Morgan Stanley Files 8-K with Debt and Stock Details
Ticker: MS-PL · Form: 8-K · Filed: Feb 13, 2025 · CIK: 895421
| Field | Detail |
|---|---|
| Company | Morgan Stanley (MS-PL) |
| Form Type | 8-K |
| Filed Date | Feb 13, 2025 |
| Risk Level | low |
| Pages | 4 |
| Reading Time | 4 min |
| Key Dollar Amounts | $0.01, $61.8 billion, $13.4 b, $7.95, $17.6 billion |
| Sentiment | neutral |
Sentiment: neutral
Topics: debt, stock, disclosure
Related Tickers: MS
TL;DR
MS filed an 8-K on 2/13/25 detailing debt and preferred stock series.
AI Summary
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, F, I, K, L, O, P, and Q, as well as medium-term notes maturing in 2026 and 2029. No specific transactions or financial figures beyond the note maturities were detailed in this particular filing.
Why It Matters
This filing provides an update on Morgan Stanley's outstanding debt and various classes of preferred stock, which can be relevant for investors and creditors assessing the company's capital structure.
Risk Assessment
Risk Level: low — The filing is a routine disclosure of existing financial instruments and does not indicate any new or unusual risks.
Key Numbers
- 2026 — Note Maturity Year (Maturity for fixed-rate senior notes)
- 2029 — Note Maturity Year (Maturity for floating-rate notes)
Key Players & Entities
- Morgan Stanley (company) — Filer
- 2026 (date) — Maturity year for Global Medium-term Notes Series Fixed Rate Step-up Senior Notes
- 2029 (date) — Maturity year for Global Medium-term Notes Series Floating Rate Notes
FAQ
What specific series of preferred stock are mentioned in the filing?
The filing mentions Series A, E, F, I, K, L, O, P, and Q preferred stock.
What are the maturity dates for the medium-term notes?
The filing lists medium-term notes due in 2026 and 2029.
Is there any information about new debt issuance in this filing?
The filing lists existing medium-term notes with maturity dates of 2026 and 2029, but does not explicitly detail new debt issuance.
What is the par value of Morgan Stanley's common stock as indicated?
The filing indicates a par value of $0.01 for Morgan Stanley's common stock.
What is the filing date of this 8-K report?
This 8-K report was filed on February 13, 2025.
Filing Stats: 1,109 words · 4 min read · ~4 pages · Grade level 11.9 · Accepted 2025-02-13 16:23:32
Key Financial Figures
- $0.01 — nge on which registered Common Stock, $0.01 par value MS New York Stock Exchange
- $61.8 billion — are. Firm net revenues were a record at $61.8 billion (up approximately 14% year over year) w
- $13.4 b — able to Morgan Stanley of approximately $13.4 billion, and earnings per share of $7.95
- $7.95 — 13.4 billion, and earnings per share of $7.95 The Firm delivered pre-tax profit of
- $17.6 billion — The Firm delivered pre-tax profit of $17.6 billion (up approximately 49% year-over-year)
- $5.6 billion — ber 31, 2024 was 15.9%, after accreting $5.6 billion of Common Equity Tier 1 Capital during
- $0.075 — The quarterly dividend was increased $0.075 to $0.925 in the third quarter, with to
- $0.925 — rterly dividend was increased $0.075 to $0.925 in the third quarter, with total divide
- $5.7 billion — r, with total dividends paid in 2024 of $5.7 billion Market cap surpassed $200 billion. Th
- $200 billion — of $5.7 billion Market cap surpassed $200 billion. The Firm retained its premium valuatio
- $34 million — . Pick's total compensation for 2024 at $34 million. Consistent with previous years' Chief
Filing Documents
- dp223589_8k.htm (8-K) — 58KB
- 0000950103-25-001971.txt ( ) — 324KB
- ms-20250213.xsd (EX-101.SCH) — 5KB
- ms-20250213_def.xml (EX-101.DEF) — 30KB
- ms-20250213_lab.xml (EX-101.LAB) — 42KB
- ms-20250213_pre.xml (EX-101.PRE) — 28KB
- dp223589_8k_htm.xml (XML) — 16KB
01 Other Events
Item 8.01 Other Events Morgan Stanley (the "Firm") today announced that the Compensation, Management Development and Succession Committee of the Firm's Board of Directors (the "Compensation Committee") has determined in consultation with the Firm's Board of Directors the 2024 compensation for Edward Pick, Chief Executive Officer of the Firm. Mr. Pick was named Chairman of the Board of Directors effective January 1, 2025. The Compensation Committee based its decision of Mr. Pick's 2024 compensation on its assessment of his outstanding performance, including the successful completion of the leadership transition and the Firm's exceptional financial performance. The Committee also noted Mr. Pick's execution of a clear and consistent long-term strategy focused on driving revenue, strong capital, liquidity and earnings, maintaining expense discipline, investing in risk and controls, and delivering the full, integrated Firm to clients. Mr. Pick did this while upholding the Firm's commitment to a culture of partnership, rigor and humility and retaining the long-tenured leadership team. Under Mr. Pick's leadership, for 2024: The Firm achieved strong financial performance in terms of revenues, net income and earnings per share. Firm net revenues were a record at $61.8 billion (up approximately 14% year over year) with net income applicable to Morgan Stanley of approximately $13.4 billion, and earnings per share of $7.95 The Firm delivered pre-tax profit of $17.6 billion (up approximately 49% year-over-year) The Firm reported full year ROTCE of 18.8% and an efficiency ratio of 71%, making progress toward our Firmwide goals The standardized Common Equity Tier 1 Capital Ratio at December 31, 2024 was 15.9%, after accreting $5.6 billion of Common Equity Tier 1 Capital during the year and continuing to grow our dividend The quarterly dividend was increased $0.075 to $0.925 in the third quarter, with total dividends paid in 2024 of $5.7 billion Market cap surpass