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

Goldman Sachs

We see stock price moves as resultants of major “institutional” investment organizations deciding circumstances have changed sufficiently to warrant changes in their portfolio holdings: Buys or sells now needed.

Morgan Stanley Vs. Goldman Sachs: Best Near Capital Gain

Pinterest

Pinterest, Inc. (PINS) CEO Ben Silbermann Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

Coinbase

Coinbase Global, Inc. (COIN) CEO Brian Armstrong Presents at Morgan Stanley 2022 Technology, Media and Telecom Conference (Transcript)

Fortinet

Fortinet, Inc. (FTNT) CEO Ken Xie Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

Texas Instruments

Texas Instruments Incorporated (TXN) CEO Rich Templeton Presents at Morgan Stanley 2022 Technology, Media & Telecom Conference (Transcript)

MongoDB

MongoDB, Inc. (MDB) CEO Dev Ittycheria Presents at Morgan Stanley 2022 Technology, Media & Telecom Conference (Transcript)

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work announced today that it is hosting its second annual Financial Wellness Retreat on March 16 -17, 2022. This exclusive event for participants of Morgan Stanley at Work's corporate clients will provide financial education, tools and insights to help them take control of their financial well-being. This year's event will kick off with opening remarks from Brian McDonald, Head of Morgan Stanley at Work, and Mandell Crawley, Chief Human Resources Off

Morgan Stanley at Work to Host Second Annual Virtual Financial Wellness Retreat

AbbVie

Amgen

American Tower

Blackstone Group

Caterpillar

Comcast

If you're a long-term investor you need top-quality dividend stocks in your portfolio. That doesn't mean big yields as much as reliable ones.

7 Dividend Stocks to Finance Your Golden Years

PayPal

PayPal Holdings, Inc. (PYPL) CEO Dan Schulman Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

Markets are strongly rebounding Tuesday afternoon, but we still think there are opportunities out there.

Investing Club: We're adding to a bank stock still down for the week despite Tuesday's reversal

Datadog

Datadog, Inc. (DDOG) CEO Olivier Pomel Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

Morgan Stanley (MS) stock is down 15% in the year-to-date period. Based on strong fundamentals and growth prospects, one should buy the stock now.

Morgan Stanley (MS) Down 15% YTD: Should You Buy on the Dip?

Dell Technologies

Dell Technologies Inc. (DELL) Co-CEO Chuck Whitten Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

Palo Alto Networks

Palo Alto Networks, Inc.'s (PANW) CEO Nikesh Arora on Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

VMware

VMware, Inc. (VMW) CEO Raghu Raghuram presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

Intel

Intel Corporation (INTC) CEO Patrick Gelsinger Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

Comcast Corporation's (CMCSA) CEO Brian Roberts Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced a new partnership with women's tennis professional Leylah Fernandez to expand the reach of the Morgan Stanley brand to tennis fans around the world. Fernandez will serve as a brand ambassador for Morgan Stanley and will support the Firm's giving back initiatives. “We are honored to have Leylah join Morgan Stanley as a brand ambassador,” said Alice Milligan, Chief Marketing Officer at Morgan Stanley. “As a talented tennis player, Leylah t

Morgan Stanley Announces Partnership with Tennis Pro Leylah Fernandez

Investment bank Morgan Stanley (NYSE: MS) stock collapsed from its highs of $109.73 in just three weeks on fears of contagion from Russia.

Morgan Stanley Stock Getting Attractive on the Sell-Off

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced the return of the Eagles for Impact Challenge taking place at THE PLAYERS Championship, March 10-13, 2022, at TPC Sawgrass in Ponte Vedra Beach, Florida. This year, the Firm is partnering with its brand ambassadors Justin Rose and Cheyenne Woods, as well as First Tee, a youth development organization that has a 25-year history of using golf to teach lessons about life. For every eagle made during the tournament, Morgan Stanley will donat

Morgan Stanley Returns to THE PLAYERS Championship with the Sixth Year of the Eagles for Impact Challenge

NEW YORK--(BUSINESS WIRE)--Jonathan Pruzan, Executive Vice President and Chief Operating Officer of Morgan Stanley, will speak at the Annual Morgan Stanley European Financials Conference which will be held in London, UK, on Wednesday, March 16, 2022 at 11:00 a.m. GMT (7:00 a.m. ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investmen

Jonathan Pruzan to Speak at the Annual Morgan Stanley European Financials Conference

American Eagle Outfitters

Dow Inc

Innovative Industrial Properties

International Paper

Kontoor Brands Inc

Newell Brands

Pfizer

Simon Property Group

Walgreens

"This indiscriminate selling has created many stocks with absurdly high yields that also happen to be dirt-cheap on an earnings basis," Cramer said Wednesday.

Jim Cramer says these 10 high-yielding dividend stocks should be on your shopping list

Morgan Stanley (MS) closed the most recent trading day at $88.38, moving +0.86% from the previous trading session.

Morgan Stanley (MS) Gains But Lags Market: What You Should Know

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today released new proprietary research revealing that amid the “Great Resignation,” equity compensation has become more critical for public and private companies competing for talent across the globe. To gain an edge, companies are rolling out creative solutions in their plan design to improve retention. Morgan Stanley at Work's new research report, The State of Equity Plan Management at Public and Private Companies, also noted that equity comp

New Morgan Stanley at Work Report Reveals Companies Reimagining Equity Compensation to Compete for Talent Amid “Great Resignation”

Advance Auto Parts

Best Buy

Bank of Montreal

Cummins

Digital Realty Trust

Restaurant Brands

T. Rowe Price Group

U.S. Bancorp

I present my top 10 High Yield dividend stocks that are poised to offer strong future returns.

News for Morgan Stanley Stock (MS)