8-KEarnings & ResultsExhibits & Filings

MORGAN STANLEY 8-K Report, Financial Results (Oct 18, 2023)

Filed October 18, 2023For Securities:MSMS-PKMS-POMS-PQMS-PAMS-PFMS-PIMS-PLMS-PPMS-PEMSTLW

Summary

Morgan Stanley (MS) filed an 8-K report on October 17, 2023, to disclose its financial results for the quarter ended September 30, 2023. The report incorporates by reference the press release (Exhibit 99.1) and a Financial Data Supplement (Exhibit 99.2) containing the detailed financial information. Investors should refer to these exhibits for a comprehensive understanding of the company's performance during the third quarter of 2023. While the 8-K itself does not contain the specific financial figures, it serves as the official notification and filing mechanism for the release of this data. The included exhibits are crucial for analyzing key metrics such as revenue, earnings per share, net income, and performance across Morgan Stanley's various business segments. Investors interested in the firm's performance, particularly in wealth management, investment banking, and investment management, will find the detailed information within the referenced documents.

Key Highlights

  • 1Morgan Stanley filed an 8-K report on October 17, 2023, related to its Q3 2023 financial results.
  • 2The filing incorporates by reference the press release (Exhibit 99.1) and Financial Data Supplement (Exhibit 99.2) for the quarter ended September 30, 2023.
  • 3These exhibits contain the detailed financial information and operational results for the reporting period.
  • 4Investors are directed to Exhibits 99.1 and 99.2 for specific performance metrics and segment analysis.
  • 5The information furnished under Item 2.02 is considered 'filed' for regulatory purposes.
  • 6The filing also includes Interactive Data Files in Inline XBRL format for enhanced data accessibility.

Frequently Asked Questions

The main purpose of this 8-K filing is to officially report and provide access to Morgan Stanley's financial results for the third quarter ended September 30, 2023. It directs investors to the attached press release and financial data supplement for the specific details.

The actual financial results are contained within Exhibit 99.1 (Press Release) and Exhibit 99.2 (Financial Data Supplement), which are incorporated by reference into this 8-K filing.

You should expect to find detailed financial information, including but not limited to, revenues, net income, earnings per share, and performance metrics across Morgan Stanley's various business segments such as Wealth Management, Investment Management, and Institutional Securities.

This 8-K filing primarily provides historical financial results for the quarter ended September 30, 2023. Specific forward-looking statements or updated guidance would typically be found within the press release (Exhibit 99.1), but the 8-K itself is the reporting mechanism for past performance.