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

Rite Aid

Snap

Shopify

Morgan Stanley, Shopify, Snap and Rite Aid were our top stock trades for Friday. That said, here's a look at the charts now.

4 Top Stock Trades for Friday: MS, SHOP, RAD, SNAP

Morgan Stanley (MS) CEO James Gorman on Q1 2020 Results - Earnings Call Transcript

The Wall Street bank did better than its competitors.

Morgan Stanley Reports 30% Lower Profits

The discourse among CEOs and elected officials has turned to when the economy can be reopened.

Morgan Stanley CEO James Gorman sees coronavirus-induced recession lasting through all of 2021

Bank of America

Citigroup

JPMorgan Chase & Co

Wells Fargo

Kashkari, who oversaw the creation of TARP in 2008, is calling for the big U.S. banks to raise $200 billion in capital and suspend dividends.

Minneapolis Fed President Kashkari Says Banks Should Raise Capital Immediately

Coronavirus-induced mayhem across markets hurt Morgan Stanley's (MS) Q1 earnings.

Morgan Stanley (MS) Q1 Earnings Miss on Coronavirus Mayhem

Morgan Stanley boss James Gorman said he’s “been fortunate” despite getting sick with the coronavirus last month, and that his recent decision not to lay off employees amid a looming recession was a no-brainer. The crisis took a personal turn at Morgan Stanley last week when Gorman, the bank’s 61-year-old chief executive, disclosed to employees.

Morgan Stanley CEO: Not laying people off was one of the easiest decisions ever made

Morgan Stanley (NYSE: MS) released its first-quarter earnings report before the opening bell on Thursday.

What’s Up With Morgan Stanley’s Q1 Earnings?

Morgan Stanley earnings missed Q1 views despite strong trading revenue, like many peers. Morgan Stanley stock fell early, as bank stocks retreat this week.

Morgan Stanley Earnings Miss Despite Trading Boom, Echoing Big Bank Rivals

Banks are setting aside billions for their reserves to cover an oncoming wave of loan defaults.

Morgan Stanley Profit Drops 30% Amid Coronavirus Crisis. Here’s How All The Big Banks Fared Last Quarter.

Morgan Stanley  posted a 32% fall in quarterly profit on Thursday as the coronavirus pandemic stalled dealmaking and warned that the crisis would continue to weigh on its operations in the coming months.

Morgan Stanley profit plunges, warns of more pain ahead

Morgan Stanley (NYSE:MS) released its quarterly earnings report on Thursday that missed analysts’ estimates for earnings and revenue. The American multinational investment bank also said that support from upbeat trading results may prove to be short-lived as the ongoing Coronavirus continues to weigh on performance.

Morgan Stanley posts solid trading results in the first quarter

Morgan Stanley (MS) delivered earnings and revenue surprises of -7.48% and 4.49%, respectively, for the quarter ended March 2020. Do the numbers hold clues to what lies ahead for the stock?

Morgan Stanley (MS) Q1 Earnings Lag Estimates

GraniteShares Gold Shares

SPDR Gold Trust

SPDR Gold MiniShares Trust

iShares Gold Trust

In the wake of the current scenario, investors are rushing to safe-haven assets like gold, resulting in its rally to the highest level in more than seven years.

Gold ETFs Shining Bright Amid Coronavirus Crisis

Significant volatility and rise in client activity are expected to have supported Morgan Stanley (MS) in first-quarter 2020.

Impressive Trading to Aid Morgan Stanley (MS) in Q1 Earnings

Goldman Sachs

Big U.S. banks made a pretty penny in trading during the first quarter as the coronavirus pandemic caused wild market swings, analysts said, but those gains will likely be overshadowed by declines in other businesses and a bleak outlook for the rest of the year.

Trading gains for big U.S. banks may not last past first quarter

Charles Schwab

Earnings season is just around the corner, and that means the big banks will be leading the way.

Bank of America, Citigroup, Wells Fargo and More Bank Earnings Coming This Week

The financial sector is one of the best performing parts of the market as we head into the long weekend.

Here's Why Citigroup and Other Big Bank Stocks are Rising on Thursday

Morgan Stanley boss James Gorman surprised his staff by disclosing in an internal video that he has won his own battle with the coronavirus. According to sources close to the banking giant, employees were notified via email at 8 a.m.

Morgan Stanley CEO James Gorman reveals he had coronavirus

Morgan Stanley's  Chief Executive Officer James Gorman said he has fully recovered from the illness caused by the novel coronavirus, according to a video that was sent to the bank's employees on Thursday.

Morgan Stanley CEO James Gorman recovers from COVID-19

Morgan Stanley CEO James Gorman fell ill with the coronavirus about three weeks ago and has since recovered and been cleared by physicians, according to a company spokesman.

Morgan Stanley CEO James Gorman has recovered from coronavirus

U.S. banks should feel welcome to pursue "prudent efforts" to help borrowers impacted by the coronavirus pandemic, according to a new joint statement issued by banking regulators Tuesday.

U.S. banking regulators encourage 'prudent efforts' by banks to help borrowers

PNC Financial Services

The start of 2020 felt like a virtual Goldilocks period for the major U.S. banks, but the COVID-19 recession has changed all of that drastically.

Bank Dividends and Book Values to Come Under Deep Scrutiny With Earnings

U.S. banks are expected to defend their dividend payments when they submit their annual capital plans to the Federal Reserve on Monday for the upcoming stress tests, the Financial Times reported on Sunday, citing people familiar with the situation.

U.S. banks to defend dividend payments in stress tests: FT

Morgan Stanley (MS) closed at $33.84 in the latest trading session, marking a -0.18% move from the prior day.

News for Morgan Stanley Stock (MS)