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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

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

During the third-quarter period, Morgan Stanley has strong performances on both the top line and bottom line but share prices are still trading roughly flat on the year.

Morgan Stanley: Firing On All Cylinders

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Despite doom and gloom headlines, Louis Navellier expects most companies will leap over the low earnings bar that analysts have set. With that in mind, let's take a look at some of the big financial companies that reported last week.

How the Big Banks' Earnings Stack Up This Quarter

More than half the syndicated lending of all major U.S. banks is exposed to significant climate-change risk, which could translate into more than one hundred billion dollars in losses, Ceres report shows.

Banks are far more exposed to climate change than they're disclosing

The U.S. banking sector, including the largest Wall Street firms, is far more vulnerable to the impacts of climate change than banks are letting on, according to new research.

Op-ed: Climate change threatens U.S. banks far more than they're disclosing

Eaton Vance Corp. (EV) is looking like an interesting pick from a technical perspective, as the company is seeing favorable trends on the moving average crossover front.

Moving Average Crossover Alert: Eaton Vance (EV)

Lenders processed larger loans for wealthy customers at more than twice the speed of smaller loans for the "neediest" small businesses, the report claims.

Big Banks Prioritized Billions In PPP Funds For Wealthy Clients At The Expense Of Struggling Small Businesses, House Report Finds

JPMorgan and Goldman Sachs reported Q3 earnings this week and there is one big takeaway. Big banks are confident in the U.S. economy.

Big Banks Showing Confidence in the Economy

As Wall Street banks reported quarterly results this week, investors wondered about the staying power of the trading bonanza that has floated profits, offsetting problems in traditional lending businesses that have been hurt by the pandemic.

Wall Street bank trading boom does little to assuage concerns about lending

As third-quarter earnings kick off, bond investors are betting that big banks will benefit over the next few years as the economy looks to heal from the coronavirus crisis.

In One Chart: Debt buyers are betting on big banks — over the short term, at least

Charles Schwab

Despite declines today, stocks look healthy according to the companies that rely on a healthy market.

The Stock Market Is Strong -- Just Look at Morgan Stanley and Schwab

Morgan Stanley (NYSE: MS) published its earnings report for the fiscal third quarter on Thursday that came in stronger than what the analysts had anticipated. The American multinational’s financial results came in a day after its peer, Wells Fargo, revealed a massive 56% decline in third-quarter profit.

Morgan Stanley’s net income climbs to £2.11 billion in the fiscal third quarter

Shares of Morgan Stanley (NYSE:MS) are up just slightly for 2020, but all of the company's peers in the financial sector are in the red for the year.

Morgan Stanley Delivers Another Strong Quarter

Morgan Stanley (MS) CEO James Gorman on Q3 2020 Results - Earnings Call Transcript

Our recommendation to buy this stock in April generated solid returns, but banks have largely underperformed the market.

Morgan Stanley: Dazzling Performance

Morgan Stanley Chief Executive James Gorman has spent billions in recent months to make the megabank less reliant on trading, but Morgan Stanley’s traders bucked the pandemic to deliver a big quarter. The Wall Street behemoth reported third quarter profit of $2.7 billion, or $1.66 a share, on $11.7 billion in revenue.

Morgan Stanley rides trading desk to strong third quarter

Solid trading and equity underwriting performance along with a rise in net interest income support Morgan Stanley's (MS) Q3 earnings.

Morgan Stanley (MS) Q3 Earnings Beat on Trading Strength

Morgan Stanley (MS) delivered earnings and revenue surprises of 26.19% and 13.20%, respectively, for the quarter ended September 2020. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Q3 Earnings and Revenues Beat Estimates

The Wall Street giant’s profit rose more than 20% from the same period last year.

Morgan Stanley Posts $2.7 Billion Third Quarter Profit Thanks To Stocks’ Summer Surge

Shares of Morgan Stanley inched up 0.1% in premarket trading Thursday, in the face of a broader market selloff, after the bank and broker reported third-quarter profit and revenue that rose above expectations as financial markets remained active through the summer months. Net income rose to $2.72 billion, or $1.66 a share, from $2.17 billion, or $1.27 a share, in the year-ago period, beating the FactSet earnings consensus of $1.28 a share.

Morgan Stanley's stock ticks up after profit, revenue rise above expectations on strong trading performance

Morgan Stanley posted a 26% jump in third-quarter profit on Thursday, powered by another bumper quarter at its trading business as the COVID-19 pandemic drove up volatility in financial markets.

Morgan Stanley third-quarter profit jumps 26% on trading boost

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $11.7 billion for the third quarter ended September 30, 2020 compared with $10.0 billion a year ago. Net income applicable to Morgan Stanley was $2.7 billion, or $1.66 per diluted share,1 compared with net income of $2.2 billion, or $1.27 per diluted share,1 for the same period a year ago. The current quarter included intermittent net discrete tax benefits of $113 million which had an impact of $0.07 per diluted

Morgan Stanley Third Quarter 2020 Earnings Results

Morgan Stanley is piloting a program to recruit Black talent in its capital markets division, executives told Reuters, in corporate America's latest initiative to improve diversity after months of nationwide protests against racial inequality.

Morgan Stanley launches program to boost diversity in trading unit

CEO James Gorman has doubled down on his push to diversify away from Morgan Stanley’s traditional strengths of trading and investment banking.

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

Baidu

United Continental Hlds

Nio, United Airlines, Morgan Stanley and Baidu were our top stock trades for Thursday. That said, let's look at a few charts now.

4 Top Stock Trades for Thursday: NIO, UAL, BIDU, MS

NEW YORK, Oct. 14, 2020 /PRNewswire/ -- Juan Monteverde, founder and managing partner at Monteverde & Associates PC, a national securities firm headquartered at the Empire State Building in New York City, is investigating Eaton Vance Corp. ("EV" or the "Company") (EV) relating to its...

News for Morgan Stanley Stock (MS)