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 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 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 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%.
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.
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 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.
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 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 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 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 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 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