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

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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

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Earnings per share

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Cash & equivalents

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Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

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Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Multiple federal regulators are probing Morgan Stanley over how it vets clients who are at risk of laundering money through the bank's wealth-management division.

Morgan Stanley's Wealth Arm Probed by Multiple Federal Regulators

Beyond analysts' top -and-bottom-line estimates for Morgan Stanley (MS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2024.

Ahead of Morgan Stanley (MS) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced a $20 million commitment over the next five years to its Alliance for Children's Mental Health (“Alliance”), bringing the initiative's total funding to $50 million since its launch in 2020. The Alliance will strengthen its work delivering programming and research, advancing transformative solutions through the Innovation Awards, and driving more impact for kids of all ages. To expand its reach to early childhood care and workforce develo.

Morgan Stanley Strengthens Alliance for Children's Mental Health with New Funding and Members

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Big lenders raked in record profits in 2023, but are dealing with growing pressures this year.

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A three-year high in equity follow-on issuance as well as spikes in leveraged loans, high-yield bonds and investment-grade loan issuance may fuel an expected rise in investment banking revenue at the largest U.S. banks, Moody's said Wednesday.

‘Much improved' investment-banking revenue awaits big Wall Street banks: Moodys

As U.S. banking giants prepare to report slightly lower first-quarter profits, investors will focus on how much more income executives expect from interest payments this year.

As US bank profits drop, focus shifts to interest income outlook

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Morgan Stanley (MS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Morgan Stanley (MS) Expected to Beat Earnings Estimates: Should You Buy?

Morgan Stanley (MS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Morgan Stanley (MS) Beat Estimates Again in Its Next Earnings Report?

Morgan Stanley nominated former UK financial regulator Megan Butler to its board of directors, the bank said in a filing on Friday.

Morgan Stanley nominates ex-UK regulator to its board, boosts executive pay

A New York state appeals court said former ViacomCBS investors may sue Goldman Sachs , Morgan Stanley and other banks that underwrote two stock offerings for the media company, upholding a ruling that banks fear could upend capital markets.

Goldman, Morgan Stanley must face investors' lawsuit over Archegos collapse

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In the closing of the recent trading day, Morgan Stanley (MS) stood at $93, denoting a +0.31% change from the preceding trading day.

Morgan Stanley (MS) Outperforms Broader Market: What You Need to Know

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Morgan Stanley's 3.6% annualized yield is reasonable, though its eye-catching dividend growth is what stands out.

Dividend Stocks: Morgan Stanley Delivers Stability, Dividend Growth

Chevron

Certain stocks look ready for a comeback. Trading at or near a 52-week low and with several catalysts forming around them, the worst looks to be over for certain stocks that trade in the benchmark S&P 500 index.

Bottom Fishing: 3 S&P 500 Stocks That Are Due for a Big Comeback

Lackluster demand for IPOs in the last two years resulted in the lowest volume ever in the U.S. First-quarter IPO deals have tripled in value compared with last year. Meanwhile, mergers and acquisitions deals increased by 30% in the quarter.

2 Investment Bank Stocks That Are Screaming Buys in April

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced that Kerrick Henderson, a Private Wealth Advisor with The Michalzuk Group has earned the Chartered Financial Analyst® (CFA® ) designation. Kerrick Henderson, CFA and his partner Kevin Michalzuk, formed The Michalzuk Group to simplify the complexities of multi-generational wealth for the 12 enterprising families they serve. As a part of Morgan Stanley's boutique ultra-high net worth Private Wealth Management offering,.

Kerrick Henderson at The Michalzuk Group at Morgan Stanley Receives CHARTERED FINANCIAL ANALYST® Designation

NEW YORK & SAN FRANCISCO--(BUSINESS WIRE)--Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, today announced it has acquired Resource Innovations (“RI” or the “Company”), a leading tech-enabled services company focused on energy efficiency and sustainability. Under the terms of the agreement, MSCP acquired a controlling interest in the Company from BV Investment Partners and certain other.

Morgan Stanley Capital Partners Acquires Resource Innovations

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (“MSIM”), through investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), a private infrastructure investment platform within MSIM, today announced it has provided an unsecured term loan to The Pasha Group (“Pasha” or the “Company”), a family-owned maritime transportation company, to support continued infrastructure investment in the Hawaii trade. Comprised of multiple business lines, the Company's largest segm.

Morgan Stanley Infrastructure Partners Announces Investment in The Pasha Group

A U.S. judge on Thursday dismissed seven lawsuits by investors who accused Goldman Sachs Group Inc and Morgan Stanley of misconduct that fueled the rapid March 2021 collapse of Bill Hwang's $36 billion firm Archegos Capital Management.

Goldman, Morgan Stanley win dismissal of lawsuits over Archegos collapse

Realty Income Corp

Dividends are a key part of the total return equation. Indeed, adding some of the best dividend stocks to buy can boost your portfolio returns.

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NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) announced today that it has won three 2024 Celent Model Awards recognizing the Firm's innovative use of technology. The awards include a Model Wealth Manager Award for its AI @ Morgan Stanley Assistant in the Essential and Emerging Technologies category, a Model Wealth Manager Award for its Fractional Share program in the Personalization category, and a Model Risk Manager Award for its Portfolio Risk Platform in the Data and Analytics categor.

Morgan Stanley Wins Three 2024 Technology Awards in Generative AI, Fractional Shares, and Portfolio Risk Management

In the most recent trading session, Morgan Stanley (MS) closed at $91.95, indicating a -1.55% shift from the previous trading day.

Morgan Stanley (MS) Declines More Than Market: Some Information for Investors

Jefferies Financial Group Inc

Oppenheimer concludes there is a 25% upside, on average, for big banks like Bank of America or Citigroup.

News for Morgan Stanley Stock (MS)