Revenue segments as reported by the company.

Investment banking

Trading

Investments

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Asset management

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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

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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.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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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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Ally Financial

American Express

Bank of America

Bank of New York Mellon

Citigroup

Citizens Financial Group

Capital One

First Citizens BancShares

Fifth Third Bancorp

Goldman Sachs

Huntington Bancshares

JPMorgan Chase & Co

M&T Bank

PNC Financial Services

Charles Schwab

SPDR S&P 500 ETF Trust

State Street

Truist Financial

U.S. Bancorp

Wells Fargo

With another round of Federal Reserve stress tests in the books, many large U.S. banks have already announced dividend increases. Analysts at Jefferies compiled the data in a report sent to clients early Monday.

This is how much the largest 20 U.S. banks raised dividends after stress tests

A third US merchant bank has lifted its ban on bonuses for its staff in London ahead of what is expected to be a spate of dealmaking in the City when interest rates start to turn down. Wall Street giant Morgan Stanley (NYSE:MS) said it would be replacing the EU-imposed two-times salary cap with 'appropriate' internal multipliers.

Morgan Stanley joins rivals in lifting City of London bonus cap

JPMorgan said it was raising its quarterly dividend 8.7% to $1.25 per share and that it authorized a new $30 billion share repurchase program. Morgan Stanley said it was boosting its dividend 8.8% to 92.5 cents per share and authorized a $20 billion repurchase plan.

JPMorgan and Morgan Stanley boost buybacks and dividends, while Citigroup and BofA take smaller steps

Big banks plan to pay out more to shareholders after passing regulators' annual stress test results earlier this week.

Big Banks Boost Dividends After Passing Stress Tests

U.S. banking giants announced plans to raise their third-quarter dividends on Friday after proving that they have enough capital to withstand severe economic and market turmoil in the Federal Reserve's annual health check.

Top U.S. banks hike dividends after sailing through Fed's stress test

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) announced that it will increase its quarterly common stock dividend to $0.925 per share from the current $0.85 per share, beginning with the common stock dividend expected to be declared by the Firm's Board of Directors in the third quarter of 2024. In addition, the Firm's Board of Directors reauthorized a multi-year common equity share repurchase program of up to $20 billion, without a set expiration date, beginning in the third quarter of 2.

Morgan Stanley Announces 7.5 Cents Dividend Increase and Authorization of a Renewed $20 Billion Multi-Year Common Equity Share Repurchase Program

LOS ANGELES, CA / ACCESSWIRE / June 28, 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 Launched An Investigation Into Claims Against Morgan Stanley And Calls For Investors Who Have Incurred Losses To Get In Touch

The financial services sector in 2024 is poised for growth, driven by robust economic fundamentals and technological advancements. As one of the largest contributors to the U.S. economy, this sector generates significant revenue and employment.

The 3 Smartest Financial Services Stocks to Buy With $10K Right Now

LOS ANGELES, CA / ACCESSWIRE / June 27, 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 Examination Into Allegations Against Morgan Stanley And Urges Investors Who Have Suffered Losses To Communicate

This year, all 31 banks, including JPMorgan, Goldman, Morgan Stanley, Citigroup and Fifth Third Bancorp, have cleared the stress test. The payouts are likely to be conservative due to lingering headwinds.

Banks Clear 2024 Stress Test: Will Payouts be Bigger This Time?

Oppenheimer analysts cautioned investors not to “burn too many brain cells on deciphering the Fed's logic” as analysts gave the annual exercise mixed reviews on Thursday.

Analysts praise banks and puzzle over Fed after stress tests

Big U.S. banks had enough capital to weather a potentially severe economic downturn but some of their risky businesses could hypothetically take a major hit this year, according to results of the Federal Reserve's annual stress test.

US banks weather Fed's annual stress test, but risks rise

Big U.S. banks survived a hypothetical 40% drop in commercial real estate values as a part of the U.S. Federal Reserve's annual health test, easing fears about the banking sector as landlords struggle in a higher-for-longer interest rate world.

Big US banks withstand Fed's commercial real estate shock scenario

The biggest U.S. banks would have enough capital to withstand severe economic and market turmoil, the Federal Reserve's annual "stress test" exercise showed on Wednesday, but firms faced steeper hypothetical losses this year due to riskier portfolios.

US banks suffer steeper losses, but retain large cushions in annual Fed health check

The Federal Reserve said Wednesday that the biggest banks operating in the U.S. would be able to withstand a severe recession scenario. Each of the 31 banks in this year's regulatory exercise cleared the hurdle of being able to absorb losses while maintaining more than the minimum required capital levels, the Fed said in a statement.

Federal Reserve says all 31 banks in annual stress test withstood a severe hypothetical downturn

U.S. lenders have sufficient capital to withstand an economic catastrophe, the central bank determined.

Big Banks Can Withstand Disaster Scenario as Balance Sheets Grow ‘Riskier,' Fed Says

WASHINGTON—Big U.S. banks passed their latest annual stress test, with the Federal Reserve finding they would be able to continue lending to households and businesses in a severe recession, even while suffering steeper losses than last year's tests.

Biggest Banks Can Withstand Severe Downturn, $685 Billion in Losses, Fed Says

LOS ANGELES, CA / ACCESSWIRE / June 26, 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 Initiates Inquiry Into Allegations Against Morgan Stanley And Urges Investors With Losses To Establish Communication

Morgan Stanley is pushing further into artificial intelligence adoption with a new assistant expected to save thousands of hours for the bank's financial advisors. The assistant, called Debrief, is designed to log detailed records of advisors' meetings and automatically generate draft emails and summaries of discussions.

Morgan Stanley to get OpenAI powered assistant to help employees

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management (MSWM) today announced the next innovation milestone in its AI @ Morgan Stanley suite of GenAI tools for Financial Advisors (FAs). The new AI @ Morgan Stanley Debrief is an OpenAI-powered tool that, with client consent, generates notes on a Financial Advisors' behalf in client meetings and surfaces action items. After the meeting, it summarizes key points, creates an email for an Advisor to edit and send at their discretion, and saves.

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools

Morgan Stanley is pushing further into its adoption of artificial intelligence with a new assistant that is expected to take over thousands of hours of labor for the bank's financial advisors. The assistant, called Debrief, keeps detailed logs of advisors' meetings and automatically creates draft emails and summaries of the discussions, bank executives told CNBC.

Morgan Stanley wealth advisors are about to get an OpenAI-powered assistant to do their grunt work

Morgan Stanley (MS) reachead $97.80 at the closing of the latest trading day, reflecting a +0.72% change compared to its last close.

Morgan Stanley (MS) Exceeds Market Returns: Some Facts to Consider

The 2024 stress test results are due this Wednesday. So, banks - JPMorgan (JPM), Goldman (GS), Morgan Stanley (MS), Bank of America (BAC) and Citizens Financial Group (CFG) - are in the spotlight.

Large Banks to be Conservative About Shareholder Payouts

LOS ANGELES, CA / ACCESSWIRE / June 24, 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 A Probe Into Allegations Against Morgan Stanley And Encourages Investors Who Have Suffered Losses To Make Contact

NEW YORK--(BUSINESS WIRE)--Morgan Stanley at Work today announced takeaways from its annual Thrive conference and Voice of the Participant survey, which together demonstrate increasing demand for and adoption of workplace financial benefits among both companies and their employees. Findings show equity plans in particular continue to gain popularity as a strategic method to attract, retain and motivate top talent. Underscoring this trend, the largest-ever 2024 Thrive conference in Phoenix, Ariz.

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