Morgan Stanley

Morgan Stanley · Financials/Investment Banking

Wed, April 15, 2026·Before Market Open

Morgan StanleyMorgan StanleyUS BanksQ1 EarningsEarnings

01Wall Street Consensus

EPS$2.90

Revenue$18.6B

EPS$3.43+18.3%

Revenue$20.6B+10.8%

After-Hours Reaction+3.0%

Net revenue $20.6B, the highest quarterly revenue in company history
Net income $5.6B and EPS $3.43, a record and +32% YoY
ROTCE 27.1%, among the industry's best
Institutional Securities revenue $10.7B, with record Equities revenue of $5.1B and Fixed Income $3.4B, the highest since the financial crisis
Wealth Management revenue $8.5B, a record, with pretax margin of 30.4%
CET1 15.1%, buybacks $1.75B and dividend $1.00/share
Efficiency ratio 65%

Detail

Beat1Miss0Beat률 100%

분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출

컨센서스 대비 실제 EPS/매출 서프라이즈 (%)

02Earnings Results

EPS$3.43+18.3%

Revenue$20.6B+10.8%

After-Hours Reaction+3.0%

Net revenue $20.6B, the highest quarterly revenue in company history
Net income $5.6B and EPS $3.43, a record and +32% YoY
ROTCE 27.1%, among the industry's best
Institutional Securities revenue $10.7B, with record Equities revenue of $5.1B and Fixed Income $3.4B, the highest since the financial crisis
Wealth Management revenue $8.5B, a record, with pretax margin of 30.4%
CET1 15.1%, buybacks $1.75B and dividend $1.00/share
Efficiency ratio 65%