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

Morgan Stanley currently offers a $0.78 quarterly dividend, with a yield of 3.70%. Since the Fed raised rates again in May, without specific indication of dropping them soon, my forward-looking sentiment is that this will continue to benefit Morgan Stanley for the rest of 2023, in terms of net interest income.

Morgan Stanley: A Leader In Wealth Management, And A Long-Term Buying Opportunity

Morgan Stanley's stock (NYSE: MS) has lost 2% YTD, as compared to the 8% rise in the S&P500 over the same period.

What To Expect From Morgan Stanley Stock?

Bank of America

Goldman Sachs

JPMorgan Chase & Co

SPDR S&P Regional Banking ETF

PacWest Bancorp

PNC Financial Services

Regions Financial

Truist Financial

Western Alliance Bancorporation

Bank stocks fall early Tuesday after financial shares pared gains Monday. Investors digest latest data.

Bank Stocks Fall Farther. 'Equity Manipulation' Threat Rises.

Wells Fargo

It seems to happen every 12 to 15 years, regardless of what the core reason is, or who is running the government: the banking sector finds a way to hobble Wall Street and more than once has come close to bringing the entire system to its knees.

Goldman Sachs Has 4 ‘Strong Buy' Banking and Brokerage Dividend Giants to Buy Now

NEW YORK--(BUSINESS WIRE)--Scott+Scott Attorneys at Law LLP (“Scott+Scott”), an international securities and consumer rights litigation firm, is investigating whether certain directors and officers of Morgan Stanley (NYSE: MS) breached their fiduciary duties to Morgan Stanley and its shareholders. If you are a Morgan Stanley shareholder, you may contact attorney Joe Pettigrew for additional information toll-free at 844-818-6982, or jpettigrew@scott-scott.com. Scott+Scott is investigating whethe.

INVESTIGATION ALERT: Scott+Scott Attorneys at Law LLP Investigates Morgan Stanley's Directors and Officers for Breach of Fiduciary Duties – MS

Interactive Brokers

Financial stocks have taken it on the chin in recent months due to the failures of a few regional banks. Morgan Stanley has a diversified business model and trades at a cheap valuation.

2 Top Capital Markets Stocks to Buy in May

Citigroup

Banking stocks to watch in the stock market now.

3 Banking Stocks For Your May 2023 Watchlist

NEW YORK--(BUSINESS WIRE)--Andy Saperstein, Co-President and Head of Wealth Management at Morgan Stanley, will speak at the Bernstein 39th Annual Strategic Decisions Conference, on May 31, 2023, at 2:30 p.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investmen.

Andy Saperstein to Speak at the Bernstein 39th Annual Strategic Decisions Conference

The bank joins peers like Bank of America, Citigroup and Goldman Sachs, all of which have announced layoffs thanks to a dismal forecast for corporate deals and IPOs this year.

Banking Sector Faces Tough Times As Morgan Stanley Becomes Latest To Announce Mass Layoffs

Given the continued slowdown in the investment banking business, Morgan Stanley (MS) will likely cut 3,000 jobs in the second quarter of 2023.

Morgan Stanley (MS) to Cut Jobs in IB Division Amid Slowdown

Morgan Stanley is looking to resolve more than a year long investigation by U.S. regulators into its block trading practices, the Wall Street bank said in a filing on Tuesday.

Morgan Stanley in talks to resolve probes into block trading practices

This is the second round of job cuts undertaken by the Wall Street investment bank in the last six months.

Morgan Stanley plans to lay off 3,000 more workers amid downturn

More than 136,000 employees were laid off by major U.S. companies in the first quarter of 2023.

Spring 2023 Layoff Tracker: Morgan Stanley Reportedly Slashing 3,000 Employees

Big bank Morgan Stanley is cutting more jobs after laying off 1,600 employees in December. A rough deal-making environment is pressuring even large players.

Morgan Stanley to Cut 3,000 More Jobs

Morgan Stanley (NYSE: MS ) layoffs are in the news as the financial services company prepares to cut more jobs this month. According to insiders at the company, Morgan Stanley is gearing up to reduce its workforce by 3,000 employees.

Morgan Stanley Layoffs 2023: What to Know About the Latest MS Job Cuts

Morgan Stanley (NYSE:MS) is reportedly planning another round of layoffs, with approximately 3,000 jobs on the chopping block. It would mark the second wave of layoffs in just six months for the Wall Street bank, according to a source familiar with the matter.

Morgan Stanley to lay off 3,000 employees in response to “difficult” market conditions

Apple

Investors are cooling their heels with a Fed decision one day away. Markets are largely counting on a one-and-done playbook, but note the curveball we got from Down Under where the Aussie central bank delivered a rate-hike shocker.

Apple and 10 other stocks tied to China supply chains are at risk, but 7 others may benefit, says Morgan Stanley

For Morgan Stanley and others, the cuts show Wall Street is wrangling with a slump that's dragging on for longer than expected

Wall Street is cutting more jobs as Morgan Stanley plans 3,000 layoffs

Bloomberg News reported Monday that plans are being discussed to cut about 3,000 jobs worldwide by the end of the quarter, or about 5% of its workforce, excluding financial advisers and their support personnel.

Morgan Stanley reportedly plans to lay off thousands more

Morgan Stanley is planning another round of layoffs that would wipe out approximately 3,000 jobs, a person familiar with the matter tells CNN.

Morgan Stanley plans to cut another 3,000 jobs, source says

Morgan Stanley is planning to eliminate about 3,000 jobs in the second quarter, a source told Reuters on Monday, in its second round of job cuts in six months.

Morgan Stanley to cut 3,000 jobs in second quarter

Canadian Imperial Bank of Commerce

Corning

Pioneer Natural Resources

State Street

Texas Instruments

Unilever

I present my top 10 High Yield dividend stocks that are poised to offer strong future returns. The annualized rate of return for this watchlist is 14.50% over the past 30 months.

My Top 10 High Yield Dividend Stocks For May 2023

NEW YORK--(BUSINESS WIRE)--Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired RowCal. MSCP is partnering with the current management team led by CEO Jake Christenson, who founded the business in 2018. Headquartered in Minneapolis, Minn., RowCal is a provider of outsourced homeowner association (HOA) property management services, offering a comprehensive solution to better mana.

Morgan Stanley Capital Partners Acquires RowCal

NEW YORK--(BUSINESS WIRE)--Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired Allstar Services (“Allstar” or the “Company”). MSCP is partnering with the current management team led by Chairman Pete Carlson, who will continue to lead the business. Headquartered in Minneapolis, Minn., Allstar is a full-service provider of residential exterior replacement, repair and maintenance.

Morgan Stanley Capital Partners Acquires Allstar Services

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) announced today that, except for the instruments identified below, the U.S. law-governed U.S. dollar LIBOR-linked preferred stock (and related depositary shares) and debt securities issued by Morgan Stanley and Morgan Stanley Finance LLC, and certificates of deposit issued by Morgan Stanley Bank, N.A., will transition from using U.S. dollar LIBOR as a benchmark to the CME Term SOFR Reference Rate published for the tenor corresponding to the r.

Replacement Rate for U.S. Law-Governed U.S. Dollar LIBOR-Linked Preferred Stock (and Related Depositary Shares), Debt Securities and Certificates of Deposit

News for Morgan Stanley Stock (MS)