---
schema_version: "secwatch.filing_event.v1"
accession: "0001157523-23-001495"
form_type: "8-K"
ticker: "MS"
cik: "0000895421"
company_name: "MORGAN STANLEY"
filed_at: "2023-10-18T23:59:59+00:00"
generated_at: "2026-06-09T22:17:05.114667+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Morgan Stanley Q3 net revenue $13.3B, EPS $1.38, ROTCE 13.5%

## Summary
- Net income $2.4B vs $2.6B YoY; diluted EPS $1.38 vs $1.47.
- Wealth Management revenue $6.4B (+5% YoY) with pre-tax margin 26.7%.
- Institutional Securities revenue $5.7B; IB down 27% to $938M.
- Board declared $0.85 quarterly dividend; $1.5B in share repurchases in Q3.
- Standardized CET1 ratio 15.5%, ~260 bps above regulatory requirement.

## SEC filing metadata
- accession: 0001157523-23-001495
- form_type: 8-K
- ticker: MS
- cik: 0000895421
- company_name: MORGAN STANLEY
- filed_at: 2023-10-18T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/895421/000115752323001495/0001157523-23-001495-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/895421/000115752323001495/a53609042.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001157523-23-001495
- JSON: https://secwatch.observer/filing/0001157523-23-001495.json
- Plain text: https://secwatch.observer/filing/0001157523-23-001495.txt

## Key facts
- Earnings Releases
  MORGAN STANLEY reported the third quarter ended September 30, 2023 results: revenue $13.3 billion, net income $2.4 billion, EPS $1.38 per diluted share.
  - Period: the third quarter ended September 30, 2023
  - Revenue: $13.3 billion
  - Net income: $2.4 billion
  - EPS: $1.38 per diluted share
  - Result: reported results
  source text: Morgan Stanley Reports Net Revenues of $13.3 Billion, EPS of $1.38 and ROTCE of 13.5%
  evidence_url: https://www.sec.gov/Archives/edgar/data/895421/000115752323001495/0001157523-23-001495-index.htm

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