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Mar 31, 2024

Morgan Stanley Q1 2024 Earnings Report

Reported net revenues of $15.1 billion and EPS of $2.02, demonstrating a strong ROTCE of 19.7%.

Key Takeaways

Morgan Stanley reported strong first quarter 2024 results, with net revenues of $15.1 billion and earnings per share of $2.02. The firm's ROTCE reached 19.7%, and it saw substantial net new asset growth, reaching $7 trillion in client assets across Wealth and Investment Management. Institutional Securities also performed well, with strength in markets and underwriting businesses.

Net revenues reached $15.1 billion, with net income of $3.4 billion.

Return on tangible common equity (ROTCE) was a strong 19.7%.

Expense efficiency ratio improved to 71%, showing operating leverage.

Wealth Management pre-tax margin was 26.3%, with $95 billion in net new assets.

Total Revenue
$15.1B
Previous year: $14.5B
+4.3%
EPS
$2.02
Previous year: $1.7
+18.8%
Expense Efficiency Ratio
71%
Previous year: 72%
-1.4%
Return on Tangible Common Equity
19.7%
Standardized CET1 Capital Ratio
15%
Cash and Equivalents
$102B
Previous year: $111B
-8.0%
Total Assets
$1.23T
Previous year: $1.2T
+2.4%

Morgan Stanley

Morgan Stanley

Morgan Stanley Revenue by Segment

Forward Guidance

The earnings release does not contain specific forward guidance. Therefore, no forward guidance is provided.