---
schema_version: "secwatch.filing_event.v1"
accession: "0001157523-24-000060"
form_type: "8-K"
ticker: "MS"
cik: "0000895421"
company_name: "MORGAN STANLEY"
filed_at: "2024-01-16T23:59:59+00:00"
generated_at: "2026-06-06T23:43:36.121226+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Morgan Stanley Q4 2023: EPS $0.85 (vs $1.26 YoY); $535M in charges hit earnings

## Summary
- Q4 net revenues $12.9B, flat YoY; net income $1.5B, down from $2.2B a year ago.
- Q4 EPS $0.85 (diluted) vs $1.26 YoY; includes $286M FDIC assessment and $249M legal charge.
- Full year net revenues $54.1B, up 1% YoY; net income $9.1B, down from $11.0B.
- Wealth Management net revenues $26.3B for FY, up 8%; added $282B net new assets.
- Board declared $0.85 quarterly dividend payable Feb 15; record Jan 31.

## SEC filing metadata
- accession: 0001157523-24-000060
- form_type: 8-K
- ticker: MS
- cik: 0000895421
- company_name: MORGAN STANLEY
- filed_at: 2024-01-16T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/895421/000115752324000060/0001157523-24-000060-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/895421/000115752324000060/a53881916.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001157523-24-000060
- JSON: https://secwatch.observer/filing/0001157523-24-000060.json
- Plain text: https://secwatch.observer/filing/0001157523-24-000060.txt

## Key facts
- Earnings Releases
  MORGAN STANLEY reported FY 2023 results: revenue $54.1 billion, net income $9.1 billion, EPS $5.18.
  - Period: FY 2023
  - Revenue: $54.1 billion
  - Net income: $9.1 billion
  - EPS: $5.18
  - Result: reported results
  source text: Full year net revenues were $54.1 billion compared with $53.7 billion a year ago. Net income applicable to Morgan Stanley was $9.1 billion, or $5.18 per diluted share,
  evidence_url: https://www.sec.gov/Archives/edgar/data/895421/000115752324000060/0001157523-24-000060-index.htm

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