Recent events
Recent events tied to this brand in public sources.
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2026
Morgan Stanley scheduled to report Q3 2026 earnings on October 14
Morgan Stanley is scheduled to release its third-quarter 2026 results in the premarket on Wednesday, October 14, 2026, with an analyst call slated for 9:30 a.m. ET. Its top line is expected to have grown nearly 10%, per LSEG.
2026
Morgan Stanley clients said to stay after accidental disclosure of deal pipeline
Morgan Stanley accidentally disclosed confidential information about its deal pipeline: top bankers sent some clients an internal list containing more than 100 deals the bank was working on or monitoring, mainly in Asia but also in Europe, the Middle East and Africa, as reported the prior week. Citing people familiar with the matter and unnamed clients on September 29, 2026, CNBC reported that the leak may not necessarily translate into lost mandates: a buy-side client working with the bank on deals is not reconsidering its mandates, and another client working with the bank on a capital raise has no plans to reconsider, though the impact could vary depending on the client. Morgan Stanley did not respond to CNBC's requests for comment.
2026
Former Morgan Stanley advisor sues over discrimination and retaliation
Former Morgan Stanley advisor Elizabeth Hobson filed a lawsuit in North Carolina federal court alleging the firm discriminated against her because she was a woman and because of her physical disability, disclosed her confidential address to other employees and FINRA, stripped client relationships, and subjected her to investigations after she reported misconduct by her supervisors. Morgan Stanley said it is committed to equal employment opportunities and intends to vigorously defend itself.
2022
CI Financial to acquire about $11.4 billion of WaterOak assets
CI Financial said it would buy a portion of Eaton Vance WaterOak Advisors' wealth management business from Morgan Stanley, totaling about $11.4 billion.
2022
Advocacy group challenges Morgan Stanley internship eligibility criteria
The Project on Fair Representation sent Morgan Stanley and Princeton University a letter urging them to end Morgan Stanley's internship program, alleging that its identity-based eligibility criteria violate federal nondiscrimination laws. The article reports an allegation, not a legal determination.
2021
Morgan Stanley proposed $60 million customer data breach settlement
A proposed $60 million settlement in a customer class-action lawsuit over alleged exposure of personal data was filed in Manhattan federal court on December 31, 2021. The proposed settlement still requires approval by a U.S. District Judge. Morgan Stanley reportedly denied wrongdoing.
2021
Cypress Creek closes financing for Shakes solar project
Cypress Creek Renewables closed financing for the 270 MW Shakes solar project in Texas. Morgan Stanley provided tax equity, while Nord/LB, Rabobank, Helaba and National Bank of Canada provided project-finance debt.
2021
Morgan Stanley appoints Anahita Tiwari as Head of India Global Centers
Morgan Stanley appointed Anahita Tiwari as Head of India Global Centers, based in Mumbai, where she will be responsible for implementing the firm's global growth and deployment strategy in India.
2021
On announces initial public offering
Swiss sportswear brand On announced the launch of an initial public offering of 31,100,000 Class A ordinary shares and applied to list the shares on the New York Stock Exchange under the symbol ONON. The offering remained subject to market conditions and regulatory effectiveness.
2021
Natera announces follow-on offering pricing
Natera announced pricing for an underwritten public offering of 4,500,000 common shares at $113.00 per share. Closing was expected on July 26, 2021, subject to customary conditions.
2021
Signature Bank announces upsized public stock offering
Signature Bank announced an upsized underwritten offering of 2,500,000 shares of common stock at $232 per share, with proceeds intended for general corporate purposes.
2021
Morgan Stanley confirms customer data theft linked to Accellion attack
Morgan Stanley confirmed in a letter that attackers stole personal information belonging to its customers by hacking into the Accellion FTA server of its third-party vendor, Guidehouse. The number of documents was unknown; the documents included customers' addresses and Social Security numbers.
2021
Morgan Stanley discloses client data breach involving vendor
Morgan Stanley disclosed that personal data belonging to some clients of its StockPlan Connect business was compromised in a breach involving vendor Guidehouse. The stolen files included identifying information, including names, addresses and dates of birth; Morgan Stanley said the attackers exploited a software vulnerability.
2021
Stevanato Group announces proposed IPO roadshow
Stevanato Group announced plans to commence a roadshow for a proposed IPO of 40,000,000 ordinary shares and said it had applied to list the shares on the New York Stock Exchange.
2021
Realty Income prices public stock offering
Realty Income announced the pricing of an underwritten public offering of 8,000,000 common shares, with expected gross proceeds of approximately $519 million. The offering was expected to close on July 6, 2021.
2021
Allegiant prices public stock offering
Allegiant Travel Company announced that it priced an underwritten public offering of 1,350,000 shares of common stock at $219 per share, for aggregate gross proceeds of $295,650,000. The offering was expected to close on or about May 10, subject to customary closing conditions.
2021
Evofem prices $30 million public stock offering
Evofem Biosciences announced pricing of an underwritten public offering of 17,142,857 common shares at $1.75 per share; gross proceeds were expected to be approximately $30 million.
2021
Morgan Stanley announces planned bitcoin fund access service
Morgan Stanley told financial advisers that it was connecting to three funds to enable eligible clients to hold bitcoin; the service was expected to open in April.
2021
Y-mAbs prices public stock offering
Y-mAbs Therapeutics announced pricing for a public offering of 2,439,025 common shares at $41.00 per share, with gross proceeds expected to be approximately $100 million. The offering was expected to close on February 22, subject to customary conditions.
2021
Morgan Stanley provides $100 million in financing for Lafayette Square launch
Lafayette Square announced its launch as an impact-driven investment platform and said Morgan Stanley had provided $100 million in financing to launch it.