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

NEW YORK & MEXICO CITY--(BUSINESS WIRE)--Today, Morgan Stanley (NYSE: MS) announced a $100,000 grant to Doctors Without Borders/Médecins Sans Frontières (MSF) for its work in Latin America. This funding, which is in addition to an existing Morgan Stanley grant for MSF work across Europe, will support MSF in its mission to provide intensive care for critically ill patients, medical isolation for mild or moderate cases of COVID-19, and health promotion in urban and rural areas of Mexico and Brazi

Morgan Stanley Announces $100,000 Grant to Doctors Without Borders to Support COVID-19 Recovery in Mexico and Brazil

Morgan Stanley (MS) reported earnings 30 days ago. What's next for the stock?

Morgan Stanley (MS) Down 0.7% Since Last Earnings Report: Can It Rebound?

Bank of America

Citigroup

Datadog

JPMorgan Chase & Co

Palo Alto Networks

PNC Financial Services

Splunk

Wells Fargo

Zendesk

Billionaire George Soros showed interest in big banks and cloud-computing companies in the second quarter, according to a filing with the Securities and Exchange Commission.

Soros loads up on banks, cloud-based software companies

Goldman Sachs

The Fed recently released the new required common equity tier 1 capital ratios for the largest banks, and many saw increases.

7 U.S. Banks That Will Need to Hold More Regulatory Capital

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced the launch of the Morgan Stanley Sustainable Solutions Accelerator – a new strategic initiative to identify breakthrough innovations focused on systemic change for sustainability. The Initiative will have three major elements: a new Sustainable Solutions Innovation Award; a year-long intensive partnership with Morgan Stanley; and an ongoing Sustainable Solutions Collaborative that will provide an ongoing forum for cross-sector

Morgan Stanley Launches Sustainable Solutions Accelerator to Address Global Sustainability Challenges

Credit Suisse

Deutsche Bank

Huntington Bancshares

KeyCorp

The central bank has calculated capital buffers for individual banks based on their performance in the 2020 stress test, with a view to avoid any economic downturn.

Fed States Capital Requirements for Banks Amid Coronavirus Scare

The Federal Reserve on Monday released individual bank capital requirements that become effective on October 1.

Fed Sets Q3 Capital Requirements for Big Banks

Morgan Stanley: The Pick Of The Banks

FORT WORTH, Texas--(BUSINESS WIRE)--Presidio Investment Holdings LLC (“Presidio Petroleum”, “Presidio”, or the “Company”) announced today that it has completed the acquisition of substantially all of the oil and natural gas producing properties of Templar Energy LLC and certain affiliates in the Anadarko Basin (“Templar”). Presidio Petroleum is a leading oil and gas efficiency company founded to acquire, operate, and optimize producing oil and natural gas properties in the Anadarko Basin and ot

Presidio Petroleum Completes Acquisition of Assets from Templar Energy in Partnership with Morgan Stanley Energy Partners

Morgan Stanley (MS) teams up with insurance brokers to offer property and casualty insurance solutions to its high net worth clients.

Morgan Stanley Teams Up With Brokers to Offer P&C Insurance

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Private Credit and Comvest Partners are pleased to announce their role as co-lead arrangers in providing $90.0 million in junior capital securities to von Drehle Corporation (“von Drehle,” or the “Company”), a leading manufacturer of away-from-home paper products. “We are pleased to support von Drehle in this comprehensive recapitalization of the Company’s balance sheet and look forward to a successful partnership over the coming years,” said Ashwin Kri

Morgan Stanley Private Credit and Comvest Partners Announce Junior Capital Financing for von Drehle Corporation

Morgan Stanley believes the vast sums in fiscal stimulus could push up inflation even though many investors are dismissing the chances of higher consumer prices.

Investors are dismissing the risk of an inflation spike. Morgan Stanley says that could be a mistake

The French state treasury said it has suspended U.S. investment bank Morgan Stanley from certain French treasury bond deals for three months, citing problems it had with Morgan Stanley's execution of some past deals.

Morgan Stanley suspended from some French treasury bond deals: AFT

NEW YORK--(BUSINESS WIRE)--Today, Morgan Stanley (NYSE: MS) and Opportunity Finance Network (OFN) announced Morgan Stanley has awarded $5 million in funding to OFN for pass-through grants of approximately $50,000 - $150,000 to eligible community development financial institutions (CDFIs) with less than $20 million in assets. This funding will help CDFIs support communities disproportionately affected by COVID-19 and will strengthen the ability of the mission-based lenders to support COVID-19 re

Morgan Stanley Awards $5 Million to Opportunity Finance Network to Support Equitable COVID-19 Recovery in Underserved Communities

Morgan Stanley stock lost more than 44% - dropping from $50 at the end of 2019 to around $28 in late March - then spiked 83% to around $51 now. This means that the stock has touched the level seen at the end of 2019.

Morgan Stanley Has Upside

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE:MS) today announced $14.6 million to support long-time partner Carver Bancorp, Inc., one of the nation’s largest Minority Depository Institutions (MDI).

Morgan Stanley Announces $14 Million to Support CDFI Carver Bancorp, Inc.

Wall Street banking giant JPM, BAC, C and WFC's second-quarter results mainly reflect the adverse impacts of massive reserve builds, as well as lower rates. Management commentary indicates a cautious approach toward economic recovery.

Big Banks' Q2 Earnings Scorecard and Future Expectations

Greene County Bancorp

Healthcare Services Group

Home Federal Bancorp

Hershey

Lithia Motors

Landstar System

NextEra Energy

J. M. Smucker

Skyworks Solutions

Dividend Changes: July 18-24, 2020

Bank of New York Mellon

State Street

Stress-testing results from the Fed show that, in some scenarios, bank supplementary leverage ratios decline significantly.

Which of the Large U.S. Banks Is Most Leveraged?

Codorus Valley Bancorp

Gladstone Land

MGE Energy

Marsh & McLennan

National Retail Properties

PPG Industries

Stanley Black & Decker

This article series provides a weekly summary of dividend changes, including dividend increases and dividend cuts or suspensions.

Dividend Changes: July 11-17, 2020

Former workers have ‘important’ stories to tell and ‘feel a heightened sense of obligation to come forward’, lawyer says

Morgan Stanley: ex-employees seek contract release to allege racial discrimination

The charges come as corporations across the country are being held to account over  racial injustice.

Morgan Stanley Faces More Allegations Of Racial Discrimination, Weeks After Major Bias Suit Filed

ETRADE

There were very few "no" votes in the brokerage's tally.

E*TRADE Financial Shareholders Approve Morgan Stanley Deal

ARLINGTON, Va.--(BUSINESS WIRE)--E*TRADE Financial Corporation (NASDAQ: ETFC) announced that its stockholders have voted to adopt the merger agreement with Morgan Stanley, a leading global financial services firm.

E*TRADE Financial Corporation Announces Stockholder Approval of Merger With Morgan Stanley

Financial Select Sector SPDR Fund

Bank stocks are gaining investors' attention after the group largely reported earnings this week. Here's what you should consider moving forward.

All Eyes Are on Bank Stocks

News for Morgan Stanley Stock (MS)