Morgan Stanley Releases Second-Quarter 2026 Financial Results for Period Ended June 30, 2026

Morgan Stanley's Quarterly Results Disclosure Covers Period Ending June 30, 2026

Morgan Stanley formally disclosed its financial results for the second quarter of 2026 on July 15, 2026, covering the three-month period ended June 30, 2026. The announcement was made through a current report filed with the United States Securities and Exchange Commission, with the company's principal executive offices located at 1585 Broadway, New York, New York 10036. The disclosure was signed by Victoria Worster, identified in the filing as Chief Accounting Officer and Controller, acting on behalf of the registrant.

The filing states that the financial information for the quarter was released via a press release dated July 15, 2026, which is attached as Exhibit 99.1. A companion Financial Data Supplement for the same quarterly period is annexed as Exhibit 99.2. The disclosure notes that the information furnished under Item 2.02 — Results of Operations and Financial Condition — shall be deemed to be "filed" for purposes of the Securities Exchange Act of 1934, as amended, carrying the full legal weight of a formal regulatory submission.

Press Release and Financial Data Supplement Accompany the Q2 2026 Announcement

The formal disclosure package filed by Morgan Stanley on July 15, 2026, includes two primary exhibits providing the substance of the company's quarterly financial performance. Exhibit 99.1 is described as the press release of the company containing financial information for the quarter ended June 30, 2026. Exhibit 99.2 is identified as the Financial Data Supplement for the same reporting period, a document that typically provides granular, line-by-line financial data organized by business segment and key metrics.

Specific financial figures — including net revenues, net income, earnings per share, return on equity, and segment-level performance — are contained within those exhibits rather than in the main body of the report as filed. The company did not disclose summary financial figures directly within the text of the current report itself. Investors seeking detailed quantitative results for Q2 2026 are directed to the full exhibits as filed with the regulator.

Morgan Stanley's Broad Range of Listed Securities Covered by This Disclosure

The filing identifies a comprehensive array of Morgan Stanley securities registered under Section 12(b) of the Securities Act, all of which are associated with this disclosure. These include the company's common stock, traded under the symbol MS on the New York Stock Exchange with a par value of $0.01 per share. The company is incorporated in the state of Delaware, holds Commission File Number 1-11758, and operates under IRS Employer Identification Number 36-3145972.

Beyond the common stock, the filing covers nine separate series of non-cumulative preferred stock issued as depositary shares, each representing a 1/1,000th interest in one preferred share. These span Series A (Floating Rate), Series E, Series F, Series I, and Series K (each 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 New York Stock Exchange.

Details of Morgan Stanley's Preferred Stock Series Relevant to Preferred Shareholders

Preferred stockholders across Morgan Stanley's multiple series will be particularly attentive to the quarterly results disclosure, as the company's financial health directly affects its capacity to make non-cumulative preferred dividend payments. The filing confirms that the following series are currently registered and listed: Series A depositary shares (symbol MS/PA), Series E (MS/PE), Series F (MS/PF), Series I (MS/PI), Series K (MS/PK), Series L (MS/PL), Series O (MS/PO), Series P (MS/PP), and Series Q (MS/PQ). Each represents a fractional depositary interest in the underlying preferred shares, with all series listed on the New York Stock Exchange.

For holders of the 6.625% Non-Cumulative Preferred Stock, Series Q — the specific series associated with the NASDAQ ticker MS-PQ — the quarterly results carry particular relevance as a measure of the issuer's ongoing financial condition and capacity. Because the preferred stock is non-cumulative, any dividends not declared in a given period are not owed in future periods, making the issuer's quarterly financial health especially relevant to income-focused preferred shareholders. The specific dividend declaration details for Q2 2026 were not reproduced within the main body of the filing.

Global Medium-Term Notes Due 2029 Also Covered Under This Report

In addition to equity-linked securities, the filing identifies Morgan Stanley's Global Medium-Term Notes, Series A, Floating Rate Notes Due 2029, as a registered security class associated with this disclosure. These notes were issued by Morgan Stanley Finance LLC, a subsidiary of the registrant, with Morgan Stanley itself providing the guarantee with respect to those obligations. The notes trade on the New York Stock Exchange under the symbol MS/29.

The inclusion of the floating rate notes in the filing reflects the broad scope of Morgan Stanley's capital structure and the range of investors who may be affected by the company's quarterly financial disclosures. Holders of floating rate debt instruments typically monitor issuer financial condition closely, as it relates to credit quality and the ongoing servicing of obligations. Specific details regarding the notes' performance, coupon rates applicable to Q2 2026, or any changes to terms were not detailed within the main text of the filing.

Victoria Worster Signs the Filing as Chief Accounting Officer and Controller

The current report was signed on July 15, 2026, by Victoria Worster, identified in the filing as Morgan Stanley's Chief Accounting Officer and Controller. Her signature confirms that the report was filed on behalf of the registrant in compliance with the requirements of the Securities Exchange Act of 1934. The filing indicates that Worster is duly authorized to execute this type of regulatory submission on the company's behalf.

The role of Chief Accounting Officer and Controller is typically responsible for overseeing the preparation and accuracy of a company's financial statements and regulatory reports. The fact that this quarterly results disclosure was executed at the Chief Accounting Officer level is consistent with standard practice for earnings-related current reports at large financial institutions. No other signatories or executive officers are named within the filing itself.

Regulatory Classification of the Quarterly Results Disclosure

The financial information disclosed under this report is presented under Item 2.02 of the applicable regulatory framework, which covers Results of Operations and Financial Condition. The filing explicitly states that the information furnished under that item, including the press release and the Financial Data Supplement, shall be deemed to be "filed" for purposes of the Securities Exchange Act of 1934, as amended. This classification carries important legal implications for how the information may be relied upon by investors and regulators.

The filing also confirms that none of the standard checkboxes associated with special communications categories — including written communications under Rule 425, soliciting material under Rule 14a-12, or pre-commencement communications under Rules 14d-2(b) or 13e-4(c) — were checked. Morgan Stanley confirmed in the filing that it is not an emerging growth company, meaning it is not eligible for the extended transition period for complying with new or revised financial accounting standards under Section 13(a) of the Exchange Act.

Morgan Stanley's Corporate Profile and Exchange Registrations

Morgan Stanley is incorporated in the state of Delaware and maintains its principal executive offices at 1585 Broadway, New York, New York 10036. The company operates as a major global financial services firm with a broad range of listed securities across equity and debt markets. Its common stock trades on the New York Stock Exchange under the ticker symbol MS, and the firm carries a long history of exchange registration reflected in its Commission File Number 1-11758.

The company's diverse capital structure — spanning common equity, multiple preferred series at varying fixed and floating dividend rates, and medium-term notes issued through its finance subsidiary — reflects the complexity of a large, diversified financial institution. This quarterly disclosure touches all registered securities, making it a broadly relevant event for both equity and fixed-income investors with exposure to the firm's various outstanding instruments. The filing underscores the extent to which Morgan Stanley's investor base spans a wide range of security types and investment strategies.

Exhibit Structure and Interactive Data Filing Components

Beyond the primary press release and Financial Data Supplement, the filing includes additional technical exhibits consistent with modern regulatory disclosure requirements. Exhibit 101 is described as Interactive Data Files formatted in Inline eXtensible Business Reporting Language, commonly known as Inline XBRL, filed pursuant to Rule 406 of Regulation S-T. These machine-readable data files enable regulators and data aggregators to process and analyze the disclosed financial information in a standardized electronic format.

Exhibit 104 is identified as the Cover Page Interactive Data File, which is formatted in Inline XBRL and contained within Exhibit 101. The inclusion of these interactive data components reflects compliance with current regulatory standards for electronic financial reporting. Together with the press release and the Financial Data Supplement, these exhibits constitute the complete package of information that Morgan Stanley has made available to the market in connection with its second-quarter 2026 results.

Investor Considerations Surrounding Morgan Stanley's Q2 2026 Results Release

The release of quarterly financial results by a firm of Morgan Stanley's scale is a closely watched event across a wide investor audience, including shareholders of common stock, holders of multiple preferred series, and fixed-income investors in the company's medium-term notes. The accompanying press release and Financial Data Supplement, referenced in the filing as Exhibits 99.1 and 99.2 respectively, contain the granular financial details that will drive investor analysis of the quarter's performance. The filing itself does not reproduce specific revenue, income, or segment figures in its main text.

Investors monitoring the preferred depositary shares, including the 6.625% Non-Cumulative Preferred Stock, Series Q (MS-PQ), will be focused on any information within the full exhibit package pertaining to dividend declarations, capital ratios, and overall financial condition. Because all of Morgan Stanley's preferred series are non-cumulative, sustained attention to the firm's quarterly financial disclosures is particularly important for income-oriented preferred shareholders assessing the reliability of distributions. The immediate share price impact was not clear from available public information at the time of the filing.