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

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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

Eaton Vance's (EV) acquisition of WaterOak Advisors will strengthen its presence in the Florida market.

Eaton Vance (EV) Completes Acquisition of WaterOak Advisors

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Barclays

Royal Bank of Canada

Eight big U.S. banks likely to be slapped with charges for allegedly conspiring and colluding information on a particular type of tax-exempt municipal bond -- VRDOs.

8 Big Banks in Murky Waters, To Face U.S. Cities' Allegations

A federal judge on Monday said Philadelphia and Baltimore may sue eight big banks for allegedly conspiring to force state and local governments to pay inflated interest rates on a popular type of tax-exempt municipal bond.

Eight big banks must face U.S. cities' allegations of municipal bond collusion

Eaton Vance (EV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Eaton Vance (EV) is Poised to Beat Earnings Estimates Again

BOSTON, Nov. 2, 2020 /PRNewswire/ -- Eaton Vance Investment Counsel, a wholly owned subsidiary of Eaton Vance Corp. (Eaton Vance) (NYSE: EV), has completed the previously announced acquisition of the assets of WaterOak Advisors, LLC. (WaterOak), a wealth management firm headquartered in...

Eaton Vance Investment Counsel Completes Previously Announced Acquisition of WaterOak Advisors, LLC

NEW YORK--(BUSINESS WIRE)--Daniel Simkowitz, Head of Investment Management of Morgan Stanley, will speak at the Bank of America Merrill Lynch Future of Financials Conference which will be held in a virtual format on Monday, November 9, 2020 at 1:40 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 investment banking, securities, w

Daniel Simkowitz to Speak at the Bank of America Merrill Lynch Future of Financials Conference

Shares of Eaton Vance Floating-rate Inc (NYSE: EFT) moved lower by 0.39% from the previous closing price. *Saba Capital Management, L.P.

Eaton Vance Floating-rate Stock Moved After An Insider Trade

BOSTON, Oct. 23, 2020 /PRNewswire/ -- The following notice relates to the Annual Meeting of Shareholders of Eaton Vance Senior Income Trust: Notice That Annual Meeting Of Shareholders Will Be A Virtual Meeting Due to the emerging public health impact of the coronavirus pandemic...

Eaton Vance Senior Income Trust Annual Meeting Of Shareholders On November 12, 2020 Will Be A Virtual Meeting

Stimulus from the federal government and Federal Reserve help banks put off big losses

Deep Dive: Big U.S. banks' day of reckoning is delayed

Wall Street lenders are raking in fees for playing the middleman during this year's debt boom, but without shouldering much of the risk.

Market Extra: Here's the 2008 rerun playing out at big banks during the pandemic

Before we spend countless hours researching a company, we like to analyze what insiders, hedge funds and billionaire investors think of the stock first. This is a necessary first step in our investment process because our research has shown that the elite investors' consensus returns have been exceptional. In the following paragraphs, we find out what the billionaire investors and hedge funds think of Morgan Stanley (NYSE:MS).

Were Hedge Funds Right About Dumping Morgan Stanley (MS)?

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) announced today the issuance of a $1 billion social bond to support affordable housing projects, the latest step in the Firm's ongoing strategy to advance market-based solutions to address sustainability challenges. This issuance follows the inaugural green bond issued by Morgan Stanley in 2015, which supported various renewable energy and energy efficiency projects. Morgan Stanley intends to allocate an amount equal to the net proceeds of th

Morgan Stanley Continues Commitment to Sustainable Investing with Social Bond to Support Affordable Housing

Banks that facilitated the U.S. government's Paycheck Protection Program at first saw the effort as a small revenue booster with a patriotic bonus, shepherding $525 billion in loans to businesses slammed by the fallout of the COVID-19 pandemic.

U.S. banks sweat regulatory exposure from pandemic loans

A. O. Smith

Cummins

IDACORP

Gladstone Land

V.F.

Williams-Sonoma

Dividend Changes: October 10-16, 2020

Big banks came under pressure upon the release of third-quarter earnings even though numbers were better than expected. This did not come as a surprise to investors who were paying close attention to this sector as the historically low interest rate environment is making it difficult for banks to attract investors regardless of their commendable efforts to improve the liquidity position.

Morgan Stanley Stands Out From the Pack

BEN vs. EV: Which Stock Is the Better Value Option?

Morgan Stanley has fired two of its most senior commodities executives after discovering they used unauthorized electronic means of communication, Bloomberg News reported https://bit.ly/3j9i8UI on Tuesday, citing two people familiar with the matter.

Morgan Stanley fires two senior commodities executives after rule breach: Bloomberg News

During the third-quarter period, Morgan Stanley has strong performances on both the top line and bottom line but share prices are still trading roughly flat on the year.

Morgan Stanley: Firing On All Cylinders

Despite doom and gloom headlines, Louis Navellier expects most companies will leap over the low earnings bar that analysts have set. With that in mind, let's take a look at some of the big financial companies that reported last week.

How the Big Banks' Earnings Stack Up This Quarter

More than half the syndicated lending of all major U.S. banks is exposed to significant climate-change risk, which could translate into more than one hundred billion dollars in losses, Ceres report shows.

Banks are far more exposed to climate change than they're disclosing

The U.S. banking sector, including the largest Wall Street firms, is far more vulnerable to the impacts of climate change than banks are letting on, according to new research.

Op-ed: Climate change threatens U.S. banks far more than they're disclosing

Eaton Vance Corp. (EV) is looking like an interesting pick from a technical perspective, as the company is seeing favorable trends on the moving average crossover front.

Moving Average Crossover Alert: Eaton Vance (EV)

Lenders processed larger loans for wealthy customers at more than twice the speed of smaller loans for the "neediest" small businesses, the report claims.

Big Banks Prioritized Billions In PPP Funds For Wealthy Clients At The Expense Of Struggling Small Businesses, House Report Finds

JPMorgan and Goldman Sachs reported Q3 earnings this week and there is one big takeaway. Big banks are confident in the U.S. economy.

Big Banks Showing Confidence in the Economy

As Wall Street banks reported quarterly results this week, investors wondered about the staying power of the trading bonanza that has floated profits, offsetting problems in traditional lending businesses that have been hurt by the pandemic.

News for Morgan Stanley Stock (MS)