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

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Bank stocks rallied after Federal Reserve Chairman Jerome Powell hinted a rate cut lies ahead if the U.S. trade spat with China hurts the economic outlook.

Bank Stocks Rally As Fed Chairman Gives This Soothing Commentary

Due to year-over-year decline in equity trading revenues in first-quarter 2019, Morgan Stanley (MS) is cutting jobs at its equities business in Asia.

Morgan Stanley (MS) Slashes Six Equity Business Jobs in Asia

Investors looking for safety in the 10-year Treasury may want to reconsider their investment thesis and buy two major Wall Street bank stocks instead, according to Mark Tepper, the president and CEO of the wealth management firm Strategic Wealth Partners.

Pro: Scrap The 10-Year Yield In Favor Of These 2 Stocks

Brazilian state lender Caixa Economica Federal has picked investment bank Morgan Stanley as co-advisor to help it find insurance partners, a source with knowledge of the matter said.

Brazil's Caixa picks Morgan Stanley as co-advisor on insurance deals: source

AbbVie

Boeing

KeyCorp

Irrespective of market direction or sentiment, we are always searching for good companies trading at cheap or reasonable valuations.

5 Safe And Cheap Dividend Stocks To Invest (May 2019)

The FAA meeting on Boeing Co (NYSE: BA)'s grounded 737 MAX planes was "good enough," according to a still-bullish Morgan Stanley.

FAA Meeting On Boeing's 737 MAX 'Good Enough,' Says Bullish Morgan Stanley

Morgan Stanley said on Tuesday that more than 95 percent of shares voted to approve its executive compensation packages and that all of its directors were elected at the bank's annual shareholder meeting in Purchase, New York.

Morgan Stanley shareholders vote to approve executive pay, director

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

Why Is Morgan Stanley (MS) Down 6.9% Since Last Earnings Report?

Morgan Stanley (MS) decides to shut its Russian banking business in the first quarter of 2020.

Morgan Stanley to Close Banking Operations in Russia in 1Q20

Ford Motor Company

On CNBC's "Fast Money," Carter Worth spoke about Morgan Stanley (NYSE: MS) and Ford Motor Company (NYSE: F).

Carter Worth Sees Potential Upside In Morgan Stanley And Ford

Crown Castle International

Kinder Morgan

Insider buying can be an encouraging signal for potential investors.

Insider Buys Of The Week: Crown Castle, Kinder Morgan, Morgan Stanley

Citi downgraded Morgan Stanley to neutral from buy on Thursday, saying the stock is "fairly valued."

Citi downgrades Morgan Stanley: 'We'd rather be on the sidelines'

Morgan Stanley did not deliver a stellar quarter, but the results were good enough to ease concerns born of a turbulent 4Q18.

Morgan Stanley Shifts Narrative To Bullish

Morgan Stanley (MS) CEO James Gorman on Q1 2019 Results - Earnings Call Transcript

Stocks have a green tint early Wednesday thanks in part to Morgan Stanley beating Wall Street expectations.

Fresh Earnings: Morgan Stanley Shares Climb

Morgan Stanley released its first-quarter financial results before the markets opened on Wednesday.

Were Morgan Stanley’s Q1 Earnings Good Enough?

Morgan Stanley (MS) delivered earnings and revenue surprises of 13.68% and 2.91%, respectively, for the quarter ended March 2019. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Surpasses Q1 Earnings and Revenue Estimates

Morgan Stanley (MS) on Wednesday reported lower first-quarter earnings that topped Q1 estimates.

Morgan Stanley Earnings Top Views, Capping Wall Street Q1 Results

On CNBC's "Options Action", Mike Khouw spoke about a high options activity in Morgan Stanley ahead of earnings.

Mike Khouw Sees Unusual Options Activity In Morgan Stanley

Shares of Morgan Stanley  jumped 2.3% in premarket trade Wednesday.

Morgan Stanley's stock jumps toward 7-month high after profit and revenue fall less than expected

Under Chief Executive Officer James Gorman, Morgan Stanley has emphasized its wealth management division, a far steadier business than its trading operations.

Morgan Stanley shares climb after beating estimates on wealth management, trading

Ahead of earnings from Bank of America and Morgan Stanley later this week, five experts weigh in on the mixed quarter for the big banks so far.

As Goldman Sachs drags on financials, Cramer and other experts weigh in on bank earnings

Disappointing trading and underwriting performance is expected to hamper Morgan Stanley's (MS) Q1 earnings growth.

Trading, Underwriting to Mar Morgan Stanley (MS) Q1 Earnings

Bank of Marin Bancorp

First Hawaiian

Fifth Third Bancorp

PNC Financial Services

Veritex Hld

Wells Fargo

U.S. banks have been facing a number of challenges, which is why investors were apprehensive about earnings numbers. The Fed’s new-found dovishness, a flattening yield curve, a government shutdown and declining trading revenues are major headwinds confronting the sector at present.

Big Bank Earnings Impress in Q1: 5 Great Picks

Ally Financial

American Express

BB&T

Bank of New York Mellon

Blackrock Inc

M&T Bank

Regions Financial

Synchrony Financial

Travelers

U.S. Bancorp

24/7 Wall St. has put together a preview of some of the big banks and other financial giants reporting their quarterly results this week, as they help set expectations for the new earnings season and a direction for the market.

News for Morgan Stanley Stock (MS)