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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Companies like Morgan Stanley and FedEx are leveraging our technology solutions and infusing our Gen AI products into core workflows, and Mastercard is leveraging our technology solutions, including data management platforms, software platforms, and GenAI products and solutions.”
Morgan Stanley is cited as an IBM client infusing IBM's GenAI products into core workflows, a read-through on Morgan Stanley's enterprise AI adoption.
“In January, we launched one of the model series, the Goldman Sachs T. Rowe Price Group, Inc. dynamic ETF portfolio, on the Morgan Stanley platform.”
T. Rowe launched a co-branded dynamic ETF model portfolio on Morgan Stanley's distribution platform, a partner/distribution read-through for MS.
“behind only Sachs, Morgan Stanley, and JPMorgan, and ahead of all the other historically better-known names in the funds industry”
Interactive Brokers benchmarks its prime-brokerage franchise against Morgan Stanley, noting it now ranks #4 by number of hedge funds serviced, just behind Morgan Stanley, evidence of IBKR gaining share against entrenched prime brokers.
“I do think you saw in the press release, dealers that are excited about the launch. We mentioned Morgan Stanley. We mentioned Citi. We mentioned JPMorgan.”
Morgan Stanley is cited as one of the dealers publicly excited about and connecting to CME's newly launched BrokerTec Chicago cash-fixed-income venue.
“Morgan Stanley has dropped their restrictions in which wealth clients can now own crypto funds.”
Morgan Stanley loosened crypto restrictions for wealth clients and underwrote Strategy's Stretch offering, opening its wealth-management channel to Bitcoin-linked products.
“Last week, Morgan Stanley announced the acquisition of EquityZen.”
An analyst notes Morgan Stanley's acquisition of private-markets platform EquityZen while probing Robinhood's own private-markets ambitions.
“they typically own some of like the revenue outperformers like a JP or a Morgan Stanley and such.”
An analyst positions Morgan Stanley alongside JPMorgan as examples of 'revenue outperformer' banks that USB's longer-term shareholder base is more accustomed to owning, questioning whether USB's expense-first message fits that growth-oriented peer set.
“I think Morgan Stanley, they're creating their own net lease funds”
Realty Income names Morgan Stanley among firms building their own net-lease funds, signaling incremental competition in net-lease investing.
“are adding mega-cap bank clients like Morgan Stanley and Goldman Sachs”
Morgan Stanley is cited as a new mega-cap bank client, signaling enterprise financial-services AI adoption on CoreWeave.
“After absorbing the impact of the E-Trade deconversion, recurring revenue grew 4% in constant currency, driven by our governance and capital markets franchises.”
E-Trade (a Morgan Stanley subsidiary) deconverted from Broadridge's platform, creating a revenue headwind that Broadridge is still cycling through this quarter.
“what we're dealing with is competing with very large established banks—Goldman Sachs, Morgan Stanley.”
IBKR's CEO names Morgan Stanley as one of the large, established bulge-bracket banks it competes against for prime brokerage and hedge fund clients.
“we announced partnership with Zero Hash last year.”
Morgan Stanley partnered with Zero Hash to build out crypto and tokenized-asset capabilities in wealth.
“augmented by our recent acquisition of EquityZen.”
Morgan Stanley recently acquired EquityZen to broaden investor access to private-company shares.
“Our Morgan Stanley work business with its exclusive partnership with Carta positions us as an early trusted adviser to over 50,000 private companies.”
Morgan Stanley's workplace/stock-plan business has an exclusive partnership with Carta reaching over 50,000 private companies.
“We have leading businesses in Japan, to our almost twenty-year joint ventures, with our close partner MUFG, and a world-class business in Hong Kong.”
Morgan Stanley operates nearly twenty-year-old joint ventures in Japan with its close partner MUFG.
“in digital assets through announced partnerships with Zero Hash”
Morgan Stanley announced a partnership with Zero Hash to build out digital-asset ('full wallet') capabilities, a notable enterprise crypto-infrastructure win for Zero Hash.
“our expanded collaboration with Carta in private markets”
Morgan Stanley expanded its partnership with Carta, deepening a referral pipeline that channels private companies onto Morgan Stanley's wealth platform as they move toward the public markets.
“And the relationships that we have with MUFG, what we're doing in India, Greater China, all of that becomes relevant.”
Management cites its strategic alliance with Mitsubishi UFJ Financial Group (MUFG) as part of the global footprint driving Morgan Stanley's Asia equities strength, alongside build-outs in India and Greater China.
“So we intend on continuing to expand that extraordinary partnership with MUFG. That is a multi-decade play, we hope.”
Morgan Stanley CEO Ted Pick highlighted the firm's long-standing partnership with MUFG in Japan as a multi-decade strategic relationship spanning both institutional and wealth management businesses.
“specifically through the acquisition of Eaton Vance when we think about both Parametric and a lot of the fixed income products. We're beginning to see a lot of reaping of those synergies across the more -- the wealth management business, across MSIM”
Morgan Stanley continues to generate cross-business synergies from its 2020-21 Eaton Vance acquisition, benefiting the Parametric platform and fixed-income products years after the deal closed.
“we have an exclusive partnership with Carta, which means that they will refer those private -- different stock plans or different corporate companies to Morgan Stanley as they move into going public.”
Morgan Stanley's exclusive partnership with Carta positions the firm to capture private-company stock-plan clients as they transition to public listings, expanding its investment banking and workplace pipeline.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Devin Ryan | Citizens JMP Securities | 10 (0%) |
| Ebrahim Poonawala | Bank of America | 10 (20%) |
| Glenn Schorr | Evercore ISI | 10 (10%) |
| Dan Fannon | Jefferies | 10 (0%) |
| Mike Mayo | Wells Fargo | 8 (38%) |
| Steve Chubak | Wolfe Research | 7 (14%) |
| Erika Najarian | UBS | 4 (0%) |
| Christian Bolu | Autonomous Research | 4 (25%) |
| Brennan Hawken | BMO Capital Markets | 4 (0%) |
| Gerard Cassidy | RBC Capital Markets | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 1 | 10 (0%) |
| Bank of America | 1 | 10 (20%) |
| Citizens JMP Securities | 1 | 10 (0%) |
| Evercore ISI |
| 1 |
| 10 (10%) |
| Wells Fargo | 1 | 8 (38%) |
| Wolfe Research | 1 | 7 (14%) |
| RBC Capital Markets | 1 | 4 (0%) |
| UBS | 1 | 4 (0%) |
Morgan Stanley closed FY2025 with record full-year revenue of $70.6 billion, record EPS of $10.21, and record net new assets of $356 billion, as all three business segments delivered record annual results with firm-wide ROTCE of 20.3%. The firm does not provide formal forward guidance; management deliberately left strategic targets unchanged despite exceeding them, expected NII to trend higher in 2026, and highlighted $160 billion in full-year fee-based flows as the wealth management flywheel continued accelerating.
Demand | Competitive Dynamics | Revenue Growth | Capital Allocation | Margin | Macroeconomic | Regulation Policy | Credit | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 3 | 5 | 2 | 2 | 1 | 1 | 1 |
| 2025Q1 | 5 | 7 | 1 | 2 | 1 | 5 | 2 | 3 |
| 2025Q2 | 2 | 2 | 2 | 4 | 1 | 3 | 2 | |
| 2025Q3 | 5 | 4 | 4 | 3 | 2 | 3 | 1 | |
| 2025Q4 | 2 | 3 | 2 | 4 | 1 | |||
| 2026Q1 | 4 | 3 | 4 | 4 | 2 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 5 | 2 | 5 | 4 | |
| Competitive Dynamics | 3 | 7 | 2 | 4 | 2 | 3 |
| Revenue Growth | 5 | 1 | 2 | 4 | 3 | 4 |
| Capital Allocation | 2 | 2 | 4 | 3 | 2 | 4 |
| Margin | 2 | 1 | 2 | 4 | 2 | |
| Macroeconomic | 1 | 5 | 1 | 3 | ||
| Regulation Policy | 1 | 2 | 3 | 1 | 1 | 2 |
| Credit | 1 | 3 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MS Morgan Stanley | 9 | +18.8% | |
| GS The Goldman Sachs Group, Inc. | 9 | +22.9% | |
| HOOD Robinhood Markets, Inc. | 8 | +15.1% | |
| RIOT Riot Platforms, Inc. | 6 | +3.6% | |
| RJF Raymond James Financial | 7 | +12.4% | |
| SCHW Charles Schwab Corporation | 9 | +9.8% |