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

JPMorgan Chase & Co

Wells Fargo

Goldman Sachs

The CEOs of the eight largest U.S. banks planned to push back on pending banking regulations as burdensome at Tuesday's hearing before the Senate Banking Committee.

Wall Street banks warn lawmakers about new regulations

Bank stocks are starting to show some signs of life relative to the broader S&P 500.  I've had a few guests on my Lead-Lag Live podcast who have noted that it looks like a good setup for financial stocks here.

Bank Stocks Are Heating Up as Tech Stocks Falter. How to Play the Trend.

The top bosses of JPMorgan, Morgan Stanley, Citigroup and other major banks will warn lawmakers that new regulations will hurt credit and the broader economy, according to prepared testimony published on Tuesday.

Wall Street bank bosses warn lawmakers over new regulations

Morgan Stanley (MS) concluded the recent trading session at $81.21, signifying a +0.4% move from its prior day's close.

Why the Market Dipped But Morgan Stanley (MS) Gained Today

The top bosses of JPMorgan, Bank of America, Citigroup, Wells Fargo and other major banks are expected to warn lawmakers this week that capital hikes and other new regulations will hurt the economy and should be indefinitely shelved.

U.S. bank CEOs expected to protest regulation push before Congress

Diamondback Energy

Philip Morris

2023 has been a year for growth stocks powered by the emergence of general artificial intelligence (AI). Due to investors' focus on growth, top dividend stocks with solid fundamentals have been in the bargain bin.

3 Dividend Stocks to Pick Up BEFORE the Year-End Rally

Best Buy

CRH PLC

Discover

EOG Resources

NextEra Energy

Truist Financial

Texas Instruments

The early Santa Rally led to gains in November, with Vanguard's High Dividend Yield ETF returning 6.26% and SPDR S&P 500 Trust ETF returning 9.13%. The top 10 stocks on the watchlist for December 2023 offer a 4.20% dividend yield, more than double the S&P 500. My top 10 list of high dividend yield stocks has generated an annualized rate of return of 11.89% since its inception in November 2020.

My Top 10 High Yield Dividend Stocks For December 2023

Morgan Stanley's strategic integration of AI in wealth management has helped lead to a 16% increase in net revenue and $90 billion in new client assets in Q2 2023. The firm's AI initiatives enhance client engagement, streamline operational efficiency, and unlock new revenue opportunities. MS's use of AI positions it as a market leader and a compelling investment choice in the evolving wealth management sector.

Morgan Stanley: AI-Fueled Growth

SoFi Technologies

Bank stocks continue to lag the overall market and are not sharing in the current rally. Year-to-date (YTD), the S&P Bank index is down 13% compared to a 19% gain in the benchmark S&P 500 index.

3 Sorry Bank Stocks to Sell in December

JPMorgan Chase is the largest bank in the world, ranking first in market cap, revenue, profits, and assets globally (excluding China). Despite its size, JPMorgan Chase trades at an average valuation, pays a modest dividend, and lacks competitive share buybacks compared to Morgan Stanley, its smaller peer. Today, we explore why the smaller house of 'Morgan' might be the right buy for investors at the present moment in time.

3 Reasons To Buy Morgan Stanley Instead Of JPMorgan Chase

UBS Chairman Colm Kelleher has said he hopes the process of appointing a new CEO to succeed current chief Sergio Ermotti will be a “bloodless coup,” in a similar manner to the process that saw Ted Pick named as Morgan Stanley's new chief last month.

UBS chairman wants a ‘bloodless coup' like Morgan Stanley's when it's time for Swiss bank's new CEO

Ares Capital

Investing in high dividend companies can bring a lot of benefits, such as the generation of income, the reduction of portfolio volatility, in addition to psychological benefits. Today, I will introduce you to two companies that could be attractive additions to your portfolio due to their attractive dividend payments and their ability to raise their dividend constantly. I recommend incorporating both in a well-balanced and broadly diversified dividend portfolio that includes high dividend yield and dividend growth companies, thus maximizing investor benefits.

If I Could Only Buy 2 High Dividend Yield Companies In November 2023 - One Yields 9.77%

Evercore

Weak IB performance amid rising rates and other macroeconomic concerns will hamper the Zacks Investment Bank industry prospects. But a decent trading business will offer some support to industry players like Morgan Stanley (MS), Goldman (GS) and Evercore (EVR).

3 Investment Banks to Watch Despite Industry-Wide Challenges

Ally Financial

Carlyle Group

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Wall Street's Most Accurate Analysts Say Buy These 3 Financial Stocks With Over 4% Dividend Yields - Carlyle Group (NASDAQ:CG), Ally Financial (NYSE:ALLY)

Apple

AbbVie

American Express

Blackrock Inc

Crown Castle International

Canadian Imperial Bank of Commerce

Itau Unibanco Holding S.A.

Johnson & Johnson

Altria

Microsoft

NIKE

Pfizer

Schwab US Dividend Equity ETF

Suncor Energy

Tesla

Visa

Verizon

I will show you how you can build a dividend portfolio by allocating $100,000 among November's top 20 dividend companies as well as one ETF. I will conduct a deep risk analysis to demonstrate the reduced risk level of this portfolio and the elevated likelihood of it achieving attractive investment outcomes over the long term. This dividend portfolio provides you with a weighted average dividend yield [TTM] of 4.05% and a weighted average dividend growth rate [CAGR] of 10.58%, combining dividend income and dividend growth.

How To Build A Dividend Portfolio Allocating $100,000 Among November's Top 20 Dividend Companies

SPDR S&P 500 ETF Trust

Financial Select Sector SPDR Fund

The financial sector, particularly bank stocks, has been on a tear lightly, clawing back losses from the year and edging into positive territory. So far during the quarter, the financial sector has proven to be an outperforming sector.

Bank stocks soar with these top performers

Morgan Stanley MS Co-President Andy Saperstein has been diagnosed with cancer but plans to keep working while receiving treatment, a spokesperson from Morgan Stanley confirmed on Tuesday. Saperstein, 56, said he's young and otherwise in good health and is starting treatment, so he can put the illness behind him and continue at the firm, according to an internal memo initially reported by Bloomberg and confirmed by the company.

Top Morgan Stanley executive Andy Saperstein diagnosed with cancer

Morgan Stanley's stock (NYSE: MS) has lost roughly 6% YTD, as compared to the 18% rise in the S&P500 over the same period.

Up 10% In The Last One Month, What's Next For Morgan Stanley Stock?

Vale S.A.

Welcome to the jungle. Today's stock market is not the one you inherited from your parents or even your grandparents.

Safeguard your portfolio with these three bargain stocks

Investment bank Morgan Stanley is recommending that corporate bond investors focus on higher quality investment-grade and high-yield bonds headed into next year, as a wave of maturities poses risk to more junk-rated companies.

Morgan Stanley urges higher quality corporate bonds as 2024 maturities approach

Morgan Stanley MS on Monday named Jed Finn as head of wealth management, reporting to Andy Saperstein, co-president of the firm, according to an internal memo seen by MarketWatch. Finn has been working at Morgan Stanley for 12 years, most recently as chief operating officer of wealth management.

Morgan Stanley executive Jed Finn named head of wealth management

Morgan Stanley has named Jed Finn as the head of its wealth management unit, according to an internal memo seen by Reuters on Monday.

Morgan Stanley appoints Jed Finn as head of wealth management - memo

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

Morgan Stanley (MS) Up 9.2% Since Last Earnings Report: Can It Continue?

Morgan Stanley (MS) agrees to pay $6.5 million to settle with 6 state attorneys general charges that it failed to protect customers' personal information while shutting down two data centers in 2016.

Morgan Stanley (MS) Agrees to Settle Charges on Customer Safety

U.S. bank profits are expected to shrink in the coming months, but the industry has regained its footing after the biggest bank failures since the 2008 financial crisis, analysts said.

US bank profits to drop but industry stable after March crisis -analysts

News for Morgan Stanley Stock (MS)