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Morgan Stanley Earnings Calls
| Release date | Apr 15, 2026 |
| EPS estimate | $3.02 |
| EPS actual | $3.43 |
| EPS Surprise | 13.58% |
| Revenue estimate | 19.738B |
| Revenue actual | 20.58B |
| Revenue Surprise | 4.26% |
| Release date | Jan 15, 2026 |
| EPS estimate | $2.43 |
| EPS actual | $2.68 |
| EPS Surprise | 10.29% |
| Revenue estimate | 17.741B |
| Revenue actual | 17.89B |
| Revenue Surprise | 0.84% |
| Release date | Oct 15, 2025 |
| EPS estimate | $2.10 |
| EPS actual | $2.90 |
| EPS Surprise | 38.10% |
| Revenue estimate | 16.688B |
| Revenue actual | 15.733B |
| Revenue Surprise | -5.72% |
| Release date | Jul 16, 2025 |
| EPS estimate | $1.98 |
| EPS actual | $222.16 |
| EPS Surprise | 11,120.20% |
| Revenue estimate | 17.515B |
| Revenue actual | 14.445B |
| Revenue Surprise | -17.53% |
Last 4 Quarters for Morgan Stanley
Below you can see how MS-PE 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 | Jul 16, 2025 |
| Price on release | $25.45 |
| EPS estimate | $1.98 |
| EPS actual | $222.16 |
| EPS surprise | 11,120.20% |
| Date | Price |
|---|---|
| Jul 10, 2025 | $25.47 |
| Jul 11, 2025 | $25.44 |
| Jul 14, 2025 | $25.47 |
| Jul 15, 2025 | $25.44 |
| Jul 16, 2025 | $25.45 |
| Jul 17, 2025 | $25.46 |
| Jul 18, 2025 | $25.41 |
| Jul 21, 2025 | $25.45 |
| Jul 22, 2025 | $25.45 |
| 4 days before | -0.0785% |
| 4 days after | 0% |
| On release day | 0.0393% |
| Change in period | -0.0785% |
| Release date | Oct 15, 2025 |
| Price on release | $25.63 |
| EPS estimate | $2.10 |
| EPS actual | $2.90 |
| EPS surprise | 38.10% |
| Date | Price |
|---|---|
| Oct 09, 2025 | $25.50 |
| Oct 10, 2025 | $25.57 |
| Oct 13, 2025 | $25.60 |
| Oct 14, 2025 | $25.62 |
| Oct 15, 2025 | $25.63 |
| Oct 16, 2025 | $25.69 |
| Oct 17, 2025 | $25.64 |
| Oct 20, 2025 | $25.67 |
| Oct 21, 2025 | $25.74 |
| 4 days before | 0.510% |
| 4 days after | 0.429% |
| On release day | 0.215% |
| Change in period | 0.94% |
| Release date | Jan 15, 2026 |
| Price on release | $25.55 |
| EPS estimate | $2.43 |
| EPS actual | $2.68 |
| EPS surprise | 10.29% |
| Date | Price |
|---|---|
| Jan 09, 2026 | $25.48 |
| Jan 12, 2026 | $25.46 |
| Jan 13, 2026 | $25.42 |
| Jan 14, 2026 | $25.47 |
| Jan 15, 2026 | $25.55 |
| Jan 16, 2026 | $25.52 |
| Jan 20, 2026 | $25.53 |
| Jan 21, 2026 | $25.50 |
| Jan 22, 2026 | $25.48 |
| 4 days before | 0.275% |
| 4 days after | -0.274% |
| On release day | -0.117% |
| Change in period | 0% |
| Release date | Apr 15, 2026 |
| Price on release | $25.31 |
| EPS estimate | $3.02 |
| EPS actual | $3.43 |
| EPS surprise | 13.58% |
| Date | Price |
|---|---|
| Apr 09, 2026 | $25.23 |
| Apr 10, 2026 | $25.23 |
| Apr 13, 2026 | $25.26 |
| Apr 14, 2026 | $25.31 |
| Apr 15, 2026 | $25.31 |
| Apr 16, 2026 | $25.30 |
| Apr 17, 2026 | $25.30 |
| Apr 20, 2026 | $25.33 |
| Apr 21, 2026 | $25.33 |
| 4 days before | 0.317% |
| 4 days after | 0.0790% |
| On release day | -0.0395% |
| Change in period | 0.396% |
Morgan Stanley Earnings Call Transcript Summary of Q1 2026
Morgan Stanley reported a record quarter (Q1 2026) with revenues of $20.6 billion and EPS ex DVA of $3.43, driven by strong performance across Institutional Securities, Wealth Management and Investment Management. Institutional Securities posted a record $10.7 billion (including a record equities quarter at $5.1 billion) with broad-based strength in banking and markets; Investment Banking revenue rose to $2.1 billion, led by advisory. Wealth Management delivered record revenues of $8.5 billion, $118 billion of net new assets (NNA), a record $54 billion of fee‑based flows, a 30.4% pretax margin and continued lending and deposit growth (bank lending balances $186 billion; deposits $419 billion). Asset Management saw AUM of $1.9 trillion and net long-term flows driven by Parametric and fixed income. The firm opportunistically repurchased $1.75 billion of stock, closed the EquityZen acquisition, launched a digital asset pilot, and emphasized measured capital deployment. Capital and balance sheet: standardized CET1 ratio of 15.1% (≈300 bps buffer over requirements), continued RWA activity to support clients, and $15 billion of capital accretion over the last nine quarters. Management highlighted risks (geopolitical tensions and accelerating AI adoption) but stressed confidence in the integrated business model, strong operating leverage (ROTE/ROTCE ~27%) and continued investment in technology and adviser funnel to drive durable, fee-based growth.
