NYSE$MS

Morgan Stanley · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported net revenues of $15.1 billion and EPS of $2.02, demonstrating a strong ROTCE of 19.7%.

Morgan Stanley reported strong first quarter 2024 results, with net revenues of $15.1 billion and earnings per share of $2.02. The firm's ROTCE reached 19.7%, and it saw substantial net new asset growth, reaching $7 trillion in client assets across Wealth and Investment Management. Institutional Securities also performed well, with strength in markets and underwriting businesses.

  • Net revenues reached $15.1 billion, with net income of $3.4 billion.
  • Return on tangible common equity (ROTCE) was a strong 19.7%.
  • Expense efficiency ratio improved to 71%, showing operating leverage.
  • Wealth Management pre-tax margin was 26.3%, with $95 billion in net new assets.

Headline financials

Total Revenue

$15.1B

Previous: $14.5B+4.3%
EPS

$2.02

Previous: $1.70+18.8%
Expense Efficiency Ratio

71.0%

Previous: 72.0%-1.4%
Return on Tangible Common Equity

19.7%

No prior period
Standardized CET1 Capital Ratio

15.0%

No prior period
Free Cash Flow

$3.41B

Previous: $2.98B+14.5%
Net Income

$3.41B

Previous: $2.98B+14.5%
Operating Income

$5.56B

Previous: $6.71B-17.1%
Gross Profit

$15.1B

Previous: $14.5B+4.3%
Cash & Equivalents

$102B

Previous: $111B-8.0%
Total Assets

$1.23T

Previous: $1.2T+2.4%
Stock-Based Comp

$442M

Previous: $558M-20.8%

Revenue & EPS history

Morgan Stanley · Revenue · Quarterly

$15.1B

Q1 2024+4.3%vs Q1 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Morgan Stanley · $13.4B total across 3 segments · Q3 2023

  • Wealth Management
    $6.4B+4.6%
  • Institutional Securities
    $5.67B-2.5%
  • Investment Management
    $1.34B+14.4%

Forward guidance

The earnings release does not contain specific forward guidance. Therefore, no forward guidance is provided.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+1.2%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+4.4%

Avg return

30 days after

71%

52 / 73 earnings

Positive

+10.7%

Q4 2012

Best reaction

-9.2%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+6.7%+4.0%+5.0%
Q1 2026+0.0%+4.0%+5.0%
Q3 2025+4.6%+4.3%+5.5%
Q2 2025+0.5%-2.5%+5.8%
Q1 2025+1.4%+1.2%+14.2%
Q4 2024+5.6%+5.2%+6.4%
Q3 2024+6.4%+5.4%+19.5%
Q2 2024+1.6%-3.0%-4.4%
Q1 2024+3.6%+4.2%+14.5%
Q4 2023-5.9%-4.9%-4.5%
Q3 2023-9.2%-10.7%-0.1%
Q2 2023+7.9%+8.8%-0.7%
Q1 2023+0.6%+0.4%-8.5%
Q4 2022+5.4%+5.0%+8.6%
Q3 2022-2.7%-2.1%+14.4%
Q2 2022+4.1%+8.9%+22.2%
Q1 2022+2.8%+5.7%-4.3%
Q4 2021+6.2%+4.3%+1.5%
Q3 2021+3.6%+3.2%+1.3%
Q2 2021-1.3%-0.2%+12.4%
Q1 2021-1.0%-1.9%+8.1%
Q4 2020-0.4%-3.5%+1.3%
Q3 2020+2.4%+1.6%+11.8%
Q2 2020+2.1%+2.0%+1.9%
Q1 2020+1.8%-3.8%-2.9%
Q4 2019+8.6%+5.6%+5.5%
Q3 2019+2.0%+6.1%+14.5%
Q2 2019+1.4%+3.0%-8.8%
Q1 2019+1.1%+0.6%-6.7%
Q4 2018-1.8%-4.7%-5.6%
Q3 2018+8.6%+6.8%+1.9%
Q2 2018+1.4%+3.2%-1.6%
Q1 2018+2.7%+0.8%+1.3%
Q4 2017+3.8%+2.8%-0.4%
Q3 2017+2.5%+3.6%-0.7%
Q2 2017+3.0%+3.5%+0.6%
Q1 2017+3.1%+5.7%+1.4%
Q4 2016-2.2%-2.8%+5.2%
Q3 2016+1.8%+3.3%+25.1%
Q2 2016+2.4%+3.3%+8.4%
Q1 2016+2.7%
Q4 2015-2.8%
Q3 2015-5.0%
Q2 2015-0.3%
Q1 2015+0.0%
Q4 2014-0.5%
Q3 2014+2.4%
Q2 2014+0.4%
Q1 2014+3.6%
Q4 2013+2.0%
Q3 2013+1.7%
Q2 2013+4.0%
Q1 2013-4.1%
Q4 2012+10.7%
Q3 2012-5.2%
Q2 2012-8.6%
Q1 2012+0.9%
Q4 2011+1.2%
Q3 2011+3.6%
Q2 2011-9.0%
Q1 2011+0.1%
Q4 2010-3.5%
Q3 2010-3.5%
Q2 2010-1.2%
Q1 2010-0.0%
Q4 2007+1.6%
Q4 2009+1.6%
Q3 2009+3.4%
Q3 2008+3.4%
Q2 2009+0.9%
Q1 2009+0.9%
Q4 2008+0.9%
Q2 2008+0.9%

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