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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-PO 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 | $17.19 |
| EPS estimate | $1.98 |
| EPS actual | $222.16 |
| EPS surprise | 11,120.20% |
| Date | Price |
|---|---|
| Jul 10, 2025 | $17.52 |
| Jul 11, 2025 | $17.46 |
| Jul 14, 2025 | $17.34 |
| Jul 15, 2025 | $17.24 |
| Jul 16, 2025 | $17.19 |
| Jul 17, 2025 | $17.28 |
| Jul 18, 2025 | $17.38 |
| Jul 21, 2025 | $17.45 |
| Jul 22, 2025 | $17.42 |
| 4 days before | -1.88% |
| 4 days after | 1.34% |
| On release day | 0.524% |
| Change in period | -0.571% |
| Release date | Oct 15, 2025 |
| Price on release | $18.37 |
| EPS estimate | $2.10 |
| EPS actual | $2.90 |
| EPS surprise | 38.10% |
| Date | Price |
|---|---|
| Oct 09, 2025 | $18.32 |
| Oct 10, 2025 | $18.13 |
| Oct 13, 2025 | $18.19 |
| Oct 14, 2025 | $18.19 |
| Oct 15, 2025 | $18.37 |
| Oct 16, 2025 | $18.23 |
| Oct 17, 2025 | $18.24 |
| Oct 20, 2025 | $18.39 |
| Oct 21, 2025 | $18.44 |
| 4 days before | 0.273% |
| 4 days after | 0.381% |
| On release day | -0.762% |
| Change in period | 0.655% |
| Release date | Jan 15, 2026 |
| Price on release | $17.99 |
| EPS estimate | $2.43 |
| EPS actual | $2.68 |
| EPS surprise | 10.29% |
| Date | Price |
|---|---|
| Jan 09, 2026 | $17.76 |
| Jan 12, 2026 | $17.78 |
| Jan 13, 2026 | $17.79 |
| Jan 14, 2026 | $17.87 |
| Jan 15, 2026 | $17.99 |
| Jan 16, 2026 | $17.95 |
| Jan 20, 2026 | $17.79 |
| Jan 21, 2026 | $17.94 |
| Jan 22, 2026 | $18.00 |
| 4 days before | 1.30% |
| 4 days after | 0.0561% |
| On release day | -0.222% |
| Change in period | 1.35% |
| Release date | Apr 15, 2026 |
| Price on release | $17.61 |
| EPS estimate | $3.02 |
| EPS actual | $3.43 |
| EPS surprise | 13.58% |
| Date | Price |
|---|---|
| Apr 09, 2026 | $17.44 |
| Apr 10, 2026 | $17.41 |
| Apr 13, 2026 | $17.47 |
| Apr 14, 2026 | $17.56 |
| Apr 15, 2026 | $17.61 |
| Apr 16, 2026 | $17.57 |
| Apr 17, 2026 | $17.68 |
| Apr 20, 2026 | $17.56 |
| Apr 21, 2026 | $17.46 |
| 4 days before | 0.97% |
| 4 days after | -0.85% |
| On release day | -0.227% |
| Change in period | 0.115% |
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 its integrated businesses: Institutional Securities (record $10.7B, including a record equities quarter and robust fixed income), Wealth Management (record revenues of $8.5B, $118B of net new assets, $54B of fee-based flows, 30.4% PBT margin, continued NII growth and rising lending balances) and Investment Management (AUM $1.9T, demand for Parametric and alternatives). The firm emphasized operating leverage (ROTCE 27.1%), disciplined capital deployment (opportunistic $1.75B buyback during the quarter), a CET1 ratio of 15.1% (300+ bps buffer vs requirement), and continued investments in technology (including AI pilots and a digital asset pilot) and targeted M&A (closed EquityZen). Management signaled measured confidence amid geopolitical risk and AI-driven change, expects NII to build through the year, sees continued strength in investment banking pipelines and Asia momentum, and highlighted modest exposure to private credit (small percentages of client assets/AUM) while stressing selection and diversification. They also commented on potential regulatory relief from Basel proposals but noted interplay with RWA impacts.
