Morgan Stanley (MS-PL) — SEC Filings
Latest SEC filings for Morgan Stanley. Recent 13F-HR filing on Nov 14, 2025. AI-decoded analysis of earnings, risk factors, and insider trades.
View Morgan Stanley on SEC EDGAR
Overview
Morgan Stanley (MS-PL) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 3, 2025: Morgan Stanley reported robust financial results for the quarter ended September 30, 2025, with net revenues increasing by 18% to $18.2 billion compared to $15.4 billion in the prior year quarter. Net income applicable to Morgan Stanley surged by 45% to $4.6 billion, up from $3.2 billion. Diluted ea
Sentiment Summary
Across 50 filings, the sentiment breakdown is: 2 bullish, 48 neutral. The dominant filing sentiment for Morgan Stanley is neutral.
Filing Type Overview
Morgan Stanley (MS-PL) has filed 4 13F-HR, 5 10-Q, 19 8-K, 5 13F-HR/A, 1 DEF 14A, 1 10-K, 6 SC 13G, 8 SC 13G/A, 1 DEFA14A with the SEC between May 2024 to Nov 2025.
Filings by Year
Recent Filings (50)
- 13F-HR Filing — 13F-HR · Nov 14, 2025
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Morgan Stanley Q3 Earnings Soar on Strong Institutional, Wealth Growth
— 10-Q · Nov 3, 2025 Risk: low
Morgan Stanley reported robust financial results for the quarter ended September 30, 2025, with net revenues increasing by 18% to $18.2 billion compared to $15. -
Morgan Stanley Files 8-K on Financials
— 8-K · Oct 15, 2025 Risk: low
Morgan Stanley filed an 8-K on October 15, 2025, reporting on its results of operations and financial condition. The filing includes financial statements and ex -
Morgan Stanley Files 8-K on Financials and Other Events
— 8-K · Sep 30, 2025 Risk: low
Morgan Stanley filed an 8-K on September 30, 2025, reporting other events and financial statements. The filing includes details on various preferred stock serie -
Morgan Stanley Files 8-K for Other Events
— 8-K · Sep 23, 2025 Risk: low
On September 23, 2025, Morgan Stanley filed an 8-K form to report other events and financial statements. The filing includes information related to Morgan Stanl - 13F-HR Filing — 13F-HR · Aug 14, 2025
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Morgan Stanley Q2 Earnings Beat on Strong Wealth Management
— 10-Q · Aug 4, 2025 Risk: medium
Morgan Stanley reported a robust financial performance for the second quarter of 2025, with net revenues reaching $14.5 billion, marking a 7% increase from the -
Morgan Stanley Files 8-K on Financials
— 8-K · Jul 16, 2025 Risk: low
On July 16, 2025, Morgan Stanley filed an 8-K report detailing its financial condition and results of operations. The filing includes information on various pre -
Morgan Stanley Files 8-K with Financial Details
— 8-K · Jul 1, 2025 Risk: low
On July 1, 2025, Morgan Stanley filed an 8-K, reporting other events and financial statements. The filing details various series of preferred stock and medium-t -
Morgan Stanley Files 8-K on Officer Changes and Compensation
— 8-K · Jun 16, 2025 Risk: low
Morgan Stanley filed an 8-K on June 16, 2025, reporting on the departure of directors or certain officers, the election of directors, and the appointment of cer -
Morgan Stanley Files 8-K on Officer Changes and Shareholder Votes
— 8-K · May 16, 2025 Risk: low
Morgan Stanley filed an 8-K on May 16, 2025, reporting on the departure of directors or certain officers, the election of directors, the appointment of certain - 13F-HR/A Filing — 13F-HR/A · May 15, 2025
- 13F-HR/A Filing — 13F-HR/A · May 14, 2025
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Morgan Stanley Files Q1 2025 10-Q
— 10-Q · May 5, 2025 Risk: low
Morgan Stanley filed its 10-Q for the period ending March 31, 2025. The filing details the company's financial performance and position, including various class -
Morgan Stanley Files 8-K on Financials
— 8-K · Apr 11, 2025 Risk: low
Morgan Stanley filed an 8-K on April 11, 2025, reporting on its results of operations and financial condition. The filing includes financial statements and exhi -
Morgan Stanley Files 2025 Proxy Statement
— DEF 14A · Apr 4, 2025 Risk: low
Morgan Stanley filed its definitive proxy statement (DEF 14A) on April 4, 2025, for its annual meeting on May 15, 2025. The filing, which includes 96 documents, -
Morgan Stanley Files 8-K on Capital Structure
— 8-K · Apr 1, 2025 Risk: low
On March 31, 2025, Morgan Stanley filed an 8-K report detailing various financial instruments, including common stock and multiple series of preferred stock (Se -
Morgan Stanley Board and Executive Compensation Updates
— 8-K · Mar 28, 2025 Risk: low
On March 26, 2025, Morgan Stanley announced changes to its board of directors and executive compensation. Specifically, the company elected new directors and ap -
Morgan Stanley Files 2024 Annual Report
— 10-K · Feb 21, 2025 Risk: low
Morgan Stanley filed its 10-K report for the fiscal year ending December 31, 2024, on February 21, 2025. The filing details the company's financial performance - 13F-HR/A Filing — 13F-HR/A · Feb 14, 2025
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Morgan Stanley Files 8-K with Debt and Stock Details
— 8-K · Feb 13, 2025 Risk: low
On February 13, 2025, Morgan Stanley filed an 8-K report detailing various events. The filing includes information on common stock, preferred stock series A, E, -
Morgan Stanley Files 8-K on Financials and Notes
— 8-K · Jan 16, 2025 Risk: low
Morgan Stanley filed an 8-K on January 16, 2025, reporting results of operations and financial condition, along with Regulation FD disclosures and financial sta -
Morgan Stanley Files 8-K on Officer Changes & Financials
— 8-K · Dec 20, 2024 Risk: low
Morgan Stanley filed an 8-K on December 20, 2024, reporting on the departure of directors or certain officers, the election of directors, and the appointment of - SC 13G Filing — SC 13G · Nov 26, 2024
- SC 13G Filing — SC 13G · Nov 14, 2024
- SC 13G Filing — SC 13G · Nov 8, 2024
- SC 13G Filing — SC 13G · Nov 7, 2024
- SC 13G Filing — SC 13G · Nov 6, 2024
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Morgan Stanley Files Q3 2024 10-Q Report
— 10-Q · Nov 4, 2024 Risk: low
Morgan Stanley filed its 10-Q for the period ending September 30, 2024. The filing details the company's financial performance and operations for the third quar -
Morgan Stanley CEO Change: Ted Pick Takes Helm
— 8-K · Oct 24, 2024 Risk: medium
Morgan Stanley announced on October 23, 2024, changes in its executive team. Specifically, Ted Pick has been appointed as the new Chief Executive Officer, succe - 13F-HR/A Filing — 13F-HR/A · Oct 17, 2024
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Morgan Stanley Files 8-K on Financials
— 8-K · Oct 16, 2024 Risk: low
Morgan Stanley filed an 8-K on October 16, 2024, to report on its results of operations and financial condition. The filing includes financial statements and ex - SC 13G/A Filing — SC 13G/A · Oct 7, 2024
- SC 13G/A Filing — SC 13G/A · Sep 10, 2024
- SC 13G/A Filing — SC 13G/A · Sep 9, 2024
- 13F-HR/A Filing — 13F-HR/A · Aug 16, 2024
- 13F-HR Filing — 13F-HR · Aug 14, 2024
- SC 13G/A Filing — SC 13G/A · Aug 9, 2024
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Morgan Stanley Files Q2 2024 10-Q
— 10-Q · Aug 5, 2024 Risk: low
Morgan Stanley filed its 10-Q for the period ending June 30, 2024. The filing details the company's financial performance and position, including its various cl -
Morgan Stanley Files 8-K on Security Holder Rights
— 8-K · Jul 30, 2024 Risk: low
On July 29, 2024, Morgan Stanley filed an 8-K to report material modifications to the rights of security holders and amendments to its articles of incorporation -
Morgan Stanley Files 8-K on Financials
— 8-K · Jul 16, 2024 Risk: low
On July 16, 2024, Morgan Stanley filed an 8-K report detailing its financial condition and results of operations. The filing includes various financial statemen - SC 13G/A Filing — SC 13G/A · Jul 10, 2024
- SC 13G Filing — SC 13G · Jul 5, 2024
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Morgan Stanley Files 8-K with Financial Exhibits
— 8-K · Jun 28, 2024 Risk: low
On June 28, 2024, Morgan Stanley filed an 8-K report detailing various financial statements and exhibits. The filing includes information on common stock, prefe - SC 13G/A Filing — SC 13G/A · Jun 10, 2024
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Morgan Stanley Files 8-K on Officer Changes and Shareholder Votes
— 8-K · May 24, 2024 Risk: low
Morgan Stanley filed an 8-K on May 24, 2024, reporting on the departure of directors or certain officers, the election of directors, and the appointment of cert - 13F-HR Filing — 13F-HR · May 15, 2024
- SC 13G/A Filing — SC 13G/A · May 10, 2024
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Morgan Stanley Files Proxy Materials
— DEFA14A · May 9, 2024 Risk: low
Morgan Stanley filed a Definitive Additional Materials proxy statement on May 9, 2024. This filing is related to the company's proxy materials and does not invo - SC 13G/A Filing — SC 13G/A · May 6, 2024
Risk Profile
Risk Assessment: Of MS-PL's 27 recent filings, 0 were flagged as high-risk, 2 as medium-risk, and 25 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
Key financial metrics from Morgan Stanley's most recent 10-Q filing (Nov 3, 2025):
- Revenue: $18.2B
- Net Income: $4.6B
- EPS: $2.80
Key Executives
- Ted Pick
- James P. Gorman
Industry Context
Morgan Stanley operates in a highly competitive global financial services landscape, facing pressure from large diversified banks, specialized investment firms, and asset managers. The industry is characterized by significant regulatory oversight, technological disruption, and sensitivity to macroeconomic conditions. Recent trends show a rebound in investment banking activity and continued growth in wealth management, driven by client demand for advisory and asset management services.
Top Tags
preferred-stock (5) · debt-issuance (5) · financials (5) · corporate-governance (5) · financial-reporting (4) · officer-changes (4) · filing (3) · financial-condition (3) · governance (3) · 10-Q (3)
Key Numbers
- Net Revenues: $18.2B — Increased by 18% in Q3 2025 compared to Q3 2024
- Net Income Applicable to Morgan Stanley: $4.6B — Increased by 45% in Q3 2025 compared to Q3 2024
- Diluted Earnings per Common Share: $2.80 — Increased by 49% in Q3 2025 compared to Q3 2024
- Return on Equity (ROE): 18.0% — Reported for Q3 2025
- Return on Tangible Common Equity (ROTCE): 23.5% — Reported for Q3 2025
- Institutional Securities Net Revenues: $8.5B — Increased by 25% in Q3 2025
- Wealth Management Net Revenues: $8.2B — Increased by 13% in Q3 2025
- Wealth Management Net New Assets: $81B — Added in Q3 2025
- Provision for Credit Losses: $0M — Reported for Q3 2025, down from $79M in prior year quarter
- Standardized Common Equity Tier 1 capital ratio: 15.1% — As of September 30, 2025
- Net Income: $2.8B — 12% increase from Q2 2024's $2.5 billion
- Revenue Growth: 7% — Year-over-year increase in net revenues
- Net Income Growth: 12% — Year-over-year increase in net income
- Conformed Period of Report: 2025-06-30 — End date of the reporting period
- Documents: 96 — Total documents included in the filing
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Frequently Asked Questions
What are the latest SEC filings for Morgan Stanley (MS-PL)?
Morgan Stanley has 50 recent SEC filings from May 2024 to Nov 2025, including 19 8-K, 8 SC 13G/A, 6 SC 13G. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of MS-PL filings?
Across 50 filings, the sentiment breakdown is: 2 bullish, 48 neutral. The dominant sentiment is neutral.
Where can I find Morgan Stanley SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Morgan Stanley (MS-PL) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Morgan Stanley?
Key financial highlights from Morgan Stanley's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for MS-PL?
The investment thesis for MS-PL includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Morgan Stanley?
Key executives identified across Morgan Stanley's filings include Ted Pick, James P. Gorman.
What are the main risk factors for Morgan Stanley stock?
Of MS-PL's 27 assessed filings, 0 were flagged high-risk, 2 medium-risk, and 25 low-risk.
What are recent predictions and forward guidance from Morgan Stanley?
Forward guidance and predictions for Morgan Stanley are extracted from SEC filings as they are enriched.