Morgan Stanley Earnings Beat Estimates on Trading Momentum, CFO Cites Record Backlog

Morgan Stanley Earnings Beat Estimates on Trading Momentum, CFO Cites Record Backlog
Morgan Stanley Earnings Beat Estimates on Trading Momentum, CFO Cites Record Backlog

By Arasu Kannagi Basil

(Reuters) – Morgan Stanley’s earnings beat estimates in the third quarter as a surge in deals drove revenue to record levels, and the company’s finance chief said its investment banking portfolio is at “all-time highs.”

“It’s certainly possible that next year we could break 2021 deal volume records,” Chief Financial Officer Sharon Yeshaya told Reuters in a phone interview on Wednesday. The IPO pipeline, in particular, is showing a lot of activity coming from financial sponsors, he added.

Morgan Stanley’s third-quarter earnings beat market expectations with record revenue, led by a 44% increase in investment banking revenue and strong growth in equity trading.

The wealth management business reached $8.9 trillion in assets under management, closer to the long-standing target of $10 trillion, and achieved a pre-tax margin of 30.3%.

A series of big deals pushed global M&A activity past the $3 trillion mark this year. A resilient U.S. economy, optimism over interest rate cuts and lighter regulations under the Trump administration have spurred companies to strike deals or tap capital markets.

“We had very strong results in investment banking and are again number one in the equities business, an area in which we have been investing.” Yeshaya added that the bank is seeing better macroeconomic conditions.

“We have higher expectations now for GDP than when we were at the end of the second quarter,” the CFO said, adding that companies are seeing lower debt costs. Markets are hovering at record highs and the US Federal Reserve resumed its rate-cutting cycle in September.

STOCKS SOAR

Morgan Stanley shares rose 4.1% in premarket trading on Wednesday. They have gained 23.6% this year based on the latest closing price.

“This is a great quarter for MS with improvements across the board, and we expect the reaction to be supportive,” Citigroup analyst Keith Horowitz wrote in a note.

“A strong wealth management business can support continued activity in the investment banking channel,” said Christopher Marinac, director of research at Janney Montgomery Scott, citing Morgan Stanley’s high margins in wealth management.

The bank’s earnings rose to $4.6 billion, or $2.80 per share, for the three months ended Sept. 30, beating expectations of $2.10 per share, according to estimates compiled by LSEG. Total quarterly revenue hit a record $18.2 billion, beating expectations of $16.7 billion.

BOOST TO NEGOTIATIONS

Morgan Stanley’s investment banking revenue rose 44% to $2.11 billion from a year earlier. The bank landed key roles in major deals, including advising freight rail giant Union Pacific on its $85 billion acquisition of smaller rival Norfolk Southern, the largest transaction announced globally this year.

Wall Street rivals including JPMorgan Chase and Goldman Sachs also benefited from a surge in mergers and acquisitions and initial public offerings.

Morgan Stanley’s equity underwriting revenue rose 80%. The bank was among the co-authors of large IPOs during the quarter, including design software maker Figma and Swedish fintech Klarna.

Fixed income underwriting revenue rose 39% to $772 million in the quarter, driven by higher loan issuances.

COMMERCIAL BOOST

Trading was also a bright spot, with the benchmark S&P 500 index gaining about 8% in the third quarter and hitting multiple all-time closing highs in September, historically a weak month for stock markets. Equity revenue rose 35% to $4.12 billion, driven by record results in prime brokerage.

WEALTH MARGINS

Wealth management revenue – a key focus for Morgan Stanley – rose 13% to a record $8.2 billion in the quarter, driven by rising market valuations.

Total client assets in wealth and investment management reached $8.9 trillion in the quarter, approaching the bank’s long-standing goal of managing $10 trillion in client assets.

Morgan Stanley also scored a key victory last month when the Federal Reserve agreed to reduce the amount of capital the bank must hold as a result of the results of its most recent “stress test.” The CFO said discussions with regulators about capital requirements have been “encouraging.”

(Reporting by Arasu Kannagi Basil in Bengaluru and Tatiana Bautzer in New York, additional reporting by Prakhar Srivastava; Editing by Lananh Nguyen and Arun Koyyur)

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