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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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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Minority interest

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Book value per share

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Change in working capital

Cash from investing

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Purchase/sale of investments

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Change in stock

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Cash from other sources

Net change in cash

Free cash flow

GameStop

E-Trade, the trading platform owned by Morgan Stanley MS, -0.44%, is considering banning meme-stock trader Keith Gill, better known as “Roaring Kitty,” after he recently purchased GameStop Corp. GME, +21.00% options and launched a new meme-stock frenzy, the Wall Street Journal reported on Monday. The Journal, citing people familiar with the matter, said E-Trade is weighing the move amid worries about possible stock manipulation.

E-Trade weighs booting Keith Gill from platform: WSJ

E*Trade is considering telling meme-stock influencer Keith Gill he can no longer use its platform after growing concerns about potential stock manipulation amid his recent purchases of GameStop , the Wall Street Journal reported on Monday.

E*Trade considering kicking Keith Gill off its platform, WSJ reports

LOS ANGELES, CA / ACCESSWIRE / June 3, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

MS IMPORTANT INVESTIGATION UPDATE: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / June 2, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

ONGOING INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / June 1, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

ONGOING INVESTIGATION UPDATE: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

Morgan Stanley has successfully shifted its focus from investment banking and trading to wealth management through strategic acquisitions. The wealth management division provides a recurring revenue model based on assets under management, offering stability and predictability. The firm's valuation has diverged from its peer Goldman Sachs due to its greater revenue stability, and it also offers an attractive dividend yield.

Morgan Stanley: Revenue Predictability Separates From Peers

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This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering large discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.5%, we present two other groups of five DGI stocks each, with the goal of moderate to high yields.

5 Relatively Secure And Cheap Dividend Stocks To Invest In - June 2024

Morgan Stanley (NYSE: MS ) stock has experienced a significant rally in recent months, outperforming the broader financial sector. This upward momentum can be attributed to several factors, including their latest first-quarter earnings release.

Why Morgan Stanley Stock's Q1 Earnings Blowout Is Just the Beginning

LOS ANGELES, CA / ACCESSWIRE / May 31, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

ONGOING INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / May 30, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

IMPORTANT SHAREHOLDER ALERT: The Schall Law Firm Announces it is Investigating Claims Against Morgan Stanley and Encourages Investors with Losses to Contact the Firm

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today issued results from its fourth annual State of the Workplace Financial Benefits Study, showing that equity compensation continues to grow in demand among both employees and HR leaders alike, and at both public and private companies. While employers cite equity as the top driver of employee engagement and retention, opportunities remain to help employees better understand the financial opportunities available to them through equity ownershi.

Equity Compensation Key Driver of Employee Retention and Engagement, Study Finds

Morgan Stanley has underperformed its peers since October lows due to its lower exposure to cyclical industries. The company's business model focuses on institutional securities, wealth management, and asset management, aiming to reach $10 trillion in client assets. While the company may rebound in the near future, its valuation is relatively expensive, making it a cautious buy.

Morgan Stanley Is A Cautious Buy For The Long Term

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There is no joy like receiving passive income each quarter. I am someone who loves to receive dividend income and see my money grow without having to do anything.

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The AI investment cycle is in its infancy. Thinking about the whole ecosystem unveils opportunities. AI infrastructure requires financing and sufficient electricity to support its growth. I present two compelling long-term dividend-paying beneficiaries of these new technologies.

Buy Alert: 2 Unexpected Dividend Beneficiaries Of The AI Revolution

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Morgan Stanley (MS) have what it takes?

Morgan Stanley (MS) is a Top Dividend Stock Right Now: Should You Buy?

Former Morgan Stanley Chief Executive James Gorman on Thursday said he plans to leave his role as the Wall Street investment bank's executive chair by the end of this year.

Morgan Stanley's James Gorman stepping down as executive chair by year-end

James Gorman had retained his chairman role when he retired as CEO at the end of 2023.

Morgan Stanley's Gorman to Step Down as Chair This Year

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James Gorman spent 14 years at the helm and is credited with transforming the bank into a wealth management powerhouse.

Morgan Stanley's James Gorman stepping down as executive chairman at year's end

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today issued new data from its fourth annual State of the Workplace Financial Benefits Study. Findings underscore the strategic importance of workplace financial benefits in driving financial outcomes for both companies and employees amid a shifting economic backdrop: Employees want employers to help with their financial challenges: Most (91%) HR leaders suspect employees are facing financial hardships, up from 86% in 2021. And nearly half of em.

Annual Study Shows Wide Majority of Employees Want Workplace Support for Financial Challenges

Morgan Stanley chairman James Gorman is stepping down at the end of the year. The former CEO revealed his plans at the bank's annual shareholder meeting.

James Gorman is bringing his 18-year stint at Morgan Stanley to an end

Morgan Stanley's executive chairman James Gorman told the bank's annual shareholder meeting on Thursday that he would step down on Dec. 31.

Morgan Stanley executive chairman James Gorman will step down at year end

Morgan Stanley (MS) concluded the recent trading session at $100.74, signifying a -0.78% move from its prior day's close.

Here's Why Morgan Stanley (MS) Fell More Than Broader Market

NEW YORK--(BUSINESS WIRE)--Ted Pick, Chief Executive Officer of Morgan Stanley, will speak at the Morgan Stanley Annual U.S. Financials, Payments & Commercial Real Estate Conference on June 10, 2024, at 12:00 p.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and.

Ted Pick to Speak at the Morgan Stanley Annual U.S. Financials, Payments & Commercial Real Estate Conference

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today announced the season two launches of its award-winning podcasts:1 What Should I Do With My Money?, a unique finance-focused podcast that connects real people with experienced Financial Advisors to answer questions about their money. Featuring guests from across the wealth spectrum, the podcast leans into guests' personal stories to illustrate the potential benefits and confidence investors can gain from working with a Financial A.

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