Morgan Stanley’s Post

Chairman and CEO Ted Pick shares his thoughts on Morgan Stanley’s fourth quarter and full-year 2025 earnings, released this morning. https://mgstn.ly/49WbBKA

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Believe it or not, Morgan Stanley is up 154% in the last 5 years, far outpacing the S&P 500 and many tech companies, yet no one seems to talk about investing in the finance sector. The market is clouded by the AI boom, so some investors are leaving money on the table by being shortsighted. Morgan Stanley released impressive earnings today before the bell: - Full Year 2025 Net Revenues: $70.6 billion, up 14% from $61.8 billion in 2024. - Full Year 2025 Diluted EPS: $10.21, up 28% from $7.95 in 2024. With $4.6 billion in stock buybacks during the year and a declared $1.00 quarterly dividend. $MS is here to stay.

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The performance outlined by the CEO highlights outcomes, but the 2024 disclosures clarify the underlying drivers. Multi-year investments in digital infrastructure, cloud scalability, data governance and operational resilience have transformed technology into a core pillar of the Integrated Firm. Growth across Wealth, Investment Management and Institutional Securities reflects systems designed for availability, security and controlled risk. In this context, financial strength emerges as a consequence of architectural discipline rather than market momentum.

🚀 Strong numbers, strong strategy. Morgan Stanley’s FY2025 performance clearly reflects long-term thinking and disciplined execution 📊 $70.6B in revenue, solid EPS, and a 21.6% ROTCE aren’t just results — they’re outcomes of years of focused investment 💼 The growth in Wealth & Investment Management to $9.3T in client assets shows deep client trust 🤝 What stands out most is the clarity around the four pillars — strategy, culture, financial strength, and growth 🧭 In volatile global markets, consistency and client-centric execution truly differentiate leaders. A powerful reminder that sustainable value is built over time, not overnight 📈

Strong numbers, but more importantly, a disciplined execution story. What stands out here is governance-led growth — multi-year capital allocation, risk controls, and integrated advisory strength translating into sustainable shareholder value. This is how institutions scale responsibly in volatile markets. A benchmark for firms balancing performance, compliance, and long-term value creation.

These results reflect Morgan Stanley’s ability to execute strategic priorities while delivering durable value for shareholders in a dynamic market environment. Kudos!!

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Strong results, but the more important signal is strategic consistency. Sustainable earnings growth in institutions like Morgan Stanley is rarely about a single quarter. It reflects disciplined capital allocation, risk management, and clarity of long-term positioning. In uncertain global cycles, clarity often compounds faster than speed.

Well done, Team Morgan Stanley. A solid strategy remains at the core of every growth and good financial performance. That's what we do at The CFO Advisory Services—helping businesses with investment readiness by providing solid financial leadership, setting up growth strategies, and managing financial performance. Let's keep winning.

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Morgan Stanley’s 2025 performance highlights its ability in navigating Trump tariffs, translating into exceptional earnings and attractive EPS growth for equity investors

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