Every material Form 8-K Morgan Stanley has filed with the SEC since January 15, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Morgan Stanley reported third-quarter 2026 net revenues of $20.3 billion, up 12% from a year earlier, and diluted earnings of $3.03 per share, up from $2.80. Net income applicable to Morgan Stanley rose to $4.9 billion, but return on average tangible common equity eased to 22.6% from 23.5%, and both revenue and EPS were lower than in the second quarter of 2026. The company also repurchased $1.5 billion of its common stock and declared a $1.15 quarterly dividend per share.
Net revenues of $20.3 billion vs. $18.2 billion in Q3 2025, and down 5% from $21.3 billion in Q2 2026
Diluted EPS of $3.03 vs. $2.80 a year ago and $3.46 in Q2 2026
Wealth Management posted record net revenues of $9.1 billion and net new assets of $232.4 billion
$1.5 billion of stock repurchased; $1.15 quarterly dividend payable November 13, 2026 to holders of record October 30, 2026
Morgan Stanley reported second-quarter 2026 net revenues of $21.3 billion, up from $16.8 billion a year earlier, and diluted EPS of $3.46 versus $2.13. The board also reauthorized a share repurchase program of up to $20 billion and raised the quarterly dividend by 15 cents to $1.15 per share, which matters to shareholders because it signals both higher earnings and expanded capital return.
Net income applicable to Morgan Stanley was $5.6 billion, or $3.46 per diluted share, versus $3.5 billion, or $2.13, a year ago.
The board reauthorized a multi-year common stock repurchase program of up to $20 billion, starting in the third quarter of 2026, with no set expiration date.
The quarterly dividend was raised to $1.15 per share, payable August 14, 2026, to shareholders of record on July 31, 2026.
Morgan Stanley said its Board will raise the quarterly common stock dividend to $1.15 per share from $1.00, starting with the dividend expected to be declared in the third quarter of 2026, and reauthorized a multi-year share repurchase program of up to $20 billion with no set expiration date. The Federal Reserve's 2026 stress test results do not change the firm's 4.3% Stress Capital Buffer requirement, which the firm expects to remain in place until October 1, 2027.
Quarterly dividend rises 15 cents, from $1.00 to $1.15 per share, starting with the third quarter of 2026 declaration.
Share repurchase program of up to $20 billion reauthorized, beginning in the third quarter of 2026, with no set expiration date.
Stress Capital Buffer requirement stays at 4.3%; the firm's aggregate U.S. Basel III CET1 ratio is 11.8%, versus 15.1% as of March 31, 2026.
Morgan Stanley reported first-quarter 2026 net revenues of $20.6 billion, up from $17.7 billion a year earlier, and earnings of $3.43 per diluted share, up from $2.60. The company also said it repurchased $1.75 billion of common stock and declared a $1.00 quarterly dividend per share, which shows how it is returning capital to shareholders.
Net income applicable to Morgan Stanley was $5.6 billion, or $3.43 per diluted share, versus $4.3 billion, or $2.60 per diluted share, a year earlier
Pre-tax income was $7.0 billion, and the expense efficiency ratio improved to 65% from 68%
The company repurchased $1.75 billion of common stock in the quarter and declared a $1.00 dividend per share payable May 15, 2026 to holders of record on April 30, 2026
Severance costs of $178 million were recognized in the quarter from a March workforce action
Morgan Stanley's Compensation Committee set Chairman and CEO Edward Pick's total 2025 compensation at $45 million, citing the firm's record 2025 results. The committee said 75% of his bonus is deferred over three years and subject to cancellation, and 100% of the deferred bonus is paid in performance-vested equity, tying his pay to shareholder interests.
2025 net revenues were a record $70.6 billion, up approximately 14% year over year, and EPS was a record $10.21
Net income applicable to Morgan Stanley was approximately $16.9 billion, and pre-tax profit was $22.0 billion, up approximately 25%
Total compensation for Pick is $45 million; 75% of his bonus is deferred over three years and subject to cancellation
Full compensation details will appear in the 2026 proxy statement, expected to be filed in April 2026
Morgan Stanley reported fourth-quarter 2025 net revenues of $17.9 billion, up from $16.2 billion a year earlier, and earnings of $2.68 per diluted share, up from $2.22. For the full year, net revenues were $70.6 billion and earnings were $10.21 per diluted share, compared with $61.8 billion and $7.95 a year earlier. Quarterly revenue was down from $18.2 billion in the third quarter, and the company repurchased $1.5 billion of its common stock during the quarter.
Q4 2025 net income applicable to Morgan Stanley was $4.4 billion, compared with $3.7 billion a year earlier
Full-year 2025 net revenues were $70.6 billion, up from $61.8 billion in 2024
Board declared a $1.00 quarterly dividend per share, payable February 13, 2026, to shareholders of record on January 30, 2026
Common stock repurchases totaled $4.6 billion for the full year 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Morgan Stanley filing is on SEC EDGAR ↗. 8-K briefs of other companies →