Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

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Revenue Segments

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

Operating Margin

Profit Margin

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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

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.

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Change in stock

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Morgan Stanley (NYSE: MS) had a boost in share price after it reported fourth-quarter profits that were better than what the company expected. Strong equities trading revenue is mainly what drove these excellent results.

Morgan Stanley tops fourth-quarter profits estimates

At ~$96 a share (down ~9% over the past week), we believe shares to be presenting a buying opportunity despite the strong report.

We break down Morgan Stanley's solid fourth-quarter earnings

Morgan Stanley reported fourth-quarter profit of 9%, beating market expectations and outperforming rivals as its focus on advising wealth clients bore fruit, sending its shares up as much as 3.7% on Wednesday.

Morgan Stanley shares up after fourth-quarter profits beat expectations

On Wednesday morning, Morgan Stanley ( MS , Financial) reported better-than-anticipated results for its fourth quarter of 2021 on the back of strong equities trading revenue. The investment bank's shares climbed 5% due partially to the positive results.

Morgan Stanley Beats 4th-Quarter Profit Projections

Morgan Stanley (MS) records a rise in revenues and higher expenses in the fourth quarter of 2021.

Morgan Stanley (MS) Stock Gains on Q4 Earnings Beat, Costs Up

Morgan Stanley (MS) CEO James Gorman on Q4 2021 Results - Earnings Call Transcript

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Bank Stocks: What's Moving BAC, MS, USB and STT Today?

Big-name bank earnings  are continuing to roll in this morning, and have struck a much more positive tone  than yesterday.

Morgan Stanley Stock Pops After Earnings Beat

Morgan Stanley (MS) delivered earnings and revenue surprises of 4% and 1.66%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Q4 Earnings Beat Estimates

The Wall Street investment banking giant also said it now has client assets of $6.5 trillion.

Morgan Stanley gains as 4th-quarter earnings beat expectations on growth in wealth management revenue

Here are the numbers: Earnings of $2.01 a share vs. estimate $1.91 a share, according to Refinitiv.

Morgan Stanley shares rise after fourth-quarter profit tops estimates

Morgan Stanley shares MS, -4.93% rose 2.3% in premarket trade Wednesday, after the bank beat profit estimates for the fourth quarter amid strong performances at its investment banking and wealth management divisions. Morgan Stanley posted net income of $3.7 billion, or $2.01 a share, for the quarter, up from $3.4 billion, or $1.81 a share, in the year-earlier period.

Morgan Stanley shares jump premarket as profit tops Street estimates

(Reuters) -Morgan Stanley on Wednesday reported a 10% jump in fourth-quarter profit as the Wall Street investment bank capitalized on a boom in mergers and acquisitions and generated robust fees from advising on deals.

Morgan Stanley posts higher profit on M&A boom

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $14.5 billion for the fourth quarter ended December 31, 2021 compared with $13.6 billion a year ago. Net income applicable to Morgan Stanley was $3.7 billion, or $2.01 per diluted share,1 compared with $3.4 billion, or $1.81 per diluted share,1 for the same period a year ago. Full year net revenues were $59.8 billion compared with $48.8 billion a year ago. Net income applicable to Morgan Stanley for the current

Morgan Stanley Fourth Quarter and Full Year 2021 Earnings Results

Investors are following another round of earnings from banks and brokers.

Stocks rebound led by Bank of America, Morgan Stanley

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Big U.S. banks will spend more on salaries and benefits this year, as inflationary pressures, pandemic risks and the tight labor market force them to raise wages to get and keep workers.

Big U.S. banks see higher expenses from workers' rising wages

Morgan Stanley is scheduled to report its fiscal Q4 2021 results on Wednesday, January 19, 2022. We expect Morgan Stanley revenues to be in-line with the consensus estimates, while earnings are likely to miss the expected figure.

Morgan Stanley Stock To Report Mixed Results In Q4?

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The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. Key Stock Market Takeaways:  Banks fizzle at the kick off of Q4 earnings season Over 60% of S&P 500 companies that have reported for Q4 have called out higher expenses, mostly labor related The delayer/advancer ratio improves to 0.8 […] The post Initial Corporate Earnings Results Send Market Into Tailspin appeared first on See It Market.

Initial Corporate Earnings Results Send Market Into Tailspin

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Charles Schwab

Beyond some technical issues the market is dealing with, this is a big week for earnings reports. So, here's what to do.

Earnings Season Is in Full Swing — and So Are the Buying Opportunities

Weak trading and underwriting business performances are expected to have hurt Morgan Stanley's (MS) Q4 earnings. Robust advisory operation and decent loan growth might have been the tailwinds.

Subdued Trading to Hurt Morgan Stanley's (MS) Q4 Earnings

A positive earnings season will help to keep the stock market buoyant even in the face of looming interest rate hikes. Over the coming week, the remaining U.S. banks will announce their Q4 numbers before ending the week with the start of big tech and airline earnings.

7 Earnings Reports to Watch the Week of January 17

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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You don't need to invest in complicated businesses to have long-term success.

2 Undervalued Stocks With Businesses Anybody Can Understand

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.

News for Morgan Stanley Stock (MS)