MORGAN STANLEY — Form 8-K
Filed October 14, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Morgan Stanley reported Q3 2026 net revenues of $20.3 billion (vs. $18.2 billion in Q3 2025, +12% YoY), net income of $4.9 billion ($3.03 diluted EPS vs. $2.80), and ROTCE of 22.6% (vs. 23.5%). Wealth Management achieved record revenues of $9.1 billion with $232 billion net new assets and $80 billion fee-based flows. Total client assets grew to $10.5 trillion. Book value per share increased to $68.59 from $62.98 YoY. Company repurchased $1.54 billion of stock (7 million shares at avg. $212.74) and declared $1.15 quarterly dividend.
Why this rating
Solid earnings beat offset by declining ROTCE; routine quarterly result for $218B market-cap firm. No material M&A, restructuring, or strategic change.
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