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

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.

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

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

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Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Morgan Stanley (MS) CEO James Gorman on Q4 2020 Results - Earnings Call Transcript

Procter & Gamble

UnitedHealth Group

Q4 earnings season continues this morning with several companies across a wide array of industries.

White House Changes Residents, Q4 Earnings Ramp Up: UNH, MS, PG

Impressive trading and investment banking performance, along with E*Trade Financial acquisition, supports Morgan Stanley's (MS) Q4 earnings amid low interest rate environment.

Morgan Stanley (MS) Q4 Earnings Beat on Trading, Wealth Business

Chief Executive James Gorman's team posted earnings of $1.81 per share for the final quarter of 2020, easily beating the Wall Street estimate of $1.27.

Morgan Stanley posts profit surge despite COVID-19 fallout

Morgan Stanley (NYSE: MS) reported its financial results for the fiscal fourth quarter on Wednesday that topped analysts' estimates for profit and revenue. The company attributed its hawkish performance to strong trading in recent months, and robust performance in wealth management and investment banking segments.

Morgan Stanley tops Wall Street estimates in the fourth quarter

Morgan Stanley beat Wall Street expectations with its 4th-quarter earnings, posting a profit of $3.4 billion in the final quarter of the year as trading thrived and the economic outlook brightened. Diluted earnings per share rose to $1.81 in the final three months of the year, the lender said on Wednesday, up from $1.30 a year earlier and beating expectations for $1.27.

Morgan Stanley's 4th-quarter earnings beat expectations as annual revenues hit record high despite gloom in wider economy

Morgan Stanley shares rose 2.2% in premarket trade Wednesday, after the bank blew past estimates for its fourth quarter. The bank said it had net income of $3.4 billion, or $1.81 a share, in the quarter, up from $2.2 billion, or $1.30 a share, in the year-earlier period.

Morgan Stanley shares higher premarket after earnings beat

Shares of Morgan Stanley (NYSE:MS) rose 1.9% in pre-market trading after the company reported Q4 results. Quarterly Results Earnings per share were up 60.00% year over year to $1.92, which beat the estimate of $1.27.

Morgan Stanley: Q4 Earnings Insights

Morgan Stanley beat fourth-quarter earnings forecasts Wednesday on strong wealth management and Wall Street results. The post Morgan Stanley Earnings Beat On Strong Trading, Wealth Management appeared first on Investor's Business Daily.

Morgan Stanley Earnings Beat On Strong Trading, Wealth Management

Morgan Stanley posted an about 57% rise in fourth-quarter profit on Wednesday, as the Wall Street bank's trading business benefited from coronavirus-induced volatility in financial markets.

Morgan Stanley profit surges on trading strength

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $13.6 billion for the fourth quarter ended December 31, 2020 compared with $10.9 billion a year ago. Net income applicable to Morgan Stanley was $3.4 billion, or $1.81 per diluted share,1 compared with $2.2 billion, or $1.30 per diluted share,1 for the same period a year ago. The comparisons of current year results to prior periods were impacted by the acquisition of E*TRADE Financial Corporation (“E*TRADE”), co

Morgan Stanley Fourth Quarter and Full Year 2020 Earnings Results

Morgan Stanley has the biggest wealth management business among the six largest U.S. banks, operations that typically benefit from rising markets.

Morgan Stanley is set to report fourth-quarter earnings – here's what the Street expects

Clovis Oncology

Halliburton

Morgan Stanley, Halliburton, Procter & Gamble and Clovis Oncology were our top stock trades for Wednesday. Now, let's look at the charts.

4 Top Stock Trades for Wednesday: MS, HAL, PG, CLVS

Morgan Stanley (NYSE:MS) announces its next round of earnings this Wednesday, January 20. Here is Benzinga's everything-that-matters guide for this Wednesday's Q4 earnings announcement.

Earnings Outlook For Morgan Stanley

Netflix

More than a dozen large (or hot) companies are set to report quarterly earnings this week.

Earnings Previews: Netflix, Morgan Stanley, Procter & Gamble, UnitedHealth

Morgan Stanley is scheduled to report earnings before Wednesday's open and here is what to expect.

Earnings Preview: What To Expect From Morgan Stanley On Wednesday

Ally Financial

Bank of America

Goldman Sachs

JPMorgan Chase & Co

While bank stocks can hardly be said to have had a bad year in 2020, they did lag much of the rest of the market. However, they ended the year strong thanks in no small part to the Federal Reserve.

Wall Street Is Bullish on Bank Stocks

Robust trading and underwriting businesses, and the E*Trade Financial buyout are likely to have supported Morgan Stanley's (MS) Q4 earnings.

Trading & Underwriting to Aid Morgan Stanley (MS) Q4 Earnings

Eaton Vance Floating-Rate Income Trust

BOSTON, Jan. 15, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of Eaton Vance Floating-Rate Income Trust (NYSE: EFT), Eaton Vance New York Municipal Income Trust...

Certain Eaton Vance Closed-End Funds Announce Results of Joint Special Shareholder Meeting

BOSTON, Jan. 15, 2021 /PRNewswire/ -- Eaton Vance Corp. (NYSE: EV) today reported consolidated assets under management of $583.1 billion on December 31, 2020. This compares to $515.7 billion on October 31, 2020, the close of the Company's fourth fiscal quarter. Assets under Management (in...

Eaton Vance Corp. Reports December 31, 2020 Assets under Management

Big investment banks could have a tough time matching their incredibly strong Q3 earnings performance when they report Q4 results next week. However, you could argue that the conditions leading to their muscular Q3 earnings spilled into Q4.

Capital Market Strength Seen Bolstering Banks As Goldman Sachs, Bank Of America, Morgan Stanley To Report

Citigroup

Wells Fargo

Earning season for the bank sector kicks off Friday morning and it is “going to be messy,” according to one notable banking analyst. As expected: rough year for banks It goes without saying that 2020 was a rough year for the bank sector as the group, The Wall Street Journal reported.

Analyst previews bank earnings: ‘going to be messy'

BOSTON, Jan. 14, 2021 /PRNewswire/ -- The Board of Directors of Eaton Vance Corp. (NYSE: EV) today declared a quarterly dividend of $0.375 per share on its common stock. The dividend is payable February 12, 2021, to shareholders of record on January 29, 2021. Eaton Vance Corp. (NYSE: EV)...

Eaton Vance Corp. Declares Quarterly Dividend

The 10-year Treasury note yield has a huge impact on bank profitability, and is often a good indicator of which direction bank stocks will move in.

Watch This 1 Metric to See Where Bank Stocks Are Going

Bank stocks have been revived after a long decline during the coronavirus pandemic.

News for Morgan Stanley Stock (MS)