Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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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

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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

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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

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Earnings data Q4 2022

Earnings data Q1 2023

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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.

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Free cash flow

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Capital Partners, the Private Equity team within Morgan Stanley Investment Management, today announced that it has raised $2 billion for North Haven Capital Partners VII and its related funds (collectively, NHCP VII or the Fund), exceeding its original fundraising target and surpassing the size of its predecessor fund, North Haven Capital Partners VI (NHCP VI), by more than 40%. Aaron Sack, Head of Morgan Stanley Capital Partners, added: “Our multi-year

Morgan Stanley Investment Management Raises $2 Billion for North Haven Capital Partners VII

NEW YORK--(BUSINESS WIRE)--Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired a controlling interest in SpendMend (the “Company”), from Sheridan Capital Partners. MSCP is partnering with the current management team led by CEO Dan Geelhoed and President Rob Heminger, who will continue to lead the business, as well as Sheridan Capital Partners, who will retain a minority stake i

Morgan Stanley Capital Partners Completes Investment in SpendMend

Broadcom

Citigroup

Home Depot

JPMorgan Chase & Co

Starbucks

Texas Instruments

Dividends have been a major source of long-term stock market returns. From 1930 to 2017, dividends accounted for 42% of the S&P 500's total returns.

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

MS or TW: Which Is the Better Value Stock Right Now?

LOS ANGELES, Feb. 25, 2022 /PRNewswire/ -- National investment fraud lawyers KlaymanToskes continues to pursue its investigation of Darryl Cohen, who was a broker in Morgan Stanley's (NYSE: MS) Global Sports and Entertainment division in Westlake Village, California. According to securities attorney Lawrence L.

ATTENTION FORMER CUSTOMERS OF DARRYL COHEN AT MORGAN STANLEY: National Investment Fraud Lawyers KlaymanToskes Continues to Investigate Ex-Financial Advisor Barred for Defrauding Professional Athletes

Morgan Stanley MS, -1.86% confirmed late Thursday that federal investigators are probing its block-trading business. Morgan Stanley has been responding to requests for information from the U.S. Securities and Exchange Commission beginning in June 2019, the investment bank said in a filing.

Morgan Stanley confirms probes into block trading

LOS ANGELES--(BUSINESS WIRE)--National investment fraud lawyers KlaymanToskes notifies NBA, MLB, and other professional athletes to protect themselves against securities fraud in light of the ongoing fraudulent schemes impacting athletes today. According to securities attorney Lawrence L. Klayman, Esq., “With the record amount of money in sports, professional athletes are increasingly becoming a bigger target of financial fraud. Brokerage firms have a duty to supervise the conduct of their fina

ATTENTION PROFESSIONAL ATHLETES: National Investment Fraud Lawyers KlaymanToskes Cautions Against Financial Advisor Fraud

Morgan Stanley's stock (NYSE: MS) has lost 2% YTD, outperforming the S&P500 over the same period (down 8%). However, it still has an upside potential of 21% to its fair value of $116 – Trefis' estimate for Morgan Stanley's valuation.

After Mixed Results In Q4, Is Morgan Stanley Stock A Buy?

Oaktree has hired Morgan Stanley to sell a stake in Banca Progetto in a deal that could value the challenger bank at up to $565 million, one of the biggest transactions in Italy's blooming digital bank industry, sources told Reuters.

Oaktree hires Morgan Stanley to find investor in Italy's Banca Progetto - sources

The CNBC Investing Club would be adding to its Morgan Stanley position if not for trading rules preventing us from doing so.

Investing Club: Here's why Cramer says Morgan Stanley is a buy here

Morgan Stanley (MS) reported earnings 30 days ago. What's next for the stock?

Morgan Stanley (MS) Down 3.7% Since Last Earnings Report: Can It Rebound?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Is Morgan Stanley (MS) Stock Undervalued Right Now?

Morgan Stanley expects the U.S. Federal Reserve to raise interest rates six times this year for a total of 150 basis points, a faster increase than previously predicted, according to a research report from the bank on Thursday.

Morgan Stanley expects Fed to hike rates 6 times in 2022

Morgan Stanley's role in the collapse of Archegos Capital Management deepened a probe by U.S. authorities into Wall Street's lucrative market for block trades, Bloomberg News reported, citing people with knowledge of the matter.

Morgan Stanley's role in Archegos collapse sped up block trade probes - Bloomberg News

Morgan Stanley (MS), Goldman Sachs (GS) and a few others face investigations by U.S. authorities over block trade handling.

Morgan Stanley (MS), Goldman (GS) Face Probe Over Block Trade

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced the seventh cohort of the Multicultural Innovation Lab, an accelerator program for technology and technology-enabled startups in the post‐seed to Series B funding rounds. The program, now in its sixth year and with 59 total participating companies to date, targets startups with a multicultural or woman founder, co‐founder, CTO or other C-suite member that is developing innovative solutions across sectors. Through the Lab, Morgan Stanley

Morgan Stanley Selects 8 Startups for 7th Cohort of Multicultural Innovation Lab Supporting Diverse Founders

Goldman Sachs

The Wall Street banks and several hedge funds have been sent subpoenas from federal investigators probing the business of block trading on Wall Street, The Wall Street Journal reports.

Morgan Stanley and Goldman Facing SEC Probe on Block Trades: Report

Federal investigators are probing the business of block trading on Wall Street, examining whether bankers may have improperly tipped hedge-fund clients in advance of large share sales, according to people familiar with the situation.

Regulators probe block trading at Morgan Stanley, Goldman, other Wall Street firms

Federal investigators have launched a probe into block trading at Wall Street hedge funds and banks including Morgan Stanley and Goldman Sachs Group Inc, the Wall Street Journal reported on Monday, citing people familiar with the matter.

Regulators probe block trading at Wall Street including Morgan Stanley, Goldman Sachs - WSJ

The Wall Street Journal: Federal regulators probe block trading at Morgan Stanley, Goldman, other big firms

Ally Financial

The key to succeeding in markets is not being too certain. Inflation is here, and banking on it disappearing is dangerous.

Buy Alert: 2 High Dividend Growth Stocks To Combat Rampant Inflation

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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

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

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.

News for Morgan Stanley Stock (MS)