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

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Earnings data Q1 2023

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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.

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Cost of revenue

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Operating expenses

SG&A

Operating income

EBITDA

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Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

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Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

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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

Bank stocks fell with the broad market in early trades on Monday, as Wall Street absorbed the impact of bearish Consumer Price Index data. JPMorgan Chase & Co. JPM, -1.97% fell 2.1%, Goldman Sachs Group Inc. GS, -2.28% dropped 2.2%, Citigroup Inc. C, -1.69% subtracted 2% and Wells Fargo & Co. WFC, -3.21% gave up 3.1%.

Bank stocks move into the red after CPI data

The outflows will fuel a debate about how the Fed's inflation-calming moves are going to play out in the banking system.

U.S. Banks Lost a Record $370 Billion in Deposits Last Quarter

Investment banks are set to make a record-breaking $20 billion trading and financing commodities like oil, gas and metals in 2022, more than triple what they earned in the years before COVID-19, analytics firm Coalition Greenwich told Reuters.

Big banks to rake in record profits from commodities this year

U.S. banks reported $64.4 billion in profits in the second quarter of 2022, as higher net interest income offset growing reserves to guard against loan losses, the Federal Deposit Insurance Corporation said Thursday.

U.S. bank profits climb 7.8% on higher interest income - FDIC

Amazon

Alphabet

Peloton

Starbucks

Target

Walmart

"It's so important to keep your eye on the horizon, and maintain a long-term point of view.

Michael Mauboussin Talks About Expectations Investing and More

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today announced the rollout of its new Corporate Retirement Portal, an innovative technology solution designed to provide Morgan Stanley Wealth Management Plan Advisors with a one-stop shop, consolidated view of workplace retirement plans and participant data via the Firm's award-winning Modern WealthPlatform, WealthDesk. Plan Advisors have historically used third-party tools and resources to manage their clients' retirement plan assets held awa

Morgan Stanley at Work Unveils First-of-its-Kind Participant Aggregation Platform to Create a Seamless Experience for Plan Advisors

The shares of financial services concern Morgan Stanley  (NYSE:MS)  are up 1.8% at $86.65 at last check.

Bull Signal Flashing for Morgan Stanley Stock

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced the eighth cohort of the Multicultural Innovation Lab. The in-house accelerator program for technology and technology-enabled startups in the post-seed to Series A funding round stage targets companies with multicultural or women founders, co-founders, CTOs or other C-suite members who are developing innovative solutions across sectors. Now in its sixth year and with 69 total participating companies to date, the program is expanding glob

Morgan Stanley Selects 10 Companies for Inaugural Global Cohort of the Multicultural Innovation Lab

Odeon Capital Group analyst Richard Bove on Monday said weak investment banking revenue is hanging over big banks as he cut his ratings for Goldman Sachs Group Inc. GS, -0.61% and Morgan Stanley MS, +0.27% to sell from hold. He also reduced his rating on Citigroup Inc. C, +0.18% to hold from buy.

Odeon analyst Richard Bove cuts Goldman, Morgan Stanley to sell on investment banking woes

Judgment Day has arrived over whether workers at the major Wall Street firms will heed edicts to return to the office five days a week after the Labor Day weekend.

Judgment Day on Wall Street: Banks pressure workers to return full time as summer recedes

Wall Street execs used to brag that they slept in the office under their desk when big deals were on the line. Now the up-and-comers embrace something known as “quiet quitting” where doing the bare minimum is the norm.

Wall Street's most-coddled generation is in for a rude office-return awakening

Advance Auto Parts

Ball Corp

Best Buy

Cigna

Domino's Pizza

Home Depot

Lowe's

Mastercard

MSCI

SS&C Technologies Hlds

T. Rowe Price Group

Tractor Supply

Visa

I present my top 15 high-growth dividend stocks to consider during the month of September. The watchlist posted a loss of 4.88% in August and is now down 12.85% year-to-date.

My Top 15 High Growth Dividend Stocks For September 2022

Blackrock Inc

Blackstone Group

Comcast

Intel

Truist Financial

Texas Instruments

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 17.78% over the past 22 months.

My Top 10 High Yield Dividend Stocks For September 2022

These value stocks can be an excellent addition for conservative investors.

2 Dirt Cheap Capital Markets Stocks You Can Buy and Hold for the Next Decade

GlaxoSmithKline

Merck

Novavax

Novartis

Pfizer

Sanofi

It started out relatively small, or as small as a recall of one of the first drugs to top $1 billion in annual sales can be. In September 2019, individual companies began recalling popular heartburn medication Zantac.

This Overlooked Danger Could Tank Big Pharma Stocks

Morgan Stanley has appointed an internal lawyer to shadow a unit of the bank subject to a federal probe into block trading, the Financial Times reported on Tuesday, citing people briefed on the arrangement.

Morgan Stanley orders internal lawyer to supervise block trading desk- FT

Morgan Stanley is paying a safe ~3.5% dividend. Shares of Morgan Stanley are trading for a decent valuation.

Morgan Stanley Is A Decent Dividend Growth Pick

Discovery

Occidental Petroleum

AT&T

Warren Buffett stock Occidental Petroleum and dividend stocks to watch Morgan Stanley and Wells Fargo boosted their payouts in Q2. The post Warren Buffett Stock Boosts Payout As U.S. Dividend Growth Shows 'Remarkable Resilience' appeared first on Investor's Business Daily.

Warren Buffett Stock Boosts Payout As U.S. Dividend Growth Shows 'Remarkable Resilience'

Barclays

Deutsche Bank

Wall Street banks could pay penalties of more than $1 billion over traders' adoption of private messaging apps.

Wall Street banks face more than $1 billion in fines over WhatsApp use

Source: VectorMine / Shutterstock We've seen a massive summer rally here in 2022. Some of our favorite small- to mid-cap growth stocks are up as much as 130% since mid-June.

These 2 Charts Strongly Imply the Bear Market Is Over (Despite the Recent Selloff)

UBS Group AG

Banking giants such as JPMorgan Chase & Co and Bank of America collectively face more than $1 billion in regulatory fines for employees' use of unapproved messaging tools, including email and apps like WhatsApp.

Factbox-Big banks expected to rack up more than $1 billion in fines for WhatsApp use

Jefferies Financial Group Inc

Nomura Holdings

WASHINGTON — Many of Wall Street's biggest banks are nearing agreements to pay as much as $200 million each and admit that their employees' use of personal messaging apps such as WhatsApp violated regulatory requirements, according to people familiar with the matter.

Bank of America, Citigroup, Goldman Sachs and other banks near $1 billion settlement over traders' use of banned messaging apps

Federal regulators intend to levy the fines over the alleged breach of rules that require the retention of business records.

Biggest Banks Nearing $1 Billion Settlement Over Traders' Use of WhatsApp

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today announced three strategic product enhancements to its stock plan platforms Equity Edge Online® (EEO) and Shareworks, designed to streamline functionality for Morgan Stanley at Work's corporate clients and their workplace participants. With these technology upgrades to EEO and Shareworks, corporate clients will experience new processes that drive efficiency, increase productivity, and boost satisfaction. New technology capabilities and feat

Morgan Stanley at Work Enhances Technology to Deliver Time and Cost Savings to Stock Plan Administrators and Participants

News for Morgan Stanley Stock (MS)