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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 | 16.935B |
| Revenue actual | 14.445B |
| Revenue Surprise | -14.70% |
Last 4 Quarters for Morgan Stanley
Below you can see how MS-PK 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 | $23.96 |
| EPS estimate | $1.98 |
| EPS actual | $222.16 |
| EPS surprise | 11,120.20% |
| Date | Price |
|---|---|
| Jul 10, 2025 | $24.20 |
| Jul 11, 2025 | $24.10 |
| Jul 14, 2025 | $24.08 |
| Jul 15, 2025 | $23.93 |
| Jul 16, 2025 | $23.96 |
| Jul 17, 2025 | $24.16 |
| Jul 18, 2025 | $24.10 |
| Jul 21, 2025 | $24.10 |
| Jul 22, 2025 | $24.02 |
| 4 days before | -0.99% |
| 4 days after | 0.250% |
| On release day | 0.83% |
| Change in period | -0.744% |
| Release date | Oct 15, 2025 |
| Price on release | $24.76 |
| EPS estimate | $2.10 |
| EPS actual | $2.90 |
| EPS surprise | 38.10% |
| Date | Price |
|---|---|
| Oct 09, 2025 | $24.52 |
| Oct 10, 2025 | $24.43 |
| Oct 13, 2025 | $24.52 |
| Oct 14, 2025 | $24.50 |
| Oct 15, 2025 | $24.76 |
| Oct 16, 2025 | $24.70 |
| Oct 17, 2025 | $24.65 |
| Oct 20, 2025 | $24.71 |
| Oct 21, 2025 | $24.82 |
| 4 days before | 0.98% |
| 4 days after | 0.242% |
| On release day | -0.242% |
| Change in period | 1.22% |
| Release date | Jan 15, 2026 |
| Price on release | $24.87 |
| EPS estimate | $2.43 |
| EPS actual | $2.68 |
| EPS surprise | 10.29% |
| Date | Price |
|---|---|
| Jan 09, 2026 | $24.61 |
| Jan 12, 2026 | $24.60 |
| Jan 13, 2026 | $24.79 |
| Jan 14, 2026 | $24.74 |
| Jan 15, 2026 | $24.87 |
| Jan 16, 2026 | $24.83 |
| Jan 20, 2026 | $24.72 |
| Jan 21, 2026 | $24.79 |
| Jan 22, 2026 | $24.81 |
| 4 days before | 1.06% |
| 4 days after | -0.241% |
| On release day | -0.161% |
| Change in period | 0.81% |
| Release date | Apr 15, 2026 |
| Price on release | $24.22 |
| EPS estimate | $3.02 |
| EPS actual | $3.43 |
| EPS surprise | 13.58% |
| Date | Price |
|---|---|
| Apr 09, 2026 | $23.74 |
| Apr 10, 2026 | $23.80 |
| Apr 13, 2026 | $23.90 |
| Apr 14, 2026 | $24.05 |
| Apr 15, 2026 | $24.22 |
| Apr 16, 2026 | $24.14 |
| Apr 17, 2026 | $24.30 |
| Apr 20, 2026 | $24.36 |
| Apr 21, 2026 | $24.25 |
| 4 days before | 2.02% |
| 4 days after | 0.124% |
| On release day | -0.330% |
| Change in period | 2.15% |
Morgan Stanley Earnings Call Transcript Summary of Q1 2026
Morgan Stanley reported a record Q1 2026: revenues of $20.6 billion and EPS (ex DVA) of $3.43, with a ROTCE of 27.1%. The integrated model drove strong performance across Institutional Securities (record $10.7B, including a record equities quarter and post-crisis record fixed income), Wealth Management (record revenues of $8.5B, $118B net new assets, $54B fee-based flows, PBT margin ~30.4%) and Investment Management (AUM $1.9T). The firm opportunistically repurchased $1.75B of stock and ended the quarter with a standardized CET1 ratio of 15.1% (≈300 bps buffer above requirements). Management highlighted disciplined capital deployment, ongoing investments in technology (including AI pilots and a digital asset pilot), the acquisition of Equity Zen, and continued focus on advisor-led client acquisition funnels (>$1.2T adviser-led assets sourced from workplace/E-TRADE). Management sees private credit as a growing but small exposure for the firm, believes AI is an enablement (productivity/co-pilot) rather than a threat, and expects modestly constructive outcomes from proposed Basel changes (potentially capital neutral to modestly positive). Wealth margins target remains ~30% with continued investment to grow organically.
