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

JPMorgan Chase & Co

Morgan Stanley (NYSE:MS) and JPMorgan Chase & Co (NYSE:JPM) both stepped into the earnings confessional earlier today, with each reporting top- and bottom-line results that missed analysts' expectations.

Options Traders Target 2 Bank Names After Earnings

Morgan Stanley (MS) records a fall in revenues and expenses in the second quarter of 2022. Provisions witness a year-over-year rise.

Morgan Stanley (MS) Q2 Earnings Miss, Revenues & Costs Decline

Morgan Stanley (MS) delivered earnings and revenue surprises of -7.10% and 2.41%, respectively, for the quarter ended June 2022. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Lags Q2 Earnings and Revenue Estimates

Morgan Stanley's investment banking revenue tumbled 55%, while equity trading revenue rose 5% and fixed income trading jumped 49%.

Morgan Stanley misses earnings views as weak investment banking revenue offsets strong trading

Here are the numbers: Earnings of $1.39 per share vs $1.53 of estimate of analysts surveyed by Refinitiv

Morgan Stanley misses analysts' profit expectations on worse-than-expected investment banking

Morgan Stanley MS, -1.26% shares fell 1.8% in premarket trades Thursday after the bank said its second-quarter net income fell to $2.5 billion or $1.39 a share, from $3.51 billion, or $1.85 a share in the year-ago quarter. Adjusted net income for the latest quarter was $1.44 a share.

Morgan Stanley falls short of earnings estimates, shares drop

Morgan Stanley on Thursday reported a drop in second-quarter profit, as dealmaking slumped amid soaring market volatility and dented the firm's investment banking unit.

Morgan Stanley second-quarter profit falls

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $13.1 billion for the second quarter ended June 30, 2022 compared with $14.8 billion a year ago. Net income applicable to Morgan Stanley was $2.5 billion, or $1.39 per diluted share,1 compared with net income of $3.5 billion, or $1.85 per diluted share,1 for the same period a year ago. James P. Gorman, Chairman and Chief Executive Officer, said, “Overall the Firm delivered a solid quarter in what was a more vola

Morgan Stanley Second Quarter 2022 Earnings Results

Was the market temporarily spooked by this suggestion of a 100 bps Fed funds rate hike?

Markets Lose Steam on Hawkish Fed Speculation

Bank of America

Citigroup

Goldman Sachs

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

iShares U.S. Financials ETF

iShares US Financial Services ETF

Invesco KBW Bank ETF

Vanguard Financials ETF

Wells Fargo

Financial Select Sector SPDR Fund

Big banks will start releasing their quarterly numbers from this week.

What's in Store for Bank ETFs This Earnings Season?

Morgan Stanley is scheduled to post its Q2 earnings card on July 14, as financial institutions start the Q2 earnings season rolling. However, we remain on the sidelines for MS. MS has fallen more than 30% since its February highs. However, it still looks extended on its long-term charts. Moreover, it's still entrenched in a bearish bias.

Morgan Stanley: Cheaper, But Still Not Cheap Enough (Technical Analysis)

After drawing down by more than 20% since the turn of the year, many investors might wonder whether Morgan Stanley ( MS , Financial) is at an investable level. There's certainly a fair argument that Morgan Stanley could be a lucrative investment, given that it's a high-quality company that pays an abundance of dividends.

Morgan Stanley's Stock Is Expensive

Morgan Stanley (NYSE:MS) is set to announce second-quarter results before the open on Thursday, July 14, alongside a host of bank names  set to report this week.

Morgan Stanley Gears Up for Quarterly Earnings

Strong trading business, higher loan demand and a rise in interest rates might have aided Morgan Stanley's (MS) Q2 earnings. Disappointing IB performance is likely to have been a headwind.

Trading to Support Morgan Stanley (MS) Q2 Earnings, IB to Ail

Conagra Brands

LM Ericsson Telefon

Taiwan Semiconductor Manufacturing

The three major U.S. equity indexes closed lower Monday. The Dow Jones industrials closed down 0.5%, the S&P 500 dropped 1.2% and the Nasdaq shed 2.3%.

Earnings Previews: Conagra, Ericsson, JPMorgan, Morgan Stanley, Taiwan Semiconductor

Investors are bracing for a fresh slide in banking stocks, with fears of a hit from a potential recession outweighing the lure of relatively cheap valuations and a strong long-term outlook.

Analysis-Investors wary of cheap U.S. bank stocks on recession fears

Morgan Stanley reports earnings this week after raising its dividend to $0.775 per quarter. MS stock is dirt cheap and well-capitalized, even if earnings revert to pre-covid levels.

Morgan Stanley Is Dirt Cheap

Morgan Stanley has named Eli Gross and Simon Smith as the new global co-heads of investment banking, as part of a leadership shakeup at the top of one of Wall Street's most powerful deals advisory group.

Morgan Stanley names new co-heads of investment banking - memo

Marsh & McLennan

Molson Coors Brewing

After years of a low interest rate environment (though those rates now are trending higher faster), many investors have turned to equities, not only for the growth potential but also for solid and dependable dividends, which help to provide an income stream.

5 ‘Strong Buy' Blue Chips Expected to Raise Dividends This Week

A surge in trading revenue powered by volatile markets should partially offset a slump in M&A and equity and debt deals when Wall Street banks report second-quarter earnings this month.

Wall Street banks' Q2 trading revenue likely to surge, softening blow from deal slump

Second quarter profits at big U.S. banks are expected to fall sharply from a year earlier on increased loan loss reserves, as the pandemic recovery gives way to a possible recession.

Big U.S. banks' second quarter profits to tumble on higher bad loan reserves

The big six U.S. banks face a tough second quarter earnings season due to a hit from increased loan loss reserves, as the pandemic recovery gives way to a possible recession.

Factbox-How big U.S. banks have managed bad loan reserves since the pandemic

Guess who's raising its dividend and plotting a new share-repurchase program? That's right, your local lender.

3 Banks That Are Paying You More Money to Own Them

Citizens Financial Group

New York Community Bancorp

These stocks can generate consistent, reliable income every year.

3 Bank Stocks That Are Passive Income All-Stars

U.S. analysts and economists will be watching to see how banks' mortgage businesses are faring during their second-quarter earnings this month, as U.S. Federal Reserve rate hikes continue to crimp mortgage originations and refinancings.

News for Morgan Stanley Stock (MS)