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

Morgan Stanley unveiled a series of management changes on Thursday, naming Ted Pick and Andy Saperstein as co-presidents of the bank. Pick currently heads Morgan Stanley's Institutional Securities business and will now also be responsible for Morgan Stanley's international operations and become the co-head of strategy and execution.

Morgan Stanley unveils management changes, names Ted Pick and Andy Saperstein co-presidents

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced that Ted Pick and Andy Saperstein have been named Co-Presidents of Morgan Stanley. Both executives are long-serving employees in key management positions, and both head world-class businesses with market leadership positions. Mr. Pick leads Morgan Stanley's Institutional Securities business and will now also be responsible for Morgan Stanley's international operations and become the Co-Head of Firm Strategy and Execution. Mr.

Morgan Stanley Announces Key Leadership Changes

Morgan Stanley Chief Executive Officer James Gorman has unveiled a slew of leadership changes at the bank with eyes on a successor for the top job, Bloomberg News reported on Thursday.

Morgan Stanley CEO shakes up leadership with eyes on a successor - Bloomberg News

Eaton Vance Enhanced Equity Income Fund

Eaton Vance Enhanced Equity Income Fund II

Eaton Vance Tax-Managed Buy-Write Income Fund

Eaton Vance Tax-Advantaged Global Dividend Income Fund

Eaton Vance Risk-Managed Diversified Equity Income Fund

Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

Eaton Vance Tax-Managed Diversified Equity Income Fund

Eaton Vance Tax-Advantaged Dividend Income Fund

Eaton Vance Tax-Advantaged Bond & Opportunity Stategies Fund

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

BOSTON, May 13, 2021 /PRNewswire/ -- Eaton Vance Management ("Eaton Vance"), an indirect wholly-owned subsidiary of Morgan Stanley (NYSE: MS), announced today that Michael A. Allison, CFA, CFP®, Vice President and director of equity strategy implementation will retire from Eaton Vance on or about December 31, 2021.

Eaton Vance Announces Upcoming Retirement of Michael A. Allison

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

The U.S. Federal Reserve has asked lenders to start providing information on the measures they are taking to mitigate climate change-related risks to their balance sheets, according to four people with knowledge of the matter.

Exclusive: Fed privately presses big banks on risks from climate change

NIKE

Activision Blizzard

Intel

Q.ai runs daily factor models to get the most up-to-date readings on stocks and ETFs. And our deep-learning algorithms have dug the details on the top trending stocks for May, including Nike and Facebook.

Nike And Facebook Among The Top 5 Trending Stocks For May

Credit Suisse

Mitsubishi UFJ Financial

Nomura Holdings

UBS Group AG

Banks like Credit Suisse (CS), Morgan Stanley (MS), Nomura (NMR) and UBS Group (UBS) are tightening lending terms of some of their hedge fund clients to prevent events like the Archegos collapse.

Credit Suisse & Others Tighten Lending Terms in Archegos Collapse

Fifth Third Bancorp

These banking stocks emerged stronger from the coronavirus pandemic and are now marching along with incredible first-quarter earnings results. The post 3 Banking Stocks With Earnings You Can't Ignore appeared first on InvestorPlace.

3 Banking Stocks With Earnings You Can't Ignore

As China Fortune is seeking buyers for its stakes in two joint ventures with Morgan Stanley (MS), the U.S. bank is expected to gain almost full control of these ventures.

Morgan Stanley (MS) Expected to Gain Full Control of Two China JVs

NEW YORK & WASHINGTON--(BUSINESS WIRE)--Morgan Stanley and Howard University today announced the first cohort of students from Howard selected to participate in Morgan Stanley's inaugural HBCU Scholars Program, an integrated program to support students at three Historically Black Colleges and Universities (HBCUs). Five outstanding first-year students have been selected to receive the four-year scholarships to Howard, which will cover tuition, room and board in order to fully remove financial ba

Morgan Stanley and Howard University Announce Inaugural Class of HBCU Scholars Program

Morgan Stanley's share price fell after its Q1 2021 results were reported. Despite the Archegos debacle, the bank is poised to perform well due to its acquisitions of E*Trade and Eaton Vance.

Morgan Stanley: Short-Term Problems, Long-Term Growth

ATLANTA & NEW YORK--(BUSINESS WIRE)--Morgan Stanley and Morehouse College today announced the first cohort of Morehouse students selected to participate in Morgan Stanley's inaugural HBCU Scholars Program, an integrated initiative to support students at three Historically Black Colleges and Universities (HBCU). Five outstanding first-year students have been selected to receive the four-year scholarships to Morehouse, which will cover tuition and room and board in order to fully remove financial

Morgan Stanley and Morehouse College Announce Inaugural Class of HBCU Scholars Program

Cabot

J & J Snack Foods

TEGNA

Top Ranked Income Stocks to Buy for April 27th

JPMorgan, Bank of America, Goldman Sachs, and Morgan Stanley all tapped the bond markets following stellar first quarter earnings.

Why 4 Major Banks Just Issued $40 Billion in Bonds

The shares of Morgan Stanley (NYSE: MS) have received a $91 price target by Berenberg. These are the details.

MS Stock Price: $91 Target (Up From $67) By Berenberg

Just like Black Friday signals the start of the holiday shopping season, when you see financial giants in the news for their corporate reports, you know earnings season is nigh.

Setting the Summer Scene for Bank Stocks

The bank posted over $15 billion in revenue with strong growth in its investment and wealth management segments.

Morgan Stanley Posts Record Profit Despite Losses from Archegos

The loss shouldn't stop you from considering an investment in this global financial services company.

How Morgan Stanley Lost Almost $1 Billion Last Quarter -- on 1 Client

Record-breaking Wall Street bank bond offerings in recent days are being driven by a combination of extraordinary market conditions and regulatory decisions that can be traced to the government's pandemic relief efforts, said analysts.

Analysis: U.S. banks' bond bonanza driven by extraordinary market conditions, regulatory decisions

In the stock market, some price levels are more important than others. Sometimes the reason for the importance isn't clear.

Morgan Stanley Shares Are At A Critical Support Level

Morgan Stanley (NYSE: MS) reported Q1 results last week; total revenue has increased by 60.7%, and the Board of directors declared a $0.35/quarterly share dividend, which is in line with previous. Despite better than expected earnings results, shares of this bank are still trading below $80 resistance.

Morgan Stanley stock struggling at $80 resistance after better than expected Q1 results

Boeing

Coca-Cola

Walmart

Alcoa

Boeing, Morgan Stanley, Walmart, Alcoa and Coca-Cola were our top stock trades for Monday. Let's look at how the charts set up for next week.

5 Top Stock Trades for Monday: BA, MS, WMT, AA, KO

Morgan Stanley lost nearly $1 billion from the collapse of family office Archegos Capital Management, the bank said Friday, muddying its 150 percent jump in first-quarter profit that was powered by a boom in trading and deal-making. Morgan Stanley was one of several banks that had exposure to Archegos, which defaulted on margin calls late last month and triggered.

Morgan Stanley reveals nearly $1B loss from Archegos implosion

Investment bank beats earnings, revenue expectations

Morgan Stanley Reports Record 1st-Quarter Results

Morgan Stanley (MS) CEO James Gorman on Q1 2021 Results - Earnings Call Transcript

News for Morgan Stanley Stock (MS)