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

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 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

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

The KBW Bank index reversed course and spiked as much as 1.2% after the central bank signaled two rate hikes before the end of 2023.

Bank stocks surge as Fed signals 2 interest-rate hikes before the end of 2023

Morgan Stanley has hired Greg Weinberger from Credit Suisse Group, a source familiar with the matter said on Wednesday, the most high-profile investment banking departure amid a glut of exits from the Swiss bank in recent weeks.

Morgan Stanley hires senior Credit Suisse dealmaker Weinberger - source

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues: Floating Rate Non-Cumulative Preferred Stock, Series A - $252.78 per share (equivalent to $0.25278 per Depositary Share) 10 Percent Non-Cumulative Non-Voting Perpetual Preferred Stock, Series C - $25.00 per share Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series E - $445.31 per share (equivalent to $0.44531 per Depositary Share) Fixed

Morgan Stanley Declares Quarterly Dividends on Its Preferred Stock

State Street

As operating backdrop normalizes, major banks like JPMorgan (JPM), State Street (STT), Morgan Stanley (MS), Wells Fargo (WFC), Citi (C), Bank of America (BAC) & Goldman (GS) see their businesses reverting back to pre-pandemic levels.

Banks Provide Q2 View as Capital Markets Business Normalizes

JPMorgan Chase & Co. (JPM) CEO Jamie Dimon Presents at Morgan Stanley U.S. Financials, Payments & Commercial Real Estate Conference (Transcript)

Morgan Stanley's wealth management unit could add some $3 trillion in client assets in the next five years as the business adds new ways of reaching clients, the firm's co-president said Monday during a presentation. Andy Saperstein, who leads the firm's wealth offerings and was recently named co-president of Morgan Stanley, said the New York bank is going after a pool of $8 trillion in assets that clients hold in accounts at rival firms.

Morgan Stanley is doubling down on its wealth business, and its co-president says client assets could swell by more than 50%, topping $7 trillion (MS)

Morgan Stanley (MS) co-President, Andy Saperstein Presents at Morgan Stanley U.S. Financials, Payments and CRE Conference - Company Call Transcript

Morgan Stanley's Chief Executive Officer James Gorman said Monday that the blow up of the investing firm Archegos Capital Management earlier this year prompted the bank to review all large, single-name margin positions.

Archegos Capital Management blowup prompted review at Morgan Stanley

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced a donation of $5 million to 22 hunger relief organizations worldwide, equaling 50 million meals, as a result of its latest employee campaign: Move for Meals. From June 1-6, 15,086 employees in more than 533 cities around the world participated in the Move for Meals campaign, walking over 690 million steps to raise funds and awareness for global hunger. The Morgan Stanley Move for Meals campaign builds on the Firm's ongoing commitment to

Morgan Stanley Donates $5 Million to 22 Hunger Relief Organizations Worldwide Through Move for Meals Campaign

Morgan Stanley appointed several executives from E*Trade to senior roles on Wednesday in a leadership shuffle that brings leaders from the online broker into the top ranks of the firm's wealth management division, according to a memo seen by Reuters.

Morgan Stanley appoints E*Trade leaders to top wealth division jobs

Lordstown Motors

ResMed

Checkpoint Therapeutics

Helix Energy Solutions Group

Home Point Capital

Omnicell

Renewable Energy Group

Weatherford International PLC

With the trading day about halfway over, the markets were trading sideways yet again, and it seems like the major averages may be stuck on this plateau.

Lordstown, Morgan Stanley, ResMed and More Wednesday Afternoon Analyst Calls

NEW YORK--(BUSINESS WIRE)--The Morgan Stanley Institute for Sustainable Investing (the Institute) today announced the inaugural cohort of its Sustainable Solutions Collaborative (the Collaborative), an initiative to identify breakthrough innovations that address systemic change to support sustainability. Spanning Africa, and Southeast Asia, Europe and North America, the five winners will participate in a bespoke yearlong strategic collaboration with the Institute where they will tap into the fu

Morgan Stanley Announces Inaugural Winners of the Sustainable Solutions Award and Collaborative

Morgan Stanley will provide financial resources in an agreement with Altius Sports as the firms position for incoming NIL legislation on the collegiate level.

Morgan Stanley has a new pipeline into college athlete compensation

Blackrock Health Sciences Trust

BlackRock Utilities Infrastructure & Power Opportunities Trust

Cornerstone Strategic Value Fund Inc

Cornerstone Total Return Fund Inc

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

Clough Global Opportunities Fund

Clough Global Equity Fund

Clough Global Dividend and Income Fund

Gabelli Utility Trust

Oxford Lane Capital

Oxford Lane Capital Corp 6.75 % Cum Red Pfd Shs Series -2024-

Oxford Lane Capital Corp 7 1/2 % Term Cum Pfd Shs Series -2023-

Brookfield Real Assets Income Fund

Cohen & Steers Quality Income Realty Fund

We recently touched on rights offerings and tender offers, and today we'll discuss at-the-market offerings.

At-The-Market Offerings Are A Win-Win

NEW YORK--(BUSINESS WIRE)--Billion Oyster Project (BOP) and Morgan Stanley (NYSE: MS) today announced BOP's data collection efforts will now be powered by a brand new digital, cloud-based platform that will allow them to accelerate data collection and more effectively manage its efforts to restore and grow oyster beds in and around the New York Harbor area. The project's goal is to scale to one billion oysters by 2035, which will help clarify the water, remove pollutants and restore marine habi

Morgan Stanley Builds Digital Platform to Help Billion Oyster Project Speed Up Oyster Bed Growth

Charles Schwab

The two financial services firms have made huge acquisitions in recent years to diversify income and weather any environment.

Morgan Stanley and Charles Schwab Have Crushed It This Year. Which One Should You Buy?

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced that its Portfolio Risk Platform has once again been recognized for providing innovative risk management technology solutions and analytics that help its Financial Advisors mitigate risk in client portfolios. The Firm has received Aite Group's 2021 Digital Wealth Management Impact Innovation Award in the category of Digital Client Engagement for its risk management capabilities. Aite Group's Digital Wealth Management Impact Innovation aw

Morgan Stanley's Portfolio Risk Platform Receives Additional Industry Recognition for Product Innovation

The Federal Reserve announced Monday that it would publish the results of its annual stress test of the nation's largest banks on June 24.

Federal Reserve to release 2021 bank stress test results June 24

Microsoft

NEW YORK and REDMOND, Wash., June 2, 2021 /PRNewswire/ -- Morgan Stanley and Microsoft Corp. on Wednesday announced a strategic cloud partnership aimed at accelerating the firm's digital transformation and shaping the future of innovation in the financial services industry.

Morgan Stanley and Microsoft collaborate to accelerate cloud transformation

Morgan Stanley's (MS) plan to increase stakes in its Chinese securities and mutual fund joint ventures will support revenue diversification efforts.

Morgan Stanley (MS) to Raise Stakes in China Joint Ventures

IIF CEO Tim Adams said an improving economy will help bank lending and fee income to pick up, while a buoyant markets will boost trading revenue.

U.S. banks are poised for 'record level' earnings in 2021, says IIF

The heads of major U.S. retail banks faced renewed criticism Thursday from Democratic lawmakers who said financial institutions should not have charged Americans billions of dollars in overdraft and other fees during the pandemic.

Wall Street bank CEOs face fee criticism in second round with Congress

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today announced that the Center for Urban Families team has won the twelfth annual U.S. Strategy Challenge, the Firm's flagship pro bono program, which brings together rising talent to help nonprofit organizations solve strategic, mission critical challenges. Over the past eleven weeks, Morgan Stanley employees worked with leadership teams at six nonprofit organizations in a virtual capacity. They provided strategic recommendations to address the nonpro

Center for Urban Families Team Wins Morgan Stanley's Twelfth Annual U.S. Strategy Challenge

NEW YORK--(BUSINESS WIRE)--Andy Saperstein, Co-President of Morgan Stanley, will speak at the Annual Morgan Stanley U.S. Financials, Payments & CRE Conference which will be held in a virtual format on Monday, June 14, 2021 at 8:45 a.m. (ET). James Gorman, Chairman and Chief Executive Officer of Morgan Stanley, will speak on Monday, June 14, 2021 at 11:45 a.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. M

James Gorman and Andy Saperstein to Speak at the Annual Morgan Stanley U.S. Financials, Payments & CRE Conference

It's time the nation's biggest banks like Citigroup and Goldman Sachs create a Quantum Task Force to promote quantum and post-quantum solutions to cyberattack not just for themselves but throughout the financial system.

News for Morgan Stanley Stock (MS)