8-KEarnings & ResultsRegulation FDExhibits & Filings

MORGAN STANLEY 8-K Report, Financial Results (Jan 15, 2026)

Filed January 15, 2026For Securities:MSMS-PKMS-POMS-PQMS-PAMS-PFMS-PIMS-PLMS-PPMS-PEMSTLW

Summary

Morgan Stanley filed an 8-K report on January 15, 2026, to disclose its financial results for the fourth quarter and full year ended December 31, 2025. The report primarily consists of the press release (Exhibit 99.1), a Financial Data Supplement (Exhibit 99.2), and a presentation for an investor conference call (Exhibit 99.3). These documents provide the market with key financial performance indicators, operational insights, and management's outlook for the period. Investors should refer to these exhibits for detailed financial figures and strategic commentary.

Key Highlights

  • 1Morgan Stanley released its financial results for the quarter and full year ended December 31, 2025.
  • 2The filing includes a press release (Exhibit 99.1) with detailed financial information.
  • 3A Financial Data Supplement (Exhibit 99.2) is provided for a deeper dive into the financial condition.
  • 4An investor conference call presentation (Exhibit 99.3) is furnished, offering management's perspective and forward-looking statements.
  • 5The company is incorporating these documents by reference into the report, making them official disclosures.
  • 6Caution is advised regarding forward-looking statements, as actual results may differ materially due to various risks and uncertainties.

Frequently Asked Questions

The main purpose of this 8-K filing is to publicly disclose Morgan Stanley's financial results for the fourth quarter and the full year ended December 31, 2025, along with related commentary and supplementary financial data.

The detailed financial results can be found in the exhibits attached to this 8-K filing. Specifically, Exhibit 99.1 is the press release containing the financial information, and Exhibit 99.2 is the Financial Data Supplement for the period.

The investor conference call presentation (Exhibit 99.3) will likely contain management's overview of the financial performance, strategic updates, and forward-looking statements regarding the company's targets and outlook. Investors should review this presentation for management's perspective.

Investors should exercise caution when evaluating forward-looking statements. While these statements reflect management's current expectations, they are subject to risks and uncertainties that could cause actual results to differ significantly. For a comprehensive understanding of these risks, investors should refer to the risk factors and other disclosures in Morgan Stanley's SEC filings, including its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q.