8-KEarnings & ResultsRegulation FDExhibits & Filings

MORGAN STANLEY 8-K Report, Financial Results (Jan 17, 2023)

Filed January 17, 2023For Securities:MSMS-PKMS-POMS-PQMS-PAMS-PFMS-PIMS-PLMS-PPMS-PEMSTLW

Summary

Morgan Stanley filed an 8-K on January 17, 2023, to report its financial results for the quarter and year ended December 31, 2022. The filing includes a press release (Exhibit 99.1), a Financial Data Supplement (Exhibit 99.2), and a presentation (Exhibit 99.3) that will be used during an investor conference call. These documents provide investors with key financial performance metrics and forward-looking statements regarding the company's outlook. While the 8-K itself does not contain the specific financial figures, it serves as the official notification and means to access the detailed financial information released on that date. Investors should refer to the attached exhibits for a comprehensive understanding of Morgan Stanley's performance, including earnings, revenues, and segment performance for the fourth quarter and full year of 2022.

Key Highlights

  • 1Morgan Stanley released its fourth quarter and full year 2022 financial results on January 17, 2023.
  • 2The 8-K filing includes a press release (Exhibit 99.1) and a Financial Data Supplement (Exhibit 99.2) with detailed financial information.
  • 3A presentation (Exhibit 99.3) is also furnished for an upcoming investor conference call.
  • 4The filing incorporates by reference the press release and financial data supplement for the quarter and year ended December 31, 2022.
  • 5The company has provided access to forward-looking statements regarding financial and other targets, with standard disclaimers.
  • 6Investors are directed to refer to the company's website and SEC filings for detailed financial data and risk factors.

Frequently Asked Questions

The main purpose of this 8-K filing is to formally announce and provide access to Morgan Stanley's financial results for the quarter and full year ended December 31, 2022. It directs investors to the accompanying press release, financial data supplement, and investor presentation for detailed information.

The actual financial results are contained within the exhibits filed with this 8-K. Specifically, investors should refer to Exhibit 99.1 (Press Release) and Exhibit 99.2 (Financial Data Supplement). These documents are incorporated by reference into the 8-K.

Yes, the filing, particularly Exhibit 99.3 (Presentation), contains forward-looking statements regarding certain financial and other targets. However, investors are cautioned not to place undue reliance on these statements due to inherent risks and uncertainties that could cause actual results to differ materially.

The investor conference call, accompanied by the presentation (Exhibit 99.3), is an opportunity for Morgan Stanley management to discuss the Q4 and full-year 2022 financial results in more detail, provide context, and answer investor questions. The presentation itself offers further insights and financial targets.