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Morgan Stanley (MS) Q2 FY2026 8-K Filings and Company Events

CIK 0000895421 · NYSE · Latest period: Q2 FY2026 (ended 2026-06-30, 10-Q accession 0000895421-26-000212) · Annual report: FY2025 10-K (filed 2026-02-19, accession 0000895421-26-000086) · Next expected filing: 10-Q ~2026-11-02

More for Morgan Stanley: Company index · Financial statements · 10-K and 10-Q summary

PeriodQ2 FY2026

Published

This page digests the material Form 8-K filings Morgan Stanley (MS) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through Q2 FY2026, the period ended 2026-06-30, as reported in the 10-Q filed with the SEC.

Filings that contain financial statements

Morgan Stanley is a domestic filer; its quarterly results are furnished in Form 8-K Item 2.02 earnings releases (Exhibit 99.1) with a Financial Data Supplement (Exhibit 99.2). Neither exhibit is a full set of audited statements, but both carry results tables.

  • 8-K filed July 15, 2026, accession 0000895421-26-000207: quarter and six months ended June 30, 2026. The press release holds the consolidated income statement (quarter, prior quarter, prior-year quarter, six months) and consolidated financial metrics and ratios. The supplement holds a consolidated balance sheet, segment income statements and capital data.
  • 8-K filed April 15, 2026, accession 0000895421-26-000111: quarter ended March 31, 2026, same structure.
  • 8-K filed January 15, 2026, accession 0000895421-26-000007: quarter and year ended December 31, 2025, same structure.

Results and capital returns

  • July 15, 2026, second-quarter 2026 results (0000895421-26-000207). Net revenues were a record $21.3 billion ($21,348 million) versus $16.8 billion a year earlier. Net income applicable to Morgan Stanley was $5.6 billion, or $3.46 per diluted share, versus $3.5 billion, or $2.13. Pre-tax income was $7.3 billion and ROTCE 26.6%. Institutional Securities revenues were $11.0 billion (Equity $6.3 billion, Investment Banking $2.4 billion, Fixed Income $2.5 billion). Wealth Management revenues were $8.9 billion with net new assets of $148 billion, and total client assets across Wealth and Investment Management reached $10 trillion. The standardized CET1 ratio was 14.8%, against 15.1% at March 31, 2026.
  • July 15, 2026 (same filing), capital return. The firm repurchased $1.5 billion of common stock in the quarter (about 8 million shares at an average $197.64). It declared a $1.15 quarterly dividend, payable August 14, 2026 to holders of record July 31, 2026.
  • June 24, 2026, dividend increase and buyback reauthorization (0000950103-26-009448, Item 8.01). The quarterly common dividend rises to $1.15 from $1.00, beginning with the dividend expected to be declared in the third quarter of 2026. The Board reauthorized a multi-year common share repurchase program of up to $20 billion, with no set expiration date, beginning in the third quarter of 2026.
  • June 24, 2026, stress test and capital buffer (same filing). The Federal Reserve's 2026 stress test results do not change the firm's Stress Capital Buffer. The Federal Reserve announced on February 4, 2026 that the 4.3% SCB requirement continues until October 1, 2027. With other features of the capital framework, the aggregate standardized CET1 requirement is 11.8%.
  • April 15, 2026, first-quarter 2026 results (0000895421-26-000111). Net revenues were $20.6 billion and net income applicable to Morgan Stanley $5.6 billion, or $3.43 per diluted share (versus $2.60). ROTCE was 27.1% and the standardized CET1 ratio 15.1%. The firm repurchased $1.75 billion of stock and declared a $1.00 quarterly dividend, payable May 15, 2026.
  • January 15, 2026, fourth-quarter and full-year 2025 results (0000895421-26-000007). The 8-K furnished the earnings release and supplement, plus a Regulation FD investor presentation (Exhibit 99.3). The presentation reported 2025 ROTCE of 21.6%, EPS of $10.21 and total client assets of $9.3 trillion. It restated the firmwide goals: wealth pre-tax margin of 30%, client assets of $10 trillion or more, ROTCE of 20% and an efficiency ratio of 70%.
  • From the first quarter of 2026, the firm stopped presenting non-GAAP measures that exclude mark-to-market on deferred cash-based compensation, because it now hedges certain awards with derivatives (earnings release exhibits, 0000895421-26-000207).

Governance and compensation

  • February 11, 2026, CEO compensation (0000950103-26-001967, Item 8.01). The Compensation Committee set Chairman and CEO Edward Pick's 2025 total compensation at $45 million. 75% of his bonus is deferred over three years, and all of the deferred bonus is delivered as performance-vested equity. The filing cites 2025 record net revenues of $70.6 billion and EPS of $10.21.
  • May 14, 2026, annual meeting (filed May 15, 2026, 0000950103-26-007291, Item 5.07). All director nominees were elected and Deloitte & Touche LLP was ratified as auditor for 2026.

Earlier items in the prior twelve months, for context

  • September 30, 2025 (0000950103-25-012581). The Federal Reserve reduced the firm's SCB from 5.1% to 4.3%, effective October 1, 2025, after the firm sought reconsideration of the preliminary June 2025 figure.
  • July 1, 2025 (0000950103-25-008285). The firm announced a dividend increase to $1.00 from $0.925, beginning in the third quarter of 2025.
  • June 16, 2025 (0000950103-25-007460). The Board elected Lynn J. Good to the Board, effective July 18, 2025.
  • September 23, 2025 (0000950103-25-012045). The firm approved forms of master note for its Global Medium-Term Notes programs. This is routine documentation.

Acquisitions and divestitures

No new acquisition, divestiture or merger with a third party was signed or closed in the 8-Ks or in the June 2026 Form 10-Q (0000895421-26-000212). The one third-party transaction the filings mention is the EMEA stock plan business disposition below, announced before this period.

  • EMEA stock plan business disposition. The financial supplement furnished with the third-quarter 2025 results (0000895421-25-000535, October 15, 2025) says the participant decline was primarily a result of the previously announced disposition of the firm's EMEA stock plan business, and that the disposition "is expected to complete in the fourth quarter of 2025." The supplements furnished with 0000895421-26-000007 (January 15, 2026) and 0000895421-26-000111 (April 15, 2026) repeat the "previously announced" wording for the second half of 2025 and state no closing date. The filings read do not give a signing date, a closing date or a price.
  • Internal reorganization, not a third-party deal. The first- and second-quarter 2026 financial supplements (0000895421-26-000111, 0000895421-26-000207) state that in the first quarter of 2026 the U.S. Bank "implemented a reorganization of its operations, merging certain fixed income businesses and acquiring certain legal entities of Morgan Stanley," under the common control of the firm, with assets and liabilities recognized at carrying values. The June 2026 Form 10-Q (0000895421-26-000212, MD&A, U.S. Bank Subsidiaries supplemental information) dates the steps: on February 14, 2026 the Fixed Income business of Morgan Stanley Capital Services LLC was merged into Morgan Stanley Bank, N.A. (MSBNA), and on March 14, 2026 Morgan Stanley Europe SE, together with its subsidiary Morgan Stanley Bank AG, was acquired by MSBNA.

FAQ · Morgan Stanley 8-K filings and events

What has Morgan Stanley (MS) reported in its recent 8-K filings?

Morgan Stanley is a domestic filer; its quarterly results are furnished in Form 8-K Item 2.02 earnings releases (Exhibit 99.1) with a Financial Data Supplement (Exhibit 99.2). Neither exhibit is a full set of audited statements, but both carry results tables. 8-K filed July 15, 2026, accession 0000895421-26-000207: quarter and six months ended June 30, 2026. The press release holds the consolidated income statement (quarter, prior quarter, prior-year quarter, six months) and consolidated financial metrics and ratios.

When does Morgan Stanley (MS) next file with the SEC?

Morgan Stanley (MS) is expected to file its next Form 10-Q with the SEC on or around November 2, 2026. That date is a projection rather than a company-announced date: it is derived from Morgan Stanley's own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q2 FY2026, the period ended 2026-06-30, SEC accession 0000895421-26-000212.

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How this page was built

This page was built from 12 of Morgan Stanley's own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.

A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.

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Built from Morgan Stanley's SEC filings by Ticker Scout; accession numbers are cited throughout so every figure can be checked against sec.gov. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer.