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.

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.

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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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Change in stock

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Cash from other sources

Net change in cash

Free cash flow

Goldman Sachs

Oracle

Thermo Fisher Scientific

Dividends are a leading reason to buy a stock because the stock pays you to own it. Growing dividend distributions are more valuable than those that aren't; by extension, distributions growing faster than average are even more valuable.

Top 4 Fastest Growing S&P 500 Dividends: Buy, Sell, or Hold?

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.

The Schall Law Firm Has Begun A Probe Into Allegations Against Morgan Stanley (NYSE:MS) And Encourages Investors Who Have Incurred Losses To Reach Out

Progressive

PayPal

Financial stocks can help provide diversification to your investment portfolio. Progressive and Morgan Stanley are two blue chips that benefit from an expanding economy.

3 No-Brainer Financial Stocks to Buy Right Now for Less Than $500

Morgan Stanley Chief Executive Ted Pick said the firm continues to navigate an “unusual” environment of higher interest rates and geopolitical uncertainty with an opportunity to grow the firm's core wealth and investment-banking units despite a challenging economy.

New Morgan Stanley CEO Ted Pick sees growth despite ‘unusual' economy

The ability of artificial intelligence to transcribe conversations and categorize them by topic can save financial advisors 10 to 15 hours per week, Morgan Stanley CEO Ted Pick said Monday (June 10).

Morgan Stanley: AI Helps Financial Advisors Save Time, Anticipate Needs

Morgan Stanley (NYSE:MS ) Morgan Stanley Annual U.S. Financials, Payments & Commercial Real Estate Conference June 10, 2024 12:00 PM ET Company Participants Ted Pick - CEO Conference Call Participants Unidentified Analyst Thank you very much, everybody. So first off, congratulations, Ted.

Morgan Stanley (MS) Morgan Stanley Annual U.S. Financials, Payments & Commercial Real Estate Conference (Transcript)

The use of artificial intelligence could save Morgan Stanley's financial advisers between 10 to 15 hours a week, the bank's CEO Ted Pick told investors at a conference on Monday.

Morgan Stanley CEO says AI could save financial advisers 10 to 15 hours a week

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?

Why Morgan Stanley (MS) is a Top Dividend Stock for Your Portfolio

Morgan Stanley Brokers With Over $100,000 in Deferred Compensation Losses Should Immediately Contact the Law Firm of KlaymanToskes NEW YORK, NY / ACCESSWIRE / June 10, 2024 / National securities attorneys KlaymanToskes continues investigating Morgan Stanley (NYSE:MS) on behalf of former financial advisors following a court decision that determined Morgan Stanley violated ERISA by unlawfully withholding deferred compensation payments to its advisors. All former Morgan Stanley brokers/advisors who have suffered deferred compensation damages in excess of $100,000 should contact KlaymanToskes immediately at 888-997-9956.

Morgan Stanley Brokers Can Pursue Recovery of Their Deferred Compensation Losses Under ERISA: Contact KT Law Immediately

LOS ANGELES, CA / ACCESSWIRE / June 9, 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.

The Schall Law Firm Has Begun A Probe Into Allegations Against Morgan Stanley (NYSE:MS) And Encourages Investors Who Have Experienced Losses To Reach Out

LOS ANGELES, CA / ACCESSWIRE / June 8, 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.

The Schall Law Firm Has Initiated An Investigation Into Accusations Against Morgan Stanley (NYSE:MS) And Urges Investors Who Have Suffered Losses To Get In Touch

The Schall Law Firm Announces A Probe Into Allegations Against Morgan Stanley (NYSE:MS) And Encourages Investors Who Have Experienced Losses To Reach Out

LOS ANGELES, CA / ACCESSWIRE / June 6, 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.

The Schall Law Firm Declares An Investigation Into Claims Against Morgan Stanley (NYSE:MS) And Urges Investors Who Have Suffered Losses To Make Contact

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today released results from its fourth annual State of the Workplace Financial Benefits Study, which demonstrate that employees once again voted retirement planning support and financial guidance top of their list for most-wanted financial benefits. Results indicate that amid an uncertain economic climate, employees are reducing plan contributions, yet at the same time seeking financial guidance from workplace resources. The ability for employer.

Guidance Tops Employee Most-Wanted List For Retirement Benefits in 2024

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (“MSIM”), through investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), a private infrastructure investment platform within MSIM, today announced it has agreed to acquire a 49% stake in Onslow Iron Road Trust (“Road Trust”) in partnership with Mineral Resources Limited (“Mineral Resources”), which will continue to own a 51% stake. Mineral Resources, a leading diversified natural resources company listed on th.

Morgan Stanley Infrastructure Partners Announces Investment in Australia's Onslow Iron Road Trust

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) has scheduled conference calls to discuss its second quarter, third quarter and fourth quarter and full-year 2024 financial results on the following dates: Second Quarter 2024 – Tuesday, July 16, 2024 at 9:30 a.m. (ET) Third Quarter 2024 – Wednesday, October 16, 2024 at 8:30 a.m. (ET) Fourth Quarter and Full-Year 2024 – Thursday, January 16, 2025 at 8:30 a.m. (ET) The quarterly and annual financial results will be released at approximately 7:.

Morgan Stanley Schedules Quarterly and Annual 2024 Investor Conference Calls

LOS ANGELES, CA / ACCESSWIRE / June 5, 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.

The Schall Law Firm Announces A Probe Into Allegations Against Morgan Stanley (NYSE:MS) And Encourages Investors With Losses To Reach Out

NEW YORK, NY / ACCESSWIRE / June 5, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Morgan Stanley ("Morgan Stanley" or "the Company") (NYSE:MS). Investors who purchased Morgan Stanley securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/MS.

Morgan Stanley (MS) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Seek Compensation for Alleged Wrongdoings

GameStop

A report on Monday that online broker E*Trade may consider banning Keith Gill, the meme-stock influencer who ignited frenzied trading in shares of GameStop in 2021, has triggered a backlash on social media sites.

E*Trade possibly ousting GameStop bull 'Roaring Kitty' spurs online backlash

LOS ANGELES, CA / ACCESSWIRE / June 4, 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.

The Schall Law Firm Declares an Examination into Accusations Against Morgan Stanley and Urges Investors with Losses to Communicate

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced a grant of $8 million over four years to Feeding America® in support of programs that help address child hunger and improve equitable access to food among children and underserved populations. Since 2009, Morgan Stanley's funding for Feeding America has totaled more than $50 million, helping to deliver more than 356 million meals1 to children and families. Additionally, Morgan Stanley employees have volunteered more than 130,0.

Morgan Stanley Foundation Announces $8 Million Grant to Feeding America to Address Child Hunger

An online brokerage owned by Morgan Stanley (NYSE:MS) is considering removing infamous meme stock trader Keith Gill, who goes by the moniker Roaring Kitty, due to concerns about potential stock manipulation. GameStop shares flew 75% higher when markets opened on Monday after Gill, who rose to fame in the 2021 meme stock frenzy, posted a supersized GameStop trade on Reddit (NYSE:RDDT) worth around $116 million.

Morgan Stanley's E*Trade mulling ban on Roaring Kitty meme trader

Keith Gill may face an E*Trade ban, sources told The Wall Street Journal. Gill posted a screenshot on Sunday that appeared to show he had a $116 million position in GameStop.

Roaring Kitty could get booted from E*Trade after his social media post revealing his apparent position in GameStop caused the stock to surge

Online brokerage E-Trade is considering kicking out meme-stock trader Keith Gill from its platform over concerns about stock manipulation, according to The Wall Street Journal, a move that comes after Gill took to Reddit to show fellow investors he held nearly $116 million worth of GameStop stock over the weekend, triggering a spike in shares Monday.

E-Trade Mulls Removal Of Meme-Stock Trader Keith Gill, Report Says

E-Trade is having internal talks about whether to ban Keith Gill from the trading platform over concerns of potential market manipulation, the WSJ said Monday.

News for Morgan Stanley Stock (MS)