{"schema_version":"secwatch.filing_event.v1","accession":"0001157523-23-000051","form_type":"8-K","ticker":"MS","cik":"0000895421","company_name":"MORGAN STANLEY","filed_at":"2023-01-17T23:59:59+00:00","discovered_at":"2026-05-14T18:03:48.456082+00:00","generated_at":"2026-06-20T15:07:36.235743+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Morgan Stanley Q4 EPS $1.26 vs $2.01 YoY; FY revenues $53.7B, down 10%","bullets":["Q4 net revenues $12.7B (down 12% YoY); diluted EPS $1.26 ($1.31 adjusted) vs $2.01 ($2.08 adjusted).","Wealth Management record Q4 rev $6.6B; full-year net new assets $311B; pre-tax margin 27.8%.","Investment Banking revenues fell 49% in Q4; Fixed Income up 15% on macro/credit strength.","Full-year ROTCE 15.3% (15.7% ex-integration); repurchased $9.9B of stock in 2022.","Provision for credit losses $87M Q4 vs $5M a year ago; severance costs $133M in Q4."],"urls":{"canonical":"https://secwatch.observer/filing/0001157523-23-000051","json":"https://secwatch.observer/filing/0001157523-23-000051.json","markdown":"https://secwatch.observer/filing/0001157523-23-000051.md","text":"https://secwatch.observer/filing/0001157523-23-000051.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/895421/000115752323000051/0001157523-23-000051-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/895421/000115752323000051/a53203138.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T15:07:36.235743+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7c858071f9cc306ed6ec59dc8164d4418a3b9e1b","claim":"MORGAN STANLEY reported full year ended December 31, 2022 results: revenue 53.7 billion, net income 11.0 billion, EPS 6.15.","evidence_excerpt":"Full year net revenues were $53.7 billion compared with $59.8 billion in the prior year. Net income applicable to Morgan Stanley was $11.0 billion, or $6.15 per diluted share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/895421/000115752323000051/0001157523-23-000051-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year ended December 31, 2022"},{"label":"Revenue","value":"53.7 billion"},{"label":"Net income","value":"11.0 billion"},{"label":"EPS","value":"6.15"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"a107b716e7c7f4f39c66c8954e2ae53cab12807e","claim":"MORGAN STANLEY reported fourth quarter ended December 31, 2022 compared with prior year quarter results: EPS 1.31.","evidence_excerpt":"Excluding integration-related expenses, earnings per diluted share in the fourth quarter was $1.31 versus $2.08 in the prior year quarter.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/895421/000115752323000051/0001157523-23-000051-index.htm","confidence":0.8,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended December 31, 2022 compared with prior year quarter"},{"label":"EPS","value":"1.31"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}