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 saw stronger-than-expected revenue from equity and fixed-income trading amid volatile markets.

Morgan Stanley earnings top estimates fueled by trading revenue gains

Bed Bath & Beyond

Bed Bath & Beyond reported earnings this week and the results were lackluster. Morgan Stanley also recently sold BBBY stock, before earnings.

Morgan Stanley Just Sold Bed Bath & Beyond (BBBY) Stock. Here's Why.

Goldman Sachs

Intel

Intel Corp's Mobileye has tapped investment banks Goldman Sachs Group Inc and Morgan Stanley to lead preparations for the initial public offering of the self-driving car unit, according to three people familiar with the matter.

Goldman Sachs, Morgan Stanley to lead Intel's Mobileye IPO -sources

Citigroup

JPMorgan Chase & Co

Tesla

Twitter

Wells Fargo

Bank stocks are in focus today following several earnings calls this week. Results are mixed as companies brace for turbulence this year.

JPM, GS, C, WFC, MS Stocks: What Is Going on With Bank Stocks Today?

Morgan Stanley (NYSE:MS.PK ) Q1 2022 Earnings Conference Call April 14, 2022 8:30 AM ET Company Participants James Gorman - Chairman and CEO Sharon Yeshaya - Chief Financial Officer Conference Call Participants Glenn Schorr - Evercore Brennan Hawken - UBS Dan Fannon - Jefferies Steven Chubak - Wolfe Research Ebrahim Poonawala - Bank of America Mike Mayo - Wells Fargo Gerard Cassidy - RBC Capital Markets Jeremy Sigee - BNB Paribas Devin Ryan - JMP Securities Operator Good morning. On behalf of Morgan Stanley, I will begin the call with the following disclaimer.

Morgan Stanley's (MS) CEO James Gorman on Q1 2022 Results - Earnings Call Transcript

Morgan Stanley (NYSE: MS) shares are trading higher Thursday after the company announced its first-quarter financial results. Morgan Stanley reported first-quarter revenue of $14.8 billion, which was down from $15.72 billion year-over-year.

What's Going On With Morgan Stanley Shares Today?

Morgan Stanley (MS) delivered earnings and revenue surprises of 21.89% and 5.51%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Tops Q1 Earnings and Revenue Estimates

Morgan Stanley (NYSE:MS) stock is on the rise today after the company reported first-quarter earnings of $2.02 per share on $14.8 billion in revenue, beating analysts' expectations on both fronts.

Morgan Stanley Shares Top- and Bottom-Line Beat

Morgan Stanley (MS) records a fall in revenues and expenses in the first quarter of 2022.

Morgan Stanley (MS) Stock Rises on Q1 Earnings Beat, Costs Dip

Goldman Sachs Group Inc., Wells Fargo & Co., Citigroup Inc. and Morgan Stanley all reported lower first-quarter profits on Thursday — but the quartet managed to beat Wall Street's earnings expectations in a tough start to the year.

Earnings Results: Goldman Sachs, Morgan Stanley, Citigroup report lower earnings

The bank's equity trading revenue stood at $3.2 billion, higher than StreetAccount's expectation for $2.7 billion.

Morgan Stanley beats estimates as Q1 results get a boost from strong trading revenue in a volatile three monthMorgan Stanley reports a drop in Q1 profit but still beats estimates thanks to strong trading revenue

Like all banks, Morgan Stanley is contending with a decline in profits from last year as the frenetic trading and deal-making climate cools.

Morgan Stanley Tops Profit Estimates in Tough Earnings Season for Banks

Morgan Stanley MS, +0.24% shares rose 2.5% on Thursday after the investment bank said its first-quarter earnings fell 11% to $3.54 billion, or $2.02 a share, from $3.98 billion, or $2.19 a share, in the year-ago quarter. Adjusted earnings fell to $2.06 a share from $2.22 a share.

Morgan Stanley shares gain after beating profit and revenue targets

Morgan Stanley reported a smaller-than-expected 11% drop in first-quarter profit on Thursday as a near doubling in advisory fees from M&As helped cushion the blow from a slump in capital market activity.

Morgan Stanley profit beats estimates on stronger-than-expected trading, M&A

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $14.8 billion for the first quarter ended March 31, 2022 compared with $15.7 billion a year ago. Net income applicable to Morgan Stanley was $3.7 billion, or $2.02 per diluted share,1 compared with net income of $4.1 billion, or $2.19 per diluted share,1 for the same period a year ago. James P. Gorman, Chairman and Chief Executive Officer, said, “The Firm delivered a strong ROTCE of 20% in the face of market vol

Morgan Stanley First Quarter 2022 Earnings Results

The Tell: Why the stock-market rally may be nothing more than ‘wishful thinking,' according to Morgan Stanley CIO

Morgan Stanley is scheduled to report earnings before Thursday's open. Here's a closer look

Earnings Preview: What To Expect From Morgan Stanley On Thursday

An earlier end to the trading week thanks to the Easter break sees little in the way of scheduled news, with those that are reporting likely to face plenty of attention.   Online retail Platform THG, better known as The Hut Group, would probably like a quiet corner to unveil its numbers, but it is the most high profile release with full-year results that should also include an update on first-quarter trading.

THG, Ashmore and US banks line up ahead of Easter break - Thursday's agenda

Robust trading business, higher loan demand and rise in interest rates might have aided Morgan Stanley's (MS) Q1 earnings. Disappointing IB performance is likely to have been an undermining factor.

Trading to Aid Morgan Stanley (MS) Q1 Earnings, IB to Hurt

While there were a few interesting earnings reports out Tuesday morning, all eyes were focused on the U.S.

Earnings Previews: Citigroup, Goldman Sachs, Morgan Stanley, Wells Fargo

In this article, we'll look at the risks and the opportunities surrounding bank stocks and leave you with three stocks that may be worth a small investment.

3 Bank Stocks That Are Ready to Handle Whatever the Fed Throws at Them

U.S. Bancorp

A slew of earnings reports from banks arrive next week. Here are the important events to pay attention to in the coming days.

Keep an Eye on Earnings Announcements This Week

Using the free cash flow to equity model, I estimate that Morgan Stanley's stock is worth $102 per share.

Morgan Stanley: The Stock Is Worth More Than $100

Bank of America

Trading may be a surprise bright spot for Wall Street banks in the first quarter, after clients rejigged portfolios in response to Russia's invasion of Ukraine and interest rate hikes, analysts and executives say.

U.S. banks set for better-than-expected trading revenues

NEW YORK--(BUSINESS WIRE)--The Morgan Stanley Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the Coast Haven Brokerage team was named the winner of the 2022 Kellogg-Morgan Stanley Sustainable Investing Challenge. The team was one of 16 finalist teams competing in the virtual Challenge on Friday, April 8. The 16 finalists were selected from a field of 77 teams, composed of over 250 students from 35 different countries. Their p

News for Morgan Stanley Stock (MS)