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

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 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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Cost of revenue

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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

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Current liabilities

Short term debt

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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

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Financial Select Sector SPDR Fund

While few believe bank stocks will match 2021's gain, the sector, with a little help from the economy, should do just fine.

Rising Interest Rates and a Growing Economy Will Lift Bank Stocks

Wall Street analysts are scratching their heads over the extent to which an arcane new derivatives rule will affect the performance of big banks as they wrap up the fourth quarter.

Wall St bank analysts grapple with capital impact of new derivatives rule

Climate-focused investors are calling on the major U.S. banks to quickly scale back their financing of new fossil fuel development, saying current commitments by the banks to curb global emissions are not enough.

Exclusive-Shareholder group pressures U.S. banks to drop fossil fuels faster

NEW YORK--(BUSINESS WIRE)--Investment funds managed by Morgan Stanley Capital Partners (“MSCP”) today announced the sale of 24 Seven (“24 Seven” or the “Company”) to a single asset GP-led continuation investment vehicle managed by an affiliate of MSCP. The continuation fund is led by Glendower Capital with participation from other secondary investors including Pantheon. Headquartered in New York City, New York, 24 Seven is a leading provider of digital marketing and creative staffing solutions

Morgan Stanley Capital Partners Completes Sale of 24 Seven to New Continuation Investment Vehicle

In June, Gorman told conference attendees that he would be "very disappointed" if his workers hadn't returned to Morgan Stanley buildings by Labor Day.

Morgan Stanley CEO says he was wrong on return-to-office push: 'Everybody's still finding their way'

NEW YORK--(BUSINESS WIRE)--Morgan Stanley and the Child Mind Institute today announced the results of the judging from Morgan Stanley's Machine Learning for Good Hackathon, which leveraged natural language processing (NLP) to analyze COVID-related mental health data. The resulting text analytic tool could lead to drastic improvements in data analysis and trend analysis going forward. With an automated platform, analyses can be performed in real time, allowing the linkage of qualitative to quant

Morgan Stanley and the Child Mind Institute Select Winners of “Machine Learning for Good” Hackathon

Ares Capital

CubeSmart

The writing has been on the wall for some time. Federal Reserve Chair Jay Powell let Pandora out of the interest rate box when he finally noted that the term “transitory” inflation needs to be retired.

Interest Rates May Explode in 2022: 5 Dividend Stocks That Can Thrive Next Year

The number of U.S. banks has dropped from an all-time high of 30,456 in 1921 to 4,377 at the end of 2020, a drop of 86% — and that decline isn't likely to end, said William R. Emmons, an assistant vice president and lead economist in the Supervision Division at the Federal Reserve Bank of […]

Fed: US Banks Disappearing One by One

Capri Holdings Ltd

The metaverse is expected to add $50 billion to the luxury goods space by 2030. In turn, these three luxury goods stocks could benefit.

3 Luxury Goods Stocks to Buy To Pamper Your Portfolio in 2022

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today released the latest findings from its inaugural State of the Workplace Financial Benefits Study, highlighting the economic challenges that employees face amid the pandemic, as well as the evolving views on financial wellness benefits in the workplace. The study found that employees across all generations are struggling with their personal finances amid the pandemic. This has led employers to utilize financial wellness benefits in an effort

Morgan Stanley at Work Unveils Financial Wellness Findings From Inaugural State of the Workplace Financial Benefits Study

Apple

4.05pm: Nasdaq surges as much as 3%   US stocks finished the trading session sharply higher as investors shrugged off concerns over the new coronavirus (COVID-19) Omicron variant, which could be milder than feared. At the close, the Dow gained 493 points to 35,720, while the S&P 500 rose 95 points at 4,687 and the tech-heavy Nasdaq climbed 462 points to 15,687.

US stocks end sharply higher as Omicron variant risks ease

Activision Blizzard

Deere & Company

Humana

Lowe's

Mastercard

Monolithic Power Systems

MSCI

NVIDIA

Charles Schwab

SS&C Technologies Hlds

T. Rowe Price Group

UnitedHealth Group

Visa

West Pharmaceutical Services

I present my top 15 high-growth dividend stocks to consider during the month of December.

Top 15 High Growth Dividend Stocks For December 2021

The shares of Morgan Stanley (NYSE: MS) have received a $115 price target from Citi. These are the details.

Morgan Stanley (MS) Stock:$ 115 Price Target From Citi

Amcor Plc

Caterpillar

Coca-Cola

Could these dividend stocks be safe plays for investors amidst the current volatility in markets?

5 Best Dividend Stocks For Your Late 2021 List

Citi Research analyst Keith Horowitz on Friday upgraded shares of Morgan Stanley MS, -1.12% to buy from neutral, and hiked the firm's price target to $115 a share from $105 a share. Horowitz said the investment bank has "successfully improved returns far beyond expectations" with strength in its wealth management unit.

Citi upgrades Morgan Stanley to buy from neutral

Amgen

Atmos Energy

Darden Restaurants

M&T Bank

Principal Financial Group

Philip Morris

Restaurant Brands

ViacomCBS

Top 10 High Yield Dividend Stocks For December 2021

Philip Morris International's (PM) CEO Jacek Olczak Presents at 2021 Morgan Stanley Virtual Global Consumer & Retail Conference (Transcript)

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced a partnership with Greenlight® Financial Technology, Inc. (“Greenlight”) to bring families an easy, convenient way to teach kids about personal finance. All Morgan Stanley CashPlus brokerage account holders can now sign up for a complimentary Greenlight subscription, complete with Greenlight debit cards for each child and a companion money app for the whole family. Greenlight teaches kids and teens invaluable money management skills thro

Morgan Stanley Partners with Greenlight to Empower Families to Raise Financially-Smart Kids

This buy will increase Morgan Stanley's weight in the portfolio from about 2.04% to 2.15%.

We're buying the dip on Morgan Stanley as the market sells off

SoFi Technologies

SoFi Technologies' (SOFI) CEO Anthony Noto Presents at Morgan Stanley 45th NASDAQ Virtual Investor Conference (Transcript)

Constellation Brands

Constellation Brands, Inc. (STZ) CEO Bill Newlands Presents at 2021 Morgan Stanley Global Consumer and Retail Conference (Transcript)

Procter & Gamble

The Procter & Gamble Company (PG) CEO Jon Moeller Presents at Morgan Stanley Global Consumer and Retail Conference (Transcript)

U.S. bank profits fell 1.2% in the third quarter of 2021 to $69.5 billion as firms were slower to shrink their credit loss provisions and grappled with record-low interest rates, the Federal Deposit Insurance Corporation reported Tuesday.

U.S. bank profits dip slightly as banks slow shrinking credit loss provisions

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today released the latest findings from its inaugural State of the Workplace Financial Benefits Study focused on the financial benefits, perceptions and role of equity compensation among employers and employees in the workplace. The study found the pandemic has changed the way employees and employers alike view their workplace financial benefits, with an increased focus on offerings like equity compensation. The rising importance of equity compe

Morgan Stanley at Work Unveils Equity Compensation Findings From Inaugural State of the Workplace Financial Benefits Study

The financial sector was hit hard in premarket trading Tuesday, as concerns over the potential impact of the omicron variant of COVID on the economy sent Treasury yields sharply lower. The SPDR Financial Select Sector ETF XLF, +0.31% slid 1.5% ahead of the open toward a seven-week low, with 58 of its 65 equity components trading lower, while futures ES00, -0.66% for the S&P 500 SPX, +1.32% were down 0.8%.

News for Morgan Stanley Stock (MS)