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

Wells Fargo

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

New York Attorney General Letitia James announced the settlement with Morgan Stanley over its disposal of computers containing customer personal data.

Morgan Stanley fined for putting customer personal data at risk in computer purge: New York AG

Eventual 2, 3% inflation in the U.S. is "very acceptable" outcome, given the conditions that the Federal Reserve had to grapple with.

Morgan Stanley CEO says his firm is ready for 'Basel III endgame' — the sweeping new global rules on banking

Ares Capital

AXA SA

British American Tobacco

Canadian Imperial Bank of Commerce

Altria

Pfizer

Philip Morris

Suncor Energy

AT&T

Verizon

Exxon Mobil

While investing in companies that pay relatively high dividends provides you with several benefits, it often comes attached to an elevated risk-level. A careful selection process is essential for identifying high yield companies that pay sustainable dividends, have significant competitive advantages, are financially healthy, and have an attractive valuation. In today's article, I will present you with 10 high dividend yield companies which I believe are presently appealing for investors, and worth considering investing in.

Yields Up To 10%: My Top 10 High Dividend Yield Companies For November

The Federal Reserve is probing Morgan Stanley's (MS) wealth management division to check how it handles foreign clients.

Morgan Stanley's (MS) Wealth Arm Scrutinized by Federal Reserve

The regulator is looking into whether the bank has sufficient controls in place to prevent rich foreign customers from laundering money, according to the Journal.

Fed probes Morgan Stanley over money-laundering controls: report

Amgen

Blackrock Inc

ConocoPhillips

Cisco Systems

Johnson & Johnson

Coca-Cola

MetLife

NextEra Energy

PepsiCo

PNC Financial Services

Sempra Energy

Target

Texas Instruments

U.S. Bancorp

Vanguard High Dividend Yield ETF

There are 22 stocks on my high yield watchlist for November 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory. An equally weighted portfolio of these stocks underperformed the Vanguard High Yield Dividend ETF by about 1% during the month of October.

High Yield Stock Watchlist - November 2023

Banks are selling risk to hedge funds and private-equity firms through so-called synthetic risk transfers.

Big Banks Cook Up New Way to Unload Risk

Bank of New York Mellon

First Horizon National

Fifth Third Bancorp

KeyCorp

Regions Financial

State Street

Truist Financial

Western Alliance Bancorporation

Big U.S. banks have signaled that they expect net interest income to bottom out in the next few quarters as they keep an eye on whether the cost of consumer deposits will come down, a bank analyst said in a research note on Monday.

JPMorgan's and PNC's mixed outlook on net interest income draws attention from analyst after industry gathering

Morgan Stanley's Q3 financial results showed a decrease in wealth management revenue but higher margins. The bank only needed 6% of its net income to cover preferred dividends, indicating strong coverage. The Series E preferred shares have a fixed rate for life and are currently trading at a premium, representing a bet on them not being called anytime soon.

Morgan Stanley: Grab A 6.5% Dividend Yield From Preferred Shares

Initial public offerings plummeted last year after a record year in 2021. Goldman Sachs saw earnings cut in half, while Morgan Stanley and JPMorgan Chase also felt the effects.

IPOs Are Coming Back: Time to Buy the Dip on These Bank Stocks?

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) announced today that it has won four Industry Awards from the Money Management Institute (MMI) and Barron's, the most of any firm. The awards include a Digital Innovation award for Morgan Stanley's Portfolio Risk Platform, a Disruption award for Morgan Stanley's UMA Fractional Share Program, a Sustainable & ESG Investing Award for Morgan Stanley IQ ®, and a Doing Good award for Morgan Stanley's Strategy Challenge. “Being recognized by MMI.

Morgan Stanley Wins Four 2023 Money Management Institute (MMI)/Barron's Industry Awards

Best Buy

Discover

Pioneer Natural Resources

Skyworks Solutions

The market slide continues in October with the SPDR S&P 500 Trust ETF dropping by 2.17%, marking three consecutive months of losses for the fund. The top 10 stocks on the watchlist for November 2023 offer a 4.58% 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 8.20% since its inception in November 2020.

My Top 10 High Yield Dividend Stocks For November 2023

Bank stocks continue to be under pressure, with the shares of many lenders now at a 52-week low. The Standards and Practices (S&P) Banks Index is currently down 22% versus a year-to-date gain of 10% in the benchmark S&P 500 index.

Financial Steals: 3 Bank Stocks With Outstanding Value

Host Hotels & Resorts

Ventas

I read a recent Barron's article about some of the reasons high-yielding dividend stocks could rebound.  Barron's noted BMO Chief Investment Strategist Brian Belski comments that there's been indiscriminate selling of high-yield dividend stocks by investors.

Buy and Hold These 3 High-Yielding Dividend Stocks for Long-Term Gains

Bank stocks continued to trade mixed after the Federal Reserve said it would leave interest rates unchanged, as expected. Bank of America Corp. BAC dipped fractionally after losing 0.3% shortly before the Fed's announcement.

Bank stocks mixed after Fed leaves rates unchanged, as Bank of America dips while Goldman Sachs rises

NEW YORK--(BUSINESS WIRE)--Graystone Consulting, a business of Morgan Stanley (NYSE: MS), today published its first annual institutional investor survey. The study explores how endowments and foundations are responding to the market environment, managing their portfolios, and positioning their approaches to governance, operations, and staffing. Key findings in the report include: Endowments & foundations have relatively muted expectations for their portfolios. Only one of five (19%) respond.

Endowment & Foundation Investors See Challenges Ahead, According to Graystone Consulting Study

Bristol-Myers

Monday's U.S. issuance of investment-grade corporate bonds was the highest since mid May, not counting the day after Labor Day.

Companies Are Racing to Tap the Bond Market. Why They Suddenly Want to Issue Debt.

Morgan Stanley is reportedly giving the three contenders floated as outgoing boss James Gorman's successor special bonuses worth a whopping $20 million each — including Ted Pick, who was officially named the next in line for CEO last week.

Morgan Stanley gives all three CEO contenders, including successor Ted Pick, $20M bonuses

Morgan Stanley MS, -2.34% is offering two tranches of bonds as the latest in a series of debt deals from big banks, according to a filing. Morgan Stanley plans to sell global medium-term notes, Series I.

Morgan Stanley files bond offering in latest bank to raise capital

Ford Motor Company

As many as 120 S&P 500 stocks have tumbled by over 20% since the end of July. Investors' fears about higher interest rates and a bond-market crash have fueled the sell-off.

Ford, Bank of America, and Morgan Stanley are among the 120 S&P 500 stocks that have plunged over 20% since the end of July

The CEO built the right bank for the years of low rates. How will his successor cope with the potential end of that era?

Morgan Stanley's James Gorman Picked a Good Time to Leave

Morgan Stanley gave its next CEO Ted Pick and the other two contenders for the top job one-time awards worth about $20 million each, the bank said in a filing on Friday.

Morgan Stanley gives next CEO Ted Pick and two top execs $20 mln awards

News for Morgan Stanley Stock (MS)