Revenue segments as reported by the company.

Investment banking

Trading

Investments

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Asset management

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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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

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Marketing and business development

Provision for credit losses

Other Non‐compensation

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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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

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.

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Free cash flow

While it doesn’t have immediate or direct implications for actively managed exchange traded funds, Morgan Stanley’s $7 billion acquisition of mutual fund manager Eaton Vance underscores the point that active management is still desirable on multiple fronts. Eaton Vance has some experience with actively managed exchange traded funds, previously listing some products under the NextShares [.

Morgan Stanley Deal for Eaton Vance Highlights Active Management Allure

Morgan Stanley (MS) enters into a cash-and-stock deal to acquire Eaton Vance (EV) for about $7 billion.

Morgan Stanley Inks Deal to Acquire Eaton Vance, Boosts AUM

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

The U.S. bank sector has been pummeled this year but investors hunting for bargains there may need deep reserves of patience as banks are particularly sensitive to low interest rates, the uneven economic recovery and the muddy stimulus outlook.

U.S. bank stocks are fine, if you are rich in patience

Wall Street banks are on track for a record year of revenue from trading U.S. government-backed mortgage debt, industry sources told Reuters, amid a surge in demand - from the Federal Reserve in its battle against the pandemic, and from investors hunting yield.

'Treasuries on steroids': U.S. banks' mortgage bond trading bonanza

Investment bank Morgan Stanley (NYSE: MS) on Thursday disclosed entering into a definitive agreement to acquire Boston-based investment management company Eaton Vance Corp (NYSE: EV). The purchase consideration is estimated at $7 billion, payable partly in cash, and the balance through stocks.

Morgan Stanley To Acquire Eaton Vance In $7B Cash And Stock Deal

NEW YORK, Oct. 8, 2020 /PRNewswire/ -- WeissLaw LLP is investigating possible breaches of fiduciary duty and other violations of law by the board of directors of Eaton Vance Corp. ("EV" or the "Company") (NYSE: EV) in connection with the proposed acquisition of the Company by Morgan...

SHAREHOLDER ALERT: WeissLaw LLP Investigates Eaton Vance Corp.

The moves complete Morgan Stanley’s shift from being a firm dominated by traders and investment bankers to one where money management rules.

With $20 billion in deals this year, Morgan Stanley pivots further away from risky Wall Street

Eaton Vance (EV) stock is leading merger and acquisition (M&A) news Thursday on a $7 billion deal with Morgan Stanley (MS). The post M&A News: Eaton Vance Stock Shoots 48% Higher on $7 Billion Morgan Stanley Takeover appeared first on InvestorPlace.

M&A News: Eaton Vance Stock Shoots 48% Higher on $7 Billion Morgan Stanley Takeover

Morgan Stanley will pay a $60 million penalty after a U.S. banking regulator found the firm lacked proper oversight as it decommissioned two business data centers.

Morgan Stanley to pay $60 million penalty for insufficient oversight of data centers

The deal will help boost the impact of Morgan Stanley's investment management division and help diversify revenues from the investment bank division.

Morgan Stanley to Acquire Eaton Vance in $7 Billion Deal

Even Wall Street is excited about Wall Street's prospects.

Morgan Stanley's Shopping Spree Sends Stock Markets Higher

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLP, a global investor rights law firm, is investigating whether the sale of Eaton Vance Corp. (NYSE: EV) to Morgan Stanley is fair to Eaton Vance shareholders. On behalf of Eaton Vance shareholders, Halper Sadeh LLP may seek increased consideration for shareholders, additional disclosures and information concerning the proposed transaction, or other relief and benefits. If you are an Eaton Vance shareholder and would like to discuss your legal rights and

Eaton Vance Merger Investigation: Halper Sadeh LLP Announces Investigation Into Whether the Sale of Eaton Vance Corp. Is Fair to Shareholders; Investors Are Encouraged to Contact the Firm – EV

The asset manager is being swallowed up, with shareholders getting a nice premium from an industry giant.

Why Eaton Vance Stock Rocketed as Much as 48% Today

The 12 largest U.S. banks are expected to post profits for the third quarter.

Deep Dive: Get ready for a good earnings season for big U.S. banks

James Gorman is becoming a shopaholic on Wall Street. The Morgan Stanley chief announced early Thursday that his megabank is buying Boston-based fund manager Eaton Vance for $7 billion — just days after Morgan Stanley completed its $13 billion, all-stock acquisition of E*Trade Financial.

Morgan Stanley acquires Eaton Vance in $7 billion deal

Morgan Stanley agreed to purchase asset manager Eaton Vance just days after finishing its acquisition of discount brokerage E-Trade. The post Morgan Stanley Eyes More Stability With Latest Acquisition appeared first on Investor's Business Daily.

Morgan Stanley Eyes More Stability With Latest Acquisition

Just days after completing its acquisition of E*Trade, Morgan Stanley (NYSE: MS) announced Thursday that it has signed an agreement to acquire financial services firm Eaton Vance Corp.

Why Morgan Stanley Is Paying Such a High Premium for Eaton Vance

Morgan Stanley said Thursday it has agreed to acquire asset manager Eaton Vance Corp. in a cash-and-stock deal with an equity value of about $7 billion. The deal will boost Morgan Stanley Investment Management to a firm with about $1.2 trillion of assets under management and more than $5 billion in combined revenue.

Morgan Stanley to acquire Eaton Vance in cash-and-stock deal with equity value of about $7 billion

Morgan Stanley said on Thursday it will acquire investment management firm Eaton Vance Corp for about $7 billion in a cash-and-stock deal.

Morgan Stanley to acquire Eaton Vance for $7 billion

NEW YORK & BOSTON--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) and Eaton Vance Corp. (NYSE: EV) have entered into a definitive agreement under which Morgan Stanley will acquire Eaton Vance, a leading provider of advanced investment strategies and wealth management solutions with over $500 billion in assets under management (AUM), for an equity value of approximately $7 billion. The acquisition advances Morgan Stanley’s strategic transformation with three world-class businesses of scale: Institut

Morgan Stanley to Acquire Eaton Vance

U.S. Senator Elizabeth Warren is asking large U.S. banks to disclose how they performed under a recent Federal Reserve exam of their finances during the coronavirus pandemic.

Senator Warren asks big U.S. banks for details on pandemic performance

ETRADE

Morgan Stanley (MS) closes acquisition of E*TRADE Financial in an all-stock deal worth $13 billion, with the central bank's nod.

Morgan Stanley (MS) Concludes E*TRADE Acquisition Deal

Morgan Stanley has closed its acquisition of discount brokerage E*Trade, the investment bank announced Friday. The all-stock deal — valued at $13 billion when it was announced in February — gives New York-based Morgan Stanley a new consumer-focused arm amid a boom in retail trading during the coronavirus pandemic.

Morgan Stanley officially closes all-stock E*Trade takeover deal

Evercore

Moelis

Steadily rising M&As and IPO activities are expected to aid investment banks in the quarters ahead. So, one should keep an eye on both big players and smaller ones.

Resurgence of M&As and IPOs to Support Investment Banks

NEW YORK & ARLINGTON, Va.--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) announced today that it has completed the acquisition of E*TRADE Financial Corporation (E*TRADE) in an all-stock transaction. E*TRADE common stockholders are entitled to receive 1.0432 Morgan Stanley common shares for each E*TRADE common share. "The addition of E*TRADE positions us as an industry leader in Wealth Management across all channels and segments, and significantly increases the scale and breadth of our Wealth Manag

News for Morgan Stanley Stock (MS)