Morgan Stanley Announces Q2 2026 Financial Results for Period Ending June 30, 2026

Morgan Stanley Reports Q2 2026 Financial Performance Ending June 30, 2026

On July 15, 2026, Morgan Stanley officially reported its financial results for the second quarter of 2026, covering the three months ended June 30, 2026. The report was submitted to the U.S. Securities and Exchange Commission from the company’s headquarters at 1585 Broadway, New York, NY 10036. Victoria Worster, Chief Accounting Officer and Controller, signed the filing on behalf of Morgan Stanley.

The quarterly financial data was released through a press release dated July 15, 2026, attached as Exhibit 99.1, along with a detailed Financial Data Supplement as Exhibit 99.2. The information provided under Item 2.02 — Results of Operations and Financial Condition — is considered "filed" under the Securities Exchange Act of 1934, carrying full regulatory weight.

Comprehensive Press Release and Financial Data Supplement Included in Q2 2026 Filing

The July 15, 2026 filing includes two key exhibits detailing Morgan Stanley’s quarterly financial results. Exhibit 99.1 contains the official press release with financial highlights for the quarter ended June 30, 2026, while Exhibit 99.2 provides the Financial Data Supplement, offering detailed line-item financial data by business segment and key performance metrics.

Specific financial metrics such as net revenues, net income, earnings per share, return on equity, and segment performance are disclosed exclusively within these exhibits rather than the main filing text. Investors seeking precise quantitative results for Q2 2026 should refer to these attached documents.

Wide Range of Morgan Stanley Securities Covered in Disclosure

The filing encompasses a broad spectrum of Morgan Stanley’s registered securities under Section 12(b) of the Securities Act. This includes common stock trading under the symbol MS on the New York Stock Exchange, with a par value of $0.01 per share. Morgan Stanley is incorporated in Delaware, holds Commission File Number 1-11758, and has IRS Employer Identification Number 36-3145972.

The disclosure also covers nine series of non-cumulative preferred stock issued as depositary shares, each representing a 1/1,000th interest in one preferred share. These series include Series A (Floating Rate), Series E, F, I, K (Fixed-to-Floating Rate), Series L (4.875%), Series O (4.250%), Series P (6.500%), and Series Q (6.625%). Additionally, Global Medium-Term Notes, Series A Floating Rate Notes due 2029, issued by Morgan Stanley Finance LLC and guaranteed by Morgan Stanley, trade under the symbol MS/29 on the NYSE.

Preferred Stock Series Details Relevant to Shareholders

Preferred shareholders across multiple series will closely analyze the quarterly results, as Morgan Stanley’s financial condition influences its ability to pay non-cumulative preferred dividends. The filing confirms registration and listing of Series A (MS/PA), E (MS/PE), F (MS/PF), I (MS/PI), K (MS/PK), L (MS/PL), O (MS/PO), P (MS/PP), and Q (MS/PQ) depositary shares on the NYSE.

Holders of the 6.625% Non-Cumulative Preferred Stock, Series Q (NASDAQ: MS-PQ), will find the quarterly disclosure particularly significant in assessing the issuer’s financial health and dividend capacity. Since these preferred shares are non-cumulative, dividends not declared in any quarter are not owed subsequently, making ongoing financial updates critical for income-focused investors. Dividend declaration specifics for Q2 2026 were not included in the main filing text.

Global Medium-Term Notes Due 2029 Included in Quarterly Report

The filing also addresses Morgan Stanley’s Global Medium-Term Notes, Series A Floating Rate Notes due 2029, issued by Morgan Stanley Finance LLC and guaranteed by Morgan Stanley. These notes trade on the NYSE under the ticker MS/29.

Inclusion of these floating rate notes highlights the extensive scope of Morgan Stanley’s capital structure and the diverse investor base impacted by the quarterly financial disclosures. While specific coupon rates or performance details for Q2 2026 were not disclosed in the filing’s main text, holders of these notes typically monitor issuer credit quality and financial condition closely.

Chief Accounting Officer Victoria Worster Signs Quarterly Filing

The Q2 2026 current report was signed by Victoria Worster, Morgan Stanley’s Chief Accounting Officer and Controller, on July 15, 2026. Her signature certifies that the filing complies with the Securities Exchange Act of 1934 requirements and was authorized by the registrant.

As Chief Accounting Officer and Controller, Worster oversees the accuracy and preparation of financial statements and regulatory filings. The execution of this quarterly earnings report at her level aligns with standard practices at major financial institutions. No additional executive signatories were noted in the filing.

Regulatory Status of Q2 2026 Financial Disclosure

The financial information disclosed falls under Item 2.02 — Results of Operations and Financial Condition — and is formally "filed" under the Securities Exchange Act of 1934, as amended. This classification ensures the disclosure carries full legal effect for investors and regulators.

The filing confirms that no checkboxes related to special communication categories such as Rule 425 written communications, Rule 14a-12 soliciting material, or pre-commencement communications under Rules 14d-2(b) or 13e-4(c) were selected. Morgan Stanley also stated it is not an emerging growth company and thus not eligible for extended transition periods for new or revised accounting standards under Section 13(a) of the Exchange Act.

Morgan Stanley’s Corporate Overview and Exchange Listings

Incorporated in Delaware, Morgan Stanley’s principal executive office is located at 1585 Broadway, New York, NY 10036. The firm is a major global financial services provider with a diverse range of listed securities spanning equity and debt markets. Its common stock trades on the NYSE under the symbol MS, and the company is registered under Commission File Number 1-11758.

The company’s complex capital structure includes common equity, multiple preferred stock series with varying fixed and floating dividend rates, and medium-term notes issued via its finance subsidiary. This quarterly disclosure covers all registered securities, making it highly relevant for equity and fixed-income investors exposed to Morgan Stanley’s instruments. The filing highlights the broad investor base and diverse investment strategies linked to the firm.

Exhibit Details and Interactive Data Components in Filing

Besides the press release and Financial Data Supplement, the filing includes additional exhibits consistent with modern regulatory requirements. Exhibit 101 contains Interactive Data Files formatted in Inline XBRL (eXtensible Business Reporting Language), filed under Rule 406 of Regulation S-T, enabling standardized electronic processing and analysis.

Exhibit 104 is the Cover Page Interactive Data File, also formatted in Inline XBRL and included within Exhibit 101. These interactive data elements demonstrate compliance with current electronic financial reporting standards. Together with the press release and supplement, these exhibits form the complete Q2 2026 results disclosure package.

Investor Implications of Morgan Stanley’s Q2 2026 Results

The quarterly results release from Morgan Stanley is a significant event for a wide range of investors, including common stockholders, preferred depositary share owners, and holders of medium-term notes. The detailed financial data contained in Exhibits 99.1 and 99.2 will guide investor evaluation of the firm’s quarterly performance. The main filing text does not include specific revenue, income, or segment data.

Preferred shareholders, including those holding the 6.625% Non-Cumulative Preferred Stock, Series Q (MS-PQ), will focus on dividend declarations, capital adequacy, and overall financial health as disclosed in the full exhibits. Given the non-cumulative nature of these preferred shares, ongoing monitoring of quarterly financial disclosures is crucial for assessing dividend reliability. No immediate share price impact was evident from public information at the time of filing.