Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

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Revenue Segments

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

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.

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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

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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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.

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Pick took the reins at the start of this year after winning the race to succeed longtime CEO Gorman.

Morgan Stanley follows other Wall Street giants in giving CEO the chairman role

Morgan Stanley said on Thursday CEO Ted Pick would be its next chair succeeding James Gorman, who has been tapped to head the board at Walt Disney after he steps down as executive chair of the Wall Street titan at the end of the year.

Morgan Stanley names CEO Ted Pick its chair

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced that Chief Executive Officer Edward (Ted) Pick was elected by the Board of Directors to the additional position of Chairman, effective January 1, 2025. James Gorman will step down as Chairman and leave the Board as expected at the end of 2024. Mr. Gorman will also retire from employment at Morgan Stanley and be named Chairman Emeritus at that time. CEO and Chairman-elect Ted Pick said, “Under James' extraordinary leadership ov.

Morgan Stanley Announces Ted Pick to Become Chairman on January 1, 2025

Does Morgan Stanley (MS) have what it takes to be a top stock pick for momentum investors? Let's find out.

Here's Why Morgan Stanley (MS) is a Great Momentum Stock to Buy

Morgan Stanley is expanding the use of OpenAI-powered generative AI tools to its vaunted investment banking and trading division, CNBC has learned. The firm began testing a version of an AI assistant based on OpenAI's ChatGPT, called AskResearchGPT, this summer in its institutional securities group, according to Katy Huberty, Morgan Stanley's global director of research.

AI on the trading floor: Morgan Stanley expands OpenAI-powered chatbot tools to Wall Street division

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) has scheduled conference calls to discuss its fourth quarter and full-year 2024, first quarter, second quarter and third quarter 2025 financial results on the following dates: Fourth Quarter and Full-Year 2024 – Thursday, January 16, 2025 at 8:30 a.m. (ET) First Quarter 2025 – Friday, April 11, 2025 at 9:30 a.m. (ET) Second Quarter 2025 – Wednesday, July 16, 2025 at 8:30 a.m. (ET) Third Quarter 2025 – Wednesday, October 15, 2025 at 9:30 a.m.

Morgan Stanley Schedules 2025 Quarterly Investor Conference Calls

Several big banks reported earnings during the week of October 14, 2024, and signals were largely positive. Morgan Stanley NYSE: MS, the 6th-largest financial institution in the U.S., was among the banks to reveal better-than-expected earnings results.

Morgan Stanley Touches New High - Can it Mover Higher?

Netflix

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The Score: Netflix, Morgan Stanley, TSMC and More Stocks That Defined the Week

Morgan Stanley MS stock received price target increases from analysts after beating Street estimates and showing strength across multiple company segments in third-quarter financial results.

Morgan Stanley Analysts Optimistic After Q3: Fed Rate Declines 'Should Drive Robust Growth' In Asset Management

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced that Datos Insights, a global advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to the Financial Services industry, has recognized Morgan Stanley's Portfolio Risk Platform as a winner of the 2024 Digital Wealth Management Impact Innovation award for Advisor Enablement. The award for Advisor Enablement is given for excellence and innovation in how wealth managers are enabling.

Morgan Stanley's Portfolio Risk Platform Wins 2024 Digital Wealth Management Impact Innovation Award

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (“MSIM”) and Opportunity Finance Network (“OFN”) today announced the deployment of a portion of the second annual contribution related to MSIM's money market funds' Impact Class shares. The total amount of MSIM's annual contribution made earlier this year, was $350,000 and was directed to OFN's Finance Justice Fund, MSIM's diversity and inclusion partner for the Impact Class shares. “We are pleased to see the growth and impact of o.

Morgan Stanley Investment Management and Opportunity Finance Network Announce Annual Contribution Recipient in Support of Affordable Housing Initiatives

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today announced results from its quarterly retail investor pulse survey: Bullishness pulled back. After a strong September, about 3 in 5 (59%) of investors remain bullish, down 2 percentage points from last quarter with the US election and geopolitical tensions looming. Inflation concerns eased. Inflation unease has decreased significantly from Q3—down 8 percentage points, while the 2024 election (34%) and market volatility (23%) maint.

Morgan Stanley Wealth Management Pulse Survey Reveals Cautious Optimism Despite Short Term Volatility

Morgan Stanley's earnings surpassed expectations, driving a 6.5% stock surge. Strong performance in all segments led to the company gaining the highest one-day return compared to the other banks after reporting Q3 earnings. Despite a positive investment banking outlook, the stock remains expensive, with a PE of 18.1x and a PEG of 2.48x. Given the outlook, rapid growth, and valuation, I reiterate my "buy rating" on Morgan Stanley's stock.

Morgan Stanley: Best-In-Class Stock Performance After Q3 Earnings

JPMorgan Chase & Co

Morgan Stanley reported strong third-quarter earnings, joining the list of other large financial institutions that reported earnings greater than were expected. Morgan Stanley, like these other institutions, is optimistic about future performance, especially in investment banking and wealth management, which it believes are still in the early recovery stages. So, all the country's largest financial institutions are looking forward to an economy that will be growing, an economy that is going to produce strong bank earnings.

All Six "Big" Banks Beat Earnings Expectations For Third Quarter

Ted Pick expects a sleepy IPO market to start waking up.

Morgan Stanley's CEO Expects the IPO Market to ‘Work Its Way Back'

U.S. stocks traded higher toward the end of trading, with the Dow Jones index gaining more than 300 points on Wednesday.

Nasdaq Moves Higher; Morgan Stanley Profit Beats Estimates

Abbott Labs

U.S. Bancorp

This morning, we see a new print on international trade as well as further articulation on Q3 earnings, particularly in banking/finance and Big Pharma. Pre-market futures are slightly up at this hour: the Dow +22 points, the S&P 500 +1 and the Nasdaq +5 points.

Quarterly Earnings Reports Summary

Morgan Stanley (NYSE:MS ) Q3 2024 Earnings Conference Call October 16, 2024 8:30 AM ET Company Participants Ted Pick - Chief Executive Officer Sharon Yeshaya - Chief Financial Officer Conference Call Participants Steven Chubak - Wolfe Research Ebrahim Poonawala - Bank of America Glenn Schorr - Evercore Devin Ryan - Citizens JMP Dan Fannon - Jefferies Brennan Hawken - UBS Christian Bolu - Autonomous Gerard Cassidy - RBC Mike Mayo - Wells Fargo Saul Martinez - HSBC Operator Good morning. Welcome to Morgan Stanley's Third Quarter 2024 Earnings Call.

Morgan Stanley (MS) Q3 2024 Earnings Call Transcript

Both Imports and Exports were deeper into the negative than expected. Meanwhile, MS, ABT and USB all beat of Q3 earnings.

Imports/Exports Lower; Morgan Stanley, Abbott Beat in Q3

Shares of Morgan Stanley (NYSE:MS) are up 7.5% to trade at $120.66 this morning, after the company posted a third-quarter beat , with an earnings per share of $1.88 on $3.19 billion in revenue.

Morgan Stanley Stock Enjoys Post-Earnings Pop

Although the revenue and EPS for Morgan Stanley (MS) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Morgan Stanley (MS) Reports Q3 Earnings: What Key Metrics Have to Say

"I am bullish on IPOs and M&A coming back," said the banks' CEO.

Morgan Stanley profits surge 32% as dealmaking roars back to life

Morgan Stanley (MS) shares jumped Wednesday morning after the company became the latest bank to beat estimates for the third quarter, with revenue and profits rising year-over-year.

Morgan Stanley Stock Jumps After It Becomes the Latest Bank to Beat Estimates

Robust IB and trading business performance, high rates and strong wealth management support Morgan Stanley's Q3 earnings.

Morgan Stanley Rides on IB Wave, Surpasses Q3 Earnings Estimates

Morgan Stanley (MS) came out with quarterly earnings of $1.88 per share, beating the Zacks Consensus Estimate of $1.57 per share. This compares to earnings of $1.38 per share a year ago.

News for Morgan Stanley Stock (MS)