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

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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

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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

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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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Cash from investing

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

In the latest trading session, Morgan Stanley (MS) closed at $97.23, marking a -0.71% move from the previous day.

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

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Wall Street banks stick with return-to-work plans while monitoring Omicron situation

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Bitcoin (CRYPTO: BTC) has gained increasing mainstream adoption over the years, managing to transform skeptics into backers along the way. What Happened: Morgan Stanley (NYSE:MS), the fourth-largest investment bank, bought more of Grayscale Bitcoin Trust (OTC:GBTC) into a number of its investment funds, filings with the SEC revealed.

This Big US Investment Bank Is Doubling Down On Its Bitcoin Exposure

A major U.S. banking regulator clarified on Tuesday that banks must seek and obtain written permission from their bank supervisors before engaging in certain activities involving cryptocurrency.

U.S. banks must seek regulatory permission before engaging in certain crypto activities - regulator

Centene

Johnson & Johnson

"I'd rather find companies that did well in earnings season and got trampled on unjustly in the last few weeks," the "Mad Money" host said.

Jim Cramer picks 4 stocks to look at as market rotates away from tech winners

Financial stocks are doing well on Monday thanks to an update from the U.S. Government concerning the next Federal Reserve chairman. The post Financial Stocks: WFC, MS, C, BAC, JPM and GS Gain on Powell Fed Chairman's Second Term appeared first on InvestorPlace.

Financial Stocks: WFC, MS, C, BAC, JPM and GS Gain on Powell Fed Chairman's Second Term

Shares in U.S. banks rose on Monday after Federal Reserve Chair Jerome Powell was nominated for a second four-year term by President Joe Biden.

Bank stocks rise on decision to nominate Jerome Powell for second term as Fed chair

Invesco KBW Bank ETF

Bank stocks rose on Monday after President Joe Biden on Monday nominated Jerome Powell for a second term at the U.S. Federal Reserve. The KBW Nasdaq Bank Index kbw advanced by 1.3%, JPMorgan Chase & Co. JPM, +2.38% rose by 1.8%, Citigroup C, +1.79% rose by 1.4% and Goldman Sachs GS, +2.25% advanced by 2%.

Bank stocks rise as Powell earns Biden nomination for second Fed term

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced that it will redeem in whole its outstanding Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series H, liquidation preference $25,000 per share (61761J208) (the “Series H Preferred Stock”), and the depositary shares, each representing a 1/25th ownership interest in a share of Series H Preferred Stock (CUSIP 61761JQK8) (the “Series H Depositary Shares”), on January 18, 2022 pursuant to the optional redemption provisions provided in

Morgan Stanley Announces Redemption in Whole of Series H Preferred Stock and Depositary Shares Representing Series H Preferred Stock

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Zillow

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Top Real Estate News for Friday, Nov. 19, 2021: 2 REITs and More Fed Spending

Jim Cramer's Charitable Trust is buying more shares of Morgan Stanley.

Why we are buying more Morgan Stanley shares on this dip

U.S. financial regulators have approved a new rule that requires banking organizations to report any “significant” cybersecurity incident within 36 hours of discovery.  Under the rule, banks must inform their primary federal regulator about incidents that have — or are reasonably likely to materially affect — the viability of their operations, their ability to deliver […]

US banks must soon report significant cybersecurity incidents within 36 hours

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work announced today the findings of its inaugural State of the Workplace Financial Benefits Study exploring the attitudes and mindsets of employees and employers concerning workplace financial benefits. Amid the “Great Resignation,” where employees are leaving their jobs in record numbers, the study reveals the power that holistic financial benefits, including wellness, can have in recruiting and retaining top talent: Employees and employers agree c

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

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced the launch of The Equity Collective, an industry leading group of Wealth Management and Asset Management businesses who have come together to educate, empower and develop the next generation of diverse leaders in the finance industry. The Equity Collective is composed of 23 members. Senior leaders across each member organization have agreed to participate in education and awareness events and initiatives in this multi-year commitment. Sp

Morgan Stanley Announces “The Equity Collective” a Diversity-Driven Collaboration Between 23 Wealth and Asset Management Firms

In a report released on Sunday, Morgan Stanley (NYSE: MS) economists say they don't expect the Federal Reserve to raise interest rates until 2023. What Happened: Strategist Andrew Sheets says Morgan Stanley's economics team is forecasting that the Fed will halt its asset purchases by the middle of 2022.

When Do Morgan Stanley Economists Expect An Interest Rate Hike?

NEW YORK--(BUSINESS WIRE)--Morgan Stanley announced today that the Firm has been honored as the Wealth Manager Platform of the Year in the 2021 Money Management Institute (MMI)/Barron's Industry Awards. The Wealth Manager Platform of the Year category recognizes a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and Financial Advisors. Morgan Stanley received this award for its combination of strategic acquisitions, advisory product expansions and

Morgan Stanley Wins 2021 MMI/Barron's Industry Award for Wealth Manager Platform of the Year

Morgan Stanley has appointed Amy Oldenburg as head of emerging markets equity, replacing Ruchir Sharma who is retiring after a 25-year stint at the bank, according to an internal memo seen by Reuters.

Morgan Stanley appoints new emerging markets equity head - memo

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced that Erika James has been elected to the Company's Board of Directors, effective January 1, 2022. Ms. James, 52, is the Dean of the Wharton School at the University of Pennsylvania. Prior to this, she was the John H. Harland Dean at Emory University's Goizueta Business School from 2014 to 2020. James Gorman, Chairman and CEO of Morgan Stanley, said, “I am very pleased to welcome Dean James to our Board. She brings strong manag

Erika James Elected to Morgan Stanley Board of Directors

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Here's Why Morgan Stanley (MS) is a Strong Value Stock

NEW YORK--(BUSINESS WIRE)--Morgan Stanley and American Express today introduced the Morgan Stanley Blue Cash Preferred® American Express Card for clients with an eligible Morgan Stanley brokerage account. This Card gives Morgan Stanley clients access to the award-winning American Express cash back Card program plus exclusive benefits. With the Morgan Stanley Blue Cash Preferred American Express Card, Card Members can earn an exclusive $100 statement credit each calendar year and cash back up to

Morgan Stanley and American Express Introduce Exclusive Morgan Stanley Blue Cash Preferred® Card

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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

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

News for Morgan Stanley Stock (MS)