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

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Earnings data Q4 2022

Earnings data Q1 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.

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

Moderna

Moderna, Inc.'s (MRNA) CEO Stéphane Bancel on Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)

Biogen

Biogen Inc. (BIIB) CEO Michel Vounatsos Presents at Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Real Estate Investing (“MSREI”), the private real estate investment arm of Morgan Stanley Investment Management, today announced it has raised ~$3.1 billion for North Haven Real Estate Fund X Global (“G10” or the “Fund”), exceeding its original fundraising target and surpassing the size of its predecessor fund, North Haven Real Estate Fund IX Global. G10 investors include a sophisticated group of public and private pension funds, sovereign wealth funds,

Morgan Stanley Investment Management Raises $3.1 Billion for North Haven Real Estate Fund X Global

The last time we checked in with Morgan Stanley (NYSE:MS), the bank stock was getting bombarded by options traders.

Does This Bank Stock Have Anything Left in the Tank?

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

U.S. bank profits fell 8.3% to $70.4 billion in the second quarter of 2021 as firms slowed their reductions in credit loss provisions, the Federal Deposit Insurance Corporation reported Wednesday.

U.S. bank profits drop as industry slows reductions in credit loss provisions - FDIC

NEW YORK--(BUSINESS WIRE)--High school educators expect that mental health issues will have a large impact on student learning this school year. Four in ten (41%) U.S. high school educators anticipate that both student anxiety about returning to in-person learning and students with pre-existing emotional or behavioral challenges experiencing exacerbated conditions will have “a lot” or “tremendous impact” on the quality of students' learning, according to a new survey released today by the Morga

Educators Anticipate Student Mental Health Challenges to Impact School Year Ahead, According to a New Morgan Stanley Survey

Blackrock Inc

Comcast

Nexstar Media Group

Buy low. Sell high. Get paid to wait. If you relate to the idea that you should buy low, then you should relate to the idea that you should sell high.

High Growth Dividend Blue Chips: Sell These 2 And Buy These 2

Anthem

Delta Air Lines

Jefferies Financial Group Inc

Royal Bank of Canada

Tyson Foods

A recent survey suggests a majority of U.S. companies could mandate vaccines. Here are 10 stocks to buy taking Covid-19 seriously.

10 Stocks to Buy if You Want to Support Companies Taking Covid-19 Seriously

Applied Materials

Activision Blizzard

Cintas Corp

Domino's Pizza

Expeditors International of Washington

Home Depot

Humana

Intercontinental Exchange

Intuit

KLA-Tencor

Lowe's

Lam Research

Mastercard

Moody's

MarketAxess Holdings

Monolithic Power Systems

MSCI

Microsoft

NVIDIA

Roper Technologies

Charles Schwab

Sherwin-Williams

Thermo Fisher Scientific

T. Rowe Price Group

I present 30 High Growth Dividend Stocks for consideration in September 2021.

High Growth Dividend Stocks For September 2021

Morgan Stanley (NYSE: M.S.) shares have advanced more than 8% since the beginning of August 2021, and the current share price stands around $104.

Should I buy Morgan Stanley shares ahead of the Nonfarm Payrolls report?

HDFC Bank Limited

Prudential Financial

Travelers

With inflation and speculation concerns inspiring the Federal Reserve to act, these financial stocks can hedge against rising rates. The post 7 Financial Stocks to Buy to Protect Yourself Against Rising Rates appeared first on InvestorPlace.

7 Financial Stocks to Buy to Protect Yourself Against Rising Rates

New Oriental Education & Technology Group

GSX Techedu Inc.

17 Education & Technology Group

Morgan Stanley gave the all-clear to investors to begin bargain hunting in China's hard-hit education sector.

Why Chinese Education Stocks Bounced Back Today

Morgan Stanley raised pay for starting analysts in its institutional securities division, making it the latest bank to increase compensation amid high demand for the entry-level workers.

Morgan Stanley raises pay for institutional securities analysts

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

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

What Happened: Investment banking giant Morgan Stanley (NYSE:MS) is now the second-largest shareholder of the Grayscale Bitcoin Trust (OTCMKTS: GBTC) after ARK Investment Management. According to recent SEC filings, Morgan Stanley owns over 6.5 million shares of GBTC worth over $240 million at the time of writing.

Morgan Stanley Bought $240M Shares Of Grayscale Bitcoin Trust

D.R. Horton

PulteGroup

The portfolio manager can go anywhere in his asset-allocation fund—and right now, he likes home builders such as D.R. Horton and financials like Goldman Sachs and Morgan Stanley.

The Stock Market Is Pricey. 6 Stocks This Fund Manager Likes Now.

Shares of Morgan Stanley (NYSE: MS) traded at a new 52-week high today of $105.65. This new high was reached on below-average trading volume as 2.4 million shares traded hands, while the average 30-day volume is approximately 8.9 million shares.

Shares Of Morgan Stanley (MS) Exceed 52-Week High

Morgan Stanley's stock has gained 53% YTD, and at its current price of $101 per share, it is trading slightly above its fair value of 100 – Trefis' estimate for Morgan Stanley's valuation. The bank recently released its second-quarter FY2021 results, beating the earnings and revenues expectations.

Morgan Stanley Stock Is Trading Close To Its Fair Value

NEW YORK--(BUSINESS WIRE)--Nearly half (48%) of U.S. teens are concerned about experiencing social anxiety in transitioning back to “normal” life, according to a new survey released today by the Morgan Stanley Alliance for Children's Mental Health (the “Alliance”). The survey polled a nationally representative group of 516 U.S. teens ages 15-19 to gather insights regarding the impact of the COVID-19 pandemic on mental health. Following a year that included remote learning and disruption of dail

Morgan Stanley Survey Reveals Nearly Half of U.S. Teens are Concerned About Experiencing Anxiety in Returning to Regular Activities

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced the sixth cohort of the Multicultural Innovation Lab, an accelerator program for technology and technology-enabled startups in the post‐seed to Series B funding rounds. The program, now in its fifth year and with 51 total participating companies to date, targets startups with a multicultural or woman founder, co‐founder, CTO or other C-suite member that is developing innovative solutions across sectors. Through the Lab, Morgan Stanley ma

Morgan Stanley Selects 8 Startups for 6th Cohort of Multicultural Innovation Lab Supporting Diverse Founders

NEW YORK--(BUSINESS WIRE)--Jonathan Pruzan, Chief Operating Officer of Morgan Stanley, will speak at the Barclays Global Financial Services Conference, which will be held in a virtual format on Tuesday, September 14, 2021, at 2:45 p.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 investment banking, securities, wealth management a

Jonathan Pruzan to Speak at the Barclays Global Financial Services Conference

Alibaba

PayPal

UnitedHealth Group

Mega-cap stocks are not as exciting as the latest growth plays, but they offer stable growth with minimal risk during times of volatility. The post 7 Strong Mega-Cap Stocks to Snap Up For Dividends and Growth appeared first on InvestorPlace.

7 Strong Mega-Cap Stocks to Snap Up For Dividends and Growth

News for Morgan Stanley Stock (MS)