Form 8-K · Current report
Morgan Stanley 8-K, filed Oct 14, 2026
- Filed
- CIK
- 0000895421
- Accession no.
- 0000895421-26-000288
Summary
Morgan Stanley reported third-quarter 2026 net revenues of $20.3 billion and diluted EPS of $3.03, up from $18.2 billion and $2.80 a year earlier, with net income applicable to the firm of $4.9 billion and a return on tangible common equity of 22.6%. Chairman and CEO Ted Pick attributed the results to global strength in Institutional Securities' equity franchise and record Wealth Management revenues, which included $232 billion in net new assets and $80 billion in fee-based flows.
Key points
- Wealth Management reported record net revenues of $9.1 billion and a pre-tax margin of 30.4%, with $232 billion in net new assets, just over half associated with IPO-related flows.
- Institutional Securities net revenues were $10.0 billion, with equity net revenues up 41% and fixed income net revenues down 7%.
- Investment Management net revenues fell to $1.5 billion from $1.7 billion a year ago, driven by a reversal of accrued carried interest tied to certain private fund investments.
- The board declared a $1.15 quarterly dividend payable November 13, 2026, and the firm repurchased $1.5 billion of common stock during the quarter.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. On October 14, 2026, Morgan Stanley (the “Company”) released financial information with respect to its quarter ended September 30, 2026. A copy of the press release containing this information is annexed as Exhibit 99.1 to this Report and by this reference incorporated herein and made a part hereof. In addition, a copy of the Company’s Financial Data Supplement for its quarter ended September 30, 2026 is annexed as Exhibit 99.2 to this Report and by this reference incorporated herein and made a part hereof. …
An excerpt of the text as filed with the SEC, cut for length.
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