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Morgan Stanley bullish on outlook after profit beat

Published 10/14/2021, 07:34 AM
Updated 10/14/2021, 10:53 AM
© Reuters. FILE PHOTO: The logo for Morgan Stanley is seen on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., August 3, 2021. REUTERS/Andrew Kelly
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By Sohini Podder and Matt Scuffham

(Reuters) -Morgan Stanley delivered a bullish outlook Thursday after reporting third-quarter earnings which were comfortably ahead of market expectations, driven by record investment banking and M&A advisory revenues.

Chief Executive Officer James Gorman said investment banking pipelines remained healthy across sectors and regions and the current deal momentum is expected to continue.

"The investment bank, itself, and M&A, is on fire," Gorman said in an interview with CNBC after the results. "We've got global GDP growth, enormous fiscal stimulus, record low interest rates. People want to transact."

Global mergers and acquisitions have touched a new high as deals totaling $1.52 trillion were announced in the three months ended Sept. 27, a 38% growth from a year ago and higher than any quarter on record as per Refinitiv data.

Net revenue from institutional securities, which houses Morgan Stanley (NYSE:MS)'s sales and trading and investment banking units, the bank's largest reporting segment, rose 22% to $7.5 billion from a year earlier.

Revenue at Morgan Stanley's investment banking unit, comprising advisory, equity and fixed income underwriting businesses, came in at $2.85 billion, compared to $1.71 billion a year ago. That included a record $1.27 billion from its advisory business as it closed more deals.

Morgan Stanley is positioned third in the global M&A league tables, which rank financial services firms based on the amount of M&A fees they generate, trailing behind rivals Goldman Sachs Group Inc (NYSE:GS) and JPMorgan Chase & Co. (NYSE:JPM)

Fees from equity underwriting stood at $1.01 billion, with the bank acting as an underwriter on a few most anticipated stock market debuts, including Salesforce (NYSE:CRM) rival Freshworks Inc, restaurant software maker Toast Inc and Federer-backed shoemaker On Holding AG.

Morgan Stanley's quarter was further strengthened by a 25% rise in revenue in its wealth management business, driven by higher asset levels and growth in net interest income, which is a result of its E*Trade acquisition and strong client activity.

Return on tangible common equity was 19.6%, well above the bank's two-year target of between 14% and 16% that it had set in January. The figure measures how well a bank is using its capital to produce profit.

As it lacks a big consumer lending unit, Morgan Stanley has been able to weather the economic effects of the COVID-19 pandemic.

The bank brought down its provision for credit losses to $24 million for the third quarter from $111 million a year earlier.

Net income applicable to common shareholders rose to $3.58 billion, or $1.98 per share, in the three months ended Sept. 30, from $2.6 billion, or $1.66 per share, a year earlier.

Analysts were expecting a profit of $1.68 per share, according to Refinitiv data.

Net revenue rose to $14.75 billion in the third quarter, compared with $11.72 billion a year earlier.

© Reuters. FILE PHOTO: A sign is displayed on the Morgan Stanley building in New York U.S., July 16, 2018. REUTERS/Lucas Jackson

Shares in Morgan Stanley, which have risen by 47% year-to-date, were down 0.5%, in line with other U.S. banks.

Gorman said he expects the Federal Reserve to begin tapering soon.

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