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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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

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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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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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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Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

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

Big Bank Q4 Earnings Could Be Huge: 4 Top Dividend Stocks to Buy Now

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.

Top 3 bank stocks to buy ahead of the earning season

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

Teladoc

Analysts look for explosive returns from these growth stocks.

3 Game-Changing Stocks That Could Soar 61% to 99% in 2022, According to Wall Street

Fisker Inc

Fisker Inc. (FSR) CEO Henrik Fisker Presents at Morgan Stanley Conference Call (Transcript)

Amgen

Best Buy

Franklin Resources

Lockheed Martin

M&T Bank

Philip Morris

Toronto-Dominion Bank

ViacomCBS

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.

My Top 10 High Yield Dividend Stocks For January 2022

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

Ally Financial

Citizens Financial Group

Cullen/Frost Bankers

Comerica

Capital One

East West Bancorp

First Horizon National

Fifth Third Bancorp

F.N.B. Corp.

First Republic

Huntington Bancshares

KeyCorp

Northern Trust

PNC Financial Services

SVB Financial Group

Synovus Financial

South State

Synchrony Financial

Texas Capital Bancshares

Truist Financial

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.

Bank Analysts' Top 2022 Picks, 2021 Analyst Report Card, My Thoughts On 2022

Merck

Target

Are defensive stocks the best way to navigate the current market conditions?

Best Defensive Stocks To Invest In Late 2021? 3 For Your List

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.

After an Explosive Year, What Does 2022 Have in Store for Investment Banks?

In the latest trading session, Morgan Stanley (MS) closed at $95.37, marking a -1.81% move from the previous day.

Morgan Stanley (MS) Dips More Than Broader Markets: What You Should Know

Apple

AbbVie

Amazon

Bausch Health Companies Inc

Alphabet

Eli Lilly

Microsoft

There may be a lot of negativity out there. But for the Charitable Trust, we're staying the course and looking for opportunities.

Cramer's Investing Club: Here's a list of stocks you may want on your buying list

U.S. banks have been more proactive than other industries in encouraging employees back to the office, but those plans have come under renewed scrutiny due to the rapid spread of the Omicron coronavirus variant and many are adjusting their plans.

Factbox-U.S. banks tighten COVID-19 precautions as Omicron variant spreads

News for Morgan Stanley Stock (MS)