MORGAN STANLEY (MS) Earnings History

MORGAN STANLEY - Q4 FY2025 Earnings

Filed at: Jan 15, 2026, 8:33 AM EST|Read from source

EXECUTIVE SUMMARY

Morgan Stanley reported strong 2025 performance with record revenues and net income, driven by growth across its Integrated Firm segments and improved expense efficiency.

POSITIVE HIGHLIGHTS

  • •

    Full year net revenues increased 14% to $70.6 billion, with Q4 net revenues up 10% to $17.9 billion.

    positive
  • •

    Full year diluted EPS grew 28% to $10.21, and Q4 diluted EPS increased 21% to $2.68.

    positive
  • •

    Wealth Management delivered record net revenues of $31.8 billion, up 12% year-over-year.

    positive
  • •

    Investment Management reported record net revenues of $6.5 billion, up 11% year-over-year.

    positive
  • •

    Expense efficiency ratio improved to 68% for the full year from 71% in the prior year.

    positive

CONCERNS & RISKS

  • •

    Fixed Income net revenues decreased 9% in Q4 and increased only 4% for the full year, impacted by lower commodities and foreign exchange results.

    attention
  • •

    Provision for credit losses increased in Q4 and for the full year, driven by portfolio growth and individual assessments.

    attention
  • •

    The firm incurred $144 million in severance costs in Q1 2025 related to a reduction in force impacting approximately 2% of its global workforce.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$17.89B
+10.3%
Prior year: $16.22B
Annual (YTD)
$70.64B
N/A
Prior year: $61.76B
Net Income
Quarterly
$4.40B
+18.4%
Prior year: $3.71B
Annual (YTD)
$16.86B
N/A
Prior year: $13.39B
EPS (Diluted)
Quarterly
$2.68
+20.7%
Prior year: $2.22
Annual (YTD)
$10.21
N/A
Prior year: $7.95
Operating Income
Quarterly
$5.76B
+17.4%
Prior year: $4.91B
Annual (YTD)
$21.95B
N/A
Prior year: $17.60B
EPS (Basic)
Quarterly
$2.72
+20.9%
Prior year: $2.25
Annual (YTD)
$10.32
N/A
Prior year: $8.04

MARGIN ANALYSIS

Operating Margin
Current Quarter
32.2%
Prior Year
30.2%
YoY Change
+195 bps
Net Margin
Current Quarter
24.6%
Prior Year
22.9%
YoY Change
+169 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Wealth Management(3 segments)
46.6%
$8429000.0B
Prior year: $7478000.0B
Institutional Securities(3 segments)
43.9%
$7931000.0B
Prior year: $7267000.0B
Investment Management(2 segments)
9.5%
$1720000.0B
Prior year: $1643000.0B

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Wealth Management
$8429000.0B$7478000.0B—46.6%
Institutional Securities
$7931000.0B$7267000.0B—43.9%
Investment Management
$1720000.0B$1643000.0B—9.5%
Total Revenue$18080000.0B——100.0%

Segment performance shows business unit health and growth drivers.

SPECIAL ITEMS & ADJUSTMENTS

Q1 2025
Severance costs associated with a reduction in force (RIF)
Impacted approximately 2% of global workforce.
+$144M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Morgan Stanley delivered outstanding performance in 2025, reflecting multi-year investments contributing to growth and momentum across the Integrated Firm.

— MORGAN STANLEY, Q4 FY2025 2025 Earnings Call

Institutional Securities served as a trusted advisor to clients as investment banking activity accelerated and global markets remained strong.

— MORGAN STANLEY, Q4 FY2025 2025 Earnings Call

Total client assets in Wealth and Investment Management grew to $9.3 trillion, supported by over $350 billion in net new assets.

— MORGAN STANLEY, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Aum Bn
1.9K
+13.8% YoY
Prior year: 1.7K
billions
Fee Based Asset Flows Bn
160.1
+30.1% YoY
Prior year: 123.1
billions
Fee Based Client Assets Bn
2.8K
+17.3% YoY
Prior year: 2.3K
billions
Long Term Net Flows Bn
34.4
+91.1% YoY
Prior year: 18
billions
Net New Assets Bn
356.3
+41.6% YoY
Prior year: 251.7
billions

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

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