Morgan Stanley stock rises as investment banking, equities revenue fuel Q3 earnings beat

Morgan Stanley (NYSE:MS) stock gained 3.8% in Wednesday premarket trading as the Wall Street bank’s Q3 earnings posted a strong beat, bolstered by robust investment banking and equities activity.

Q3 GAAP EPS of $2.80, topping the average analyst estimate of $2.11, rose from $2.13 in Q2 and $1.86 in Q3 2024.

Net revenue of $18.2B, exceeding the consensus estimate of $10.7B, climbed from $16.8B in the prior quarter and $15.4B a year ago.

Morgan Stanley’s (NYSE:MS) net interest income of $2.49B, beating the Visible Alpha consensus of $2.32B, increased from $2.35B in Q2 and $2.20B in last year’s Q3.

Pretax profit margin of 33% vs. 28% in the previous quarter and 27% a year ago. Compensation and benefits, as a percentage of net revenue, was 41% compared with 43% in Q2 and 44% in last year’s Q3.

Total non-compensation expenses were $4.75B, down from $4.78B in the prior quarter and up from $4.35B a year ago.

Provision for credit losses of $0M vs. $112M Visible Alpha consensus, fell from $196M in the previous quarter and $79M a year ago.

“Wealth Management reported a 30% pre-tax margin while bringing in $81 billion in net new assets,” said Chairman and CEO Ted Pick. “Institutional Securities results were driven by our Equity business and a rebound in Investment Banking activity. Total client assets across Wealth and Investment Management reached $8.9 trillion.”

Return on average tangible common equity of 23.5% vs. 18.2% in Q2 and 17.5% in Q3 2024.

Revenue by segment:

  • Institutional Securities: $8.52B increased 12% Q/Q and 25% Y/Y; investment banking revenue of $2.11B jumped 37% Q/Q and 44%Y/Y. Equity net revenue of $4.12B increased 35% Y/Y and fixed income net revenue of $2.17B rose % Y/Y.

  • Wealth Management: $8.23B increased 6% Q/Q and 13% Y/Y. Asset management revenue of $4.79B grew 9% Q/Q and 12% Y/Y.

  • Investment Management: $1.65B rose 6% Q/Q and 13% Y/Y. Asset management and related fees of $1.53B grew 7% Q/Q and 11% Y/Y.

Conference call at 9:30 AM ET.

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