Morgan Stanley10-Q: Backlog growthMay 5, 2026

Investment banking advisory revenue surges 73% YoY to $978M, signaling strong deal flow.

What happened

The Institutional Securities Advisory business saw revenues jump 73% year-over-year to $978 million, indicating a significant increase in M&A and advisory deal flow. This rapid growth may strain existing CRM, deal management, and analytics platforms, creating a need for more scalable solutions to support the expanding business.

Source

SEC EDGARMay 5, 2026

Quarterly report (Form 10-Q)

Morgan Stanley 10-Q

Filing excerpt

Detail of Investment Banking Revenues Three Months Ended March 31, $ in millions 2026 2025 Institutional Securities Advisory $978 $563

sec.gov/Archives/edgar/data/895421/000089542126000121/ms-20260331.htmRead the full source

Other signals in this filing (5)

Acquisition completedMorgan Stanley integrates MSESE acquisition, reallocating $111B in assets between segments.Acquisition completedMay 5, 2026
Restructuring chargeMS merges Fixed Income business, creating a $111B asset shift and major integration project.Restructuring chargeMay 5, 2026
RestructuringMorgan Stanley restructures by merging MSESE into MSBNA, shifting $111B in assets between segments.RestructuringMay 5, 2026
Joint ventureMorgan Stanley amends strategic investor agreement with Mitsubishi UFJ Financial Group (MUFG).Joint ventureMay 5, 2026
Compliance burdenFirm under ongoing tax examination by IRS and authorities in the U.K. and New York.Compliance burdenMay 5, 2026

Extracted by Autobound

From the Signal API record

Signal: 10-Q: Backlog growth

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end: 03/31
Filed: May 5, 2026

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The full record

From the Signal API record

Numbers

Dollar figure: $978M (Institutional Securities Advisory revenue for Q1 2026.)
Percent: 73.7% (Year-over-year growth in advisory revenue from $563M.)

Details

CIK: 895421
Accession number: 0000895421-26-000121
Timeframe: Current quarter
Filing year: 2026
Fiscal year: 0
Why it matters: Capacity/fulfillment needs
Signal category: Revenue

Extraction

Confidence: High
Relevance: 80%
Sentiment: Positive
Detected: May 12, 2026
signal_type: sec-10q
signal_subtype: backlogGrowth

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

linkedin_urlValue in the API
industriesValue in the API
employee_count_lowValue in the API
employee_count_highValue in the API
revenueValue in the API
descriptionValue in the API

Signal

signal_nameValue in the API
associationValue in the API

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Show the full JSONThe record on this page and the API request

GET /v1/signals/d555b269-6b66-464e-8f7d-e81c38ac2b05 returns this record as JSON. POST /v1/companies/enrich returns every signal for morganstanley.com.

{
  "signal_id": "d555b269-6b66-464e-8f7d-e81c38ac2b05",
  "signal_type": "sec-10q",
  "signal_subtype": "backlogGrowth",
  "detected_at": "2026-05-12T09:24:57.286+00:00",
  "company": {
    "name": "Morgan Stanley",
    "domain": "morganstanley.com"
  },
  "data": {
    "detail": "The Institutional Securities Advisory business saw revenues jump 73% year-over-year to $978 million, indicating a significant increase in M&A and advisory deal flow. This rapid growth may strain existing CRM, deal management, and analytics platforms, creating a need for more scalable solutions to support the expanding business.",
    "metrics": {
      "pct": 0.737,
      "timeframe": "current_quarter",
      "pct_context": "Year-over-year growth in advisory revenue from $563M.",
      "dollar_context": "Institutional Securities Advisory revenue for Q1 2026.",
      "dollar_millions": 978
    },
    "summary": "Investment banking advisory revenue surges 73% YoY to $978M, signaling strong deal flow.",
    "excerpts": "Detail of Investment Banking Revenues Three Months Ended March 31, $ in millions 2026 2025 Institutional Securities Advisory $978 $563",
    "relevance": 0.8,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/895421/000089542126000121/ms-20260331.htm",
    "filing_date": "2026-05-05",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Capacity/fulfillment needs",
    "signal_category": "revenue"
  }
}

curl https://signals.autobound.ai/v1/signals/d555b269-6b66-464e-8f7d-e81c38ac2b05 \
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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"morganstanley.com","limit":20}'

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