secwatch.observer — SEC 8-K summary
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Issuer:     MORGAN STANLEY (MS)
CIK:        0000895421
Form:       8-K
Filed at:   2024-10-16T23:59:59+00:00
Accession:  0000895421-24-000484
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Morgan Stanley Q3 net revenue $15.4B, EPS $1.88, ROTCE 17.5%
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- Net revenues $15.4B (+16% YoY); diluted EPS $1.88 vs $1.38; net income $3.2B.
- ROTCE 17.5% (13.5% YoY); standardized CET1 ratio 15.1%; quarterly dividend $0.925/share.
- Institutional Securities rev $6.8B; Investment Banking up 56% to $1.46B.
- Wealth Management rev $7.3B (+14%); net new assets $63.9B; total client assets $6T.
- Investment Management rev $1.5B (+9%); AUM $1.6T; long-term net flows $7.3B.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/895421/000089542124000484/0000895421-24-000484-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/895421/000089542124000484/ms-20241016.htm
  HTML page:      https://secwatch.observer/filing/0000895421-24-000484

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