{"schema_version":"secwatch.filing_event.v1","accession":"0000895421-26-000111","form_type":"8-K","ticker":"MS","cik":"0000895421","company_name":"MORGAN STANLEY","filed_at":"2026-04-15T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.899305+00:00","generated_at":"2026-05-15T06:16:11.738475+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Morgan Stanley Q1 2026 rev $20.6B, EPS $3.43, ROTCE 27.1%","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000895421-26-000111","json":"https://secwatch.observer/filing/0000895421-26-000111.json","markdown":"https://secwatch.observer/filing/0000895421-26-000111.md","text":"https://secwatch.observer/filing/0000895421-26-000111.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/895421/000089542126000111/0000895421-26-000111-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/895421/000089542126000111/ms-20260415.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T06:16:11.738475+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":"1adb14276853685bc95e7e8b886ae4ee38f05886","claim":"MORGAN STANLEY reported first quarter ended March 31, 2026 results: revenue $20.6 billion, net income $5.6 billion, EPS $3.43 per diluted share.","evidence_excerpt":"of the Securities Exchange Act of 1934, as amended. --- EX-99.1 (EX-99.1) --- Morgan Stanley First Quarter 2026 Earnings Results Morgan Stanley Reports Net Revenues of $20.6 Billion, EPS of $3.43 and ROTCE of 27.1% NEW YORK, April 15, 2026 – Morgan Stanley (NYSE: MS) today reported net revenues of $20.6 billion for the first quarter ended March 31, 2026","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/895421/000089542126000111/0000895421-26-000111-index.htm","confidence":0.99,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$20.6 billion"},{"label":"Net income","value":"$5.6 billion"},{"label":"EPS","value":"$3.43 per diluted share"},{"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"}