secwatch.observer — SEC 8-K summary
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Issuer:     MORGAN STANLEY (MS)
CIK:        0000895421
Form:       8-K
Filed at:   2024-01-16T23:59:59+00:00
Accession:  0001157523-24-000060
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/895421/000115752324000060/0001157523-24-000060-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/895421/000115752324000060/a53881916.htm
  HTML page:      https://secwatch.observer/filing/0001157523-24-000060

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