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

MS made it to the Zacks Rank #1 (Strong Buy) income stocks list on May 3, 2023.

Best Income Stocks to Buy for May 3rd

American Express

Visa

Within a few weeks of the earnings season, financial institutions and tech companies beat expectations and report impressive numbers. Fintech's potential is enormous, and the transition toward digital payments has made the industry hot property.

Stock Market Crash Alert: 3 Must-Buy Financial Stocks When Prices Plunge

Bank of America

Citigroup

Goldman Sachs

Jefferies Financial Group Inc

JPMorgan Chase & Co

U.S. Bancorp

There are always doom-and-gloom warnings in the financial media that the stock market is headed for a tumble, regardless of market conditions. These days, some warnings center on stock valuations appearing to be high relative to expected earnings compared to historical levels.

Seven bank-stock picks as industry nears ‘positive inflections'

Proxy shareholder advisor Glass Lewis has urged Morgan Stanley (NYSE:MS) shareholders to vote against an executive pay proposal at the next annual general meeting on 23 May. The AGM will be the first in 14 years without James Gorman as chief executive, who handed the reins over to Ted Pick and moved to the chairman role in January.

Morgan Stanley shareholders urged to vote against executive pay

Morgan Stanley shareholders should vote against its proposal for executive pay at the bank's annual meeting on May 23, according to a recommendation by influential proxy adviser Glass Lewis.

Morgan Stanley shareholders urged to vote against pay proposal by proxy adviser

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today named 11 outstanding professionals as part of its partnership with MAKERS – an initiative dedicated to celebrating the stories of leaders who are drivers and champions of women's achievements. “At Morgan Stanley, we believe it's important to share and celebrate the stories of our leaders who are committed to advancing women, mentoring and breaking barriers. The MAKERS program, a powerful tradition at our Firm, does just that. We.

Morgan Stanley Names 10 Women and an Ally as their MAKERS Class of 2024

NEW YORK--(BUSINESS WIRE)--Graystone Consulting, a business of Morgan Stanley (NYSE: MS), announced today that it was named by Coalition Greenwich, a leading global provider of strategic benchmarking, analytics, and insights to the financial services industry, as one of three consulting firms to receive the 2023 Greenwich Quality Leader* designation in Overall U.S. Investment Consulting among large consultants. This is Graystone's third consecutive year as a recipient of this distinction. “Our.

Graystone Consulting Named a Quality Leader for Third Straight Year by Coalition Greenwich

Investment banks have struggled from sluggish IPO and debt issuance markets during the past two years. Improving sentiment and increased appetite for risk could help IPO activity rebound in 2024.

3 Stocks to Buy Today as Investment Banking Rebounds

NEW YORK--(BUSINESS WIRE)--The Morgan Stanley Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the Resilient Waters Fund team was named the winner of the 14th annual Kellogg-Morgan Stanley Sustainable Investing Challenge. The global competition inspires graduate students to address critical social and environmental issues through innovative financial vehicles. The winning team was one of 12 finalists selected from a competitive.

Resilient Waters Fund Wins the 2024 Kellogg-Morgan Stanley Sustainable Investing Challenge

Apple

Amazon

Bank of Montreal

First Horizon National

Alphabet

Oaktree Specialty Lending

Invesco QQQ

Royal Bank of Canada

Charles Schwab

Toronto-Dominion Bank

Taiwan Semiconductor Manufacturing

Big tech earnings are approaching, but I'm not betting on them. Big tech stocks have gotten too expensive. I have sold most of my U.S. tech stocks and reinvested the proceeds into high-income investments.

Forget Big Tech Earnings, Buy Income Instead

NEW YORK , April 20, 2024 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Morgan Stanley (NYSE: MS) resulting from allegations that Morgan Stanley may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Morgan Stanley securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

ROSEN, SKILLED INVESTOR COUNSEL, Encourages Morgan Stanley Investors to Inquire About Securities Class Action Investigation - MS

Wells Fargo

New bond deals totaling about $28.5 billion were issued by four of the nation's six largest banks: JP Morgan Chase & Co. JPM, +1.82%, Wells Fargo & Co. WFC, +2.77%, Goldman Sachs Group Inc. GS, +0.45% and Morgan Stanley MS, +0.91%, according to Kenneth Jacques, head of U.S. credit at Informa Global Markets.

Big banks have been a bright spot in tough week for markets

Morgan Stanley's North America head of consumer and retail equity capital markets (ECM) Tilli Dias Passi will leave the bank, according to people familiar with the matter.

Morgan Stanley consumer IPO banker Passi leaving the bank, sources say

Morgan Stanley's preferred stock, the PFD A 1/1000, has a floating coupon with a floor rate to prevent it from floating to zero. The issuer, Morgan Stanley, is a financial holding company that provides various financial products and services. The coverage ratio of Morgan Stanley's preferred stocks to total common equity is over 10X, indicating a strong level of protection for investors.

Morgan Stanley Preferred A: Too Much Rate Cut Risk (Rating Downgrade)

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today announced results from its quarterly individual investor pulse survey: Bullishness remained steady. Three out of five investors (60%) are bullish this quarter—consistent with last quarter. Fewer investors are optimistic about the economy. Roughly half (53%) agree that the Fed will be able to execute a “soft landing,” down 7 percentage points from last quarter. Yet, fewer investors are making changes to their portfolio. Half of in.

Morgan Stanley Wealth Management Pulse Survey Reveals Bullish Sentiment Despite Drop in Optimism

Q1 earnings beat expectations, with revenue at $15.14 billion and EPS at $2.04. Asset management fees and equity underwritings were the main drivers of revenue growth. The stock appears overvalued from its PE history, and PEG ratio, but fairly valued from its price to tangible book value history.

Morgan Stanley: Outstanding Earnings And Positioned To Win From Improving Outlook

General Electric

Johnson & Johnson

UnitedHealth Group

Tax refunds are landing in bank accounts and mailboxes across America, giving people some extra money to play with. As of the federal income tax deadline of April 15, the Internal Revenue Service (IRS) has issued $201 billion worth of tax refunds.

Want to Double Your Tax Refund in 2024? 7 Stocks to Buy Now.

Chipotle

Morningstar

Microsoft

Chipotle recently announced a 50-for-1 stock split set to take effect on June 25, one of the biggest splits in New York Stock Exchange history Microsoft shares soared 249% over the last five years, positioning the company as a stock split candidate in 2024. Microsoft is the largest enterprise software vendor and the second largest cloud services provider, and artificial intelligence products could boost growth in both areas of the business.

Meet the Stock-Split Stock Making Wall Street History, Plus the Nasdaq Stock That Could Split Next

Morgan Stanley is planning to tap the investment-grade bond market later Wednesday with a four-part deal divided between four-year, six-year and 11-year notes, Bloomberg reported.

Morgan Stanley reportedly planning four-part bond deal a day after blowout earnings

Morgan Stanley (MS) beat Q1 earnings estimates as IB business posts a comeback driven by solid underwriting business performance, with advisory fees still subdued. This supports the company's fee income.

Morgan Stanley (MS) Q1 Earnings Top on Revival of IB Business

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Apollo Tactical Income Fund, Inc.

Ares Dynamic Credit Allocation Fund

BlackRock Multi-Sector Income Trust

Chimera Investment

Credit Suisse High Yield Bond Fund

Duff & Phelps Global Utility Income Fund Inc

Duke Energy

First Trust Senior Floating Rate Income Fund II

Golub Capital BDC

Clough Global Opportunities Fund

Goldman Sachs BDC

Horizon Technology Finance

Voya Global Equity Dividend and Premium Opportunity Fund

Nuveen Core Equity Alpha Fund

MPLX

Merck

NextEra Energy

Naturally, one should monitor their portfolio on a regular basis in case there are any news events or market circumstances that can affect a stock price or its dividend adversely.

Want $2000 In Passive Income? Invest $1000 Into These Dividend Stocks

iShares U.S. Broker-Dealers & Securities Exchanges ETF

iShares US Financial Services ETF

Invesco KBW Bank ETF

Vanguard Financials ETF

Financial Select Sector SPDR Fund

While most big banks beat on both lines in the first-quarter earnings season, higher rates may weigh on the financial ETFs over the medium term.

Bank ETFs in Focus on Mixed Q1 Earnings

News for Morgan Stanley Stock (MS)