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Source document· January 15, 2026

Morgan Stanley outlines path to $10T-plus client assets and sustained 20%+ ROTCE through market cycles

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Morgan Stanley outlines path to $10T-plus client assets and sustained 20%+ ROTCE through market cycles Earnings Call Insights: Morgan Stanley (MS) Q4 2025 MANAGEMENT VIEW * CEO Ted Pick opened with, "In 2025, the U.S…
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  • Wealth Management margin expansion driven by building out fee-based revenues and fee-based assets, plus efficiency through technology

    80% confidence

  • Equitization of markets around the world is underway; institutional trading wallet could continue to grow 5-10% per annum

    80% confidence

  • No philosophical frame shift on targets; firm now has confidence to discuss performance in more challenging environments with ability to still generate 17.5% ROTCE with earnings below $8

    80% confidence

  • 2026 starts with the tailwinds of constructive fiscal policy and easier monetary policy

    80% confidence

  • For remainder of 2026, assuming current forward curve, incremental loan growth and deposit mix projections, NII expected to continue to trend higher

    80% confidence

  • Targets will be revisited later in the year; if clearly passed through, they will consider taking them higher

    80% confidence

  • Looking ahead to Q1 2026, NII expected to remain roughly flat quarter-over-quarter as higher average sweeps and lending balances offset the full impact of two rate cuts in Q4

    80% confidence

  • Morgan Stanley gained 100 basis points of wallet share in Institutional Securities

    80% confidence

  • Firm is focused on compounding earnings through the cycle rather than overreaching

    80% confidence

  • In 2025, the U.S. economy proved resilient with well-capitalized corporates and higher-end consumers driving the economy forward

    80% confidence

  • 2025 was an exceptional year for Morgan Stanley marked by deliberate execution of strategy

    80% confidence

  • Morgan Stanley is monetizing capital markets green shoots across investment banking and markets verticals, and scaling asset inflows and transaction activity across wealth businesses

    80% confidence

  • If environment is welcoming, firm expects to execute at or above firmwide goals as in 2025; when backdrop is more challenged, aim to achieve higher lows

    80% confidence

  • Growth plans embed the increasing adoption of AI tools throughout the enterprise and inside client base

    80% confidence

  • This is not the time to overreach, emphasizing disciplined approach to capital deployment and M&A

    80% confidence

  • If there are lower asset prices due to drawdown, economic blip, or geopolitical event, there could be lower levels of performance

    80% confidence
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Ce que nous observons
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Signaux que nous suivons
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Là où les sources divergent
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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