{"filings":[{"id":1251237,"accession_number":"0000950103-26-009448","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2026-06-24T20:52:55+00:00","items":["8.01","9.01"],"status":"ready","headline":"Morgan Stanley raises quarterly dividend to $1.15, authorizes $20B buyback","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Quarterly dividend raised 15% to $1.15/share from $1.00, starting with Q3 2026 declaration.","Board authorized a new $20B multi-year common share repurchase program with no expiration, beginning Q3 2026.","Fed 2026 stress test results had no impact on Morgan Stanley's SCB, which remains at 4.3% through Oct 1, 2027.","CET1 ratio under Basel III Standardized Approach was 15.1% as of March 31, 2026, well above regulatory minimum."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":471916,"accession_number":"0000950103-26-007291","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2026-05-15T20:39:14+00:00","items":["5.07"],"status":"ready","headline":"Morgan Stanley shareholders elect all 15 directors; reject independent chairman proposal","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 15 director nominees elected; top vote-getter Megan Butler received 1.30B for (99.7% of votes cast).","Ratification of Deloitte as auditor approved: 1.37B for, 59.1M against, 1.1M abstain.","Advisory vote on executive compensation passed: 1.25B for, 55.2M against, 3.9M abstain.","Shareholder proposal for independent board chairman rejected: 355.6M for, 945.0M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99554,"accession_number":"0000895421-26-000111","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q1 2026 rev $20.6B, EPS $3.43, ROTCE 27.1%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $20.6B (+16% YoY); diluted EPS $3.43 vs $2.60; net income $5.6B.","Institutional Securities net rev $10.7B (record), up 19% YoY; Investment Banking $2.1B (+36%).","Wealth Management net rev $8.5B (record); net new assets $118B; pre-tax margin 30.4%.","Board declares $1.00/qtr dividend (payable May 15); repurchased $1.75B in common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":3.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115625,"accession_number":"0000950103-26-001967","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Morgan Stanley reports record 2025 results; CEO Pick receives $45M total compensation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Net revenues record $70.6B (+14% YoY); net income $16.9B; EPS $10.21 record.","Pre-tax profit $22.0B (+25% YoY); ROTCE 21.6%; efficiency ratio 68%.","CET1 ratio 15.0% (accreted $8.1B); quarterly dividend $1.00 (raised $0.075 for 4 years).","CEO Edward Pick 2025 total compensation set at $45M; 75% deferred over 3 years as performance-vested equity.","Market cap $282B; total shareholder return 45%; 300bps excess capital."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115624,"accession_number":"0000895421-26-000007","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2026-01-15T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Morgan Stanley Q4 2025 EPS $2.68, revenue $17.9B; FY EPS $10.21, revenue $70.6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenues $17.9B (+10% YoY), net income $4.4B, diluted EPS $2.68 vs $2.22 a year ago.","Full year net revenues $70.6B (+14% YoY), net income $16.9B, diluted EPS $10.21 vs $7.95.","Wealth Management posted record FY revenues $31.8B and pre-tax margin 29.3%; added $356B net new assets.","Institutional Securities IB revenues up 47% in Q4; Equity revenues record at $15.6B for FY.","ROTCE 21.8% for Q4 and 21.6% for FY; quarterly dividend $1.00/share; $4.6B in FY share repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":10.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132055,"accession_number":"0000895421-25-000535","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-10-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q3 2025: Record net revenues $18.2B, EPS $2.80, ROTCE 23.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $18.2B (+18% YoY), diluted EPS $2.80 vs $1.88 YoY, record quarter.","Wealth Management pre-tax margin 30.3%, net new assets $81B, fee-based asset flows $42B.","Institutional Securities net revenues $8.5B (+25% YoY) led by Equity (+35%) and Investment Banking (+44%).","Board declared $1.00/share dividend payable Nov 14, 2025; Fed reduced SCB to 4.3% from 5.1% effective Oct 1.","Firm repurchased $1.1B of common stock in Q3; Standardized CET1 ratio 15.2%."],"consensus_eps_estimate":null,"consensus_eps_actual":7.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148631,"accession_number":"0000950103-25-012581","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Fed reduces Morgan Stanley's Stress Capital Buffer to 4.3% from 5.1% effective Oct 1, 2025","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Stress Capital Buffer reduced by 80 basis points to 4.3% from 5.1% after company sought reconsideration.","Aggregate U.S. Basel III Standardized Approach CET1 ratio becomes 11.8% under revised SCB.","Firm's CET1 ratio as of June 30, 2025 stood at 15.0%, well above new requirement.","CFO Sharon Yeshaya thanked Fed and said firm remains focused on supporting clients and growing dividend.","Reduction is effective October 1, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148629,"accession_number":"0000895421-25-000419","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-07-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q2 net rev $16.8B (+12% YoY), EPS $2.13 vs $1.82; dividend raised to $1.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $16.8B (up 12% YoY); diluted EPS $2.13 (up 17% YoY); ROTCE 18.2% vs 17.5%.","Wealth Management net rev $7.8B (+14% YoY), pre-tax margin 28.3%, $59B net new assets.","Institutional Securities net rev $7.6B (+9% YoY) on strong Equity ($3.7B, +23% YoY).","Quarterly dividend increased to $1.00/share from $0.925; $20B share repurchase authorization.","Standardized CET1 ratio 15.0%; provision for credit losses $196M vs $76M a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":4.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148628,"accession_number":"0000950103-25-008285","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Morgan Stanley boosts quarterly dividend to $1.00/sh, authorizes $20B buyback","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly common dividend raised 8.1% to $1.00 from $0.925, effective with Q3 2025 declaration.","Board reauthorized $20B multi-year share repurchase program with no set expiration, starting Q3 2025.","Fed stress test SCB set at 5.1% for Oct 2025-Sep 2026, implying CET1 ratio of 12.6% vs 15.3% as of Mar 2025.","CEO Ted Pick says improved stress test results reflect franchise strength and support capital returns."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167486,"accession_number":"0000950103-25-007460","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Morgan Stanley elects former Duke Energy CEO Lynn Good to board, effective July 18, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lynn Good, 66, former Chair, CEO and President of Duke Energy, elected to Morgan Stanley board.","Effective July 18, 2025; board size increases to 15 members.","She will serve on the Audit Committee.","Compensation follows standard non-employee director practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167485,"accession_number":"0000950103-25-006128","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Morgan Stanley shareholders approve 50M share increase in equity incentive plan and extend term to 2030","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amended EICP increases share pool by 50M to total 483M shares; term extended three years to May 15, 2030.","All 14 director nominees elected; most votes >98% support except Wilkins (93.5%) and Pick (95.4%).","Ratification of Deloitte & Touche as 2025 auditor passed with 96% of votes cast.","Advisory vote on executive compensation approved with 95.4% of votes cast (excluding broker non-votes).","Shareholder proposal on Energy Supply Ratio disclosure defeated with 87% against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167484,"accession_number":"0000895421-25-000322","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-04-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley reports record Q1 net revenues $17.7B, EPS $2.60, ROTCE 23.0%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues record $17.7B, up 17% YoY; diluted EPS $2.60 vs $2.02.","Institutional Securities record net revenues $9.0B; Equity record $4.1B.","Wealth Management net revenues $7.3B, net new assets $94B, pre-tax margin 26.6%.","Investment Management net revenues $1.6B, up 16% YoY on higher AUM.","Board declares $0.925 quarterly dividend; $1B share repurchases in quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":2.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167483,"accession_number":"0000950103-25-004156","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-04-01T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Morgan Stanley nominates Douglas L. Peterson, former S&P Global CEO, to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Douglas L. Peterson, former CEO of S&P Global Inc., nominated for election at May 15, 2025 annual meeting.","Peterson brings 40 years of financial services experience and an international perspective.","Board determined Peterson is independent under Morgan Stanley's governance policies.","Upon election, Peterson will serve on the Risk Committee of the Board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184782,"accession_number":"0000950103-25-003944","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-03-28T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Morgan Stanley CAO & Deputy CFO Raja Akram resigns to pursue other opportunity","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Raja Akram resigns as Deputy CFO, Chief Accounting Officer and Controller.","Resignation effective after fulfillment of required notice period; no replacement named.","Notice of resignation given on March 26, 2025.","Departure described as 'pursue another opportunity' (not due to disagreement with company)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184781,"accession_number":"0000950103-25-001971","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Morgan Stanley sets CEO Pick's 2024 pay at $34M, cites record $61.8B revenue","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Edward Pick's total 2024 compensation set at $34M; 75% deferred over 3 years, all in equity, 60% performance-vested.","Firm posted record net revenues of $61.8B (+14% YoY), net income $13.4B, EPS $7.95.","Pre-tax profit $17.6B (+49% YoY); ROTCE 18.8%; quarterly dividend raised to $0.925.","Standardized CET1 ratio 15.9%; added $5.6B CET1 capital in 2024.","Market cap surpassed $200B; total shareholder return 40% in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184780,"accession_number":"0000895421-25-000079","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2025-01-16T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Morgan Stanley Q4 EPS $2.22, revenue $16.2B; full year EPS $7.95, record revenue $61.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenues $16.2B, up 26% YoY; EPS $2.22 vs $0.85; ROTCE 20.2%.","Full year net revenues $61.8B (record), EPS $7.95, ROTCE 18.8%.","Institutional Securities rev $7.3B (+47% YoY); Wealth Mgmt $7.5B (+13%); Inv Mgmt $1.6B (+12%).","Quarterly dividend $0.925/share payable Feb 14, 2025; $0.8B in share repurchases in Q4.","CET1 ratio 15.9% at year-end; total client assets $7.9T across Wealth and Investment Mgmt."],"consensus_eps_estimate":null,"consensus_eps_actual":7.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201370,"accession_number":"0000950103-24-018085","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2024-12-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Stephen Luczo resigns from Morgan Stanley Board; 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James Gorman retires as Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Ted Pick elected to additional role of Chairman, effective Jan 1, 2025.","James Gorman steps down as Chairman and leaves Board at year-end; named Chairman Emeritus.","Gorman to serve as non-employee advisor through 2026 with $400,000 annual fee plus benefits.","Gorman's 14-year CEO tenure highlighted; Pick thanks Gorman for guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201368,"accession_number":"0000895421-24-000484","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2024-10-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q3 net revenue $15.4B, EPS $1.88, ROTCE 17.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $15.4B (+16% YoY); 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raises dividend to $0.925","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $15.0B (+12% YoY); diluted EPS $1.82 vs $1.24; ROTCE 17.5%.","Institutional Securities revs $7.0B (+23% YoY); Investment Banking $1.6B (+51%).","Wealth Management revs $6.8B (+2%); record asset management revs; pre-tax margin 26.8%.","Quarterly dividend increased to $0.925/share; $20B share repurchase program authorized.","CET1 ratio 15.2%; total client assets $7.2T."],"consensus_eps_estimate":null,"consensus_eps_actual":3.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237233,"accession_number":"0000950103-24-009168","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2024-06-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Morgan Stanley raises quarterly dividend to $0.925/share, authorizes $20B buyback","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend raised to $0.925/share from $0.85 (8.8% increase), effective Q3 2024.","Board authorized $20 billion multi-year share repurchase program with no set expiration date, starting Q3 2024.","Federal Reserve stress test results imply SCB of 6.0%; CET1 ratio 15.0% as of March 31, 2024.","CEO Ted Pick highlights third consecutive year of dividend increase."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237232,"accession_number":"0000950103-24-007114","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2024-05-24T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"James P. Gorman to step down as Executive Chairman and board member effective Dec 31, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James P. Gorman will step down as Executive Chairman and as a member of the Board of Directors, effective Dec 31, 2024.","All 15 director nominees were elected; say-on-pay and the Non-U.S. Nonqualified Employee Stock Purchase Plan were approved.","Shareholder proposals on politicized de-banking report, lobbying transparency, and clean energy financing ratio were defeated.","Ratification of Deloitte & Touche LLP as independent auditor for fiscal 2024 was approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237231,"accession_number":"0000895421-24-000315","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2024-04-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q1 2024 net rev $15.1B, EPS $2.02, ROTCE 19.7% vs year-ago $14.5B, $1.70","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $3.4B vs $3.0B YoY; diluted EPS $2.02 vs $1.70. Wealth Mgmt net rev $6.9B, up 5%.","Institutional Securities net rev $7.0B (+3% YoY); equity underwriting rev doubled to $430M.","Wealth Mgmt net new assets $94.9B; fee-based client assets $2.12T. Investment Mgmt AUM $1.505T.","Board declared $0.85 quarterly dividend, payable May 15, 2024. Share repurchases $1.0B in Q1.","CET1 ratio 15.1% (Standardized); booked PCL benefit of $6M vs $234M provision year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":2.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254785,"accession_number":"0000950103-24-000919","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2024-01-19T23:59:59+00:00","items":["8.01","5.02"],"status":"ready","headline":"Morgan Stanley sets Gorman's 2023 compensation at $37M; Pick's base salary at $1.5M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gorman's 2023 total compensation set at $37M; 75% deferred in equity over three years.","Pick's annual base salary set at $1.5M effective Jan 1, 2024.","Under Gorman, 2023 net revenues $54.1B, net income $9.1B ($5.18 EPS), ROTCE 12.8%.","Wealth/Investment Mgmt contributed >60% of pre-tax profit; stock up 14% TSR.","CET1 ratio 15.2%; dividend $0.85/share, $5.4B dividends, $5.3B buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254784,"accession_number":"0001157523-24-000060","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2024-01-16T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Morgan Stanley Q4 2023: EPS $0.85 (vs $1.26 YoY); $535M in charges hit earnings","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenues $12.9B, flat YoY; net income $1.5B, down from $2.2B a year ago.","Q4 EPS $0.85 (diluted) vs $1.26 YoY; includes $286M FDIC assessment and $249M legal charge.","Full year net revenues $54.1B, up 1% YoY; net income $9.1B, down from $11.0B.","Wealth Management net revenues $26.3B for FY, up 8%; added $282B net new assets.","Board declared $0.85 quarterly dividend payable Feb 15; record Jan 31."],"consensus_eps_estimate":null,"consensus_eps_actual":5.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272257,"accession_number":"0000950103-23-017337","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-12-08T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Morgan Stanley amends bylaws to designate exclusive forum for certain suits","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["On Dec 7, 2023, board approved amendment to Amended and Restated Bylaws, effective immediately.","Designates Delaware Court of Chancery (or federal district court of Delaware) as exclusive forum for certain internal corporate actions.","Designates federal district courts as exclusive forum for claims under the Securities Act of 1933.","Company may consent to alternative forum if it chooses; otherwise forum provisions are mandatory."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272256,"accession_number":"0000950103-23-017014","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-12-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Morgan Stanley director Alistair Darling passes away November 30, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alistair Darling, Board member since 2016, died on November 30, 2023.","He served on the Audit Committee and Risk Committee.","No successor or interim replacement has been announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272255,"accession_number":"0000950103-23-015457","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-10-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Morgan Stanley names Ted Pick CEO effective Jan 1, 2024; Gorman becomes Executive Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ted Pick named Morgan Stanley CEO effective Jan 1, 2024; James Gorman becomes Executive Chairman.","Andy Saperstein becomes Head of Wealth and Investment Management; Dan Simkowitz becomes Co-President and Head of Institutional Securities.","Board grants one-time equity awards of $20M each to Pick, Saperstein, Simkowitz (60% PSUs, 40% RSUs, vesting in 2027).","Pick also elected to Board effective Jan 1, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272254,"accession_number":"0001157523-23-001495","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-10-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q3 net revenue $13.3B, EPS $1.38, ROTCE 13.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $2.4B vs $2.6B YoY; diluted EPS $1.38 vs $1.47.","Wealth Management revenue $6.4B (+5% YoY) with pre-tax margin 26.7%.","Institutional Securities revenue $5.7B; IB down 27% to $938M.","Board declared $0.85 quarterly dividend; $1.5B in share repurchases in Q3.","Standardized CET1 ratio 15.5%, ~260 bps above regulatory requirement."],"consensus_eps_estimate":null,"consensus_eps_actual":4.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289094,"accession_number":"0001157523-23-001098","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-07-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q2 EPS $1.24, down from $1.39 YoY; 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actual was 15.1% as of Mar 31, 2023.","CEO James Gorman cited resilience of Wealth & Investment Management and strong capital position."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309843,"accession_number":"0000950103-23-007607","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-05-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Morgan Stanley shareholders reelect all directors, approve executive compensation at 2023 Annual Meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 14 director nominees elected; James P. Gorman received 1,346,002,723 votes for.","Ratification of Deloitte & Touche as independent auditor passed with 1,476,222,399 votes for.","Non-binding advisory vote on executive compensation approved with 1,335,192,763 votes for.","Advisory vote on frequency set to every 1 year with 1,367,992,449 votes for; board adopts annual say-on-pay until 2029.","Shareholder proposals for improved special meeting rights and fossil fuel financing policy both rejected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309842,"accession_number":"0001157523-23-000576","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-04-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q1 EPS $1.70, down 16% YoY; revenues $14.5B; Wealth Mgmt net new assets $110B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $3.0B ($1.70 EPS) vs $3.7B ($2.02 EPS) YoY; ROTCE 16.9% vs 19.8%.","Wealth Management net revenues $6.6B (+11% YoY); net new assets $110B; pre-tax margin 26.1%.","Institutional Securities net revenues $6.8B, down 11% YoY; Investment Banking down 24% to $1.25B.","Dividend declared $0.775/share; share repurchases $1.5B in quarter; CET1 ratio 15.1%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328533,"accession_number":"0000950103-23-000875","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-01-23T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Morgan Stanley amends bylaws to align with SEC universal proxy rules for director nominations","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendments effective Jan 20, 2023, clarifying procedural and disclosure requirements for shareholder director nominations.","Enhanced disclosure mandates: additional info on nominating shareholder, nominees, affiliates; required updates to ensure accuracy.","Shareholders must represent intent to solicit holders of at least 67% voting power per Rule 14a-19 and provide evidence upon request.","Also includes updates to quorum requirements and other technical, conforming revisions to the bylaws."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328532,"accession_number":"0000950103-23-000815","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-01-20T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Morgan Stanley CEO Gorman's 2022 compensation down 10% to $31.5M; firm reports $11B net income","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO James Gorman total compensation for 2022 set at $31.5M, 10% below $35M in 2021.","2022 firm net revenues $53.7B, net income $11.0B ($6.15 diluted EPS), ROTCE 15.3%.","Quarterly dividend raised to $0.775; total dividends $5.1B, share repurchases $9.9B in 2022.","Compensation: $1.5M salary, $7.5M cash bonus, $4.5M deferred equity, $18M performance-vested equity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328531,"accession_number":"0001157523-23-000051","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-01-17T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Morgan Stanley Q4 EPS $1.26 vs $2.01 YoY; FY revenues $53.7B, down 10%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenues $12.7B (down 12% YoY); diluted EPS $1.26 ($1.31 adjusted) vs $2.01 ($2.08 adjusted).","Wealth Management record Q4 rev $6.6B; full-year net new assets $311B; pre-tax margin 27.8%.","Investment Banking revenues fell 49% in Q4; Fixed Income up 15% on macro/credit strength.","Full-year ROTCE 15.3% (15.7% ex-integration); repurchased $9.9B of stock in 2022.","Provision for credit losses $87M Q4 vs $5M a year ago; severance costs $133M in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":6.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328530,"accession_number":"0000950103-23-000267","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2023-01-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Morgan Stanley EVP and COO Jonathan Pruzan retiring effective Jan 31, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jonathan M. Pruzan, Executive Vice President and Chief Operating Officer, is retiring.","Retirement effective January 31, 2023; company announced on January 9, 2023.","No successor has been announced for the COO role.","Pruzan's departure removes a key executive from day-to-day operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346207,"accession_number":"0001157523-22-001315","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2022-10-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q3 2022 EPS $1.47, rev $13.0B; Wealth Mgmt adds $65B net new assets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $13.0B, down 12% YoY; EPS $1.47 vs $1.98; ROTCE 14.6% vs 19.6%.","Wealth Management net revenues $6.1B (+3%), pre-tax margin 26.9% (28.4% ex-integration).","Investment Banking revenue $1.3B, down 55% YoY; Fixed Income up 33% to $2.2B.","Dividend declared $0.775/share payable Nov 15, 2022; $2.6B shares repurchased in quarter.","Standardized CET1 ratio 14.8%, 150 bps above updated requirement starting Oct 1."],"consensus_eps_estimate":null,"consensus_eps_actual":4.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362610,"accession_number":"0000950103-22-013586","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2022-08-02T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"Morgan Stanley files Certificate of Designation for new 6.500% Series P Preferred Stock","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Established 6.500% Non-Cumulative Preferred Stock, Series P, with $25,000 per share liquidation preference.","Certificate of Designation filed with Delaware Secretary of State on August 1, 2022; issuance expected August 2.","If full dividends on Series P are not paid, Morgan Stanley cannot pay dividends on or repurchase junior stock, including common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362609,"accession_number":"0001157523-22-000850","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2022-07-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q2 net rev $13.1B (-11% YoY), EPS $1.39 vs $1.85; dividend +11%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $13.1B vs $14.8B YoY; net income $2.5B, diluted EPS $1.39 vs $1.85.","Institutional Securities: Investment Banking down 55% to $1.072B; Fixed Income up 49% to $2.5B.","Wealth Management pre-tax margin 26.5% (28.2% ex-integration); net new assets $53B.","Dividend raised 11% to $0.775/share (payable Aug 15); new $20B stock buyback authorization.","CET1 ratio 15.2%; $200M charge for regulatory matter on unapproved personal devices."],"consensus_eps_estimate":null,"consensus_eps_actual":3.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382192,"accession_number":"0000950103-22-011308","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2022-06-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Morgan Stanley raises quarterly dividend 11% to $0.775, authorizes $20B buyback","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend raised to $0.775/share from $0.70, an 11% increase, starting with Q3 2022 declaration.","Board authorizes new $20B multi-year share repurchase program, no set expiration, beginning Q3 2022.","CEO Gorman cites durable earnings from Wealth Management and Investment Management for robust capital return.","Stress Capital Buffer set at 5.8% for Oct 2022–Sep 2023 per CCAR 2022; CET1 ratio was 14.5% at March 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382191,"accession_number":"0000950103-22-009615","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2022-05-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Morgan Stanley shareholders re-elect all directors, approve say-on-pay, reject fossil fuel proposal","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 14 director nominees elected; James Gorman received 1.42B votes (96.8% for).","Say-on-pay advisory vote passed with 1.40B for (95.3% of votes cast).","Shareholder proposal to end new fossil fuel financing rejected: 1.33B against vs 123M for.","Deloitte & Touche ratified as auditor for FY2022 with 1.55B for (96.9% of votes cast)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382190,"accession_number":"0001157523-22-000424","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2022-04-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q1 revenue $14.8B, EPS $2.02; Wealth Mgmt adds $142B net new assets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $14.8B (-6% YoY); diluted EPS $2.02 vs $2.19; net income $3.7B.","Institutional Securities rev $7.7B; IB down 37% (advisory doubled), Equity +10%, FICC flat.","Wealth Mgmt rev $5.9B; pre-tax margin 26.5% (27.8% ex-integration); added $142B net new assets.","Investment Mgmt rev $1.3B; AUM $1.45T; long-term net outflows $14.4B.","CET1 ratio 14.5%; repurchased $2.9B of stock; declared $0.70 quarterly dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":2.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400119,"accession_number":"0000950103-22-000954","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2022-01-21T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Morgan Stanley CEO Gorman's 2021 compensation rises to $35M as firm posts record net income","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO James Gorman's total 2021 compensation set at $35M, up from $33M in 2020.","Compensation components: $1.5M base salary, $8.375M cash bonus, $5.025M deferred equity, $20.1M performance-vested equity.","Firm achieved record 2021 net revenues ~$60B, net income ~$15B, EPS $8.03, ROTCE 19.8%.","Quarterly dividend doubled to $0.70; $3.8B in dividends and $11B in share repurchases in 2021.","Wealth Management pre-tax margin 25.5% (26.9% excl. integration expenses); client assets $6.5T after E*TRADE/Eaton Vance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400118,"accession_number":"0001157523-22-000068","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2022-01-19T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Morgan Stanley reports record FY net rev $59.8B, EPS $8.03; Q4 EPS $2.01 beats consensus","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net rev $14.5B (+7% YoY), net income $3.7B, EPS $2.01 vs $1.81 one year ago.","Full year net rev $59.8B (+23% YoY), net income $15.0B, EPS $8.03 vs $6.46.","Wealth Management added net new assets $438B, client assets $4.9T; Investment Mgmt AUM $1.565T.","Board declared $0.70 quarterly dividend payable Feb 15; Q4 share repurchases $2.8B.","Firm ROTCE 19.8%, CET1 standardized ratio 16.0% (down 82bp on SA-CCR adoption)."],"consensus_eps_estimate":null,"consensus_eps_actual":8.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400117,"accession_number":"0000950103-22-000669","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2022-01-18T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Morgan Stanley eliminates Series H Preferred Stock designation after full redemption","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Filed Certificate of Elimination for Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series H.","Series H Preferred Stock (52,000 shares) fully redeemed on January 18, 2022; no shares outstanding.","Eliminated designation and references from Amended and Restated Certificate of Incorporation.","Shares resume status as undesignated preferred stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419077,"accession_number":"0000950103-21-017671","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2021-11-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Erika H. James elected to Morgan Stanley Board effective Jan 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Erika H. James, Dean of Wharton School, elected to Board effective Jan 1, 2022.","Board determined Ms. James is independent under company's Corporate Governance Policies.","Compensation will follow non-employee director practices as described in April 2021 proxy statement.","Ms. James brings expertise in crisis leadership and workplace diversity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419076,"accession_number":"0000950103-21-016405","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2021-10-25T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"Morgan Stanley establishes 4.250% Non-Cumulative Preferred Stock, Series O with $25,000 liquidation preference","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Series O Preferred Stock carries 4.250% fixed dividend rate, non-cumulative, $25,000 liquidation preference per share.","If full Series O dividends are not paid, restrictions apply on dividends/purchases of junior stock including common stock.","Certificate of Designation filed with Delaware Secretary of State on October 22, 2021; issuance expected October 25, 2021.","Depositary shares representing 1/1,000th interest in Series O shares are offered under Form S-3 registration statement.","Opinion of Davis Polk & Wardwell LLP and forms of deposit agreement and depositary receipt filed as exhibits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419075,"accession_number":"0001157523-21-001199","cik":895421,"company_name":"MORGAN STANLEY","ticker":"MS","form_type":"8-K","filed_at":"2021-10-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Morgan Stanley Q3 net revenues $14.8B, EPS $1.98, ROTCE 19.6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $14.8B (+26% YoY); net income $3.7B; diluted EPS $1.98 (up from $1.66).","Institutional Securities net rev $7.5B (record IB advisory $1.27B; Equity $2.88B).","Wealth Mgmt net rev $5.94B; record net new assets $135B; pre-tax margin 25.8%.","Investment Mgmt net rev $1.45B; AUM $1.52T; Eaton Vance acquisition contributed.","Board declared $0.70 quarterly dividend (Nov 15 pay date); repurchased $3.6B of stock."],"consensus_eps_estimate":null,"consensus_eps_actual":6.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":317996402472.6251,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-10-14T23:59:59+00:00|419075"}