---
schema_version: "secwatch.filing_event.v1"
accession: "0000895421-26-000288"
form_type: "8-K"
ticker: "MS"
cik: "0000895421"
company_name: "MORGAN STANLEY"
filed_at: "2026-10-14T11:39:21+00:00"
generated_at: "2026-10-14T11:40:07.828016+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Morgan Stanley Q3 2026 net revenues $20.3B (+12% YoY), EPS $3.03, ROTCE 22.6%; Equity trading up 41%

## Summary
- Net revenues $20,338M vs $18,224M a year ago; net income applicable to MS $4,909M; diluted EPS $3.03 vs $2.80; ROTCE 22.6% vs 23.5%; ROE 17.8%.
- Institutional Securities net revenues $10.0B (+18%); Equity $5.8B (+41%) on strength in Asia; Fixed Income $2.0B (-7%); Investment Banking $2.2B (+2%), Advisory $887M.
- Wealth Management record net revenues $9.1B (+10%) with 30.4% pre-tax margin; record net new assets $232.4B (just over half IPO-related) and $80.5B fee-based flows.
- Investment Management net revenues fell 12% to $1,459M on reversal of accrued carried interest in a private fund; pre-tax income $259M vs $364M; AUM $2.05T.
- Board declared $1.15/share dividend payable Nov 13, 2026 (record Oct 30); $1.54B buybacks at $212.74 avg; Standardized CET1 14.9%; credit provision $148M vs $0.

## SEC filing metadata
- accession: 0000895421-26-000288
- form_type: 8-K
- ticker: MS
- cik: 0000895421
- company_name: MORGAN STANLEY
- filed_at: 2026-10-14T11:39:21+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/895421/000089542126000288/0000895421-26-000288-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/895421/000089542126000288/ms-20261014.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000895421-26-000288
- JSON: https://secwatch.observer/filing/0000895421-26-000288.json
- Plain text: https://secwatch.observer/filing/0000895421-26-000288.txt

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