{"schema_version":"secwatch.filing_event.v1","accession":"0000895421-24-000315","form_type":"8-K","ticker":"MS","cik":"0000895421","company_name":"MORGAN STANLEY","filed_at":"2024-04-16T23:59:59+00:00","discovered_at":"2026-05-14T18:03:22.362593+00:00","generated_at":"2026-06-03T22:40:35.522385+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Morgan Stanley Q1 2024 net rev $15.1B, EPS $2.02, ROTCE 19.7% vs year-ago $14.5B, $1.70","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000895421-24-000315","json":"https://secwatch.observer/filing/0000895421-24-000315.json","markdown":"https://secwatch.observer/filing/0000895421-24-000315.md","text":"https://secwatch.observer/filing/0000895421-24-000315.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/895421/000089542124000315/0000895421-24-000315-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/895421/000089542124000315/ms-20240416.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T22:40:35.522385+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"f10629c63466fe49c012cf3e66d8408c723314dc","claim":"MORGAN STANLEY reported first quarter ended March 31, 2024 results: revenue $15.1 billion, net income $3.4 billion, EPS $2.02.","evidence_excerpt":"Morgan Stanley Reports Net Revenues of $15.1 Billion, EPS of $2.02 and ROTCE of 19.7% NEW YORK, April 16, 2024 – Morgan Stanley (NYSE: MS) today reported net revenues of $15.1 billion for the first quarter ended March 31, 2024 compared with $14.5 billion a year ago. Net income applicable to Morgan Stanley was $3.4 billion, or $2.02 per diluted share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/895421/000089542124000315/0000895421-24-000315-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2024"},{"label":"Revenue","value":"$15.1 billion"},{"label":"Net income","value":"$3.4 billion"},{"label":"EPS","value":"$2.02"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}