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

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Looking Ahead to Big Banks' Q1 Earnings

Morgan Stanley (MS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Morgan Stanley (MS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Morgan Stanley (MS) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

Morgan Stanley (MS): Strong Industry, Solid Earnings Estimate Revisions

The shares of Morgan Stanley (NYSE: MS) have received a price target increase from $95 to $98 by Barclays. These are the details.

Morgan Stanley Stock Price: $98 Target (Up From $95) By Barclays

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) Could Beat Earnings Estimates Again

Morgan Stanley sold about $5 billion in shares of now-collapsed hedge fund Archegos Capital Management the night before a massive securities sale took place, CNBC reported Tuesday, citing unnamed sources familiar with the matter. Archegos' biggest prime broker sold shares in US media and Chinese tech names to a small group of hedge funds late Thursday, March 25, the report said, adding that Morgan Stanley sold the shares at a discount and told the hedge funds that they were part of a margin call that could prevent the collapse of an unnamed client.

Morgan Stanley sold $5 billion in Archegos' stocks just before wave of sales hit rivals

Morgan Stanley sold about $5 billion in Archegos Capital Management's stocks the night before the fire sale hit rivals, CNBC reported on Tuesday citing people with knowledge of the trades. Morgan Stanley had the consent of Archegos, run by former Tiger Management analyst Bill Hwang, to shop around its stock late Thursday, the report said.

Morgan Stanley dumped $5B in Archegos' stocks before fire sale: report

Morgan Stanley sold about $5 billion in Archegos' stocks the night before the fire sale hit rivals, CNBC reported on Tuesday citing people with knowledge of the trades.

Morgan Stanley dumped $5 billion in Archegos' stocks night before fire sale: CNBC

It's a previously unreported detail that shows the extraordinary steps some banks took to protect themselves from incurring losses amid a client's meltdown.

Morgan Stanley dumped $5 billion in Archegos' stocks the night before massive fire sale hit rivals

Chipotle

Johnson & Johnson

Microsoft

Netflix

NIKE

Investors are largely confident kicking off this week following an impressive job report, a $2 trillion infrastructure bill, and vaccine optimism. Q.ai's Artificial Intelligence has brought you this week's top stocks to make the most of this market.

Netflix And Facebook Among Trending Stocks This Week

Morgan Stanley (MS) intends to enhance shareholder value through dividend hike, once restrictions on the same are lifted by the Federal Reserve at June-end.

Morgan Stanley (MS) to Hike Dividend Once the Fed Permits

Morgan Stanley plans to increase the dividend it pays shareholders when restrictions are lifted by the Federal Reserve, according to a letter Chief Executive James Gorman sent to shareholders on Thursday.

Morgan Stanley plans to raise dividend when Fed allows: letter

Morgan Stanley and Goldman Sachs, two of the firms at the center of the Archegos Capital unwinding, played a variety of roles before, during and after the margin call.

Morgan Stanley and Goldman Sachs' roles in volatility of ViacomCBS raises questions

Credit Suisse

Nomura Holdings

Collapse of Archegos has reportedly prompted SEC and FCA inquiries into Credit Suisse, Goldman Sachs, Nomura and others

Top banks could be investigated over $20bn fire sale of hedge fund assets

Goldman Sachs Group Inc. and Morgan Stanley were quick to move large blocks of assets before other large banks that traded with Archegos Capital Management, as the scale of the hedge fund's losses became apparent, according to people with knowledge of the transactions.

Goldman, Morgan Stanley limit losses with fast sale of Archegos Assets: WSJ

Goldman Sachs Group Inc. and Morgan Stanley were quick to move large blocks of assets before other large banks that traded with Archegos Capital Management, as the scale of the hedge fund's losses became apparent, according to people with knowledge of the transactions. The strategy helped limit the U.S. firms' losses in last week's epic stock liquidation, they said.

Goldman, Morgan limit losses linked to Archegos

Goldman and Morgan Stanley had already finished unloading their positions when rivals announced they faced steep losses tied to a hedge fund implosion.

How Goldman and Morgan Stanley avoided losses after fund meltdown burned Nomura, Credit Suisse

Deutsche Bank

The weakness in ViacomCBS triggered a chain of events where brokers rushed to exit the positions on Archegos' behalf and resulted in a massive margin call.

How Archegos' $20 billion move to flee certain names led to banks' share prices tumbling

Barclays

Several global investment banks are facing huge losses after US hedge fund Archegos Capital defaulted on a margin call. The margin call follows around a US$20bn ‘fire sale' of individual stocks late on Friday, including block trades of ViacomCBS (NASDAQ:VIACA), Discovery (NASDAQ:DISCA), GSX Techedu (NYSE:GSX) and other Chinese tech companies, now thought to have been made by Archegos after it suffered significant losses.

Goldman Sachs and other big banks tumble over hedge fund default

Several global investment banks are facing huge losses after US hedge fund Archegos Capital defaulted on a margin call. The margin call follows around a US$20bn ‘fire sale' of individual stocks late on Friday, including ViacomCBS, Discovery, GSX Techedu and other Chinese tech companies, now thought to have been made by Archegos after it suffered significant losses.

Goldman Sachs and other investment banks tumble over US margin call default

Capital One

Restrictions imposed on major banks like Capital One (COF), Wells Fargo (WFC), JPMorgan (JPM), Citi (C), Morgan Stanley (MS), Goldman (GS) & BofA (BAC) will likely end after the results for 2021 stress test come out.

Restrictions on Major Banks' Dividend & Buybacks to End in June

Stocks were under pressure Monday as investors weighed the news that a U.S.-based hedge fund facing a large margin call caused major selloffs in certain stocks last week.

Morgan Stanley and Goldman Sachs Stock Drop. The Stock Market Is Set to Open Lower.

UBS Group AG

Bank stocks like CS stock and NMR stock are stumbling this morning as Wall Street processes what happened with Archegos Capital. The post CS, GS, NMR, MS, DB, UBS: Why Bank Stocks Are Stumbling This Morning appeared first on InvestorPlace.

CS, GS, NMR, MS, DB, UBS: Why Bank Stocks Are Stumbling This Morning

The Federal Reserve will end its restrictions on bank dividends and buybacks for most institutions on June 30 as long as they pass the current round of stress tests, the central bank announced Thursday.

The Fed will lift restrictions on dividends and buybacks for most banks after June 30

Despite the dire economic scenario, banks proved resilient during the crisis.

News for Morgan Stanley Stock (MS)