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

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Shares of the U.S.'s biggest banks retreated in after-hours action on Thursday after the Federal Reserve after its annual stress test of the banking system voted to require financial institutions to preserve capital by suspending share repurchases and cap dividend payments in the third quarter amid the worst economic and public health crisis in decades.

Bank stocks retreat in after-hours trade after Fed caps dividends and buybacks in the 3rd quarter

Bank stocks rose as regulators relaxed a rule intended to prevent the industry from risky investments, ahead of results from the Fed's stress tests.
The post Bank Stocks Fall As Fed Clamps Down On Payouts, After Earlier Rally appeared first on Investor's Business Daily.

Bank Stocks Fall As Fed Clamps Down On Payouts, After Earlier Rally

The move signals that the unprecedented nature of the coronavirus pandemic, and the difficulty in forecasting what the future holds for banks, is making the Fed cautious.

Fed puts restrictions on bank dividends after test finds some banks could be stressed in pandemic

“Several” banks could near minimum capital levels if the pandemic recession worsens, Fed officials said, as it announced its stress-test results.

Fed Caps Dividends and Limits Buybacks by Big Banks

The Federal Reserve and four other regulatory agencies announced on Thursday that they have finalized a rule that will ease restrictions curtailing the ability of banks to make investments in such areas as hedge funds. The announcement of the easing of regulations know as the “Volcker Rule” gave an immediate boost to bank stocks because.

Feds water down Volcker Rule restrictions

Federal financial regulators said Thursday they plan to make it easier to let banks invest in venture capital funds and also relax some limitations on derivatives trading. The moves, a loosening of some of the more onerous parts of the so-called Volcker Rule, lifted bank stocks.

A key bank rule written in the wake of the financial crisis just got rolled back

U.S. regulators are continuing their push to roll back restrictions instituted in the wake of the 2008 financial crisis.

Bank Stocks Surge As Regulators Ease Volcker Rule, Morgan Stanley Jumps Over 2%

Federal banking regulators eased restrictions on investments that large banks can make on Thursday, including the so-called “Volcker Rule,” sending bank stocks surging.

Bank stocks reverse higher as regulators ease Volcker Rule, JPMorgan Chase rises 2%

PHILADELPHIA, June 24, 2020 /PRNewswire/ -- Kehoe Law Firm, P.C. is investigating potential breaches of fiduciary duty claims involving certain officers and/or directors of Morgan Stanley ("Morgan Stanley" or the "Company") (NYSE: MS). The investigation concerns whether certain officers...

Morgan Stanley Investors Who Have Held MS Stock Continuously Since At Least January 2015 Encouraged To Contact Kehoe Law Firm, P.C.

Allstate

CRH PLC

PACCAR

UBS Group AG

According to the GuruFocus All-in-One Screener as of June 23, the following guru-held companies have high dividend yields and are trading with low price-earnings ratios.

6 Cheap Guru Stocks With Stable Dividend Yields

A lawyer representing a former Morgan Stanley  diversity officer who is suing the bank over racial discrimination said on Wednesday the bank cut her client's budget for promoting diversity and financial education by 71% from the time she started in wealth management to 2019.

Ex-Morgan Stanley diversity officer says bank slashed her budget by 71%

Morgan Stanley (NYSE: MS) is facing a lawsuit brought by its former chief of diversity who alleged “systemic racial discrimination” against minorities at the bank.

Morgan Stanley Will 'Vigorously Defend' Accusations Of Systemic Bias By Bank's Former Diversity Chief In Court

One week after James Gorman announced that Morgan Stanley would diversify its leadership and spend millions to raise up its black executives, a woman who spent 16 years in charge of diversity at the firm called him a hypocrite. Marilyn Booker, a 26-year Morgan Stanley veteran who left in December, is suing the $895 billion.

Ex-exec sues Morgan Stanley over discrimination: ‘Black lives did not matter’

The company’s former head of diversity filed a bombshell suit after the bank’s CEO declared his commitment to diversity.

Morgan Stanley Sued For Race Discrimination, As Workplace Reckoning Continues

The suit is the latest alleging that Wall Street firms have stymied efforts to boost the careers of Black employees.

Morgan Stanley's former global diversity chief sues bank for racial discrimination

After a 60% rally from the lows seen in late March, Morgan Stanley’s stock seems to still have some room to grow based on its historic PE multiples. Morgan Stanley’s stock has rallied from $28 to $45 off the recent bottom compared to the S&P which moved about 45%.

Can Morgan Stanley Stock Continue To Outperform The S&P 500?

U.S. Bancorp

This year's stress test results will include additional analysis of the coronavirus' impact on the economy.

The Fed Will Release Bank Stress Test Results Soon. Here's What to Watch

Charles Schwab

Sandy Weill, the former Citigroup CEO and chairman who helped create the megabank model in the 1990s, said Friday that Morgan Stanley and Charles Schwab were "really very good buys."

Ex-Citigroup CEO Sandy Weill calls Morgan Stanley and Charles Schwab 'very good buys'

Pioneer Natural Resources

Exxon Mobil

It was nice while it lasted, and there is a good chance that later this summer we could resume an uptrend.

5 Stocks to Rotate to Now as Stock Market Melt-Up Rally Hits a Massive Wall

The financial sector is under pressure for a few reasons.

Here's Why Wells Fargo, JPMorgan Chase, and Other Big Bank Stocks Are Falling

Big banks -- Wells Fargo (WFC), Citigroup (C), Morgan Stanley (MS), U.S. Bancorp (USB) and JPMorgan (JPM) -- announce Q2 guidance.

Banks Issue Mixed Views for Q2, Reserves Likely to Rise

Morgan Stanley (MS) CEO A - James Gorman Presents at Morgan Stanley U.S. Financials Conference (Transcript)

Morgan Stanley Chief Executive James Gorman has been so moved by the protests that have gripped New York City that he’s shaking things up at his firm, he said Tuesday. In an internal e-mail shared on LinkedIn, Gorman, 61, wrote that the death of George Floyd at the hands of Minneapolis police and the ensuing.

Morgan Stanley CEO pushes for racial equality

Morgan Stanley CEO James Gorman CEO said on "Closing Bell" that the economy needs to more government help to pull out of the pandemic-induced recession.

Congress shouldn't 'take a false sense of confidence' from market rally, Morgan Stanley CEO says

Morgan Stanley Chief Executive Officer vf DEsaid on Tuesday the bank expects to set aside a smaller amount of money for potential loan losses in the current quarter, compared with the first quarter.

News for Morgan Stanley Stock (MS)