Morgan Stanley Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.1%projected annual EPS growth
Analyst Coverage
21analysts covering
FY Revenue (est.)
$82.7Bnext fiscal year
FY EPS (est.)
$12.98next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Fourth Quarter and Full-Year 2026 Earnings Release | 14 Jan 2027 |
Monitoring Framework
Key Performance Indicators
Return on Tangible Common Equity (ROTCE) Quarterly26.6Target: 20.0%
Total Client Assets Quarterly10TTarget: Continued growth above $10 Trillion
Wealth Management Pre-Tax Margin Quarterly3,050.0%Target: 30.0%
Common Equity Tier 1 (CET1) Ratio Quarterly1,500.0%Target: Well above regulatory minimums
Watch Items
- Geopolitical Volatility and Trading Desk PerformanceTrigger: Sustained oil price spikes or escalation in Middle East conflictsAction: Monitor Institutional Securities segment revenues and trading volume fluctuations.
- Investment Banking Pipeline and Deal ClosuresTrigger: Decline in global M&A and IPO activityAction: Assess advisory and underwriting fee trends relative to major peers.
- Wealth Management Net New Asset FlowsTrigger: Net new assets dropping below $80 billion per quarterAction: Evaluate advisor retention, platform technology investments, and client asset migration.
Research as of 2 Sep 2026