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

Coca-Cola European Partners plc

CRH PLC

EOG Resources

Goldman Sachs

NextEra Energy

SPDR S&P 500 ETF Trust

Truist Financial

Texas Instruments

Vanguard High Dividend Yield ETF

Essential Utilities

My Top 10 High Yield Dividend Stocks For January 2024

NEW YORK, Dec 28 (Reuters) - When Ted Pick takes over as the new CEO of Morgan Stanley (MS.N) next week, the three-decade bank veteran's frank manner and steady hand will help him steer the firm through a dealmaking slump.

Morgan Stanley's straight-talking new CEO Ted Pick taking charge

In the closing of the recent trading day, Morgan Stanley (MS) stood at $93.66, denoting a +0.88% change from the preceding trading day.

Morgan Stanley (MS) Surpasses Market Returns: Some Facts Worth Knowing

JPMorgan Chase & Co

Visa

Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements.

JPMorgan, Bank of America And Other Financial Stocks From Wall Street's Most Accurate Analysts - Bank of America (NYSE:BAC), JPMorgan Chase (NYSE:JPM)

American Tower

Blackstone Group

Crown Castle International

Deutsche Bank

DigitalBridge Group

iStar Inc

UBS Group AG

Vanguard Real Estate ETF

REITs doubled after the 2020 crash. Valuations are today comparable, and some REITs could double again in the coming years. Here are two REITs that we are buying ahead of their recovery.

2 REITs That Could Soar In 2024

The US economy could slip into a surprise recession in 2024, Morgan Stanley warned. The Fed and Treasury merely delayed a recession this year by propping up economic growth.

Why Morgan Stanley thinks the US economy could face a shock hard landing in 2024

Morgan Stanley (MS) expects record revenues from Japan on the back of the country's debt and rates market trading resurgence.

Morgan Stanley (MS) to See Record Japan Income as Trading Revives

Apple

Salesforce

Chevron

Home Depot

In recent years, stock buybacks have emerged as an efficient way for companies looking to bolster shareholder value.

The biggest stock buybacks of 2023

Outgoing Morgan Stanley boss James Gorman gave himself an A- grade as CEO of the investment bank. Gorman became Morgan Stanley's CEO in 2010 and grew the company.

Morgan Stanley's James Gorman rates himself an A- CEO but says he doesn't want to be the boss anymore

Outgoing Morgan Stanley CEO James Gorman ripped banks' “stupidity of their own management” as one of the top threats facing Wall Street — right alongside artificial intelligence.

Morgan Stanley CEO says major threat to banks is ‘stupidity of their own management'

Stifel Financial

Last summer, the Stifel Financial Corp. 4.50% DEP PFD was recommended to be swapped for the Morgan Stanley 4.250% DP PFD O. With the Fed's projected rate cuts, the call to swap the preferred stocks is reviewed. The Morgan Stanley PFD A 1/1000, a floating preferred stock with a floor rate, is also being considered.

SF.PR.D Vs. MS.PR.O: Better Choice Revisited, Plus 1

Dec 20 (Reuters) - Lender Morgan Stanley (MS.N) is discussing allocating a portion of its balance sheet into a new private credit fund that would include capital from external investors, Bloomberg News reported on Wednesday, citing people with knowledge of the matter.

Morgan Stanley mulls private credit fund bet with balance sheet - Bloomberg News

UBS AG stock climbed on Tuesday after Swedish activist investor Cevian Capital announced it was taking a €1.2 billion ($1.31 billion) stake and said shares should be able to double from here.

UBS jumps after activist investor takes stake and says it should be worth as much as Morgan Stanley

Morgan Stanley (MS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Morgan Stanley (MS) Surges 6.3%: Is This an Indication of Further Gains?

Insiders at Morgan Stanley describe a “witch-hunt” atmosphere since early 2022 when the probe was first announced.

Morgan Stanley bankers hope new CEO Ted Pick ends fines in brutal texting clampdown

With a gain of 6.55% in recent trading, Morgan Stanley's stock MS, +6.49% is on pace for its largest one-day rise since Nov. 9, 2020, when it gained 8.36%, according to Dow Jones Market Data. The stock is up about 15% over the last six consecutive trading days.

Morgan Stanley on pace for largest one-day rise in more than three years

Citigroup

Corporate bonds from the big money-center banks are rallying in concert with their stock prices amid more bullish sentiment on Wall Street about potential interest-rate cuts in 2024.

Bond prices rally for JPMorgan, Morgan Stanley, Goldman Sachs and Bank of America as sentiment turns bullish on money-center banks

SPDR S&P Bank ETF

SPDR S&P Regional Banking ETF

Wells Fargo

Shares in U.S. banks were rallying strongly on Thursday after the Federal Reserve signaled potential interest rate cuts in 2024 with the sector returning to its highest level since early March just before a crisis that put some banks out of business.

Bank stocks rally to pre-crisis levels after Fed meeting

AT&T

2023 has been a mixed year. While growth stocks enjoyed the upside momentum, several industries suffered due to high inflation and low consumer spending.

3 Strong-Buy Dividend Stocks for Promising Passive Income

FedEx

Johnson & Johnson

Kraft Heinz

Altria

Petroleo Brasileiro

Pfizer

Banco Santander

Verizon

High dividend yield companies can provide investors with several benefits, such as the generation of income and the reduction of portfolio volatility. Furthermore, the companies' continuous dividend payments can be an indicator of their financial health, particularly if these dividends are sustainable.

My Top 10 High Dividend Yield Companies For December 2023

Artificial intelligence could play a meaningful role in keeping financial crimes in check, says James Gorman – the Chief Executive of Morgan Stanley (NYSE: MS). Morgan Stanley CEO testifies before Congress The Wall Street bank now spends close to $1.

Morgan Stanley CEO dubs AI a ‘weapon' against financial crimes

The heads of America's largest banks, including JPMorgan Chase, Bank of America and Goldman Sachs are seeking to dull the impact of the new rules.

Wall Street CEOs say proposed banking rules will hurt small businesses, low-income Americans

Wall Street bank bosses warned lawmakers on the Senate Banking Committee on Wednesday that capital hikes and other new regulations being contemplated by U.S. bank regulators will hurt lending, capital markets and the broader economy.

Wall Street bank bosses warn lawmakers of economic toll from tough new rules

Bank of New York Mellon

State Street

The chief executives of big U.S. banks are arguing that banking regulations aimed at strengthening the country's financial system will instead hurt the economy.

Mortgages and small loans will be more expensive under proposed regulations, bank chiefs say

The CEOs of America's top banks are on Wednesday expected to speak out against plans to hike capital requirements, at a U.S. Senate banking committee hearing on regulation of Wall Street firms.

Bank CEOs to warn lawmakers against proposal to boost capital

News for Morgan Stanley Stock (MS)