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

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.

Revenue

Cost of revenue

Gross profit

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

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

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

Owl Rock Capital Corp

Travelers

These three dividend stocks appeal to income investors looking for high yields or consistent growth.

3 Top Dividend Stocks You Can Buy Right Now

Applied Materials

Amphenol

Activision Blizzard

Humana

Lowe's

Lam Research

Mastercard

Monolithic Power Systems

NVIDIA

Charles Schwab

T. Rowe Price Group

Texas Instruments

UnitedHealth Group

West Pharmaceutical Services

I present my top 15 dividend growth stocks to consider during the month of November. Last month's list returned 8.52% in October, outpacing SPY by 1.5%.

Top 15 Dividend Growth Stocks For November 2021

Morgan Stanley's stock has gained more than 50% YTD in FY2021 and is currently trading around $105 per share. However, it still has a 6% upside potential to its fair value of $111 – Trefis' estimate for Morgan Stanley's valuation.

Morgan Stanley Stock Has Limited Upside

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Financial stocks were suffering a broad beating Thursday, as Treasury yields sank in the wake of the Federal Reserve's detailing of its widely expected tapering plans, and as the Bank of England held off on an expected rate hike. The SPDR Financial Select Sector ETF XLF, -2.01% dropped 2.0% with 61 of 65 equity components losing ground.

Bank stocks take a broad beating as Treasury yields fall in wake of Fed taper talk

Barclays

Today brings the NRDS stock IPO as NerdWallet begins trading. Here's what you should know as this personal finance site goes public.

NRDS Stock IPO: 7 Things to Know as NerdWallet Starts Trading Today

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced new steps towards its commitment to reach net-zero financed emissions by 2050. Building on its commitment to finance $1tn towards the Sustainable Development Goals, including $750MM of financing to drive the climate transition, Morgan Stanley has set 2030 interim targets for three sectors: Auto Manufacturing, Energy and Power. In September 2020, Morgan Stanley became the first major U.S.-headquartered financial services firm t

Morgan Stanley Announces 2030 Targets for Net-Zero Financed Emissions Commitment

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

After Blowout Earnings, 5 Dividend-Paying Big Banks and Brokerage Firms to Buy

Morgan Stanley (MS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Earnings Estimates Moving Higher for Morgan Stanley (MS): Time to Buy?

ComSovereign Holding

Eagle Point Income Company Inc

Gabelli Dividend & Income Trust

Greenidge Generation Holdings

Hennessy Advisors

LifeMD 

Prospect Capital

As October 2021 comes to a close, we look back at the new preferred stocks and ETDs introduced during the month, offering annual yields ranging from 4.25% to 9.25%. Here is a comparison against highest quality preferred stocks in our coverage universe, as ranked by our internal “CDx3 Compliance Score” metric.

New Preferred Stock IPOs, October 2021

NEW YORK--(BUSINESS WIRE)--Daniel Simkowitz, Head of Investment Management and Co-Head of Corporate Strategy at Morgan Stanley, will speak at the BofA Securities 2021 Banking and Financials Conference which will be held in a virtual format on Wednesday, November 10, 2021 at 8:50 a.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing in

Daniel Simkowitz to Speak at the BofA Securities 2021 Banking and Financials Conference

Morgan Stanley's investment banking segment had its best quarter in history thanks to strong M&A and IPO activity.

Morgan Stanley Offers Further Proof that its Investment Banking Efforts Are Paying Off

NEW YORK--(BUSINESS WIRE)--Four in five U.S. individual investors remained focused on sustainable investing during the COVID-19 pandemic, with an all-time high of 99% interested among Millennials, according to a new survey published today by the Morgan Stanley Institute for Sustainable Investing. The fourth edition of the individual investor survey, Sustainable Signals, was released today at the 2021 Morgan Stanley Sustainable Investing Summit featuring a roster of leaders including former U.S.

Morgan Stanley Sustainable Signals: U.S. Individual Investors Maintain Strong Interest in Sustainable Investing Despite COVID-19 Pandemic

Bank of America Corp., Citigroup Inc., Goldman Sachs Group Inc., JPMorgan Chase & Co., Morgan Stanley and Wells Fargo & Co. have issued $314 billion in bonds in 2021 for the highest tally since 2008, according to Dealogic data cited Tuesday by The Wall Street Journal.

Six major U.S. banks issue the most debt since 2008

iShares U.S. Broker-Dealers & Securities Exchanges ETF

SPDR S&P Regional Banking ETF

Financial Select Sector SPDR Fund

Banks reported excellent results for the third quarter

Should You Bank on Financial ETFs Now?

Individual investors remained strong buyers of stocks in recent weeks, diverging from the path taken by many institutions, as they helped push the stock market to a new high, according to a Morgan Stanley report.

In One Chart: Individual investors may be running out of ‘firepower' after diverging from ‘smart money' stock-market investors, says Morgan Stanley

We've now heard from the largest U.S. banks; here's what investors need to know.

Big Bank Earnings Breakdown: Here's What You Need to Know

Ally Financial

Evercore

Hershey

Jefferies Financial Group Inc

M.D.C. Holdings

Nexstar Media Group

Stanley Black & Decker

Target

Dividend growth, not yield, typically drives outperformance. Thus, you're getting more than just security from these safe dividend stocks.

13 Safe Dividend Stocks to Buy

Is (MS) Outperforming Other Finance Stocks This Year?

Is Morgan Stanley (MS) Stock Outpacing Its Finance Peers This Year?

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

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

NEW YORK--(BUSINESS WIRE)--According to a new report and survey released by Morgan Stanley, while a large majority of pension funds say incorporating gender and racial diversity into investment decisions can be financially beneficial, more than half of asset owners broadly say they believe they must choose between financial gains and a diversity-based approach. This disparity suggests that many asset owners remain sceptical of the financial ROI of diversity, with the exception of public pension

Morgan Stanley Survey: Pension Funds Are Leading the Way in Diversity-Based Investments, Yet Perceived Financial Trade-Off Creates Hurdles for Many Asset Owners

MS reported its Q3 results that beat expectations. The acquisitions of E-Trade and Eaton Vance have helped to boost growth and support a more positive long-term outlook.

Morgan Stanley: Outperformance Can Continue Through 2022

iShares US Financial Services ETF

Invesco KBW Bank ETF

The financial sector, which makes up about one-fifth of the S&P 500 Index, has come up with an upbeat earnings season.

Banking Earnings Upbeat: Time to Buy Financial ETFs on Value?

Morgan Stanley is an investment bank with a very long history. Q3 2021 results are published and look impressive.

Morgan Stanley: Assessing Q3 2021 Results And Investment Potential

The answer to whether the Evergrande-induced stock-market dip scared away retail traders is "a definitive no," Morgan Stanley said.

Dip-buying day traders are helping fend off a looming stock collapse - and institutions have no choice but to follow suit, Morgan Stanley says

Morgan Stanley(NYSE:MS) stock rose by 1.12% on Friday after the company reported its Q3 earnings results on Thursday, October 14, 2021 at 07:30 AM. Here's what investors need to know about the announcement.

Recap: Morgan Stanley Q3 Earnings

News for Morgan Stanley Stock (MS)