secwatch.observer — SEC 8-K summary
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Issuer:     MORGAN STANLEY (MS)
CIK:        0000895421
Form:       8-K
Filed at:   2021-10-14T23:59:59+00:00
Accession:  0001157523-21-001199
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/895421/000115752321001199/0001157523-21-001199-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/895421/000115752321001199/a52507322.htm
  HTML page:      https://secwatch.observer/filing/0001157523-21-001199

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