secwatch.observer — SEC 8-K summary
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Issuer:     MORGAN STANLEY (MS)
CIK:        0000895421
Form:       8-K
Filed at:   2023-04-19T23:59:59+00:00
Accession:  0001157523-23-000576
Event type: earnings
Sentiment:  negative
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Morgan Stanley Q1 EPS $1.70, down 16% YoY; revenues $14.5B; Wealth Mgmt net new assets $110B
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- Net income $3.0B ($1.70 EPS) vs $3.7B ($2.02 EPS) YoY; ROTCE 16.9% vs 19.8%.
- Wealth Management net revenues $6.6B (+11% YoY); net new assets $110B; pre-tax margin 26.1%.
- Institutional Securities net revenues $6.8B, down 11% YoY; Investment Banking down 24% to $1.25B.
- Dividend declared $0.775/share; share repurchases $1.5B in quarter; CET1 ratio 15.1%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/895421/000115752323000576/0001157523-23-000576-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/895421/000115752323000576/a53381858.htm
  HTML page:      https://secwatch.observer/filing/0001157523-23-000576

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