Investor's Business Daily.

Banks And Financial Stocks: Latest News And Analysis

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Value stocks have come back into focus as the U.S. economy recovers from the global pandemic and volatility shakes stock markets around the world. In this article, we look at seven of the best value stocks available today.

7 of the Best Value Stocks on the Market Today

Eaton Vance Floating Rate Income Plus Fund

BOSTON, March 11, 2021 /PRNewswire/ -- Eaton Vance Floating-Rate Income Plus Fund (NYSE: EFF) (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 the Fund's annual meeting of shareholders (the "Annual Meeting"), which is scheduled to be held on May 14, 2021.

Eaton Vance Floating-Rate Income Plus Fund Announces Board Approval of Plan of Liquidation and Termination

With the economy crashing and markets in chaos last spring, the Federal Reserve handed out get out of jail free cards to America's big banks. Now that the recovery is gaining steam, the Fed has to decide if it's time to enforce the rules once again.

News for Morgan Stanley Stock (MS)