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

SEATTLE, July 20, 2021 /PRNewswire/ -- Parametric Portfolio Associates LLC (Parametric), the leading separately managed account (SMA) manager,1 today announced the launch of Parametric Tax Harvest Core, extending the range of tax-managed SMA solutions offered by Parametric to financial advisors and investors. Parametric Tax Harvest Core is designed to meet the needs of U.S. taxable investors with portfolios of $100,000 or above, a lower minimum than most tax-managed custom SMAs available today.

Parametric Launches Tax Harvest Core Separately Managed Accounts

NEW YORK--(BUSINESS WIRE)--Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired a controlling interest in Alliance Technical Group (“Alliance” or the “Company”), from Align Capital Partners. MSCP is partnering with the current management team led by CEO Chris LeMay, who will continue to lead the business. Headquartered in Decatur, AL, Alliance is the leading provider of regulato

Morgan Stanley Capital Partners Completes Investment in Alliance Technical Group

Nasdaq

Citigroup

Goldman Sachs

SVB Financial Group

Nasdaq Private Market to be spun out from Nasdaq and contributed to the joint venture Nasdaq Private Market to be spun out from Nasdaq and contributed to the joint venture

Nasdaq, SVB, Citi, Goldman Sachs, and Morgan Stanley Launch New Platform for Trading Private Company Stock

Bank of America

JPMorgan Chase & Co

Wells Fargo

With second-quarter earnings season now underway, let's take a closer look at how the group of big banks performed during the period. The post Here's How the Big Banks' Earnings Stacked Up appeared first on InvestorPlace.

Here's How the Big Banks' Earnings Stacked Up

Boeing

Delta Air Lines

Mastercard

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Q.ai runs daily factor models to get the most up-to-date reading on stocks and ETFs. Today, our deep-learning algorithms have identified The Boeing Company, among others.

The Boeing Company Ranked Among Today's Trending Stocks

Ally Financial

Sierra Bancorp

First Busey

Dollar General

FS Bancorp

Gladstone Investment

Gladstone Investment Corporation - 6.375% PRF REDEEM 31/08/2025 USD 25 - Ser E

Gladstone Investment Corp 6 1/4% Cum Term Pfd Shs Series D

Gladstone Land

Parke Bancorp

Riverview Bancorp

Star Group

Simpson Manufacturing

Zoetis

A weekly summary of dividend activity for Dividend Challengers. Companies which changed their dividends.

Dividend Challenger Highlights: Week Of July 18

The shares of Morgan Stanley (NYSE: MS) have received a price target of $105. These are the details.

MS Stock: $105 Target From Argus

Charles Schwab

Another earnings season descended upon Wall Street this week, with bank stocks leading the charge.

Stocks Struggle for Direction as Banks Jumpstart Earnings Season

Banks have been on a shopping spree for the past year — and that's raising some alarm bells in Washington.

Big banks are getting even bigger, raising alarms in Washington

Morgan Stanley (NYSE:MS) reported its fiscal second-quarter results on Thursday morning, beating analyst expectations on revenue and earnings. As a result, the MS stock price surged 2.88% before pulling back in later for a net intraday gain of just 0.43%.

Morgan Stanley price prediction after smashing analyst expectations

Love him or hate him, Elon Musk is a lightning rod for analysts. His efforts have been both praised for their visionary approach (Tesla electric automobiles; Boring Co.) and derided as distractions (Tesla Semi, SolarCity).

Where's Elon? Morgan Stanley report concludes eVTOLs are in Tesla's future

Morgan Stanley boss James Gorman doubled down on his stance against working from home, saying there's no substitute for schlepping into the office and toiling with colleagues in person. “I fundamentally believe the way you and I develop our career is by being mentored and by watching and experiencing the professional skills of those who.

Morgan Stanley CEO doubles down against working from home

Morgan Stanley (MS) CEO James Gorman on Q2 2021 Results - Earnings Call Transcript

Morgan Stanley said robust dealmaking and wealth management revenues pushed quarterly profits 10 percent higher from a year earlier, beating analysts' expectations.

Morgan Stanley posts strong earnings as aggressive acquisitions buoy revenue

Morgan Stanley (MS) records a rise in revenues and higher expenses in the second quarter of 2021.

Morgan Stanley (MS) Stock Declines Despite Q2 Earnings Beat

The shares of Morgan Stanley (NYSE: MS) are muted this morning, last seen up 0.8% at $93.19 following the company's second-quarter earnings report.

Options Traders Blast MS After Muted Earnings Reaction

Morgan Stanley (MS) delivered earnings and revenue surprises of 15.95% and 6.00%, respectively, for the quarter ended June 2021. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Q2 Earnings and Revenues Beat Estimates

Morgan Stanley (NYSE: MS) reported its financial results for the second quarter on Thursday that beat Wall Street estimates. The company's trading revenue, however, missed expectations by a significant margin.

Here's what Morgan Stanley's Q2 earnings report tells us

The bank's provision for credit losses on loans and lending commitments fell to $73 million for the second quarter of 2021, from $239 million last year.

Morgan Stanley's fixed-income sales and trading miss overshadows 2nd-quarter earnings beat

Shares of Morgan Stanley slumped 1.6% in premarket trading Thursday, after the brokerage and money management company reported profit and revenue that beat expectations, but trading revenue that fell well short of forecasts. Net income was $3.51 billion, or $1.85 a share, after $3.20 billion, or $1.96 a share, in the year-ago period.

Morgan Stanley stock falls after profit and revenue beat expectations, but trading fell short

Morgan Stanley reported a big jump in quarterly profit on Thursday, comfortably beating Wall Street expectations, as its investment banking business benefited from record levels of activity in deal making and capital markets.

Morgan Stanley beats profit estimates on capital market, deal-making boom

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $14.8 billion for the second quarter ended June 30, 2021 compared with $13.7 billion a year ago. Net income applicable to Morgan Stanley was $3.5 billion, or $1.85 per diluted share,1 compared with net income of $3.2 billion, or $1.96 per diluted share,1 for the same period a year ago. The comparisons of current year results to prior periods were impacted by the acquisitions of E*TRADE Financial Corporation (“E*

Morgan Stanley Second Quarter 2021 Earnings Results

Morgan Stanley may be ideally suited for the moment.

Morgan Stanley is set to report second-quarter earnings – here's what the Street expects

SmileDirectClub

Tilray Brands

Morgan Stanley, Wells Fargo, SmileDirectClub and Tilray were our top stock trades for Thursday. Let's look at how the charts are setting up.

4 Top Stock Trades for Thursday: WFC, SDC, MS, TLRY

The start of big bank earnings has proved promising for the group, three market analysts say.

News for Morgan Stanley Stock (MS)