secwatch.observer — SEC 8-K summary
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Issuer:     MORGAN STANLEY (MS)
CIK:        0000895421
Form:       8-K
Filed at:   2024-04-16T23:59:59+00:00
Accession:  0000895421-24-000315
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/895421/000089542124000315/0000895421-24-000315-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/895421/000089542124000315/ms-20240416.htm
  HTML page:      https://secwatch.observer/filing/0000895421-24-000315

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer