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Morgan Stanley Q3 2023: Net revenues rise, income dips as E*TRADE integration completes

Published 10/18/2023, 03:33 PM
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Morgan Stanley's Q3 2023 results, published on Wednesday, reveal a slight increase in net revenues to $13.3 billion, up from $13.0 billion in the same period last year. Despite this, net income decreased to $2.4 billion or $1.38 per diluted share, compared to $2.6 billion or $1.47 per diluted share in the previous year. This decline in net income aligns with the InvestingPro Data, which indicates that the company's net income is expected to drop this year.

The firm's Equity and Fixed Income businesses successfully navigated mixed market conditions, contributing to the reported Return on Tangible Common Equity (ROTCE) of 13.5%. Meanwhile, Wealth and Investment Management sectors registered growth in both revenues and profits year-over-year.

The third quarter marked the completion of the E*TRADE integration, a strategic move aimed at attracting clients and building revenue synergies. CEO James Gorman emphasized the significance of this integration in the firm's strong capital position and promising future growth. This is consistent with Morgan Stanley's position as a prominent player in the Capital Markets industry, as noted by InvestingPro Tips.

Institutional Securities experienced a slight decline in net revenues, down to $5.7 billion from $5.8 billion a year ago. This was largely due to a 27% decrease in Investment Banking revenues, attributed to fewer completed M&A transactions. This downturn was somewhat counterbalanced by an increase in Equity underwriting revenues owing to higher block offerings.

Wealth Management reported increased net revenues at $6.4 billion, up from $6.1 billion a year ago. This growth was driven by higher average asset levels and positive fee-based asset flows.

Investment Management also witnessed a significant 14% increase in net revenues compared to the previous year, amounting to $1.3 billion with pre-tax income at $241 million, up from $116 million a year ago.

As part of its Share Repurchase Program, Morgan Stanley bought back $1.5 billion of its outstanding common stock and declared a quarterly dividend per share of $0.85, underscoring the firm's commitment to delivering strong shareholder returns. This aligns with the InvestingPro Tip that states the management has been aggressively buying back shares. The firm's commitment to its shareholders is also evident in its consistent dividend payments, having maintained dividends for 31 consecutive years according to InvestingPro Tips.

In terms of real-time metrics, InvestingPro Data reveals a market capitalization of 129.69B USD, a P/E ratio of 12.94, and a revenue of 53.19B USD. The firm's adjusted P/E ratio for LTM2023.Q2 stands at 14.15. These figures provide a snapshot of Morgan Stanley's financial position and performance, offering insights for potential investors. For more in-depth analysis and tips, the InvestingPro product offers a wealth of information, including additional tips listed on InvestingPro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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