8-KEarnings & ResultsRegulation FDExhibits & Filings

MORGAN STANLEY 8-K Report, Financial Results (Jan 16, 2025)

Filed January 16, 2025For Securities:MSMS-PKMS-POMS-PQMS-PAMS-PFMS-PIMS-PLMS-PPMS-PEMSTLW

Summary

Morgan Stanley filed an 8-K report on January 16, 2025, to announce its financial results for the fourth quarter and full year ended December 31, 2024. The report includes a press release (Exhibit 99.1) and a financial data supplement (Exhibit 99.2) detailing these results, which are incorporated by reference. Additionally, the company furnished a presentation (Exhibit 99.3) to be used in an investor conference call, which includes forward-looking statements concerning financial targets. Investors should refer to these attached documents for a comprehensive understanding of Morgan Stanley's performance and outlook.

Key Highlights

  • 1Morgan Stanley has officially released its financial results for the fourth quarter and the full fiscal year ended December 31, 2024.
  • 2The 8-K filing incorporates by reference the press release (Exhibit 99.1) and a financial data supplement (Exhibit 99.2) containing the detailed financial information.
  • 3A presentation (Exhibit 99.3) has been furnished for an investor conference call, providing further insights into the results and future outlook.
  • 4The presentation contains forward-looking statements regarding financial and other targets; investors are cautioned to consider the associated risks and uncertainties.
  • 5The company has provided links to SEC filings and its own website for investors seeking additional context on risks and financial performance.

Frequently Asked Questions

The detailed financial results are provided in the press release (Exhibit 99.1) and the Financial Data Supplement (Exhibit 99.2), which are attached to this 8-K filing and incorporated by reference.

Exhibit 99.3 is a presentation that Morgan Stanley will use during its investor conference call to discuss its fourth quarter and full year 2024 financial results. It is furnished for informational purposes and includes forward-looking statements.

No, forward-looking statements speak only as of their date and are subject to risks and uncertainties that could cause actual results to differ materially. Investors are cautioned not to place undue reliance on them, and Morgan Stanley does not undertake to update them.

Investors can find a discussion of risks and uncertainties in Morgan Stanley's Annual Report on Form 10-K for the year ended December 31, 2023, as well as in its Quarterly Reports on Form 10-Q and other Current Reports filed with the SEC, which are available on the SEC's website and Morgan Stanley's investor relations website.