Sign In
Buy 0QYU
Morgan Stanley Earnings Calls
| Release date | Oct 15, 2025 |
| EPS estimate | $2.10 |
| EPS actual | $2.80 |
| EPS Surprise | 33.33% |
| Revenue estimate | 17.515B |
| Revenue actual | 18.224B |
| Revenue Surprise | 4.05% |
| Release date | Jul 16, 2025 |
| EPS estimate | $1.98 |
| EPS actual | $2.22 |
| EPS Surprise | 12.12% |
| Revenue estimate | 16.452B |
| Revenue actual | 16.596B |
| Revenue Surprise | 0.88% |
| Release date | Apr 11, 2025 |
| EPS estimate | $2.21 |
| EPS actual | $2.70 |
| EPS Surprise | 22.17% |
| Revenue estimate | 16.093B |
| Revenue actual | 29.134B |
| Revenue Surprise | 81.04% |
| Release date | Jan 16, 2025 |
| EPS estimate | $1.70 |
| EPS actual | $2.22 |
| EPS Surprise | 30.59% |
| Revenue estimate | 15.026B |
| Revenue actual | 16.223B |
| Revenue Surprise | 7.96% |
Last 4 Quarters for Morgan Stanley
Below you can see how 0QYU.L performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 16, 2025 |
| Price on release | $133.86 |
| EPS estimate | $1.70 |
| EPS actual | $2.22 |
| EPS surprise | 30.59% |
| Date | Price |
|---|---|
| Jan 10, 2025 | $125.03 |
| Jan 13, 2025 | $123.30 |
| Jan 14, 2025 | $124.10 |
| Jan 15, 2025 | $129.97 |
| Jan 16, 2025 | $133.86 |
| Jan 17, 2025 | $137.56 |
| Jan 20, 2025 | $136.28 |
| Jan 21, 2025 | $136.01 |
| Jan 22, 2025 | $136.76 |
| 4 days before | 7.06% |
| 4 days after | 2.17% |
| On release day | 2.76% |
| Change in period | 9.38% |
| Release date | Apr 11, 2025 |
| Price on release | $105.91 |
| EPS estimate | $2.21 |
| EPS actual | $2.70 |
| EPS surprise | 22.17% |
| Date | Price |
|---|---|
| Apr 07, 2025 | $100.65 |
| Apr 08, 2025 | $105.14 |
| Apr 09, 2025 | $99.48 |
| Apr 10, 2025 | $105.72 |
| Apr 11, 2025 | $105.91 |
| Apr 14, 2025 | $110.02 |
| Apr 15, 2025 | $111.32 |
| Apr 16, 2025 | $107.93 |
| Apr 17, 2025 | $110.17 |
| 4 days before | 5.22% |
| 4 days after | 4.02% |
| On release day | 3.88% |
| Change in period | 9.46% |
| Release date | Jul 16, 2025 |
| Price on release | $136.39 |
| EPS estimate | $1.98 |
| EPS actual | $2.22 |
| EPS surprise | 12.12% |
| Date | Price |
|---|---|
| Jul 10, 2025 | $142.37 |
| Jul 11, 2025 | $141.72 |
| Jul 14, 2025 | $142.82 |
| Jul 15, 2025 | $142.20 |
| Jul 16, 2025 | $136.39 |
| Jul 17, 2025 | $141.12 |
| Jul 18, 2025 | $140.59 |
| Jul 21, 2025 | $140.77 |
| Jul 22, 2025 | $139.48 |
| 4 days before | -4.20% |
| 4 days after | 2.27% |
| On release day | 3.47% |
| Change in period | -2.03% |
| Release date | Oct 15, 2025 |
| Price on release | $164.38 |
| EPS estimate | $2.10 |
| EPS actual | $2.80 |
| EPS surprise | 33.33% |
| Date | Price |
|---|---|
| Oct 09, 2025 | $154.99 |
| Oct 10, 2025 | $153.44 |
| Oct 13, 2025 | $155.09 |
| Oct 14, 2025 | $156.83 |
| Oct 15, 2025 | $164.38 |
| Oct 16, 2025 | $163.40 |
| Oct 17, 2025 | $160.80 |
| Oct 20, 2025 | $162.83 |
| Oct 21, 2025 | $160.82 |
| 4 days before | 6.06% |
| 4 days after | -2.17% |
| On release day | -0.596% |
| Change in period | 3.76% |
Morgan Stanley Earnings Call Transcript Summary of Q3 2025
Morgan Stanley reported a strong Q3 2025: revenue $18.2B, EPS $2.80, ROTCE 23.5% and record total client assets of $8.9T (up $1.3T year-over-year). Institutional Securities was a standout with $8.5B of revenue driven by equities strength, prime brokerage balances at record levels, and a meaningful rebound in investment banking (IB revenues $2.1B; equity underwriting +80% YoY; advisory up). Wealth Management delivered record revenues (> $8B), 30% reported margin, $81B of net new assets and $42B in fee-based flows; workplace channels (including IPO-related flows) and E*TRADE enhancements are materially contributing to client asset growth. Investment Management hit record AUM $1.8T with strong inflows (Parametric a major contributor). The firm is investing in AI pilots (DevGen, Terrible, LeadIQ), private markets (expanded Carta partnership), and digital assets (Zero Hash). Balance-sheet metrics: standardized CET1 ratio 15.2%, standardized RWAs $536B, $1.1B opportunistic buybacks in the quarter, and an excess CET1 buffer the firm describes as 300+ bps. Management emphasized disciplined capital deployment (dividend growth, opportunistic buybacks, prioritized organic investments) and said the capital-markets “flywheel” is taking hold, while noting geopolitical/regulatory uncertainty remains a risk. Overall tone: confident in earnings durability and operating leverage, optimistic about sustained IB and wealth momentum but prudent on capital allocation and hiring.
