---
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"
generated_at: "2026-05-15T06:16:11.738475+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Morgan Stanley Q1 2026 rev $20.6B, EPS $3.43, ROTCE 27.1%

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000895421-26-000111
- JSON: https://secwatch.observer/filing/0000895421-26-000111.json
- Plain text: https://secwatch.observer/filing/0000895421-26-000111.txt

## Key facts
- Earnings Releases
  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.
  - Period: first quarter ended March 31, 2026
  - Revenue: $20.6 billion
  - Net income: $5.6 billion
  - EPS: $3.43 per diluted share
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/895421/000089542126000111/0000895421-26-000111-index.htm

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