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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-PL 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 | $19.94 |
| EPS estimate | $1.98 |
| EPS actual | $222.16 |
| EPS surprise | 11,120.20% |
| Date | Price |
|---|---|
| Jul 10, 2025 | $20.38 |
| Jul 11, 2025 | $20.25 |
| Jul 14, 2025 | $20.02 |
| Jul 15, 2025 | $19.91 |
| Jul 16, 2025 | $19.94 |
| Jul 17, 2025 | $20.13 |
| Jul 18, 2025 | $20.09 |
| Jul 21, 2025 | $20.14 |
| Jul 22, 2025 | $20.07 |
| 4 days before | -2.16% |
| 4 days after | 0.647% |
| On release day | 0.95% |
| Change in period | -1.53% |
| Release date | Oct 15, 2025 |
| Price on release | $21.49 |
| EPS estimate | $2.10 |
| EPS actual | $2.90 |
| EPS surprise | 38.10% |
| Date | Price |
|---|---|
| Oct 09, 2025 | $21.40 |
| Oct 10, 2025 | $21.28 |
| Oct 13, 2025 | $21.35 |
| Oct 14, 2025 | $21.28 |
| Oct 15, 2025 | $21.49 |
| Oct 16, 2025 | $21.32 |
| Oct 17, 2025 | $21.33 |
| Oct 20, 2025 | $21.47 |
| Oct 21, 2025 | $21.55 |
| 4 days before | 0.421% |
| 4 days after | 0.279% |
| On release day | -0.791% |
| Change in period | 0.701% |
| Release date | Jan 15, 2026 |
| Price on release | $20.99 |
| EPS estimate | $2.43 |
| EPS actual | $2.68 |
| EPS surprise | 10.29% |
| Date | Price |
|---|---|
| Jan 09, 2026 | $20.61 |
| Jan 12, 2026 | $20.55 |
| Jan 13, 2026 | $20.61 |
| Jan 14, 2026 | $20.74 |
| Jan 15, 2026 | $20.99 |
| Jan 16, 2026 | $20.94 |
| Jan 20, 2026 | $20.82 |
| Jan 21, 2026 | $20.92 |
| Jan 22, 2026 | $21.08 |
| 4 days before | 1.87% |
| 4 days after | 0.429% |
| On release day | -0.238% |
| Change in period | 2.31% |
| Release date | Apr 15, 2026 |
| Price on release | $20.63 |
| EPS estimate | $3.02 |
| EPS actual | $3.43 |
| EPS surprise | 13.58% |
| Date | Price |
|---|---|
| Apr 09, 2026 | $20.20 |
| Apr 10, 2026 | $20.35 |
| Apr 13, 2026 | $20.35 |
| Apr 14, 2026 | $20.50 |
| Apr 15, 2026 | $20.63 |
| Apr 16, 2026 | $20.55 |
| Apr 17, 2026 | $20.56 |
| Apr 20, 2026 | $20.50 |
| Apr 21, 2026 | $20.43 |
| 4 days before | 2.11% |
| 4 days after | -0.93% |
| On release day | -0.373% |
| Change in period | 1.16% |
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 ROTCE of 27.1%. The quarter showed broad-based strength across Institutional Securities (record $10.7B), Equities (record $5.1B), Fixed Income (post-crisis record $3.4B), Wealth Management (record revenues $8.5B, PBT margin 30.4%, $118B net new assets and $54B fee-based flows) and Investment Management (AUM $1.9T). The firm opportunistically repurchased $1.75B of stock, finished the Equity Zen acquisition, launched a digital asset pilot, and closed the reorganization moving ~$100B of assets onto the U.S. bank. CET1 was 15.1% (vs an 11.8% requirement), implying >300 bps buffer; management noted $15B of capital accretion over nine quarters. Management emphasized the integrated franchise, continued investments (technology, advisers, lending), measured confidence amid geopolitical risk and AI-driven change, and reiterated strategic priorities (raise, manage, allocate capital). Wealth margin target remains a strategic anchor (30% target reaffirmed) and management expects NII to build through the year. Regulators/Basel proposals could change RWAs modestly; management expects overall capital position to be at least capital-neutral to modestly positive on proposed changes.
