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

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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

AbbVie

Allstate

Anthem

Best Buy

Bristol-Myers

Goldman Sachs

Huntington Ingalls Industries

L3Harris

Medifast

SPDR S&P 500 ETF Trust

This monthly series ranks a selection of dividend growth stocks in Dividend Radar and presents the ten top-ranked stocks for consideration.

10 Dividend Growth Stocks For August 2021

Broadcom

Intel

Micron Technology

NVIDIA

iShares PHLX Semiconductor ETF

Semiconductor stocks have fallen sharply this week. Watch for a chart-driven bounce in this industry-themed ETF and leading sector name.

Chart Support May Provide Circuit Breaker for Falling Chip Stocks

Evercore

Jefferies Financial Group Inc

Moelis

Investment banks like Goldman (GS), Morgan Stanley (MS), Moelis & Company (MC), Evercore (EVR) and Jefferies (JEF) are taking full advantage of booming global M&A activities and are likely to witness impressive performance in 2021.

5 Investment Banks Riding on Improving Global M&A Trends

Morgan Stanley interns say they would like more work flexibility — even as their hard-charging CEO rails against the growing work-from-home movement.

Morgan Stanley interns favor flexibility as CEO blasts working from home

Applied Materials

Activision Blizzard

Bank of New York Mellon

Cintas Corp

Domino's Pizza

Home Depot

Humana

Intercontinental Exchange

JPMorgan Chase & Co

Lockheed Martin

Lowe's

Lam Research

Mastercard

MarketAxess Holdings

Northrop Grumman

Northern Trust

Roper Technologies

Charles Schwab

Sherwin-Williams

SS&C Technologies Hlds

Thermo Fisher Scientific

T. Rowe Price Group

Tractor Supply

Texas Instruments

UnitedHealth Group

Visa

ViacomCBS

I present 30 High Growth Dividend Stocks for consideration in August 2021. There are 4 new stocks on this month's watchlist, 3 with dividend yields above 2%.

High Growth Dividend Stocks For August 2021

Bank of America

Citigroup

Wells Fargo

Major players on Wall Street are beginning to push back their return-to-office dates because of surging Covid-19 cases.

Big banks are starting to push back their return to offices in response to Delta variant

Amgen

Bank of Montreal

CMS Energy

Darden Restaurants

DTE Energy

Enterprise Products Partners

Evergy Inc

General Mills

Kellogg

Kimberly-Clark

Alliant Energy

Principal Financial Group

Philip Morris

Rogers Communications

Royal Bank of Canada

Southern Company

Sempra Energy

Toronto-Dominion Bank

Truist Financial

WEC Energy Group

There are 24 High-Yield Dividend Stocks on the August 2021 watchlist. The watchlist gained 1.54% in July and is up over 37% since November 2020.

High Yield Dividend Stocks For August 2021

CONSOL Energy

Cooper Companies

Lennar

Invesco S&P SmallCap 600 Pure Value ETF

Domtar

Veritiv

These cheap value stocks are strong and competitive companies traded at discounted price levels -- and they could mean solid returns. The post 7 Cheap Value Stocks To Buy For August 2021 appeared first on InvestorPlace.

7 Cheap Value Stocks To Buy For August 2021

American States Water

Cummins

Dividends are the foundation of our goal to reach financial freedom. We continuously invest in dividend growth stocks to grow our passive income. If the goal is to produce a passive income stream that will one day cover our expenses, making sure that income stream grows is critical. Without growth, your dividend income stream will lose purchasing power to inflation.

3 Dividend Increases Expected In August 2021

News for Morgan Stanley Stock (MS)