secwatch.observer — SEC 8-K summary
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Issuer:     MORGAN STANLEY (MS)
CIK:        0000895421
Form:       8-K
Filed at:   2026-07-15T11:50:58+00:00
Accession:  0000895421-26-000207
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Morgan Stanley Q2 2026: record net revenues $21.3B, EPS $3.46, ROTCE 26.6%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/895421/000089542126000207/0000895421-26-000207-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/895421/000089542126000207/ms-20260715.htm
  HTML page:      https://secwatch.observer/filing/0000895421-26-000207

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