Highest-materiality recent filing
Morgan Stanley raises quarterly dividend to $1.15, authorizes $20B buyback
Quarterly dividend raised 15% to $1.15/share from $1.00, starting with Q3 2026 declaration.
Morgan Stanley shareholders elect all 15 directors; reject independent chairman proposal
All 15 director nominees elected; top vote-getter Megan Butler received 1.30B for (99.7% of votes cast).
Morgan Stanley Q1 2026 rev $20.6B, EPS $3.43, ROTCE 27.1%
Net revenues $20.6B (+16% YoY); diluted EPS $3.43 vs $2.60; net income $5.6B.
Morgan Stanley reports record 2025 results; CEO Pick receives $45M total compensation
Net revenues record $70.6B (+14% YoY); net income $16.9B; EPS $10.21 record.
Morgan Stanley Q4 2025 EPS $2.68, revenue $17.9B; FY EPS $10.21, revenue $70.6B
Q4 net revenues $17.9B (+10% YoY), net income $4.4B, diluted EPS $2.68 vs $2.22 a year ago.
Morgan Stanley Q3 2025: Record net revenues $18.2B, EPS $2.80, ROTCE 23.5%
Net revenues $18.2B (+18% YoY), diluted EPS $2.80 vs $1.88 YoY, record quarter.
Fed reduces Morgan Stanley's Stress Capital Buffer to 4.3% from 5.1% effective Oct 1, 2025
Stress Capital Buffer reduced by 80 basis points to 4.3% from 5.1% after company sought reconsideration.
Morgan Stanley Q2 net rev $16.8B (+12% YoY), EPS $2.13 vs $1.82; dividend raised to $1.00
Net revenues $16.8B (up 12% YoY); diluted EPS $2.13 (up 17% YoY); ROTCE 18.2% vs 17.5%.
Morgan Stanley boosts quarterly dividend to $1.00/sh, authorizes $20B buyback
Quarterly common dividend raised 8.1% to $1.00 from $0.925, effective with Q3 2025 declaration.
Morgan Stanley elects former Duke Energy CEO Lynn Good to board, effective July 18, 2025
Lynn Good, 66, former Chair, CEO and President of Duke Energy, elected to Morgan Stanley board.
Amended EICP increases share pool by 50M to total 483M shares; term extended three years to May 15, 2030.
Morgan Stanley reports record Q1 net revenues $17.7B, EPS $2.60, ROTCE 23.0%
Net revenues record $17.7B, up 17% YoY; diluted EPS $2.60 vs $2.02.
Morgan Stanley nominates Douglas L. Peterson, former S&P Global CEO, to board
Douglas L. Peterson, former CEO of S&P Global Inc., nominated for election at May 15, 2025 annual meeting.
Morgan Stanley CAO & Deputy CFO Raja Akram resigns to pursue other opportunity
Raja Akram resigns as Deputy CFO, Chief Accounting Officer and Controller.
Morgan Stanley sets CEO Pick's 2024 pay at $34M, cites record $61.8B revenue
CEO Edward Pick's total 2024 compensation set at $34M; 75% deferred over 3 years, all in equity, 60% performance-vested.
Morgan Stanley Q4 EPS $2.22, revenue $16.2B; full year EPS $7.95, record revenue $61.8B
Q4 net revenues $16.2B, up 26% YoY; EPS $2.22 vs $0.85; ROTCE 20.2%.
Director Stephen Luczo resigns from Morgan Stanley Board; size reduces to 13
Stephen Luczo tendered resignation effective December 31, 2024, for personal reasons, no disagreement.
Ted Pick to add Chairman role at Morgan Stanley; James Gorman retires as Chairman
CEO Ted Pick elected to additional role of Chairman, effective Jan 1, 2025.
Morgan Stanley Q3 net revenue $15.4B, EPS $1.88, ROTCE 17.5%
Net revenues $15.4B (+16% YoY); diluted EPS $1.88 vs $1.38; net income $3.2B.
Series Q Preferred Stock has $25,000 liquidation preference, 6.625% non-cumulative dividend rate.
Morgan Stanley Q2 net revs $15.0B, EPS $1.82; raises dividend to $0.925
Net revenues $15.0B (+12% YoY); diluted EPS $1.82 vs $1.24; ROTCE 17.5%.
Morgan Stanley raises quarterly dividend to $0.925/share, authorizes $20B buyback
Quarterly dividend raised to $0.925/share from $0.85 (8.8% increase), effective Q3 2024.
James P. Gorman to step down as Executive Chairman and board member effective Dec 31, 2024
James P. Gorman will step down as Executive Chairman and as a member of the Board of Directors, effective Dec 31, 2024.
Morgan Stanley Q1 2024 net rev $15.1B, EPS $2.02, ROTCE 19.7% vs year-ago $14.5B, $1.70
Net income $3.4B vs $3.0B YoY; diluted EPS $2.02 vs $1.70. Wealth Mgmt net rev $6.9B, up 5%.
Morgan Stanley sets Gorman's 2023 compensation at $37M; Pick's base salary at $1.5M
Gorman's 2023 total compensation set at $37M; 75% deferred in equity over three years.
Morgan Stanley Q4 2023: EPS $0.85 (vs $1.26 YoY); $535M in charges hit earnings
Q4 net revenues $12.9B, flat YoY; net income $1.5B, down from $2.2B a year ago.
Morgan Stanley amends bylaws to designate exclusive forum for certain suits
On Dec 7, 2023, board approved amendment to Amended and Restated Bylaws, effective immediately.
Morgan Stanley director Alistair Darling passes away November 30, 2023
Alistair Darling, Board member since 2016, died on November 30, 2023.
Morgan Stanley names Ted Pick CEO effective Jan 1, 2024; Gorman becomes Executive Chairman
Ted Pick named Morgan Stanley CEO effective Jan 1, 2024; James Gorman becomes Executive Chairman.
Morgan Stanley Q3 net revenue $13.3B, EPS $1.38, ROTCE 13.5%
Net income $2.4B vs $2.6B YoY; diluted EPS $1.38 vs $1.47.
Morgan Stanley Q2 EPS $1.24, down from $1.39 YoY; Wealth Management revenue record $6.66B
Net revenue $13.5B vs $13.1B YoY; net income $2.2B; EPS $1.24 vs $1.39.
Morgan Stanley raises quarterly dividend to $0.85 (9.7% increase) and authorizes $20B buyback
Quarterly common stock dividend increased to $0.85 per share from $0.775, effective Q3 2023.
All 14 director nominees elected; James P. Gorman received 1,346,002,723 votes for.
Morgan Stanley Q1 EPS $1.70, down 16% YoY; revenues $14.5B; Wealth Mgmt net new assets $110B
Net income $3.0B ($1.70 EPS) vs $3.7B ($2.02 EPS) YoY; ROTCE 16.9% vs 19.8%.
Morgan Stanley amends bylaws to align with SEC universal proxy rules for director nominations
Amendments effective Jan 20, 2023, clarifying procedural and disclosure requirements for shareholder director nominations.
Morgan Stanley CEO Gorman's 2022 compensation down 10% to $31.5M; firm reports $11B net income
CEO James Gorman total compensation for 2022 set at $31.5M, 10% below $35M in 2021.
Morgan Stanley Q4 EPS $1.26 vs $2.01 YoY; FY revenues $53.7B, down 10%
Q4 net revenues $12.7B (down 12% YoY); diluted EPS $1.26 ($1.31 adjusted) vs $2.01 ($2.08 adjusted).
Morgan Stanley EVP and COO Jonathan Pruzan retiring effective Jan 31, 2023
Jonathan M. Pruzan, Executive Vice President and Chief Operating Officer, is retiring.
Morgan Stanley Q3 2022 EPS $1.47, rev $13.0B; Wealth Mgmt adds $65B net new assets
Net revenues $13.0B, down 12% YoY; EPS $1.47 vs $1.98; ROTCE 14.6% vs 19.6%.
Morgan Stanley files Certificate of Designation for new 6.500% Series P Preferred Stock
Established 6.500% Non-Cumulative Preferred Stock, Series P, with $25,000 per share liquidation preference.
Morgan Stanley Q2 net rev $13.1B (-11% YoY), EPS $1.39 vs $1.85; dividend +11%
Net revenues $13.1B vs $14.8B YoY; net income $2.5B, diluted EPS $1.39 vs $1.85.
Morgan Stanley raises quarterly dividend 11% to $0.775, authorizes $20B buyback
Quarterly dividend raised to $0.775/share from $0.70, an 11% increase, starting with Q3 2022 declaration.
Morgan Stanley shareholders re-elect all directors, approve say-on-pay, reject fossil fuel proposal
All 14 director nominees elected; James Gorman received 1.42B votes (96.8% for).
Morgan Stanley Q1 revenue $14.8B, EPS $2.02; Wealth Mgmt adds $142B net new assets
Net revenues $14.8B (-6% YoY); diluted EPS $2.02 vs $2.19; net income $3.7B.
Morgan Stanley CEO Gorman's 2021 compensation rises to $35M as firm posts record net income
CEO James Gorman's total 2021 compensation set at $35M, up from $33M in 2020.
Morgan Stanley reports record FY net rev $59.8B, EPS $8.03; Q4 EPS $2.01 beats consensus
Q4 net rev $14.5B (+7% YoY), net income $3.7B, EPS $2.01 vs $1.81 one year ago.
Morgan Stanley eliminates Series H Preferred Stock designation after full redemption
Filed Certificate of Elimination for Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series H.
Erika H. James elected to Morgan Stanley Board effective Jan 1, 2022
Erika H. James, Dean of Wharton School, elected to Board effective Jan 1, 2022.
Series O Preferred Stock carries 4.250% fixed dividend rate, non-cumulative, $25,000 liquidation preference per share.
Morgan Stanley Q3 net revenues $14.8B, EPS $1.98, ROTCE 19.6%
Net revenues $14.8B (+26% YoY); net income $3.7B; diluted EPS $1.98 (up from $1.66).
On June 14, 2025, the Board of Directors (“Board”) of Morgan Stanley (the “Company”) elected Lynn J. Good, the former Chair, Chief Executive Officer and President of Duke Energy Corporation, to the Board, effective July 18, 2025.
On March 26, 2025, Raja Akram informed Morgan Stanley of his intent to resign from his position as Deputy Chief Financial Officer, Chief Accounting Officer and Controller to pursue another opportunity, subsequent to the fulfillment of the required notice period.
non-director honorary designation, effective January 1, 2025.
James P. Gorman will step down as Executive Chairman and as a member of the Board of Directors of the Company, effective December 31, 2024.
Morgan Stanley is deeply saddened to learn that Alistair Darling passed away on November 30, 2023.
Dan Simkowitz will become Co-President of the Company and the Head of Institutional Securities, effective January 1, 2024.
At such time, Chairman and Chief Executive Officer James P. Gorman will serve as Executive Chairman and will no longer serve in the capacity of Chief Executive Officer.
On October 25, 2023, the Board of Directors (the “Board”) of Morgan Stanley (the “Company”) announced that Edward (Ted) Pick will become the Company’s Chief Executive Officer, effective January 1, 2024.
the Board increased the number of directors on the Board from 14 to 15, effective January 1, 2024, and elected Mr. Pick to the Board, also effective January 1, 2024.
The Board also announced that Co-President Andy Saperstein will also become the Head of Wealth and Investment Management
On January 9, 2023, Morgan Stanley announced that Jonathan M. Pruzan, Executive Vice President and Chief Operating Officer, is retiring from his position effective January 31, 2023.
On November 10, 2021, the Board of Directors (“Board”) of Morgan Stanley (the “Company”) elected Erika H. James to the Board, effective January 1, 2022.
Max materiality 0.90 · Median 0.70 · Most common event earnings