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 Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 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

Morgan Stanley said on Monday it had doubled its quarterly dividend to 70 cents per share.

Morgan Stanley doubles quarterly dividend, increases share buyback

Banks have regained flexibility in how they choose to dole out capital to shareholders in the form of dividends and buybacks.

Morgan Stanley doubles its dividend as banks start to raise payouts following Fed stress tests

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) announced that it will double its quarterly common stock dividend to $0.70 per share from the current $0.35 per share, beginning with the common dividend expected to be declared by the Firm's Board of Directors in the third quarter of 2021. In addition, the Firm announced a new increased repurchase authorization of outstanding common stock of up to $12 billion through June 30, 2022. James P. Gorman, Chairman and Chief Executive Officer of Mor

Morgan Stanley Announces 100% Increase of Its Quarterly Dividend from $0.35 to $0.70 Per Share and Authorization of the Repurchase of up to $12 Billion of Common Stock Over the Next 12 Months

Bed Bath & Beyond

Intel

Microsoft

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 Microsoft Corporation among others.

Microsoft Corporation Among Today's Trending Stocks

Bank of America

Citigroup

Capital One

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

As Fed removes restrictions on dividends and share repurchases, major banks like JPMorgan (JPM), BofA (BAC), Citigroup (C), Goldman (GS), Wells Fargo (WFC), Capital One (COF) & Morgan Stanley (MS) will likely come up with huge plans.

Fed Gives Nod to Banks' Dividend Hikes & Buybacks: What's Next?

The Fed believes 23 of the largest banks now appear to have "strong capital levels" and would be able to withstand a severe recession.

US banks get all-clear on resuming limit-free share buybacks after passing Fed stress tests

Is now the time to invest in banking stocks after the recent Fed stress test?

Which Bank Stock to Buy after Fed Stress Test?

Large banks will no longer face pandemic-era restrictions on how much they can spend buying back stock and paying dividends, the Federal Reserve announced Thursday after finding the firms would remain well capitalized in its latest stress test.

Banks clear Fed stress test, paving way to boost buybacks, dividends

If there was an anticlimactic note to this year's test, it's because the industry underwent a real-life version when the coronavirus pandemic struck.

Federal Reserve gives U.S. banks a thumbs up as all 23 lenders easily pass 2021 stress test

The Federal Reserve has blessed the nation's largest banks with a clean bill of health paving the way for a flood of dividends and buybacks.

Banks pass Fed's stress tests results with flying colors

The nation's largest banks can withstand a severe global recession and, as a result, temporary limits on dividend payments and share buybacks will end after June 30.

The Fed: Fed's stress test shows big banks can withstand global recession, clearing way for payouts, share buybacks to resume

Cardinal Health

Celanese

Kroger

Sempra Energy

SPDR S&P Semiconductor ETF

Retail investors looking for cheap stocks for the second half of 2021 could benefit from researching these seven equities. The post 7 Cheap Stocks to Buy Now While They're Still Cheap appeared first on InvestorPlace.

7 Cheap Stocks to Buy Now While They're Still Cheap

Credit Suisse

Deutsche Bank

Nomura Holdings

U.S. investigators who focus on corporate collusion are examining how global banks handled multibillion-dollar trades with Bill Hwang's Archegos Capital Management, Bloomberg Law reported on Thursday.

Banks involved in Archegos meltdown face DOJ probe - Bloomberg Law

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (MSIM) and the Multicultural Strategy Group today announced it has launched Morgan Stanley Next Level Fund, L.P. (“Next Level” or the “Fund”). The Fund, part of MSIM's Private Credit & Equity platform, will invest in primarily early-stage technology and technology-enabled companies with women or diverse members as part of the founding team from target sectors including technology, consumer/retail, financial technology, healthca

Morgan Stanley Launches Next Level Fund in Partnership with Hearst, Microsoft and Walmart to Invest in Diverse Start-Ups

The largest commercial banks in the U.S. have been relatively quiet over the past year as the regulatory authorities kept them "bottled up" because of the "financial crisis." The "financial crisis" was met with the Fed pumping billions of dollars into the banking system, while these large organizations did practically nothing but clean themselves up.

Large Commercial Banks: Watch Out For Stock Buybacks And Higher Dividends

The Fed's 2021 stress test results will likely permit banks including JPMorgan (JPM), BofA (BAC), Citigroup (C), Goldman (GS), Capital One (COF), Wells Fargo (WFC) & Morgan Stanley (MS) to lift restrictions on dividends and share repurchases.

Stress Test to Allow Banks to Lift Curb on Dividend & Buybacks

Morgan Stanley joins Blackstone and Goldman Sachs in setting conditions related to coronavirus vaccinations for workers returning to the office.

Morgan Stanley will bar workers without Covid vaccinations from most New York offices beginning July 12

Morgan Stanley employees will need to be fully vaccinated against COVID-19 before they can return to their offices in New York City, according to reports Tuesday.

Morgan Stanley workers will need to be fully vaccinated to enter offices: reports

Morgan Stanley's staff and clients will not be allowed to enter the bank's New York offices if they are not fully vaccinated, the Financial Times reported on Tuesday, citing an internal memo.

Morgan Stanley to bar staff, clients without vaccinations from NY offices - FT

Invesco KBW Bank ETF

The country's largest lenders are poised to start issuing as much as $130 billion in dividends and stock buybacks from next month after the U.S. Federal Reserve gives them what is expected to be a clean bill of health on Thursday, said analysts.

U.S. Fed bank stress tests pave way for stock buyback, dividend bonanza

The stock market has been volatile, but it's been a very solid year on -— and for — Wall Street.

The improving economy is great news for banks

Securitize is Morgan Stanley Tactical Value Investing's first investment in the blockchain industry.

Morgan Stanley co-leads $48 million investment in blockchain platform Securitize

Home Depot

Honeywell

For sketchy reasons a "risk off" selling mood blossomed on Friday

Last Week's Stock Market ‘Plummet' Was Healthy Adjustment, Producing Blue-Chip Buying Opportunities

Southwest Airlines

Ampco-Pittsburgh

GATX

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 Southwest Airlines Co among others.

Southwest Airlines Co Ranked Among Today's Trending Stocks

U.S. Bancorp

U.S. Bancorp (USB) CEO Andy Cecere Presents at Morgan Stanley U.S. Financials, Payments & Commercial Real Estate Conference (Transcript)

News for Morgan Stanley Stock (MS)