8-KOther EventsExhibits & Filings

MORGAN STANLEY 8-K Report, Corporate Update (Jun 28, 2024)

Summary

Morgan Stanley (MS) has announced a significant increase in its capital return to shareholders. Effective from the quarter ending September 30, 2024, the company will raise its quarterly common stock dividend to $0.925 per share, up from the current $0.85 per share. This move signals management's confidence in the company's financial strength and future earnings prospects. In addition to the dividend increase, Morgan Stanley's Board of Directors has reauthorized a substantial $20 billion common equity share repurchase program. This multi-year program, which begins in the third quarter and has no set expiration date, provides considerable flexibility for the company to return capital to shareholders through buybacks, contingent on market conditions and the company's capital position. The company also noted that its expected Stress Capital Buffer (SCB) will be 6.0% from October 1, 2024, to September 30, 2025, following the Federal Reserve's 2024 supervisory stress tests.

Key Highlights

  • 1Quarterly common stock dividend increased to $0.925 per share from $0.85 per share, effective Q3 2024.
  • 2Reauthorized a multi-year common equity share repurchase program of up to $20 billion, commencing Q3 2024.
  • 3Share repurchase program has no set expiration date, offering management flexibility.
  • 4Repurchase exercise will depend on market conditions, capital position, and future outlook.
  • 5Company anticipates a Stress Capital Buffer (SCB) of 6.0% for the period October 1, 2024, to September 30, 2025.
  • 6Announcements reflect a positive outlook on the company's financial health and capital management strategy.

Frequently Asked Questions

The increased quarterly common stock dividend of $0.925 per share will begin with the dividend expected to be declared by the Board of Directors in the quarter ending September 30, 2024 (the third quarter).

The Board has reauthorized a multi-year common equity share repurchase program of up to $20 billion, which will begin in the third quarter of 2024.

Yes, the share repurchases will be exercised from time to time at prices the Company deems appropriate, subject to various considerations, including current market conditions, the Company’s capital position, and future economic and earnings outlook.

Following the Federal Reserve's 2024 supervisory stress tests, Morgan Stanley expects to be subject to a Stress Capital Buffer (SCB) of 6.0% from October 1, 2024, to September 30, 2025.