Morgan Stanley a global financial holding company established in New York in 1924 provides an extensive range of financial products and services Its diverse client base includes corporations governments financial institutions and individuals across the Americas Europe the Middle East Africa and Asia The company operates through three core divisions Institutional Securities Wealth Management and Investment Management The Institutional Securities segment offers capital raising and strategic financial advisory services such as underwriting debt equity and other securities as well as counsel on mergers acquisitions restructurings real estate and project finance It also conducts sales and trading activities encompassing prime brokerage marketmaking for equity and fixed income products including foreign exchange and commodities and provides various lending solutions for corporate commercial real estate assetbacked and mortgage financing alongside investment and research support The Wealth Management division caters to individual investors small to mediumsized businesses and institutions Its services include financial advisorled and selfdirected brokerage comprehensive financial and wealth planning workplace solutions like stock plan administration annuity and insurance products and diverse lending options such as securitiesbased and residential real estate loans banking and retirement plan services Finally the Investment Management segment develops and distributes a variety of investment products including equity fixed income liquidity and alternative strategies These are offered to a wide array of institutional clients such as pension and defined contribution plans foundations endowments government entities sovereign wealth funds insurance companies and other corporate sponsors through both direct institutional and intermediary channels
Recent Earnings Surprises
Date
Actual EPS
Estimated EPS
Surprise
2026-04-15
$2.97
$2.62
+13.4%
2026-01-15
$2.28
$2.07
+10.1%
2025-10-15
$2.47
$1.79
+38.0%
2025-07-16
$1.89
$1.68
+12.5%
Financial Ratios (TTM)
Gross Margin
59.56%
Operating Margin
18.75%
Net Margin
14.50%
ROA
1.14%
Price to Book
2.54
Price to Sales
2.71
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