Morgan Stanley Files 8-K on Financials and Other Events
Ticker: MS-PL · Form: 8-K · Filed: Sep 30, 2025 · CIK: 895421
| Field | Detail |
|---|---|
| Company | Morgan Stanley (MS-PL) |
| Form Type | 8-K |
| Filed Date | Sep 30, 2025 |
| Risk Level | low |
| Pages | 3 |
| Reading Time | 3 min |
| Key Dollar Amounts | $0.01 |
| Sentiment | neutral |
Sentiment: neutral
Topics: financial-reporting, debt-issuance, preferred-stock
Related Tickers: MS
TL;DR
MS filed an 8-K on 9/30/25 detailing preferred stock and debt. Nothing major, just routine reporting.
AI Summary
Morgan Stanley filed an 8-K on September 30, 2025, reporting other events and financial statements. The filing includes details on various preferred stock series (A, E, F, I, K, L, O, P, Q) and medium-term notes, indicating ongoing financial activities and reporting requirements for the company.
Why It Matters
This filing provides insight into Morgan Stanley's ongoing financial structure and reporting, including details on preferred stock and debt instruments.
Risk Assessment
Risk Level: low — The filing appears to be routine financial reporting and does not indicate any significant new risks or material events.
Key Players & Entities
- MORGAN STANLEY (company) — Filer
- 0000895421 (company) — Central Index Key
- 212-761-4000 (dollar_amount) — Business Phone Number
- 20250930 (date) — Filing Date
FAQ
What specific financial statements or exhibits were filed with this 8-K?
The filing indicates 'Financial Statements and Exhibits' were included, but the specific content is not detailed in this summary.
What is the significance of the various preferred stock series mentioned (A, E, F, I, K, L, O, P, Q)?
These represent different classes of preferred stock issued by Morgan Stanley, each with potentially different terms and conditions, as detailed in the full filing.
What is the nature of the 'Global Medium Term Notes Series A Fixed Rate Step Up Senior Notes Due 2026'?
This refers to a specific debt issuance by Morgan Stanley Finance LLC, maturing in 2026, with a fixed rate that may increase ('step up').
Does this 8-K filing disclose any new material contracts or amendments?
The filing is categorized under 'Other Events' and 'Financial Statements and Exhibits,' suggesting it's primarily for reporting financial status rather than new contractual agreements.
What was Morgan Stanley's previous company name before 'MORGAN STANLEY DEAN WITTER & CO'?
Before becoming 'MORGAN STANLEY DEAN WITTER & CO' on March 26, 1998, the company was known as 'DEAN WITTER DISCOVER & CO'.
Filing Stats: 789 words · 3 min read · ~3 pages · Grade level 11 · Accepted 2025-09-30 16:58:56
Key Financial Figures
- $0.01 — nge on which registered Common Stock, $0.01 par value MS New York Stock Exchange
Filing Documents
- dp235215_8k.htm (8-K) — 50KB
- dp235215_ex9901.htm (EX-99.1) — 7KB
- image_001.jpg (GRAPHIC) — 3KB
- 0000950103-25-012581.txt ( ) — 322KB
- ms-20250930.xsd (EX-101.SCH) — 5KB
- ms-20250930_def.xml (EX-101.DEF) — 30KB
- ms-20250930_lab.xml (EX-101.LAB) — 42KB
- ms-20250930_pre.xml (EX-101.PRE) — 29KB
- dp235215_8k_htm.xml (XML) — 16KB
01 Other Events
Item 8.01 Other Events. The Federal Reserve announced today that it has reduced Morgan Stanley's (the "Company") Stress Capital Buffer ("SCB") from 5.1% to 4.3%, effective on October 1, 2025 in response to the Company seeking reconsideration of its preliminary SCB announced in June 2025. Together with other features of the regulatory capital framework, this SCB results in an aggregate U.S. Basel III Standardized Approach Common Equity Tier 1 ("CET1") ratio of 11.8%. The Company's U.S. Basel III Standardized Approach CET1 ratio was 15.0% as of June 30, 2025. A copy of the Company's press release relating to this announcement is attached as Exhibit 99.1 hereto and is incorporated herein by reference.
Financial Statements and Exhibits
Financial Statements and Exhibits. (d) Exhibits Exhibit Number Description 99.1 Press Release of the Company, dated September 30, 2025. 101 Interactive Data Files pursuant to Rule 406 of Regulation S-T formatted in Inline eXtensible Business Reporting Language ("Inline XBL"). 104 Cover Page Interactive Data File (formatted in Inline XBRL and contained in Exhibit 101). SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized. MORGAN STANLEY (Registrant) Date: September 30, 2025 By: /s/ Martin M. Cohen Name: Martin M. Cohen Title: Corporate Secretary