Earnings summaries and quarterly performance for MORGAN STANLEY.
Executive leadership at MORGAN STANLEY.
Board of directors at MORGAN STANLEY.
DM
Dennis M. Nally
Detailed
Director
DL
Douglas L. Peterson
Detailed
Director
EH
Erika H. James
Detailed
Director
HK
Hironori Kamezawa
Detailed
Director
JM
Jami Miscik
Detailed
Director
LJ
Lynn J. Good
Detailed
Director
ML
Mary L. Schapiro
Detailed
Director
MM
Masato Miyachi
Detailed
Director
MB
Megan Butler
Detailed
Director
PM
Perry M. Traquina
Detailed
Director
RW
Rayford Wilkins, Jr.
Detailed
Director
RH
Robert H. Herz
Detailed
Director
SB
Shelley B. Leibowitz
Detailed
Director
TH
Thomas H. Glocer
Detailed
Lead Independent Director
Research analysts who have asked questions during MORGAN STANLEY earnings calls.
Devin Ryan
Citizens JMP
5 questions for MS
Also covers: AMTD, COIN, CRCL +19 more
GS
Glenn Schorr
Evercore ISI
5 questions for MS
Also covers: APO, BAC, BEN +14 more
Ebrahim Poonawala
Bank of America Securities
4 questions for MS
Also covers: , BK, BMO +30 more
CB
Chinedu Bolu
Autonomous Research
3 questions for MS
Also covers: GS
DF
Daniel Fannon
Jefferies Financial Group Inc.
3 questions for MS
Also covers: AB, AMG, AMTD +27 more
Gerard Cassidy
RBC Capital Markets
3 questions for MS
Also covers: BAC, BK, BPOP +14 more
MM
Michael Mayo
Wells Fargo
3 questions for MS
Also covers: BAC, BK, C +10 more
SC
Steven Chubak
Wolfe Research
3 questions for MS
Also covers: AMP, AMTD, APO +17 more
BH
Brennan Hawken
UBS Group AG
2 questions for MS
Also covers: AMP, AMTD, APO +26 more
DF
Dan Fannon
Jefferies & Company Inc.
2 questions for MS
Also covers: AB, AMG, AMTD +22 more
Erika Najarian
UBS
2 questions for MS
Also covers: AXP, BAC, C +14 more
MM
Mike Mayo
Wells Fargo
2 questions for MS
Also covers: BAC, BK, C +11 more
SM
Saul Martinez
HSBC
2 questions for MS
Also covers: AXP, BAC, C +6 more
BH
Brennan Hawkin
Bank of Montreal
1 question for MS
Also covers: HLI, NTRS, PJT
CB
Christian Bolu
Bernstein
1 question for MS
Also covers: AMTD
Christopher McGratty
Keefe, Bruyette & Woods
1 question for MS
Also covers: ASB, BAC, BANC +33 more
IP
Ibrahim Punawala
Bank of America
1 question for MS
Also covers: FHN, FLG
Recent press releases and 8-K filings for MS.
Morgan Stanley files spot Bitcoin and Solana trusts
MS
Product Launch
New Projects/Investments
- Morgan Stanley filed S-1 registration statements to launch the Morgan Stanley Bitcoin Trust and Morgan Stanley Solana Trust, with the Solana vehicle staking a portion of its SOL holdings for rewards.
- The trusts are passive vehicles holding tokens directly, sponsored by Morgan Stanley Investment Management Inc., with CSC Delaware Trust Company as trustee and a mix of cold-storage and hot-wallet custody.
- They will track the underlying asset prices without speculative selling, derivatives, or leverage.
- Morgan Stanley could channel flows from its wealth-management division serving over 19 million clients, entering competition with BlackRock and Fidelity as spot crypto ETFs attracted $1.1–$1.16 billion in inflows during the first two trading days of 2026.
4 days ago
Morgan Stanley advises on sale of M&P’s 20.07% Seplat Energy stake
MS
M&A
- M&P agreed to sell 120.4 million shares (20.07% stake) in Seplat Energy to Heirs Energies for $496 million at 305 pence per share, with $248 million paid upfront and the balance secured by letter of credit; an additional $10 million may be payable subject to share price performance over six months.
- The binding agreement was signed on 30 December 2025 after market close.
- Morgan Stanley acted as financial adviser (alongside Herbert Smith Freehills as legal adviser) to M&P on the transaction.
- M&P will use the proceeds to monetise its position and refocus on direct oil and gas investments under an accelerated growth strategy.
Dec 31, 2025, 7:00 AM
Morgan Stanley: Volaris and Viva form new Mexican airline group
MS
M&A
- Volaris and Viva will merge their holding companies into a 50/50 new Mexican airline group, while preserving independent operations and brands to expand ultra-low-cost, point-to-point service.
- The transaction is expected to deliver economies of scale, lower fleet ownership costs, and strengthen the combined group’s financial profile.
- The deal, unanimously approved by both boards, remains subject to customary regulatory approvals and closing conditions, with completion targeted in 2026.
- Morgan Stanley & Co. LLC served as financial advisor to Volaris in the transaction.
Dec 19, 2025, 3:42 AM
Morgan Stanley downgrades Tesla stock rating
MS
- Morgan Stanley downgraded Tesla from Overweight to Equal Weight with a $425 price target, implying a 6.5% downside.
- New analyst Andrew Percoco replaced Adam Jonas and cut the auto segment valuation to $55 per share, projecting 1.6 million vehicle deliveries in 2026 amid slower EV adoption.
- Tesla’s FSD and network services businesses are valued at $145 per share, while the Optimus robot program is valued at $60 per share but discounted 50% for execution risk.
- Analysts see significant uncertainty, with an 89% upside in the bull case and 70% downside in the bear case over the next 12 months.
Dec 8, 2025, 10:44 AM
Morgan Stanley upgrades MP Materials to Overweight rating
MS
New Projects/Investments
- Morgan Stanley elevated MP Materials to an Overweight rating and increased its price target to $71, implying a 26.7% upside from current levels.
- The firm underscored MP’s strategic role in the U.S. rare-earth supply chain, owning the Mountain Pass mine and advancing a domestic mine-to-magnet facility slated for permanent magnet output by end-2025.
- Highlighted a joint venture with the DoD and Saudi miner Ma’aden, which finances the U.S. share of a Saudi refinery at zero capital cost, boosting operational flexibility and potential heavy rare-earth production.
- Cited execution risk around completing key projects through 2028—heavy rare-earth separation, an Apple-linked recycling circuit, and facility expansions.
Dec 5, 2025, 9:29 AM
Morgan Stanley weighs risk transfer for AI data center loans
MS
Debt Issuance
New Projects/Investments
- Morgan Stanley is exploring a significant risk transfer (SRT) to offload some AI data-center loan exposure to third-party investors, but has not committed to a deal.
- The bank has arranged over $27 billion in debt and $2.5 billion in equity for AI infrastructure projects, including Meta’s Hyperion data center.
- Morgan Stanley strategists project nearly $3 trillion in global data-center spending by 2028, indicating substantial reliance on debt markets and prompting credit risk hedging.
Dec 4, 2025, 1:45 AM
Siemens Energy plans €6 billion share buyback
MS
Share Buyback
Guidance Update
Dividends
- Siemens Energy announces €6 billion ($6.9 billion) share buyback over the next three years.
- The company raised its medium-term target to a 14–16% profit margin before special items by FY 2028.
- Q4 revenue rose 9.7% to €10.4 billion, reflecting solid top-line growth.
- Plans to pay its first dividend in four years, marking a return to shareholder distributions.
Nov 20, 2025, 6:08 PM
Cipher Mining signs additional 56 MW AI hosting agreement with Fluidstack
MS
New Projects/Investments
- Under a 10-year HPC colocation agreement, Cipher will provide an additional 39 MW of critical IT load (56 MW max gross capacity) at its Barber Lake site, with delivery expected by January 2027.
- The deal secures ~$830 million in contracted revenue over the initial 10-year term, rising to ~$2.0 billion if two five-year extensions are exercised, and ~$9.0 billion if all extension options are exercised.
- Google will backstop an additional $333 million of Fluidstack’s lease obligations, bringing its total backstop to $1.73 billion.
- Cipher’s HPC pipeline now totals ~3.2 GW, positioning it for further HPC development.
Nov 20, 2025, 12:35 PM
Adani Power secures 3,200 MW ultra-supercritical project in Assam
MS
New Projects/Investments
- Adani Power received a Letter of Award from Assam Power Distribution Company Limited to develop a 3,200 MW greenfield ultra-supercritical thermal power plant under a DBFOO model, with phased commissioning by December 2030 and full completion by December 2032, supplying capacity on a long-term basis using coal linkage under the Centre’s SHAKTI policy.
- The award is confirmed as a non–related-party transaction, with APDCL having no promoter-group interest and meeting all tender conditions.
- Morgan Stanley raised its target price for Adani Power shares from Rs 163 to Rs 185, citing the project as a strong growth catalyst and improved regulatory clarity.
- Adani Power’s market share in India’s coal-based capacity is 8%, projected to rise to 15% by FY32, supported by a 41.9 GW contracted portfolio (2.5× FY25 levels) and a PPA bid pipeline of ~22 GW.
Nov 14, 2025, 2:43 AM
Morgan Stanley challenged over IPO linked to Uyghur forced labor
MS
Legal Proceedings
Delisting/Listing Issues
- U.S. Rep. John Moolenaar, chair of the House Select Committee on China, has raised concerns about Morgan Stanley underwriting the $3.7 billion IPO of Zijin Gold International, a Zijin Mining subsidiary listed on the UFLPA Entity List.
- The committee alleges the deal may allow Zijin Mining to circumvent U.S. import bans related to forced labor, potentially exposing Morgan Stanley to regulatory, financial, and reputational risks.
- This transaction was the largest global IPO since May, highlighting its scale and prompting heightened scrutiny over U.S. policy evasion.
- Lawmakers have requested documents and communications from Morgan Stanley, including ties to the Chinese government and military, with a November 27 deadline for response.
Nov 13, 2025, 10:16 PM
Quarterly earnings call transcripts for MORGAN STANLEY.
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