---
schema_version: "secwatch.filing_event.v1"
accession: "0001157523-21-001199"
form_type: "8-K"
ticker: "MS"
cik: "0000895421"
company_name: "MORGAN STANLEY"
filed_at: "2021-10-14T23:59:59+00:00"
generated_at: "2026-06-28T21:00:39.580692+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Morgan Stanley Q3 net revenues $14.8B, EPS $1.98, ROTCE 19.6%

## Summary
- Net revenues $14.8B (+26% YoY); net income $3.7B; diluted EPS $1.98 (up from $1.66).
- Institutional Securities net rev $7.5B (record IB advisory $1.27B; Equity $2.88B).
- Wealth Mgmt net rev $5.94B; record net new assets $135B; pre-tax margin 25.8%.
- Investment Mgmt net rev $1.45B; AUM $1.52T; Eaton Vance acquisition contributed.
- Board declared $0.70 quarterly dividend (Nov 15 pay date); repurchased $3.6B of stock.

## SEC filing metadata
- accession: 0001157523-21-001199
- form_type: 8-K
- ticker: MS
- cik: 0000895421
- company_name: MORGAN STANLEY
- filed_at: 2021-10-14T23:59:59+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/895421/000115752321001199/0001157523-21-001199-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/895421/000115752321001199/a52507322.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001157523-21-001199
- JSON: https://secwatch.observer/filing/0001157523-21-001199.json
- Plain text: https://secwatch.observer/filing/0001157523-21-001199.txt

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