Morgan Stanley

MS

Market cap $303B

Morgan Stanley delivered robust Q1 results, with strong growth in Institutional Securities and Wealth Management and notable improvements in profitability ratios. The firm's expense efficiency ratio improved to 65%, diluted EPS jumped 32% YoY, and ROE/ROTCE expanded significantly, signaling operational excellence. Opportunities include E*Trade's SpaceX IPO role and a new private credit fund, but risks from private credit exposure and cybersecurity threats have arisen.

Morgan Stanley's capital requirements will remain ​flat or fall modestly under an overhaul of the U.S. capital regime, its Chief Financial Officer Sharon Yeshaya told Reuters, a ‌win for the Wall Street bank that has pushed hard for reforms.

Morgan Stanley (NYSE:MS) posted better-than-expected earnings for the first quarter.

Both revenue and earnings were above all analysts' estimates.

Morgan Stanley (MS) Q1 2026 Earnings Call Transcript

Morgan Stanley's haul helped lift total trading revenue across the industry toward a projected $40 billion-plus quarter for the five biggest US lenders, according to estimates.

What executives said about trading windfalls, gas prices, private credit and economic risks.

Morgan Stanley CEO Ted Pick discusses his perspectives on current market conditions and financial sector developments, including his concerns about "imported" inflation from the war in Iran and the recent concerns about the private credit market.

Morgan Stanley's Q1 2026 EPS jumps 32% and beats estimates as advisory revenues surge 74% and equity trading hits a record, lifting shares premarket.

Morgan Stanley CEO Ted Pick discusses his perspectives on current market conditions and financial sector developments, including his concerns about "imported" inflation from the war in Iran and the recent concerns about the private credit market. He speaks with Lisa Abramowicz on "Bloomberg Open Interest.