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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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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.

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Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

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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

Earnings data Q3 2022

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.

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Morgan Stanley﻿MS﻿ has been named as a Top 25 ''Dividend Giant'' by ETF Channel, with a stunning $19.92B worth of stock held by ETFs, and above-average ''DividendRank'' statistics including a strong 2.72% yield

Why Morgan Stanley Is A Top 25 Dividend Giant

Morgan Stanley (MS) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Morgan Stanley (MS) Hits Fresh High: Is There Still Room to Run?

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Morgan Stanley will raise its annual bonus for top-performing staff on Thursday by more than 20%, people with direct knowledge of the matter said.

Morgan Stanley hiking bonuses for top performers

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As we have noted on multiple occasions, one of the few sectors in which companies applaud higher interest rates is the financials.

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The earning season will kick-off on Friday this week as big banks like Citigroup, Wells Fargo, and JP Morgan publish their results. Analysts expect that American banks will do well and provide strong guidance, thanks to hopes of higher interest rates.

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Analysts expect big U.S. banks to show an uptick in fourth quarter core revenues thanks to new lending and firming Treasury yields even while headline earnings will be mixed on differences in how each institution accounted for pandemic loan losses.

Big U.S. banks expected to post uptick in core Q4 revenues on economic rebound

Social media platform Reddit Inc, whose message boards became central to meme stock trading frenzy in 2021, is tapping Wall Street banks Goldman Sachs Group and Morgan Stanley for its initial public offering, Bloomberg News reported on Friday, citing people familiar with the matter.

Reddit tapping Goldman Sachs, Morgan Stanley for IPO - Bloomberg News

In the latest trading session, Morgan Stanley (MS) closed at $103.42, marking a +1.71% move from the previous day.

Morgan Stanley (MS) Gains As Market Dips: What You Should Know

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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 39.18% over the past 14 months.

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We have narrowed our search to five banking behemoths with strong long-term (3-5 years) growth potential. These are: GS, MS, JPM, BAC and WFC.

5 Bank Stocks to Buy on Soaring U.S. Government Bond Yields

Morgan Stanley (MS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Can Morgan Stanley (MS) Keep the Earnings Surprise Streak Alive?

Bank stocks were getting a big, broad boost Tuesday with Treasury yields rallying for a second-straight day, as fears that the spike the omicron variant of the coronavirus will hurt the economy continued to fade. The SPDR S&P Bank ETF KBE, +2.14% rallied 2.3% toward a six-week high, with all 93 of its equity components gaining ground, after climbing 2.0% on Monday.

Bank stocks get a broad boost from recent big jump in Treasury yields

Morgan Stanley (MS) to cough up $60 million to resolve data security lawsuit filed by consumers as the bank had allegedly failed twice in retiring obsolete technology.

Morgan Stanley (MS) to Pay $60M Penalty Over Data Breach Suit

Morgan Stanley will pay $60 million to settle a lawsuit from customers saying the bank had left their personal information exposed by not retiring outdated technology, Reuters writes. The preliminary settlement was filed on behalf of around 15 million customers on Friday (Dec. 31).

Morgan Stanley Will Settle Data Security Lawsuit for $60M

Morgan Stanley agreed to pay $60 million to settle a lawsuit by customers who said the Wall Street bank exposed their personal data when it twice failed to properly retire some of its older information technology.

Morgan Stanley to pay $60 million to resolve data security lawsuit

Recent acquisitions are serving investors well. The company has a sound financial foundation as well as a well-funded, rapidly growing dividend.

Morgan Stanley: With A Transformation In Progress, Is It A Buy, Sell, Or Hold?

In a bid to further boost its presence in China's lucrative financial markets, Morgan Stanley (MS) is now closer to gaining almost full ownership of its Chinese securities JV.

Morgan Stanley (MS) to Boost Ownership in China Securities JV

Morgan Stanley's stock (NYSE: MS) has gained around 46% YTD and is currently trading close to $100 per share – a marginal decline since the third-quarter earnings release. However, it still has an 11% upside potential to its fair value of $111 – Trefis' estimate for Morgan Stanley's valuation.

Morgan Stanley Stock Still Has Some Upside

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The forty largest banks in the U.S. saw their stock prices appreciate by 34% on average YTD 2021, eclipsing the 25% price gain for the S&P. Bank analysts are bullish for 2022, looking for an average price gain of 18% for the 40 banks.

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NEW YORK, Dec. 21, 2021 /PRNewswire/ -- The Zone, a mental wellness platform focused on athletes, announced today an agreement with leading global financial services firm, Morgan Stanley. The firm's Global Sports & Entertainment division will provide its financial tools and resources to integrate within The Zone's app allowing educational, interactive content and programming across the digital platform.

The Zone partners with Morgan Stanley Global Sports & Entertainment to promote Financial Wellness for Athletes

2021 has been a year for the record books. Here's what you need to know going into next year.

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News for Morgan Stanley Stock (MS)