Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

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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.

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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

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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.

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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

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Cash from other sources

Net change in cash

Free cash flow

When stocks are moving higher, the markets are full of remorseful sellers. These investors and traders regret selling their stocks after the price eventually moves higher.

Stock Of The Day: Morgan Stanley — False Breakout Or New Uptrend?

Morgan Stanley (NYSE:MS) shares rebounded on Tuesday afternoon after the bank reported a rise in second-quarter profit driven by a rebound in investment banking activities, particularly in equity and debt underwriting. Despite this, wealth management revenue saw only marginal growth, contrasting with stronger performance in previous years.

Morgan Stanley reports strong Q2 results driven by investment banking revival

Morgan Stanley (NYSE:MS ) Q2 2024 Earnings Conference Call July 16, 2024 9:30 AM ET Company Participants Ted Pick - CEO Sharon Yeshaya - CFO Conference Call Participants Glenn Schorr - Evercore Ebrahim Poonawala - Bank of America Mike Mayo - Wells Fargo Securities Dan Fannon - Jefferies Brennan Hawken - UBS Devin Ryan - JMP Securities Steven Chubak - Wolfe Research Gerard Cassidy - RBC Saul Martinez - HSBC Operator Good morning. Welcome to Morgan Stanley's Second Quarter 2024 Earnings Call.

Morgan Stanley (MS) Q2 2024 Earnings Call Transcript

Bank of America

UnitedHealth Group

We hit the ground running in this morning's pre-market. Q2 earnings season for the next four weeks will bring us key performance numbers from all manner of publicly traded equities, while key economic data helps us interest-rate prognosticators keep tabs on the odds of a pending interest rate cut.

Retail Sales Came in Better Than Expected

Morgan Stanley stock moved into positive territory Tuesday as investors parse the investment banking firm's second-quarter earnings report.

Morgan Stanley Stock Swings Higher After Impressive Earnings

Any investors still hoping for a July rate cut based on economic prints, we can uncross our fingers now.

Econ Reports, Q2 Earnings Take July Rate Cut Off the Table

Morgan Stanley (MS) posted strong second-quarter top- and bottom-line results despite sluggish growth in the bank's wealth-management business Tuesday.

Morgan Stanley Stock Jumps After Better-Than-Expected Q2 Earnings

Charles Schwab

Bank earnings are flooding in, with Morgan Stanley (NYSE:MS) and Charles Schwab Corporation (NYSE:SCHW) among the latest to report second-quarter results.

Options Traders Target 2 Bank Stocks After Earnings

The resurgence of the capital markets businesses majorly supports Morgan Stanley's (MS) Q2 earnings, while the muted wealth management business acts as a spoilsport.

Morgan Stanley (MS) Q2 Earnings Beat on Robust IB & Trading

Morgan Stanley (MS) came out with quarterly earnings of $1.82 per share, beating the Zacks Consensus Estimate of $1.65 per share. This compares to earnings of $1.24 per share a year ago.

Morgan Stanley (MS) Q2 Earnings and Revenues Surpass Estimates

Morgan Stanley's net income rose to $3.1 billion, or $1.82 per share, in the three months ended June 30. That compares with $2.2 billion, or $1.24 per share, a year earlier.

Morgan Stanley's profit jumps as investment banking recovers

Morgan Stanley said second-quarter profit and revenue topped analysts' estimates on stronger-than-expected trading and investment banking results.

Morgan Stanley shares drop after wealth management misses on plunging interest income

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today reported net revenues of $15.0 billion for the second quarter ended June 30, 2024 compared with $13.5 billion a year ago. Net income applicable to Morgan Stanley was $3.1 billion, or $1.82 per diluted share, compared with net income of $2.2 billion, or $1.24 per diluted share, for the same period a year ago.

Morgan Stanley Second Quarter 2024 Earnings Results

Morgan Stanley MS is scheduled to release its financial results for the second quarter, before the opening bell on Tuesday, July 16.

Morgan Stanley Likely To Report Higher Q2 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

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Tapestry

CNBC's Jim Cramer on Monday named stocks that could stand to see gains if former President Donald Trump returns to office, as well as ones that may notch losses. "After this weekend, it sure seems like the Trump stocks are back," he said.

Jim Cramer names stocks that could rally, or fall, during another Trump presidency

Investors will be looking for further signs of a revival in deals when Morgan Stanley reports second-quarter earnings on Tuesday morning.

Morgan Stanley Earnings: Wall Street Expects Rise in Profit, Wealth Management

Morgan Stanley is scheduled to report earnings before Tuesday's open. The stock is currently trading near $105/share.

Earnings Preview: What To Expect From Morgan Stanley

Citigroup

Wells Fargo

Bond yields for three of the four biggest money-center banks have continued to tighten against Treasurys following their earnings updates, in a positive sign of demand ahead of billions of dollars in fresh debt expected from the banks.

Bank bond spreads tighten as earnings spark buying ahead of fresh debt offerings

With this example, the trader either generates a 1.76% return in a few days, or gets to purchase MS stock at a reasonable discount on the current price.

MS Stock Today: Take Advantage Of Earnings Volatility With A Morgan Stanley Cash-Secured Put

Morgan Stanley's (MS) second-quarter 2024 earnings are expected to have been positively impacted by a decent trading performance.

IB, Trading to Support Morgan Stanley's (MS) Q2 Earnings

Morgan Stanley MS will release its financial results for the second quarter, before the opening bell on Tuesday, July 16.

How To Earn $500 A Month From Morgan Stanley Stock Ahead Of Q2 Earnings Report

LOS ANGELES, CA / ACCESSWIRE / July 13, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Of Morgan Stanley With Losses Are Encouraged To Contact As The Schall Law Firm Initiates A Probe Into Claims

In the most recent trading session, Morgan Stanley (MS) closed at $104.09, indicating a -0.53% shift from the previous trading day.

Morgan Stanley (MS) Stock Sinks As Market Gains: Here's Why

LOS ANGELES, CA / ACCESSWIRE / July 12, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Morgan Stanley Investors With Losses Are Urged To Reach Out As The Schall Law Firm Begins An Investigation Into Allegations

LOS ANGELES, CA / ACCESSWIRE / July 11, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

News for Morgan Stanley Stock (MS)