Inferra AI / Company / MS
Morgan Stanley
MS · Financials
No earnings release for Morgan Stanley is held in this edition of the library, so no earnings line is shown.
Key results
Stanley Reports Net revenuequarter
$20.3 Billion
Morgan Stanley Reports Net Revenues of $20.3 Billion, EPS of $3.03 and ROTCE of
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
EPSquarter
$3.03
Morgan Stanley Reports Net Revenues of $20.3 Billion, EPS of $3.03 and ROTCE of
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
Revenuequarter
$20.3 billion
revenues of $20.3 billion for the third quarter ended September 30, 2026 compared with $18.2 billion a year ago.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
Net incomequarter
$4.9 billion
Net income applicable to Morgan Stanley was $4.9 billion, or $3.03 per diluted share, compared with $4.6 billion, or $2.80 per diluted share, for the same period a year ago.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
1 Ted Pick, Chairman and Chief Executive Officer, said, Morgan Stanley reported another strong quarter with net revenues of $20.3 billion, EPS of $3.03 and a ROTCE of 22.6%.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
Institutional Securities benefited from global strength, led by our Equity franchise, and Wealth Management reported record revenues and added $232 billion in net new assets and $80 billion in fee-based flows.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
Net revenuequarter
$20,338
Financial Summary 2,3 Firm ($ millions, except per share data) 3Q 2026 3Q 2025 Net revenues $20,338 $18,224 Provision for credit losses $148 $0 Compensation expense $7,997 $7,442 Non-compensation expenses $5,715 $4,754 Pre-tax income 4 $6,478 $6,028 Net income app.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
revenues of $20.3 billion and pre-tax income of $6.5 billion demonstrating the continued momentum of our Integrated Firm.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
13 Institutional Securities reported net revenues of $10.0 billion reflecting strong performance in Equity driven by client engagement and strength in Advisory.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
AI analysis
Q3 2026 · reported Oct 14, 2026
Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held
The quarter in charts
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Stanley Reports Net revenue | $20.3 Billion | — | — |
| EPS | $3.03 | — | — |
| Revenue | $20.3 billion | — | $18.2 billion |
| Net income | $4.9 billion | — | — |
| Net revenue | $20,338 | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
($ millions) 3Q 2026 3Q 2025 Net Revenues $1,459 $1,651 Asset management and related fees $1,565 $1,534 Performance-based income and other $(106) $117 Total Expenses $1,200 $1,287 Compensation $505 $632 Non-compensation $695 $655 3 Other Matters The Firm repurchased $1.5 billion of its outstanding common stock during the quarter as part of its Share Repurchase Program.
Event summary
Morgan Stanley Q3 2026 — Morgan Stanley Reports Net Revenues of $20.3 Billion, EPS of $3.03 and ROTCE of
Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
($ millions) 3Q 2026 3Q 2025 Net Revenues $1,459 $1,651 Asset management and related fees $1,565 $1,534 Performance-based income and other $(106) $117 Total Expenses $1,200 $1,287 Compensation $505 $632 Non-compensation $695 $655 3 Other Matters The Firm repurchased $1.5 billion of its outstanding common stock during the quarter as part of its Share Repurchase Program.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
The Board of Directors declared a $1.15 quarterly dividend per share payable on November 13, 2026 to common shareholders of record on October 30, 2026.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
3Q 2026 3Q 2025 Common Stock Repurchases Repurchases ($MM) $1,540 $1,085 Number of Shares (MM) 7 7 Average Price $212.74 $145.77 Period End Shares (MM) 1,565 1,591 Effective Tax Rate 23.3% 22.8% Capital 17 Standardized Approach CET1 capital 13 14.9 % 15.1 % Tier 1 capital 13 16.6 % 16.9 % Advanced Approach CET1 capital 13 16.3 % 15.7 % Tier 1 capital 13 18.1 % 17.6 % Leverage-based capital Tier 1 leverage 18 5.9 % 6.8 % SLR 19 4.8 % 5.5 % 4 Morgan Stanley (NYSE MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
5 1 Includes preferred dividends related to the calculation of earnings per share for the third quarter of 2026 and 2025 of approximately $158 million and $160 million, respectively.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
The calculation of return on average tangible common equity, also a non-GAAP financial measure, represents full year or annualized net income applicable to Morgan Stanley less preferred dividends as a percentage of average tangible common equity.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
8 Wealth Management fee-based asset flows include net new fee-based assets (including asset acquisitions), net account transfers, dividends, interest, and client fees, and exclude institutional cash management related activity.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
Strategy & priorities
These changes had no impact on Total AUM and were made to more closely align reporting with underlying investment strategies and to conform reporting of Net Flows, excluding distributions, which for long-term products were $3 billion and $2 billion for the quarters ended September 30, 2026 and September 30, 2025, respectively, with the relevant presentations in our SEC Forms 10-K and 10-Q.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
The workforce management action was related to an effort to improve operational efficiency and manage performance, rather than a change in strategy or exit of businesses.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
These changes had no impact on Total AUM and were made to more closely align reporting with underlying investment strategies and to conform reporting of Net Flows, excluding distributions, with the relevant presentations in our SEC Forms 10-K and 10-Q.
SEC original ↗Morgan Stanley — Presentation / slide deck (8-K exhibit)EX-99Oct 14, 2026
Page 9 (a) Investment Management Alternatives and Solutions asset class includes products in fund of funds, real estate, infrastructure, private equity and credit strategies, multi-asset portfolios, and tax-managed solutions, as well as systematic strategies that create custom investment solutions, including those offered by Parametric.
SEC original ↗Morgan Stanley — Presentation / slide deck (8-K exhibit)EX-99Oct 14, 2026
(c) Overlay Services represents investment strategies that use passive exposure instruments to obtain, offset or substitute specific portfolio exposures, beyond those provided by the underlying holdings of the fund.
SEC original ↗Morgan Stanley — Presentation / slide deck (8-K exhibit)EX-99Oct 14, 2026
Risks & headwinds
Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date on which they are made, which reflect management s current estimates, projections, expectations, assumptions, interpretations or beliefs and which are subject to risks and uncertainties that may cause actual results to differ materially.
SEC original ↗Morgan Stanley — Earnings release (8-K exhibit)EX-99Oct 14, 2026
Earnings deck slides
0 decks with slide viewMorgan Stanley — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Morgan Stanley — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Morgan Stanley — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Morgan Stanley — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
11 documentsEarnings releases
6 documentsPresentations
4 documents
Transcripts
0 documentsNo transcripts for Morgan Stanley are held in this edition of the library.
Mentioned by
16 companiesOther tracked companies whose held documents mention Morgan Stanley by name or ticker. A mention is counted once per document, from the document text the library holds.
Expeditors International (EXPD)
“e and later reclassified to … … tangible common equity represent net income applicable to Morgan Stanley by segment less preferred dividends allocated to each segment, annualized as a percentage of average common equity and average tangible…”
“g funding capital expenditures. Citigroup Global Markets Inc., Mizuho Securities USA LLC, Morgan Stanley & Co. LLC and SMBC Nikko… … repay its outstanding commercial paper and for other general corporate purposes, including funding capital expenditur”
“mited to, capital expenditures and working capital. J.P. Morgan, Goldman Sachs & Co. LLC, Morgan Stanley and Citigroup are acting… …proceeds from the offering for general corporate purposes, which may include, but are not limited to, capital expendit”
“under its revolving credit facility. BofA Securities, Inc., Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC are acting as joint … …statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigatio”
“ under its revolving credit facility. BofA Securities, Inc., Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC acted as joint book-running… …statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Li”
“ngs per diluted share $ 2.68… … tangible common equity represent net income applicable to Morgan Stanley by segment less preferred dividends allocated to each segment, annualized as a percentage of average common equity and average tangible…”
“e and later reclassified to … … tangible common equity represent net income applicable to Morgan Stanley by segment less preferred dividends allocated to each segment, annualized as a percentage of average common equity and average tangible…”
“… FOR IMMEDIATE RELEASE June 24 , 2026 Morgan Stanley Announces a Dividend Increase of 15 Cents to $1.15 Per Share and the Reauthorization of a $20 Billion Multi-Year Common … …forward-looking statem”
“e and later reclassified to … … tangible common equity represent net income applicable to Morgan Stanley by segment less preferred dividends allocated to each segment, annualized as a percentage of average common equity and average tangible…”
“acquisition of Agency and other investment securities and for general corporate purposes. Morgan Stanley & Co. … …Inc. (NYSE: DX) is a leading internally managed REIT with a long track record of delivering attractive dividends through the disciplined”
Equipmentshare.Com Inc. (EQPT)
“ent, Inc. He began his career in the Mergers, Acquisitions & Restructurings Department at Morgan Stanley. Mr. Giangiacomo currently serves on the board of publicly… …spent 13 years in the Private Equity Group at Apollo Global Management, Inc. He bega”
“ to joining Elliott in 2004, Cohn was an Analyst in the mergers and acquisitions group at Morgan Stanley. He earned his B.S. in Economics from the University of Pennsylvania’s Wharton… …School Program on Corporate Governance. Prior to joining Elliott”
“ed when expected or at all, including as a result of the impact of, or problems arising… …Morgan Stanley US Financials Conference 17 Non-GAAP Reconciliation Pre-Provision Net Revenue (PPNR), Earnings Per Share (EPS) ($ in millions) FY25 Total revenue”
“ - - (51 ) - Prepaid asset write-off - - 71 - Operating income… …Morgan Stanley Global Chemicals, Agriculture and Packaging Conference, November 12, 2024 Citi’s Basic Materials Conference, December 3, 2024 Goldman Sachs”
“ approved a quarterly dividend of $0.5006 per share. Upcoming webcasted investor events • Morgan Stanley 21 st Annual Global Healthcare… …to $560 million, driven by increases in Medical and Pharmaceutical segment profit. Non-GAAP diluted earnings per”
“ strategy or its commitment to maintain and grow its dividend over time. Lazard and Morgan Stanley & Co. LLC are acting as financial advisors to Gilead. Centerview… …This communication contains forward-looking statements, within the meaning of ”
See also the earnings calendar for every tracked company’s next earnings date.