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.

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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

Goldman Sachs

Wells Fargo

The Federal Reserve announced on June 24 that all 23 of the major U.S. banks passed stress tests designed to see how they would perform under different recessionary scenarios. This paved the way for the companies to return capital to shareholders, with nearly every bank announcing a sizeable dividend increase after not doing so last year due to the uncertainty regarding the Covid-19 pandemic.

3 Financial Giants Announcing Tremendous Dividend Increases

Morgan Stanley (MS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Morgan Stanley (MS) is Poised to Beat Earnings Estimates Again

The investment banking giant just doubled its dividend payout. So, yup, it's worth a look.

Is Morgan Stanley the Dividend Stock for You?

Morgan Stanley has purchased 28,289 shares of Grayscale Bitcoin Trust (GBTC) for its Europe Opportunity Fund, according to a recent SEC filing. The Europe Opportunity Fund is a mutual fund that holds a variety of Europe-based companies both in and out of the tech space.

Morgan Stanley Just Purchased a Huge Amount of Grayscale Bitcoin Trust

Blackrock Inc

Blackstone Group

Caterpillar

NIKE

Royal Bank of Canada

Walmart

Interest rates are on the rise. So, it's the ideal time to invest in attractively priced stocks set to benefit from this development.

7 Stocks That Could Be Big Winners From Increasing Interest Rates

LONDON (Reuters) -Retail investors currently account for roughly 10% of daily trading volume on the Russell 3000, the broadest U.S. stocks index, after peaking at 15% in September as lockdown boredom and extra savings triggered interest in stock markets, Morgan Stanley said on Wednesday.

Retail traders account for 10% of U.S. stock trading volume - Morgan Stanley

Bank of America

JPMorgan Chase & Co

Income investors might want to start paying attention to the financial sector.

These 5 Bank Stocks Just Increased Their Dividends

Citigroup

Following successful stress testing, banks will have much more autonomy to return capital to shareholders.

Big Banks Launch a Flurry of Dividend Increases: Here Are the Winners and Losers

Benzinga's PreMarket Prep airs every morning from 8-9 a.m. ET. During that fast-paced, highly informative hour, traders and investors tune in to get the major news of the day, the catalysts behind those moves and the corresponding price action for the upcoming session.

PreMarket Prep Stock Of The Day: Morgan Stanley

The tech-heavy Nasdaq also pulled off a new closing high.

S&P 500 Nabs Another Record High As Morgan Stanley, Goldman And Chipmakers Soar

Some great news for a key income-producing sector of the market could provide more optimism.

Why Dividend Investors Are Sending Stock Markets Higher on Tuesday

CitiGroup was the only major US bank to not increase its dividend payments following the successful stress test.

US banks authorize $20 billion in buybacks and add $2 billion in dividend payments after Fed stress test shows they can withstand a financial crisis

Grayscale Bitcoin Trust

Financials Head Higher After Banks Pass Stress Tests

iShares U.S. Dividend & Buyback ETF

The Case-Shiller U.S. Home Price Index for April posted its highest figures in more than 30 years of this survey.

Case-Shiller Reports Record +14.6% in April, New Bank Dividends

Case-Shiller Home Price Hits Highest in Years

Major banks including Morgan Stanley (MS), Goldman (GS), JPMorgan (JPM), BofA (BAC), Wells Fargo (WFC) & PNC Financial (PNC) intend to boost capital plans, while Citigroup (C) plans to keep the same unchanged.

Big Banks to Reward Investors With Dividend Hikes & Buybacks

AFP via Getty ImagesFive of the six largest U.S. banks said Monday they would hike their payouts after the Federal Reserve last week lifted previous temporary restrictions on dividends and share buybacks.Morgan Stanley MS doubled its dividend to 70 cents a share and boosted the planned size of its share buy-back program from $10 billion to $12 billion over the the next 12 months.Goldman Sachs GS hiked its payout to $2 from 1.25 a share, JPMorgan JPM to $1 fom 90 cents, Bank of America BAC to 21 cents from 18 cents, and Wells Fargo WFC doubled it to 20 cents a share. CitiGroup C was the only large American bank to keep its dividend unchanged, at 51 cents.Monday's announcements amount to an extra $2billion in dividends to be paid out in the third quarter, according to Financial Times calculations.The Fed had restricted payouts during the pandemic and asked banks to preserve capital.

U.S. banks to pay extra $2 billion in quarterly dividends after Fed's green light

The stock price of Morgan Stanley (NYSE: MS) increased by over 3% pre-market. This is why it happened.

MS Stock Price Increases Over 3% Pre-Market: Why It Happened

US banks have announced huge increases in their dividends after the US Federal Reserve lifted restrictions on payments imposed at the start of the Covid-19 pandemic. Rules were eased after the completion of stress tests last week that showed a robust financial position for all the main banks.

US banks open dividend tap as Covid-19 restrictions lift

Several major American banks announced dividend boosts on Monday, days after the Federal Reserve said all big lenders passed their stress test and lifted the heightened restrictions imposed due to COVID-19.

Big banks hike dividends after passing Fed's stress test

Morgan Stanley is doubling its quarterly dividend from 35 cents a share to 70 cents a share, and buying back up to $12 billion of stock, the company announced Monday.

Morgan Stanley is doubling its dividend and buying back up to $12 billion of stock

Morgan Stanley (NYSE:MS) stock spiked more than 3% in the after-hours trading on Monday after the Federal Reserve released stress test results. The company said it would double its quarterly dividend from $0.35 per share to $0.70 after making the list of big banks that passed the stress test.

Morgan Stanley doubles dividend after passing Fed ‘stress test': time to buy?

Morgan Stanley, JPMorgan Chase & Co, Bank of America Corp. and Goldman Sachs Group said on Monday they were hiking their capital payouts after the U.S. Federal Reserve gave them a clean bill of health following their annual "stress tests" last week.

Morgan Stanley, JPMorgan, Bank of America, Goldman Sachs hike shareholder payouts

Morgan Stanley doubles dividend, B. of A. dividend to increase by 17%

Morgan Stanley said late Monday it will double its quarterly dividend to 70 cents a share, from 35 cents a share, beginning with the dividend expected to be approved by the board in the third quarter. Morgan Stanley also announced a new increased share buyback program of up to $12 billion through June 2022.

News for Morgan Stanley Stock (MS)