NYSE$MS

Morgan Stanley · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported net revenues of $15.4 billion and EPS of $1.88.

Morgan Stanley reported a strong third quarter with net revenues of $15.4 billion and earnings per diluted share of $1.88. The firm's ROTCE was 17.5% for the quarter. Strong performance was seen across business segments, particularly in Institutional Securities, driven by increased client activity and momentum in Investment Banking. Wealth Management also delivered record net revenues, supported by asset management and transactional revenues.

  • Net revenues for the third quarter were $15.4 billion, reflecting strength across business segments.
  • The Firm delivered ROTCE of 17.5% during the third quarter.
  • Expense efficiency ratio was 72% for the third quarter.
  • Wealth Management added net new assets of $64 billion and total client assets reached $6 trillion.

Headline financials

Total Revenue

$15.4B

Previous: $13.3B+15.9%
EPS

$1.88

Previous: $1.38+36.2%
Expense Efficiency Ratio

72.0%

Previous: 75.0%-4.0%
Return on Tangible Common Equity

17.5%

Previous: 13.5%+29.6%
Capital Expenditures

-$916M

No prior period
Free Cash Flow

$3.19B

Previous: $2.41B+32.4%
Net Income

$3.19B

Previous: $2.41B+32.4%
Operating Income

-$3.35B

Previous: $2.27B-248.0%
Gross Profit

$15.4B

Previous: $13.3B+15.9%
Cash & Equivalents

$91.1B

Previous: $108B-16.0%
Total Assets

$1.26T

Previous: $1.17T+7.6%
Stock-Based Comp

$372M

Previous: $367M+1.4%

Revenue & EPS history

Morgan Stanley · Revenue · Quarterly

$15.4B

Q3 2024+15.9%vs Q3 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

No specific forward guidance was provided in the earnings report.

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 Q3 2024

Historical avgQ3 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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