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

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

Earnings data Q1 2024

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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

NEW YORK--(BUSINESS WIRE)--The Morgan Stanley Institute for Inclusion's (IFI) Equity in Education and Career Consortium, focused on supporting high school and college students in achieving stronger career and financial outcomes, today announced the launch of a multi-year program in partnership with the Morgan Stanley Foundation to support Community College students from low- to moderate-income communities with an investment of $5.5MM to College Possible and CUNY ASAP (Accelerated Study in Assoc

The Morgan Stanley Equity in Education and Career Consortium Launches Multi-Year Program Supporting Community College Students from Underserved Communities in Partnership with College Possible and CUNY ASAP

NEW YORK & CHICAGO--(BUSINESS WIRE)--Morgan Stanley Global Sports & Entertainment (GSE) and The Esports Trade Association (ESTA) announced today the launch of their inaugural Esports Business Symposium. The virtual experience will feature a series of programs and conversations spanning myriad themes at the forefront of gaming and esports. It will begin on Thursday, May 19, 2022, kicking off promptly at 11 a.m. ET. The event will explore the global phenomenon of esports and provide attendees

Morgan Stanley Global Sports & Entertainment and Esports Trade Association Launch Inaugural Esports Business Symposium to Unite Key Industry Stakeholders

The segment suffered due to a 37% drop in the investment banking business and stagnant fixed-income trading revenues, partially offset by higher equity trading revenues.

Is Morgan Stanley Stock Attractive At The Current Levels?

Rio Tinto plc Sponsored

Stanley Black & Decker

Texas Instruments

This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms. It's always a good idea to keep your wish list ready by separating the wheat from the chaff.

5 Safe And Cheap Dividend Stocks To Invest In (May 2022)

NEW YORK--(BUSINESS WIRE)--Morgan Stanley's Institute for Inclusion (IFI) and the Morgan Stanley Supplier Diversity Program are announcing the inaugural class of the Morgan Stanley Small Business Academy (the Academy). Established to promote equity and empower diverse-owned small-business leaders, this educational initiative enables small businesses to differentiate themselves in the procurement process, strengthen their business acumen and expand their professional networks. Each class consist

Morgan Stanley Introduces the Small Business Academy to Promote Equity and Empower Diverse-Owned Small-Business Leaders

Morgan Stanley disclosed in a filing on Wednesday that it is responding to "requests for information from regulators concerning its compliance with record-keeping requirements."

Morgan Stanley discloses regulators' request for business communications records -filing

We analyzed Morgan Stanley's diverse revenue streams with exposure to both asset management and investment banking and projected its revenue at 5.1% in 2023 based on the market forecast CAGR. As it expands internationally, we believe its outlook is supported by its high market shares in Europe (13.9%) and Asia (15.1%).

Morgan Stanley: Unique Double Exposure To Investment Banking And Asset Management

LONDON--(BUSINESS WIRE)--Calvert Research and Management (Calvert), a subsidiary of Morgan Stanley Investment Management, today announced the European launch of a suite of responsible investing strategies focused on Environmental, Social and Governance (ESG) factors. The new Calvert strategies meet the SFDR Article 9 criteria and have a sustainable investment objective across the ESG spectrum. This news follows MSIM's acquisition of Eaton Vance, Calvert's parent company in March, 2021. Calvert,

Morgan Stanley Investment Management Launches ESG Strategies Across Europe Managed by Calvert Research and Management

Morgan Stanley hit a high of $109.73 within the last year and is now trading in the mid-$80s. The dividend is growing, and they are financially stable and should be able to continue to raise the dividend. I bought 200 shares. I will keep 100 shares and I sold a call on the other lot. This strategy allows me to milk this position for more income, while still improving my basic portfolio.

Simplest Call Today: Morgan Stanley - Inflation Hedge

Citigroup

Goldman Sachs

The cost to insure bonds of Goldman Sachs, Morgan Stanley and Citigroup against default hit two-year highs on Monday on growing fears the U.S. Federal Reserve's aggressive moves to tame inflation might tip the economy into recession.

Wall Street sees greater risk of default by major banks

Bank of America

JPMorgan Chase & Co

Shares of five major banks surged on soaring yields. These are: JPM, BAC, C, GS and MS.

Major Banks Gain on Soaring Yields: Will This Trend Continue?

Advance Auto Parts

Best Buy

Blackrock Inc

Blackstone Group

Digital Realty Trust

Restaurant Brands

T. Rowe Price Group

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 24.73% over the past 18 months.

My Top 10 High Yield Dividend Stocks For May 2022

Morgan Stanley offices in Frankfurt were raided on Tuesday, the U.S. bank confirmed in a statement, adding that the investigation is related to past activity and it is fully cooperating with German authorities.

Morgan Stanley's Frankfurt offices searched over tax evasion probe

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced the second call for applications for the Morgan Stanley Alliance for Children's Mental Health Innovation Awards, which aims to identify and fund mental healthcare solutions for children and young adults across the United States. As part of this initiative, the Alliance – composed of key leaders in the space – will award grants for a total of $500,000, consultation and training with industry professionals, and capital showcasing opportuni

The Morgan Stanley Alliance for Children's Mental Health Announces Call for Innovation Award Applications in Support of Organizations Changing Youth Mental Health Landscape

Cisco Systems

Spirit Realty Capital

State Street

Verizon

U.S. equities struggled for direction for the week ending April 29, 2022, with swings higher and lower every day. Tech shares led the way in volatility, led by rebounding shares in FB on one day and the tumbling of AMZN on the next day.

5 Laggards For The Week Ending 04/29/2022

SEATTLE--(BUSINESS WIRE)--Parametric Portfolio Associates LLC (Parametric), the leading direct indexing provider, today released findings from a survey of advisors serving high-net-worth (HNW) investors. Sponsored by Parametric and conducted by Cerulli Associates, the survey revealed that even though direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, the majority of advisors surveyed were unfamiliar with the strategy despite embracing the most val

Majority of HNW Advisors Remain Unfamiliar with Direct Indexing, Finds Survey From Parametric and Cerulli

NEW YORK--(BUSINESS WIRE)--Graystone Consulting, a business of Morgan Stanley (NYSE: MS), announced today that it was named by Coalition Greenwich, a leading global provider of strategic benchmarking, analytics, and insights to the financial services industry, as one of three consulting firms to receive the 2021 Greenwich Quality Leader* designation in Overall U.S. Investment Consulting among large consultants. “It's an honor to receive this award as it reflects what our clients actually say ab

Graystone Consulting Named 2021 Quality Leader by Coalition Greenwich

Equity underwriting revenue was under pressure in the first quarter for investment banks.

How Morgan Stanley's Diversified Revenue Model Helped It Overcome Slow IPO Activity

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today launched Come In, Let's Talk, a podcast series of candid, groundbreaking conversations with senior women executives who discuss their personal experiences climbing the corporate ranks and offer inspiration and specific guidance for anyone aspiring to a senior leadership position. The full first season of Come In, Let's Talk is available today at www.morganstanley.com/letstalk. Each of the eight episodes focuses on a specific chal

Morgan Stanley Wealth Management Launches “Come In, Let's Talk” Podcast

Investment banks saw a primary source of revenue drop drastically in the first quarter.

How Market Volatility Disrupted IPO Activity for Investment Banks

ALPHARETTA, Ga.--(BUSINESS WIRE)--Georgia was at the center of Morgan Stanley's most recent Code to Give Hackathon, a four-day virtual coding event which delivered innovative technical designs to two regional nonprofits – Atlanta Mission and Tech Alpharetta. 114 students and recent graduates from universities from across the country competed in the Firm's first U.S. based Code to Give event, part of a series of challenges that tap the community of technology innovators to help charitable organi

Morgan Stanley Code to Give Hackathon Equips Georgia Nonprofits Atlanta Mission and Tech Alpharetta with Innovative Technology Solutions

Disney

Johnson & Johnson

Procter & Gamble

"I'm urging you to consider companies that fit the funnel," the "Mad Money" host said Wednesday.

Jim Cramer names 4 stocks that can endure the Fed's 'aggressive tightening cycle'

MONTRÉAL--(BUSINESS WIRE)--Morgan Stanley today announced that Montréal Senior Executive Sophia Bennaceur will assume the role of Regional Head of Morgan Stanley Montréal and Technology Montréal. Sophia has lived and worked in Montréal for 20 years and is a native French speaker. She will replace Alan Vesprini, who retires after 12 years of success with the firm. With over 20 years of experience in investment banking across Operations, Finance and Information Technologies, Sophia joined Morgan

Morgan Stanley Appoints Montréal Senior Executive Sophia Bennaceur to Lead its Montréal Office

Based on my base case scenario in the free cash flow to equity model, I increase Morgan Stanley's stock value per share from $102 to $106. According to the forward price/book ratio of 1.5x, I estimate that MS stock is worth $91.

Morgan Stanley Stock: Higher Risk, Higher Valuation

The Fed has signaled monetary tightening in the coming quarters, which could throttle M&A and IPO activities. However, both Morgan Stanley and Goldman Sachs are well positioned for changing rate environments ahead.

News for Morgan Stanley Stock (MS)