---
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"
generated_at: "2026-06-03T22:40:35.522385+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Morgan Stanley Q1 2024 net rev $15.1B, EPS $2.02, ROTCE 19.7% vs year-ago $14.5B, $1.70

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000895421-24-000315
- JSON: https://secwatch.observer/filing/0000895421-24-000315.json
- Plain text: https://secwatch.observer/filing/0000895421-24-000315.txt

## Key facts
- Earnings Releases
  MORGAN STANLEY reported first quarter ended March 31, 2024 results: revenue $15.1 billion, net income $3.4 billion, EPS $2.02.
  - Period: first quarter ended March 31, 2024
  - Revenue: $15.1 billion
  - Net income: $3.4 billion
  - EPS: $2.02
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/895421/000089542124000315/0000895421-24-000315-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.