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

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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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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

Capital One

Goldman Sachs

Charles Schwab

We have narrowed down our search to five financial giants that have popped more than 15% year to date. These are: GS, MS, BAC, SCHW and COF.

5 Financial Giants to Buy on Resurging Government Bond Yields

Employees at the two banks were accused of attempting to manipulate the prices of precious metals.

"Spoofing" Lawsuit Against Bank of America, Morgan Stanley Dismissed

Opportunistic buyouts, solid balance sheet and steady capital deployments make Morgan Stanley (MS) stock worth adding to your portfolio despite low rates and a challenging backdrop.

Reasons to Invest in Morgan Stanley (MS) Stock Right Away

BOSTON, March 4, 2021 /PRNewswire/ -- As previously announced, Morgan Stanley (NYSE: MS) completed the acquisition of Eaton Vance Corp. (the "Transaction") on March 1, 2021. In connection with the Transaction, shareholders of the Eaton Vance closed-end funds were asked to approve new...

Results of Special Shareholder Meeting of Eaton Vance Floating-Rate Income Plus Fund (EFF) and Joint Special Shareholder Meeting of Eaton Vance Floating-Rate Income Trust (EFT), Eaton Vance New York Municipal Income Trust (EVY) and Eaton Vance Senior Floa

JPMorgan Chase & Co

Bitcoin white papers show that banks are leaning towards accepting its use. Bitcoin is gaining acceptance among banks and major corporations as a store of value.

Big Banks Are Moving Toward Embracing Bitcoin

Comcast

Comcast Corporation (CMCSA) CEO Brian Roberts Presents at Morgan Stanley 2021 Technology, Media & Telecom Conference (Transcript)

Snap's (SNAP) CEO Evan Spiegel Presents at 2021 Morgan Stanley Technology, Media and Telecom Conference (Transcript)

NEW YORK--(BUSINESS WIRE)--Franck Petitgas, Head of Morgan Stanley International, will speak at the 17th Annual Morgan Stanley European Financials Conference which will be held in a virtual format on Wednesday, March 17, 2021 at 11:00 a.m. GMT (7:00 a.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 investment banking, securities, w

Franck Petitgas to Speak at the 17th Annual Morgan Stanley European Financials Conference

HP Inc. (HPQ) CEO Enrique Lores Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)

ServiceNow

ServiceNow's (NOW) CEO Bill McDermott Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)

GoPro

GoPro, Inc. (GPRO) CEO Nicholas Woodman Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)

Zscaler

Zscaler, Inc. (ZS) CEO Jay Chaudhry Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)

FireEye

FireEye, Inc. (FEYE) CEO Kevin Mandia at Morgan Stanley Technology, Media and Telecom Conference (Transcript)

ViacomCBS

ViacomCBS' (VIAC) CEO Bob Bakish on Virtual Morgan Stanley Technology, Media and Telecom Conference

Morgan Stanley (MS) completes the acquisition of Eaton Vance.

Morgan Stanley (MS) Closes Buyout of Eaton Vance, Boosts AUM

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management has recognized the achievements of 18 outstanding professionals as part of its partnership with MAKERS – a project dedicated to identifying and celebrating women of accomplishment across multiple fields along with the men who sponsor and champion women's achievement. “We congratulate our MAKERS Class of 2021 whose contributions are making a profound impact on the lives of our clients, employees and in our communities,” said Andy Sapers

Morgan Stanley Wealth Management Names 18 Women and Advocates to MAKERS Class of 2021

Allstate

HCA Healthcare

Parker-Hannifin

The chatter about the 2021 change on Wall Street is getting louder, and we saw it last week as it was clear that the rotation trade is in full swing as the move to cyclical stocks, value and small caps continued.

Value Could Be a Huge 2021 Rotation Winner: 4 Dividend Stocks to Buy Now

Disney

The Walt Disney Company (DIS) CEO Bob Chapek Presents at Morgan Stanley Technology, Media and Telecommunications Conference (Transcript)

Fastly

Fastly, Inc. (FSLY) CEO Joshua Bixby Presents at Morgan Stanley 2021 Technology, Media and Telecom Conference (Transcript)

Magellan Midstream Partners

Magellan Midstream Partners, L.P. (MMP) CEO Mike Mears Presents at Morgan Stanley Energy & Power Conference (Transcript)

Uber

Uber Technologies, Inc. (UBER) CEO Dara Khosrowshahi Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)

A. O. Smith

Fiserv

Seagate Technology Holdings PLC

ValueAct Holdings LP (Trades, Portfolio), the firm founded in 2000 by Jeff Ubben, disclosed last month that its top five trades during the fourth quarter of 2020 included a new position in Fiserv Inc. (NASDAQ:FISV), the closure of its holding in A.O. Smith Corp. (NYSE:AOS) and reductions in KKR & Co. Inc. (NYSE:KKR), Morgan Stanley (NYSE:MS) and Seagate Technology PLC (NASDAQ:STX).

ValueAct's Top 5 Trades of the 4th Quarter

DocuSign

DocuSign, Inc. (DOCU) CEO Dan Springer Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Sirius XM Holdings Inc

Sirius XM's (SIRI) CEO Jennifer Witz Presents at Morgan Stanley Technology, Media and Telecom (Transcript)

NEW YORK & BOSTON--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) announced today that it has completed the previously announced acquisition of Eaton Vance Corp. in a stock and cash transaction. Eaton Vance common stockholders were offered 0.5833 Morgan Stanley common shares and $28.25 per share in cash for each Eaton Vance common share, and had the opportunity to elect to receive the merger consideration all in cash or all in stock, subject to proration and adjustment. As provided under the merger

News for Morgan Stanley Stock (MS)