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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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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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Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Wells Fargo

Big U.S. lenders are expected to show they have ample capital to weather any renewed turmoil during this week's Federal Reserve health checks, but will be conservative on investor payouts amid economic and regulatory uncertainties, analysts said.

Big US banks expected to be cautious on shareholder payouts after stress tests

LOS ANGELES, CA / ACCESSWIRE / June 23, 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 Commenced An Investigation Into Claims Against Morgan Stanley (NYSE:MS) And Urges Investors Who Have Experienced Losses To Establish Contact

LOS ANGELES, CA / ACCESSWIRE / June 22, 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 Started A Probe Into Allegations Against Morgan Stanley (NYSE:MS) And Encourages Investors Who Have Incurred Losses To Initiate Communication

LOS ANGELES, CA / ACCESSWIRE / June 21, 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 Claims Against Morgan Stanley (NYSE:MS) And Urges Investors Who Have Suffered Losses To Establish Contact

Morgan Stanley (MS) increases its investments in the Latin America region amid growing geopolitical tensions elsewhere in the world.

Morgan Stanley (MS) Increases Investments in Latin America

In the closing of the recent trading day, Morgan Stanley (MS) stood at $97.57, denoting a +0.55% change from the preceding trading day.

Morgan Stanley (MS) Rises Higher Than Market: Key Facts

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (“MSIM”) today announced it has completed the conversion of a fixed income mutual fund to an exchange-traded fund (“ETF”). The latest addition to the ETF platform follows the conversion of two fixed income mutual funds to ETFs in March 2024 and expands MSIM's offering to eight active fixed income ETFs. The below strategy is available as an ETF as of today: Mutual Fund ETF ETF Ticker MSIFT Short Duration Income Portfolio Eaton Vance.

MSIM Adds to ETF Platform with Conversion of Short Duration Income Mutual Fund to ETF

Morgan Stanley's stock (NYSE: MS) has gained 2% YTD, as compared to the 14% rise in the S&P500 over the same period. Notably, Morgan Stanley's peer Charles Schwab (NYSE: SCHW) is up 5% over the same period.

Morgan Stanley Stock Is Trailing The S&P500 Index By 12% YTD, What To Expect?

Banco Macro

Considering their generous dividends now appears to be an ideal time to buy these highly ranked finance stocks as they are benefiting from strong business industries.

2 Highly Ranked Finance Stocks to Buy with Generous Dividends

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:.

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