earnings
confidence high
sentiment positive
materiality 0.85
Morgan Stanley Q2 2026: record net revenues $21.3B, EPS $3.46, ROTCE 26.6%
MORGAN STANLEY
- Net revenues $21.3B (record), up 27% YoY; diluted EPS $3.46 (record), up from $2.13.
- Institutional Securities net revenues $11.0B (record), driven by Equity (+69%) and Investment Banking (+58%).
- Wealth Management net revenues $8.9B (record), pre-tax margin 30.5%, net new assets $148B.
- Board declared $1.15 quarterly dividend (up $0.15) and authorized $20B share repurchase program.
- ROTCE 26.6%, CET1 ratio 14.8%, repurchased $1.5B stock in quarter.