MS
Morgan Stanley176.51
-1.28-0.72%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Targets defended; cycle durability emphasized
Management fielded heavy pushback on unchanged firm-wide targets despite 2025 outperformance, insisting on proving higher lows—like 17.5% ROTCE even below $8 EPS—before raising the bar. Q&A elaborated wealth margin drivers via AI tools like LeadIQ and funnel scaling, plus cap markets wallet expanding at 2x GDP in its third inning. Trading sits in middle innings off elevated assets, with AI ops efficiencies eyed for leverage. Excess capital grows; no M&A rush. Targets stay put. Tone stayed confident yet humble—investors eye through-cycle compounding.
Key Stats
Market Cap
281.77BP/E (TTM)
18.12Basic EPS (TTM)
9.74Dividend Yield
0.02%Recent Filings
10-K
8-K
8-K
10-Q
8-K
IPO
Employees
Sector
Industry
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