Morgan Stanley (MS) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-07-15 13:37:57

Pre-market futures are gathering steam following this morning's slew of economic data, which was quite encouraging overall. Wholesale inflation and another round of Q2 earnings results, along with a New York manufacturing index, has seen the blue-chip Dow up from +99 points to +140 at this hour.

zacks.com - 2026-07-15 11:55:34

Year over year wholesale inflation pulls back to +5.5%, 100 bps lower than last month's initial print.

zacks.com - 2026-07-15 11:36:05

Morgan Stanley delivered robust Q2 results, with EPS up 63% YoY and tangible book value per share rising to $53.18. Total revenue reached $21.35B, up 4% QoQ, while operating expenses grew just 3%, supporting margin expansion. Trading revenue was flat sequentially but surged 42% YoY; dividend was increased by 15% to $1.15 per share.

seekingalpha.com - 2026-07-15 11:15:29

Morgan Stanley's Q2 earnings surge 62.4% as record equity revenues, stronger IB and $10T in client assets fuel growth. MS raised its quarterly dividend 15%.

zacks.com - 2026-07-15 11:10:44

FTSE 100 up 7 points at 10,537 Miners fall on weaker China GDP Barratt Redrow, ICG, B&M, NextEnergy Solar publish updates  2.50pm: US stocks open higher,...

proactiveinvestors.com - 2026-07-15 10:51:00

Morgan Stanley (MS) shares are inching higher on Wednesday morning after the bank posted Q2 earnings that came in miles above Street estimates. The multinational reported a 27% year-on-year increase in its net revenue to a record $21.4 billion on 58% growth in earnings per share (EPS) to $3.46 – also an all-time high.

invezz.com - 2026-07-15 10:36:25

The headline numbers for Morgan Stanley (MS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

zacks.com - 2026-07-15 10:31:11

Morgan Stanley (NYSE:MS) reported record second quarter revenue and profit that topped Wall Street expectations on Wednesday, driven by strength across its institutional securities, wealth management and investment management businesses. The bank posted earnings per diluted share of $3.46 on net revenue of $21.35 billion for the quarter ended June 30, exceeding analysts' expectations of $2.93 per share on revenue of $19.63 billion.

proactiveinvestors.com - 2026-07-15 10:16:34

Morgan Stanley NYSE: MS reported record second-quarter 2026 results, with executives citing strong client activity across institutional securities, wealth management and investment management, as well as continued benefits from the firm's integrated business model.

marketbeat.com - 2026-07-15 10:05:32

Morgan Stanley delivered blowout Q2 earnings, driven by wealth management growth, strong investment banking, and robust capital returns. Recurring fee revenue from wealth management and rising AUM underpin MS's resilient results, with further upside expected in Q3 due to market appreciation. Investment banking and trading benefited from a favorable environment, but trading revenues are unlikely to remain at current extraordinary levels.

seekingalpha.com - 2026-07-15 09:46:55

U.S. stocks traded higher this morning, with the Dow Jones gaining more than 150 points on Wednesday.

benzinga.com - 2026-07-15 09:43:41

Morgan Stanley (MS) came out with quarterly earnings of $3.46 per share, beating the Zacks Consensus Estimate of $2.89 per share. This compares to earnings of $2.13 per share a year ago.

zacks.com - 2026-07-15 09:36:07

On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, named JPMorgan Chase & Co. (NYSE:JPM) as his final trade.

benzinga.com - 2026-07-15 09:23:12

Stocks are moving higher the Nasdaq 100-Index (NDX) and Dow Jones Industrial Average (DJI) surging triple digits

schaeffersresearch.com - 2026-07-15 09:17:00

Stock futures are pointing to a higher open as investors digest a flurry of earnings reports from major companies; oil prices are higher as the U.S. and Iran continue to trade strikes; PayPal shares are surging following a report that Stripe and Advent International have made a joint offer to buy the payments giant; ASML shares are gaining after the maker of chip manufacturing equipment reported strong results and lifted its sales forecast; and Morgan Stanley, Johnson & Johnson, Conagra and United are among the other big names reporting earnings today. Here's what you need to know today.

investopedia.com - 2026-07-15 09:01:00

Here are five key things investors need to know to start the trading day.

cnbc.com - 2026-07-15 08:39:26

FTSE 100 down 23 points to 10,506 Miners fall on weaker China GDP Barratt Redrow, ICG, B&M, NextEnergy Solar publish updates  12.13pm: European stocks in...

proactiveinvestors.com - 2026-07-15 08:13:00

12:05pm: More impressive bank earnings Morgan Stanley (NYSE:MS) (Morgan Stanley (NYSE:MS)) reported record second quarter revenue and profit that topped...

proactiveinvestors.com - 2026-07-15 08:09:00

Morgan Stanley reported a rise in second-quarter profit, driven by strong mergers and acquisitions activity despite macroeconomic uncertainty.

reuters.com - 2026-07-15 07:34:53

The artificial intelligence boom has never been cheap, but the price of staying at the cutting edge is climbing even faster than many investors expected.

247wallst.com - 2026-07-15 07:30:57

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced its second quarter 2026 financial results. The results are now available on the Firm's Investor Relations website at www.morganstanley.com/about-us-ir/earnings-releases. The results will be filed on a Form 8-K with the Securities and Exchange Commission (SEC) on July 15, 2026, which will be available on the SEC's website at www.sec.gov. A conference call to discuss the results will be held today at 8:30 a.m. (ET). The call wil.

businesswire.com - 2026-07-15 07:28:00

Morgan Stanley reports first-quarter earnings before the bell Wednesday. Rivals JPMorgan Chase and Goldman Sachs reported earnings Tuesday that showed higher trading and investment banking revenue.

cnbc.com - 2026-07-15 07:05:14

Morgan Stanley (NYSE:MS) reported record second quarter revenue and profit that topped Wall Street expectations on Wednesday, driven by strength across its...

proactiveinvestors.com - 2026-07-15 06:12:00

10am: PayPal and BlackRock lead Wall St higher at open Wall Street has opened Wednesday trading on the front foot, with investors digesting more earnings....

proactiveinvestors.com - 2026-07-15 06:00:00

With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:

benzinga.com - 2026-07-15 02:29:24

4:20pm: Rate hopes lift markets US stocks finished mostly higher on Tuesday after a softer-than-expected inflation report boosted hopes that the Federal...

proactiveinvestors.com - 2026-07-14 12:25:00

JPMorgan kicked off Q2 2026 earnings season this morning with a blowout earnings report that reset expectations for the entire financial sector. The bank posted $7.70 in diluted EPS versus $5.80 expected and $57.35 billion in revenue, powered by a $4.6 billion Visa share exchange gain and a 27% surge in Commercial & Investment Bank revenue. Jamie Dimon flagged IB fees up 30% to the highest level since 2021 and Markets revenue up 35%.

247wallst.com - 2026-07-14 10:43:00

CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc...

proactiveinvestors.com - 2026-07-14 09:37:00

Q2 bank earnings kick off Tuesday with the biggest names on Wall Street reporting at once, and one senior analyst thinks the results could shock even the optimists. But his most interesting call has nothing to do with JPMorgan or Goldman.

247wallst.com - 2026-07-13 19:58:24

UBS Group AG analyst Erika Najarian says Goldman Sachs Group Inc. may have the tallest order when it comes to demonstrating earnings prowess this week, while investors may be focused on more on succession at JPMorgan Chase & Co. She previews Wall Street bank earnings on "Bloomberg Surveillance." -------- More on Bloomberg Television and Markets Like this video?

youtube.com - 2026-07-13 15:24:11

US banks could deliver broad earnings beats as strong capital markets activity, resilient economic conditions and improving wealth management flows support second-half 2026 and fiscal 2027 earnings revisions, Bank of America analysts wrote in a note ahead of the sector's upcoming earnings reports. The firm wrote that it expects all eight major banks it covers, including JPMorgan Chase & Co (NYSE:JPM, XETRA:CMC), Citigroup Inc (NYSE:C), Wells Fargo & Co (NYSE:WFC, XETRA:NWT), Goldman Sachs Group Inc (NYSE:GS, XETRA:GOS), Morgan Stanley (NYSE:MS), Bank of New York Mellon Corp (NYSE:BK, XETRA:BN9), State Street Corp (NYSE:STT) and Northern Trust Corp (NASDAQ:NTRS), to exceed both Bank of America and consensus earnings-per-share estimates.

proactiveinvestors.com - 2026-07-13 13:34:06

At current prices: JPMorgan Chase (NYSE:JPM | JPM Price Prediction) at $336.47 looks fully valued, Morgan Stanley (NYSE:MS) at $222.28 appears stretched, and Bank of America (NYSE:BAC) at $59.67 screens as the most attractive on valuation.

247wallst.com - 2026-07-13 13:00:10

4:15pm: Big bank earnings up tomorrow US stocks kicked off the week on a weaker note Monday as rising tensions between the United States and Iran rattled...

proactiveinvestors.com - 2026-07-13 12:20:00

Earnings season ramps up in full gear this week kicked off by quarterly financial results from some of the biggest publicly traded U.S. banks Tuesday and Wednesday.

benzinga.com - 2026-07-13 11:47:05

KBW CEO Tom Michaud joins CNBC's Squawk on the Street to discuss his expectations for bank earnings as major banks begin reporting second-quarter results on Tuesday, the outlook for regional banks, and more.

youtube.com - 2026-07-13 11:25:33

Wall Street's biggest banks are heading into second-quarter earnings season with investor expectations running high. Strong trading activity, resilient consumer spending, healthy loan demand, good capital market activity and a pickup in artificial intelligence (AI)-driven capital markets activity have fueled optimism.

zacks.com - 2026-07-13 10:15:29

Wall Street heads into one of its busiest weeks of the summer, with second-quarter earnings season shifting into high gear alongside key inflation data and closely watched testimony from Federal Reserve Chair Kevin Warsh. The week kicks off with a flood of bank earnings.

proactiveinvestors.com - 2026-07-13 10:06:45

US banks could deliver broad earnings beats as strong capital markets activity, resilient economic conditions and improving wealth management flows support...

proactiveinvestors.com - 2026-07-13 09:27:00

MS' Q2 earnings may get a lift from stronger trading, higher IB fees and improving net interest income.

zacks.com - 2026-07-13 09:10:30

JPMorgan, Bank of America, Citigroup, Wells Fargo and Goldman Sachs are set to report earnings early Tuesday, followed by Morgan Stanley on Wednesday Investment banking revenue could jump 26% and trading revenue could rise 14% from a year ago, per KBW's Chris McGratty.

cnbc.com - 2026-07-13 08:00:40

Morgan Stanley (NYSE:MS) will release its second quarter earnings report before the opening bell on Wednesday, July 15.

benzinga.com - 2026-07-13 07:40:33

Wall Street heads into one of its busiest weeks of the summer, with second-quarter earnings season shifting into high gear alongside key inflation data and...

proactiveinvestors.com - 2026-07-13 06:04:00

With the Federal Reserve holding rates higher for longer, net interest income is the swing factor for the biggest lenders. Credit-loss provisions will help show whether the American consumer is still holding up.

fool.com - 2026-07-13 03:37:00

On July 10, 2026, Morgan Stanley (MS) shares rose 0.1% today, trading at $222.28. Over the past year, the stock has experienced a notable performance, reaching

gurufocus.com - 2026-07-10 20:31:00

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

zacks.com - 2026-07-10 10:51:08

Evaluate the expected performance of Morgan Stanley (MS) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

zacks.com - 2026-07-10 10:16:14

Morgan Stanley (MS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

zacks.com - 2026-07-10 10:01:29

Big banks start reporting Q2 earnings next week. Strong results could fuel a fresh rally in financial ETFs like XLF, IYG, IYF and VFH.

zacks.com - 2026-07-10 09:01:10

FTSE 100 down 10 points to 10,479 AstraZeneca tumbles after clinical trial failure Computacenter and Playtech soar after trading updates  4.11pm: FTSE...

proactiveinvestors.com - 2026-07-09 12:12:00