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Wednesday, April 19, 2017

Morgan Stanley beats (MS)

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James Gorman

Morgan Stanley delivered earnings per share of $1 on revenue of $9.7 billion in the first three months of 2017. 

The results were well ahead of analyst estimates. Analysts expected earnings per share of $0.90 on revenue of $9.3 billion, according to Bloomberg.

“We reported one of our strongest quarters in recent years,” Morgan Stanley chief executive James Gorman said. 

The beat was driven by a big quarter for the investment banking unit, with revenue of $5.2 billion up sharply from $3.7 billion a year earlier. Net income in the unit almost doubled to $1.7 billion. 

That performance was in turn driven by a big rebound in fixed income sales and trading revenues. Morgan Stanley reported fixed-income revenues of $1.7 billion, up from $873 million. The bank said the results reflected a “strong performance across all products and regions on improved market conditions compared with the prior year period.”

Here are the key numbers:

  • Revenue of $9.7 billion, up from $7.8 billion a year earlier.
  • Net income of $1.9 billion, up from $1.1 billion a year ago.
  • Compensation expense of $4.5 billion, up from $3.7 billion.
  • Non-compensation expense of $2.5 billion, up from $2.4 billion.

Here are the results by business line:

Screen Shot 2017 04 19 at 7.03.16 AM

It’s the last of the big banks to report results for the first three months of the year, and it echoes the results of JPMorgan, Bank of America Merill Lynch and Citigroup, which all beat expectations with big gains in fixed income revenue. Goldman Sachs, in contrast, missed by a distance, with the fixed-income unit underperforming.

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April 19, 2017 at 04:27PM

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from Matt Turner

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