Revenue segments as reported by the company.

Investment banking

Trading

Investments

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Asset management

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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

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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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q1 2024

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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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Archer-Daniels-Midland Company

Microsoft

Chevron

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 3.6%, 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 -- August 2024

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

Morgan Stanley's (MS) wealth advisors can now actively pitch two spot bitcoin (BTCUSD) exchange-traded funds (ETFs) to their some of their clients, CNBC reported Friday.

Morgan Stanley Advisors Can Reportedly Market Two Bitcoin ETFs To Some Clients

Morgan Stanley on Friday told its army of financial advisors that it will soon allow them to offer bitcoin ETFs to some clients, a first among major Wall Street banks, CNBC has learned. The firm's 15,000 or so financial advisors can solicit eligible clients to purchase shares of two exchange-traded bitcoin funds starting Aug. 7, according to people with knowledge of the policy.

Morgan Stanley tells wealth advisors they can pitch bitcoin ETFs in a first for major Wall Street firms

Bank of America

Bank of New York Mellon

Citizens Financial Group

Comerica

Comcast

CVS Health

Fifth Third Bancorp

JPMorgan Chase & Co

M&T Bank

Bank OZK

Pfizer

PNC Financial Services

Prudential Financial

Synchrony Financial

U.S. stocks typically do especially well during August in presidential election years like this one. On average since its inception in 1896, the Dow Jones Industrial Average DJIA has gained 2.8% in August of a presidential election year.

16 stocks to exploit August's explosive election-year gains

Belden

Dime Community Bank

Simplify Enhanced Income ETF

New York Mortgage Trust

New York Mortgage Trust, Inc. Cum Conv Perp Red Pfd Registered Shs Series D

Oxford Lane Capital

Oxford Lane Capital Corp 7 1/2 % Term Cum Pfd Shs Series -2023-

Regions Financial

Trinity Capital

New offerings from New York Mortgage Trust, Dime Community Bancshares, and Oxford Lane Capital Corp. with fixed coupon rates and credit ratings. DCOMG achieved a perfect CDx3 Compliance Score, while Morgan Stanley and Regions Financial Corporation also priced new preferred stock offerings. Investors can buy new shares at wholesale prices through the OTC exchange, track past preferred stock IPOs below par, and stay updated on the current marketplace offerings.

New Preferred Stock And Exchange Traded Debt IPOs, July 2024

LOS ANGELES, CA / ACCESSWIRE / July 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.

Morgan Stanley Investors With Losses Are Encouraged To Make Contact As The Schall Law Firm Begins An Investigation Into Allegations

Morgan Stanley's Q2 results showed a decrease in total revenue and net profit but strong coverage for preferred dividends. Preferred shares remain a strategic part of my income-focused portfolio, despite being non-cumulative. Series E preferred shares pay a fixed dividend but may be called at any time, presenting a call risk for investors.

Morgan Stanley: The 7% Yielding Preferred Shares Offer A Good Risk/Reward Ratio

LOS ANGELES, CA / ACCESSWIRE / July 26, 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.

Morgan Stanley Investors With Losses Are Urged To Reach Out As The Schall Law Firm Initiates An Investigation Into Allegations

Casey's General Stores

California Water Service Group

Enterprise Products Partners

Hess Midstream Partners

Matson

National Retail Properties

Cohen & Steers Reit And Preferred Income Fund Inc

Schwab US Dividend Equity ETF

This week has seven new dividend increases, including a dividend king. My investment strategy involves buying companies with consistent dividend growth and beating benchmarks. Tables and charts feature data sourced from U.S. Dividend Champions and NASDAQ.  Companies must have at least 5 years of dividend growth history to be included.

7 Upcoming Dividend Increases Including A King

PepsiCo

UnitedHealth Group

Things are getting extremely volatile in the market. After big tech earnings disappointed, the Nasdaq index plunged more than 600 points (3.5%) in a single trading session as the rotation out of technology securities gathers steam.

3 Value Stocks to Buy on the Dip: July 2024

Goldman Sachs

As we speed through the second half of 2024, bank stocks remain an attractive opportunity for discerning investors. The banking industry is one of the more appealing sectors, given that tech stock valuations are at unsustainable levels.

3 Overlooked Bank Stocks to Buy With Lower Interest Rates in 2025

British payments firm Sokin is planning to expand following an investment by Morgan Stanley. Investment funds managed by the banking giant had purchased a stake in Sokin, the company announced Wednesday (July 24), designed to speed its expansion.

Morgan Stanley Buys Stake in UK Payments Firm Sokin

Citigroup

SPDR S&P Bank ETF

SPDR S&P Regional Banking ETF

Wells Fargo

While we think tech stocks will return to the front of the pack before long, we think bank stocks may fare better than many over the rest of the year,' says Capital Economics

Why bank stocks don't need ‘rotation out of tech' to keep rising after July jump

America's big banks have reported their second-quarter financial results, and, with a few exceptions, they were extremely strong. Both commercial lenders and investment banks on Wall Street saw their revenues and profits get a lift in Q2 due to a resumption of deal making that includes initial public offerings as well as mergers and acquisitions.

3 Bank Stocks Worth Buying After Q2 Earnings

Morgan Stanley (NYSE:MS) Expansion Capital has acquired a stake in the Rio Ferdinand-backed, UK-based payments fintech Sokin through a $31 million investment that will then be used to fund product growth and international expansion. Sokin will continue to operate independently, with CEO Vroon Modgill maintaining a significant shareholding.

Morgan Stanley throws $31m behind Rio Ferdinand-backed payments unicorn

LOS ANGELES, CA / ACCESSWIRE / July 19, 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.

Morgan Stanley Investors With Losses Are Invited By The Schall Law Firm To Reach Out Amidst Initiation Of A Claims Investigation

CrowdStrike

No trader wants to get hit with an error message when logging into their brokerage account at market open, but that's exactly what happened to some on Friday morning.

CrowdStrike outage affects Schwab, E*Trade and other brokerages — preventing people from trading

Morgan Stanley's stock returns have underperformed its peers and industry benchmark over the last year. Q2 earnings came in very strong, beating expectations. At the same time, its bottom line grew by 44%, thanks in part to higher investment banking fees. Despite potential challenges in net interest income and asset management fees, the brighter outlook from capital markets more than offsets these cons, suggesting a buy rating.

Morgan Stanley: Strong Q2 Earnings; I Reiterate My Buy Rating

LOS ANGELES, CA / ACCESSWIRE / July 18, 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.

Investors Of Morgan Stanley With Losses Are Encouraged To Connect As The Schall Law Firm Initiates A Probe Into Claims

Investors are optimistic about the stock market and expect to see more gains in the third quarter, according to a recent survey.

Investors Are Still Bullish on the Stock Market, Morgan Stanley Survey Finds

Morgan Stanley is benefiting from a revival in ECM and DCM, and now its advisory businesses are also benefiting from more high ticket M&A where the mid-market has been better. In particular, DCM is looking strong as Morgan Stanley is cashing in on ample demand for corporate credit at higher yields, even though credit spreads remain historically low. YoY ECM is also up, although the sequential declines despite a strong market show that the business is naturally more fickle and lower visibility.

Morgan Stanley: Technically Fair, But Mid-Market Still Better

LOS ANGELES, CA / ACCESSWIRE / July 17, 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.

Morgan Stanley Investors With Losses Are Invited To Reach Out As The Schall Law Firm Begins An Investigation Into Allegations

RBC Capital Markets analyst Gerard Cassidy raised the price target of Morgan Stanley MS to $108 from $91, maintaining a Sector Perform rating following strong second-quarter FY24 results.

Morgan Stanley's Diversified Business Model Drives Q2 Success, Analyst Projects Increased Shareholder Returns

Analysts at Oppenheimer downgraded Morgan Stanley (NYSE: MS) to “Market Perform” from “Outperform” today, following its Q2 earnings release yesterday. This downgrade comes despite the stock trading above Oppenheimer's target price of $102, fueled by a robust Q2 performance that surpassed Wall Street expectations.

Oppenheimer downgrades Morgan Stanley post Q2: Sell or Hold?

News for Morgan Stanley Stock (MS)