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

As financial firms underperform last year, bankers' year-end bonuses may drop by as much as 45% from 2021

Bankers' bonuses seen cratering

Unity Software

Fintel reports that Morgan Stanley has filed a 13G/A form with the SEC disclosing ownership of 260,571 shares of Unity Software Inc (U).

Morgan Stanley Sells Almost all Unity Software (U) Position After Q3 Update

JPMorgan Chase & Co

Wells Fargo

Banks could face tighter liquidity and earnings pressure as rates they pay for funding rise, while yields on the bonds they own stay low.

Rising Rates Hit Banks' Bond Holdings

The investment-banking giant got a lift from some good economic news

Why Morgan Stanley Was Trading Higher on Thursday

The six major U.S. banks are behind more than one-third of the financing going to expanding fossil-fuel extraction, according to an update to a closely followed annual report by a collection of climate-change policy groups.

JPMorgan Chase and 5 other U.S. mega banks behind a third of the global funding expanding coal, oil and gas

Best Buy

Bank of New York Mellon

Blackrock Inc

Comerica

Darden Restaurants

Fifth Third Bancorp

Fidelity National Financial

Interpublic Group of Companies

Omnicom Group

Packaging Corp of America

PNC Financial Services

Regions Financial

Texas Instruments

U.S. Bancorp

Vanguard High Dividend Yield ETF

WEC Energy Group

Watsco

There are 19 stocks on my high yield watchlist for November 2022. All of the stocks on my watchlist are undervalued based on dividend yield theory.

High Yield Stock Watchlist - November 2022

Advance Auto Parts

Ball Corp

Cigna

Domino's Pizza

Intercontinental Exchange

Lowe's

Lam Research

Monolithic Power Systems

SS&C Technologies Hlds

T. Rowe Price Group

Tractor Supply

I present my top 15 high-growth dividend stocks to consider during the month of November. The watchlist posted a gain of 9.24% in October and is down 12.32% year-to-date.

My Top 15 High Growth Dividend Stocks For November 2022

Morgan Stanley (NYSE:MS) is reportedly set to begin a new round of global job cuts in the coming weeks as rising inflation and an economic downturn take their toll on the bank's dealmaking business.  The US investment bank has drawn up a list of Asia Pacific staff members considered redundant, Reuters reported, citing two sources who declined to be named.

Morgan Stanley plans global job cuts – report

In Asia Pacific, the bank has drafted up a list of staff members considered redundant, who will mainly come from teams that focus on China-related business, two of the sources said.

Morgan Stanley to start layoffs in coming weeks as dealmaking slows

Wall Street major Morgan Stanley is expected to start a fresh round of layoffs globally in the coming weeks, three people with knowledge of the plan said, as dealmaking business takes a hit due to rising inflation and an economic downturn.

Exclusive: Morgan Stanley to start layoffs in coming weeks as dealmaking slows

American Tower

FedEx

Paramount Global

Skyworks Solutions

Truist Financial

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 12.21% over the past 24 months.

My Top 10 High Yield Dividend Stocks For November 2022

Financial Select Sector SPDR Fund

Shares of the U.S.'s largest banks moved higher into positive territory on Wednesday after the U.S. Federal Reserve hiked its key lending rate by 75 basis points as expected.

Megabank stocks add to gains after Fed hike

The net-zero emissions commitments from Wall Street's banking giants was a significant step toward holding global warming in check, but in the almost two years since each of the U.S. majors committed to net-zero, their progress remains slow.

Here's where the big U.S. banks stand up and fall down on climate change

J.B. Hunt Transport Services

Knight-Swift Transportation Holdings

Landstar System

Schneider National

After racking up numerous quarters of record financial performances, truckload carriers are acknowledging the historic strength of the recent freight cycle has finally petered out. Sentiment from some of the nation's largest fleets has turned considerably more tepid around freight demand and the outlook for 2023.

Tone sours on Q3 trucking calls

Investment banking and financial services company Morgan Stanley (NYSE: MS) stock is trading down (-17%) compared to peers Goldman Sachs (NYSE: GS) (-13%)

Morgan Stanley Still Has Double Digit Upside

Atlantic Power

PepsiCo

Procter & Gamble

SentinelOne

AT&T

Now is the time to consider dividend stocks to sell. Income investors who counted on yield alone thrived up until earlier this year.

7 Dividend Stocks to Sell Pronto Before a Painful Downturn

Barclays

Twitter

Elon Musk's takeover of Twitter Inc (NYSE:TWTR), which is expected to be completed this week, could leave lenders with a debt larger than the 2008 financial crisis, according to reports. Several banks, including Barclays, Morgan Stanley, and Bank of America have agreed to provide US$12.5bn towards the US$44bn takeover cost.

Banks financing Elon Musk's Twitter takeover to hold onto debt - report

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (MSIM) announced today it has selected Opportunity Finance Network (OFN) as its diversity and inclusion partner for MSIM's charitable contribution related to the newly launched Impact Class.

Morgan Stanley Investment Management Partners with Opportunity Finance Network on the Newly Launched Impact Class of Money Market Fund Shares

Charles Schwab

Investment banks reported their third-quarter earnings and the slowing economy combined with rising rates have had significant effects on their earnings. This also pushed valuations lower and dividend yields higher so investors can find good buying opportunities.

The Big Investment Bank Comparison: Goldman Sachs Vs. Morgan Stanley Vs.

iShares U.S. Broker-Dealers & Securities Exchanges ETF

iShares US Financial Services ETF

Only five out of six big U.S. banks were able to beat overall in the latest earnings season.

Financial ETFs Up on Upbeat Earnings

News for Morgan Stanley Stock (MS)