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

American Express

Alphabet

Snap

The annual inflation rate in the US increased to 7.5% in January, the highest level since February 1982 and well above analysts' estimates of 7.3%. Investors, meanwhile, focused on some notable insider trades.

American Express And 3 Other Stocks Sold By Insiders

MS vs. TW: Which Stock Is the Better Value Option?

Bank of America

Bank stocks are outperforming the broader market these days. Here are three ways for savvy traders to join the party.

3 Bank Stocks Flying High on Rising Rates

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

While U.S. bank stocks had a rocky start to the year, investors and analysts see accelerating loan growth and Federal Reserve interest rate hikes boosting the sector.

U.S. banks outlook positive with loan growth and rate hikes in view

Morgan Stanley continues to perform well after making some major acquisitions, including E*TRADE and Eaton Vance.

Morgan Stanley Appears Primed To Melt Up Again

Evercore

Interactive Brokers

Charles Schwab

Normalized trading and high technological costs pose concerns for the Zacks Investment Bank industry. Yet, industry players like Morgan Stanley (MS), Schwab (SCHW), Interactive Brokers (IBKR) & Evercore (EVR) will gain from robust investment banking performance.

4 Top Investment Bank Stocks to Buy From the Prospering Industry

Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Baidu To Contact Him Directly To Discuss Their OptionsNew York, New York--(Newsfile Corp. - February 6, 2022) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Goldman Sachs Group, Inc. and Morgan Stanley ("Goldman Sachs" "Morgan Stanley" or the "Companies") (NYSE: GS) (NYSE: MS) and reminds investors of the February 14, 2022 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Companies. If you suffered...

Baidu Class Action Reminder

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today released the findings from its annual Stock Plan Participant Survey. Building off the organization's recent State of the Workplace Financial Benefits Report, the participant study takes a deep dive into the participant experience, exploring the value and benefits of stock plans, how participants leverage their stock plans benefits and how they are a driving factor in employee retention. Among the notable findings from the study: Nearly thr

Morgan Stanley at Work Unveils Findings From Annual Stock Plan Participant Survey

Demand for business loans is picking up in the United States as an economic recovery drives consumer spending and encourages companies to bulk up inventories, fueling optimism it will boost banks' 2022 growth.

U.S. banks see business lending driving 2022 growth

Amgen

Best Buy

Restaurant Brands

Royal Bank of Canada

Snap-on

Toronto-Dominion Bank

T. Rowe Price Group

U.S. Bancorp

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 40.16% over the past 15 months.

My Top 10 High Yield Dividend Stocks For February 2022

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Global Sports & Entertainment (GSE), a division of Morgan Stanley Wealth Management dedicated to serving the unique needs of professional athletes and entertainers, remains the exclusive financial education partner of the Reese's Senior Bowl for the eighth consecutive year. The Senior Bowl, renowned as the most prominent college football All-Star game in the United States, is the yearly post-season event that showcases the best NFL Draft prospects a

Morgan Stanley Global Sports & Entertainment Continues Financial Education for College Football All-Stars in Partnership with Reese's Senior Bowl

Prudential Financial

United Bankshares

Virtu Financial

Dividend stocks account for a higher percentage of the market's returns during inflationary environments.

4 High-Yield Stocks That Can Help You Crush Inflation

PayPal

Block

Upstart Holdings

Are these top fintech stocks a good value buy right now?

5 Top Fintech Stocks To Watch This Week

Morgan Stanley's Long-Term Financial Targets Make the Stock a Buy

U.S. banks will enjoy stronger growth this year from their "bread-and-butter" business of taking deposits and lending money as the U.S. economy expands and the Federal Reserve prepares to raise interest rates for the first time in three years.

U.S. banks look forward to 'bread-and-butter' growth as economy rebounds

Archer-Daniels-Midland Company

American Electric Power Company

American Water Works

Bank of Montreal

Costco

IDACORP

Main Street Capital

Realty Income Corp

People's United Financial

Pfizer

SPDR S&P 500 ETF Trust

STAG Industrial

Texas Instruments

Virtus Investment Partners

We provide a summary of upcoming ex-dividend dates in a quick reference table. The table includes relevant data and key statistics as well as the next payout and pay date.

Upcoming Ex-Dividend Dates: January 27-February 9, 2022

NEW YORK (Reuters) -Morgan Stanley's Chief Executive James Gorman believes his successor would benefit from global experience as well as strong "core values", he said in an interview with Reuters Breakingviews.

Morgan Stanley CEO Gorman says successor would benefit from global experience

These bank stocks impressed with better-than-expected fourth quarter earnings, providing a solid return as a result of their outperformance. The post 3 Best Bank Stocks to Buy Following Q4 Earnings appeared first on InvestorPlace.

3 Best Bank Stocks to Buy Following Q4 Earnings

Fourth-quarter earnings season has gotten underway, with many big banks reporting in the last couple of weeks. Now, let's take a closer look.

A Mixed Fourth-Quarter Earnings Season for the Big Banks

Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In IQIYI To Contact Him Directly To Discuss Their OptionsNew York, New York--(Newsfile Corp. - January 23, 2022) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Goldman Sachs Group, Inc. and Morgan Stanley ("Goldman Sachs" "Morgan Stanley" or the "Companies") (NYSE: GS) (NYSE: MS) and reminds investors of the January 31, 2022 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Companies. If you suffered...

IQIYI Class Action Reminder

Morgan Stanley posted a 20 percent return on tangible common equity in 2021, a major accomplishment for James Gorman and his people. Mr. Gorman became CEO in 2010 when the bank had been earning returns around 5 percent, give or take 2 or 3 percentage points, the lowest earnings of the largest.

Morgan Stanley: What A Decade Plus Two

Morgan Stanley Chief Executive Officer James Gorman will get a 6% raise in annual pay, bringing his total compensation for 2021 to $35 million, the bank said on Friday.

Morgan Stanley board lifts CEO Gorman's pay to $35 million

In addition to update on the Q4 earnings season, we discuss the different earnings drivers.

The Major Forces Affecting Corporate Profits

U.S. banks closed a record number of retail branches in 2021 as customers increasingly turn to digital banking and the industry consolidates.

U.S. banks close record number of retail branches in 2021, Wells Fargo shutters most

"The banks are all over the place this earnings season, which just goes to show the importance of individual stock picking," the "Mad Money" host said.

Jim Cramer says 'all banks are not created equal,' and these are his favorites

News for Morgan Stanley Stock (MS)