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[8-K] Morgan Stanley Reports Material Event

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
8-K
Rhea-AI Filing Summary

On 16 July 2025, Morgan Stanley (NYSE: MS) submitted a Form 8-K to disclose that it has issued its second-quarter 2025 financial results. The filing is made pursuant to Item 2.02 – Results of Operations and Financial Condition. Investors are directed to two exhibits that contain the actual numbers: Exhibit 99.1 (earnings press release) and Exhibit 99.2 (Financial Data Supplement). Both exhibits are expressly deemed “filed” under the Exchange Act, integrating them into the company’s official record.

The body of the 8-K does not provide revenue, EPS, capital ratios, or guidance; all quantitative details reside in the attached exhibits. Routine listings of outstanding preferred share depositary receipts and previously issued medium-term notes are included but reflect no new financing activity. The report is signed by Chief Accounting Officer Victoria Worster. Absent the exhibits, the filing is informational rather than analytical and does not, by itself, indicate whether results beat or missed expectations.

Il 16 luglio 2025, Morgan Stanley (NYSE: MS) ha presentato un modulo Form 8-K per comunicare i risultati finanziari del secondo trimestre 2025. La presentazione è effettuata in conformità con il punto 2.02 – Risultati operativi e situazione finanziaria. Gli investitori sono indirizzati a due allegati contenenti i dati effettivi: Allegato 99.1 (comunicato stampa sugli utili) e Allegato 99.2 (Supplemento dati finanziari). Entrambi gli allegati sono espressamente considerati "depositati" ai sensi dell'Exchange Act, integrandoli nel registro ufficiale della società.

Il corpo del modulo 8-K non riporta entrate, utili per azione, indici patrimoniali o previsioni; tutti i dettagli quantitativi si trovano negli allegati. Sono elencati anche i depositary receipts di azioni privilegiate in circolazione e le note a medio termine emesse in precedenza, ma senza nuove attività di finanziamento. Il rapporto è firmato dalla Chief Accounting Officer Victoria Worster. In assenza degli allegati, la presentazione è di natura informativa più che analitica e non indica da sola se i risultati abbiano superato o meno le aspettative.

El 16 de julio de 2025, Morgan Stanley (NYSE: MS) presentó un Formulario 8-K para divulgar sus resultados financieros del segundo trimestre de 2025. La presentación se realiza conforme al Artículo 2.02 – Resultados de Operaciones y Condición Financiera. Se dirige a los inversionistas a dos anexos que contienen las cifras reales: Anexo 99.1 (comunicado de prensa de ganancias) y Anexo 99.2 (Suplemento de Datos Financieros). Ambos anexos se consideran expresamente "presentados" bajo la Ley de Intercambio, integrándolos en el registro oficial de la empresa.

El cuerpo del 8-K no proporciona ingresos, EPS, ratios de capital ni pronósticos; todos los detalles cuantitativos están en los anexos adjuntos. Se incluyen listados rutinarios de recibos depositarios de acciones preferentes en circulación y notas a mediano plazo emitidas previamente, pero sin nueva actividad de financiamiento. El informe está firmado por la Directora de Contabilidad Victoria Worster. Sin los anexos, la presentación es informativa más que analítica y no indica por sí sola si los resultados superaron o no las expectativas.

2025년 7월 16일, 모건 스탠리(NYSE: MS)는 2025년 2분기 재무 결과를 공개하기 위해 Form 8-K를 제출했습니다. 이 제출은 항목 2.02 – 영업실적 및 재무상태 결과에 따라 이루어졌습니다. 투자자들은 실제 수치가 포함된 두 개의 부속서류, 즉 부속서류 99.1 (실적 보도자료)과 부속서류 99.2 (재무 데이터 보충자료)를 참고하도록 안내받았습니다. 두 부속서류 모두 증권거래법에 따라 "제출됨"으로 간주되어 회사의 공식 기록에 포함됩니다.

8-K 본문에는 수익, 주당순이익(EPS), 자본 비율 또는 전망치가 제공되지 않으며, 모든 정량적 세부사항은 첨부된 부속서류에 포함되어 있습니다. 기 발행된 우선주 예탁증서 및 중기채권 목록이 포함되어 있으나, 이는 신규 자금 조달 활동이 없음을 나타냅니다. 보고서는 최고회계책임자 빅토리아 워스터가 서명했습니다. 부속서류가 없으면 이 제출서는 분석적이라기보다 정보 제공 목적이며, 자체적으로 결과가 기대치를 상회했는지 여부를 나타내지 않습니다.

Le 16 juillet 2025, Morgan Stanley (NYSE : MS) a déposé un formulaire 8-K pour divulguer ses résultats financiers du deuxième trimestre 2025. Le dépôt est effectué conformément à l'article 2.02 – Résultats d'exploitation et situation financière. Les investisseurs sont invités à consulter deux annexes contenant les chiffres réels : Annexe 99.1 (communiqué de presse sur les bénéfices) et Annexe 99.2 (supplément de données financières). Les deux annexes sont expressément considérées comme « déposées » en vertu du Exchange Act, les intégrant ainsi dans le dossier officiel de la société.

Le corps du 8-K ne fournit ni chiffre d'affaires, ni BPA, ni ratios de capital, ni prévisions ; tous les détails quantitatifs se trouvent dans les annexes jointes. Des listes habituelles de certificats de dépôt d'actions privilégiées en circulation et d'obligations à moyen terme émises antérieurement sont incluses, mais n'indiquent aucune nouvelle activité de financement. Le rapport est signé par la directrice comptable Victoria Worster. En l'absence des annexes, le dépôt est informatif plutôt qu'analytique et ne permet pas, à lui seul, de savoir si les résultats ont dépassé ou non les attentes.

Am 16. Juli 2025 reichte Morgan Stanley (NYSE: MS) ein Formular 8-K ein, um die Finanzergebnisse des zweiten Quartals 2025 bekannt zu geben. Die Einreichung erfolgte gemäß Punkt 2.02 – Betriebsergebnisse und Finanzlage. Investoren werden auf zwei Anlagen verwiesen, die die tatsächlichen Zahlen enthalten: Anlage 99.1 (Gewinnmitteilung) und Anlage 99.2 (Finanzdaten-Ergänzung). Beide Anlagen gelten ausdrücklich als „eingereicht“ gemäß dem Börsengesetz und sind somit Teil des offiziellen Firmenregisters.

Der Text des 8-K enthält keine Angaben zu Umsatz, Ergebnis je Aktie, Kapitalquoten oder Prognosen; alle quantitativen Details sind in den beigefügten Anlagen zu finden. Es werden routinemäßig ausstehende Vorzugsaktien-Depositary Receipts und zuvor ausgegebene mittel- bis langfristige Schuldverschreibungen aufgeführt, was jedoch keine neue Finanzierungsaktivität darstellt. Der Bericht ist von der Chief Accounting Officer Victoria Worster unterzeichnet. Ohne die Anlagen ist die Einreichung eher informativ als analytisch und gibt für sich allein keinen Hinweis darauf, ob die Ergebnisse die Erwartungen übertroffen oder verfehlt haben.

Positive
  • None.
Negative
  • None.

Insights

TL;DR Neutral 8-K; earnings details in exhibits, none in text—impact depends on numbers not provided here.

This 8-K simply alerts markets that Morgan Stanley’s Q2 2025 results have been released via Exhibits 99.1 and 99.2. Because the filing omits any headline metrics, investors cannot gauge performance or outlook without reviewing the attachments. The procedural designation of the exhibits as “filed” rather than “furnished” signals permanence in the SEC record but carries no valuation implications on its own. Material impact remains undetermined until the actual figures are analyzed.

TL;DR 8-K satisfies Reg FD; routine, no immediate market-moving content.

From a compliance standpoint, the company appropriately uses Item 2.02 for timely disclosure of quarterly results, thus meeting Regulation FD requirements. Listing of multiple preferred series and MTNs is standard cover-page disclosure, not a new offering. Designating the Q2 materials as filed ensures they are subject to liability provisions of Section 18, reflecting a conservative legal posture. Absent financial figures, the document’s investment impact is limited.

Il 16 luglio 2025, Morgan Stanley (NYSE: MS) ha presentato un modulo Form 8-K per comunicare i risultati finanziari del secondo trimestre 2025. La presentazione è effettuata in conformità con il punto 2.02 – Risultati operativi e situazione finanziaria. Gli investitori sono indirizzati a due allegati contenenti i dati effettivi: Allegato 99.1 (comunicato stampa sugli utili) e Allegato 99.2 (Supplemento dati finanziari). Entrambi gli allegati sono espressamente considerati "depositati" ai sensi dell'Exchange Act, integrandoli nel registro ufficiale della società.

Il corpo del modulo 8-K non riporta entrate, utili per azione, indici patrimoniali o previsioni; tutti i dettagli quantitativi si trovano negli allegati. Sono elencati anche i depositary receipts di azioni privilegiate in circolazione e le note a medio termine emesse in precedenza, ma senza nuove attività di finanziamento. Il rapporto è firmato dalla Chief Accounting Officer Victoria Worster. In assenza degli allegati, la presentazione è di natura informativa più che analitica e non indica da sola se i risultati abbiano superato o meno le aspettative.

El 16 de julio de 2025, Morgan Stanley (NYSE: MS) presentó un Formulario 8-K para divulgar sus resultados financieros del segundo trimestre de 2025. La presentación se realiza conforme al Artículo 2.02 – Resultados de Operaciones y Condición Financiera. Se dirige a los inversionistas a dos anexos que contienen las cifras reales: Anexo 99.1 (comunicado de prensa de ganancias) y Anexo 99.2 (Suplemento de Datos Financieros). Ambos anexos se consideran expresamente "presentados" bajo la Ley de Intercambio, integrándolos en el registro oficial de la empresa.

El cuerpo del 8-K no proporciona ingresos, EPS, ratios de capital ni pronósticos; todos los detalles cuantitativos están en los anexos adjuntos. Se incluyen listados rutinarios de recibos depositarios de acciones preferentes en circulación y notas a mediano plazo emitidas previamente, pero sin nueva actividad de financiamiento. El informe está firmado por la Directora de Contabilidad Victoria Worster. Sin los anexos, la presentación es informativa más que analítica y no indica por sí sola si los resultados superaron o no las expectativas.

2025년 7월 16일, 모건 스탠리(NYSE: MS)는 2025년 2분기 재무 결과를 공개하기 위해 Form 8-K를 제출했습니다. 이 제출은 항목 2.02 – 영업실적 및 재무상태 결과에 따라 이루어졌습니다. 투자자들은 실제 수치가 포함된 두 개의 부속서류, 즉 부속서류 99.1 (실적 보도자료)과 부속서류 99.2 (재무 데이터 보충자료)를 참고하도록 안내받았습니다. 두 부속서류 모두 증권거래법에 따라 "제출됨"으로 간주되어 회사의 공식 기록에 포함됩니다.

8-K 본문에는 수익, 주당순이익(EPS), 자본 비율 또는 전망치가 제공되지 않으며, 모든 정량적 세부사항은 첨부된 부속서류에 포함되어 있습니다. 기 발행된 우선주 예탁증서 및 중기채권 목록이 포함되어 있으나, 이는 신규 자금 조달 활동이 없음을 나타냅니다. 보고서는 최고회계책임자 빅토리아 워스터가 서명했습니다. 부속서류가 없으면 이 제출서는 분석적이라기보다 정보 제공 목적이며, 자체적으로 결과가 기대치를 상회했는지 여부를 나타내지 않습니다.

Le 16 juillet 2025, Morgan Stanley (NYSE : MS) a déposé un formulaire 8-K pour divulguer ses résultats financiers du deuxième trimestre 2025. Le dépôt est effectué conformément à l'article 2.02 – Résultats d'exploitation et situation financière. Les investisseurs sont invités à consulter deux annexes contenant les chiffres réels : Annexe 99.1 (communiqué de presse sur les bénéfices) et Annexe 99.2 (supplément de données financières). Les deux annexes sont expressément considérées comme « déposées » en vertu du Exchange Act, les intégrant ainsi dans le dossier officiel de la société.

Le corps du 8-K ne fournit ni chiffre d'affaires, ni BPA, ni ratios de capital, ni prévisions ; tous les détails quantitatifs se trouvent dans les annexes jointes. Des listes habituelles de certificats de dépôt d'actions privilégiées en circulation et d'obligations à moyen terme émises antérieurement sont incluses, mais n'indiquent aucune nouvelle activité de financement. Le rapport est signé par la directrice comptable Victoria Worster. En l'absence des annexes, le dépôt est informatif plutôt qu'analytique et ne permet pas, à lui seul, de savoir si les résultats ont dépassé ou non les attentes.

Am 16. Juli 2025 reichte Morgan Stanley (NYSE: MS) ein Formular 8-K ein, um die Finanzergebnisse des zweiten Quartals 2025 bekannt zu geben. Die Einreichung erfolgte gemäß Punkt 2.02 – Betriebsergebnisse und Finanzlage. Investoren werden auf zwei Anlagen verwiesen, die die tatsächlichen Zahlen enthalten: Anlage 99.1 (Gewinnmitteilung) und Anlage 99.2 (Finanzdaten-Ergänzung). Beide Anlagen gelten ausdrücklich als „eingereicht“ gemäß dem Börsengesetz und sind somit Teil des offiziellen Firmenregisters.

Der Text des 8-K enthält keine Angaben zu Umsatz, Ergebnis je Aktie, Kapitalquoten oder Prognosen; alle quantitativen Details sind in den beigefügten Anlagen zu finden. Es werden routinemäßig ausstehende Vorzugsaktien-Depositary Receipts und zuvor ausgegebene mittel- bis langfristige Schuldverschreibungen aufgeführt, was jedoch keine neue Finanzierungsaktivität darstellt. Der Bericht ist von der Chief Accounting Officer Victoria Worster unterzeichnet. Ohne die Anlagen ist die Einreichung eher informativ als analytisch und gibt für sich allein keinen Hinweis darauf, ob die Ergebnisse die Erwartungen übertroffen oder verfehlt haben.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
 
FORM 8-K
CURRENT REPORT
Pursuant To Section 13 or 15(d) of
the Securities Exchange Act of 1934
Date of report (Date of earliest event reported): July 16, 2025
 
Morgan Stanley
(Exact Name of Registrant
as Specified in Charter)
 
   
 
Delaware1-1175836-3145972
(State or Other Jurisdiction of Incorporation)(Commission File Number)(IRS Employer Identification No.)
 
1585 Broadway, New York, New York
 
10036
(Address of Principal Executive Offices) (Zip Code)
 
   
Registrant’s telephone number, including area code: (212) 761-4000
 
Not Applicable
(Former Name or Former Address, if Changed Since Last Report)

 
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common Stock, $0.01 par valueMSNew York Stock Exchange

    


Title of each classTrading Symbol(s)Name of each exchange on which registered
Depositary Shares, each representing 1/1,000th interest in a share of Floating Rate Non-Cumulative Preferred Stock, Series A, $0.01 par value
MS/PANew York Stock Exchange
Depositary Shares, each representing 1/1,000th interest in a share of Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series E, $0.01 par value
MS/PENew York Stock Exchange
Depositary Shares, each representing 1/1,000th interest in a share of Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series F, $0.01 par value
MS/PFNew York Stock Exchange
Depositary Shares, each representing 1/1,000th interest in a share of Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series I, $0.01 par value
MS/PINew York Stock Exchange
Depositary Shares, each representing 1/1,000th interest in a share of Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series K, $0.01 par value
MS/PKNew York Stock Exchange
Depositary Shares, each representing 1/1,000th interest in a share of 4.875% Non-Cumulative Preferred Stock, Series L, $0.01 par value
MS/PLNew York Stock Exchange
Depositary Shares, each representing 1/1,000th interest in a share of 4.250% Non-Cumulative Preferred Stock, Series O, $0.01 par value
MS/PONew York Stock Exchange
Depositary Shares, each representing 1/1,000th interest in a share of 6.500% Non-Cumulative Preferred Stock, Series P, $0.01 par value
MS/PPNew York Stock Exchange
Depositary Shares, each representing 1/1,000th interest in a share of 6.625% Non-Cumulative Preferred Stock, Series Q, $0.01 par value
MS/PQNew York Stock Exchange
Global Medium-Term Notes, Series A, Fixed Rate Step-Up Senior Notes Due 2026 of Morgan Stanley Finance LLC (and Registrant’s guarantee with respect thereto)
MS/26CNew York Stock Exchange
Global Medium-Term Notes, Series A, Floating Rate Notes Due 2029 of Morgan Stanley Finance LLC (and Registrant’s guarantee with respect thereto)
MS/29New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  
 
 


    


 
Item 2.02 Results of Operations and Financial Condition.

On July 16, 2025, Morgan Stanley (the "Company") released financial information with respect to its quarter ended June 30, 2025. A copy of the press release containing this information is annexed as Exhibit 99.1 to this Report and by this reference incorporated herein and made a part hereof. In addition, a copy of the Company's Financial Data Supplement for its quarter ended June 30, 2025 is annexed as Exhibit 99.2 to this Report and by this reference incorporated herein and made a part hereof.

The information furnished under Item 2.02 of this Report, including Exhibit 99.1 and Exhibit 99.2, shall be deemed to be "filed" for purposes of the Securities Exchange Act of 1934, as amended.


Item 9.01  
Financial Statements and Exhibits. 
 
(d)       Exhibits 
 
Exhibit  
Number
Description  
99.1
Press release of the Company, dated July 16, 2025, containing financial information for the quarter ended June 30, 2025.
99.2
Financial Data Supplement of the Company for the quarter ended June 30, 2025.
101Interactive Data Files pursuant to Rule 406 of Regulation S-T formatted in Inline eXtensible Business Reporting Language (“Inline XBRL”).
104Cover Page Interactive Data File (formatted in Inline XBRL and contained in Exhibit 101).



    


SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.
  MORGAN STANLEY
(Registrant)
Date:
July 16, 2025
 By:/s/ Victoria Worster
    Name:Victoria Worster
    Title:Chief Accounting Officer and Controller


    
Morgan Stanley

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