美银、摩根士丹利、贝莱德三家同日公布三季报：美银净利润69亿美元受12亿美元罚单拖累，摩根士丹利每股收益3.03美元，贝莱德管理规模达15.5万亿美元
美国银行、摩根士丹利与贝莱德10月14日盘前先后公布2026年第三季度业绩。
美国银行第三季度净利润为69亿美元，每股收益0.91美元；公司当季计入了财政部周二宣布的约12亿美元反洗钱执法罚单相关费用。按剔除该项费用的调整口径计算，美国银行每股收益为1.08美元，当季营收（美国通用会计准则口径）约300亿美元（299.6亿美元）。据CNBC报道，美国银行第三季度利润同比下降17%至69.3亿美元。
摩根士丹利第三季度净营收为203.38亿美元，同比增长11.6%（去年同期182.24亿美元）；归属于摩根士丹利的净利润为49.09亿美元，摊薄每股收益3.03美元，高于去年同期的2.80美元；有形普通股权益回报率（ROTCE）为22.6%。分部门看，机构证券净营收为100亿美元，其中股票业务营收约58亿美元；财富管理净营收创纪录达91亿美元，当季净新增资产2320亿美元。首席执行官泰德·皮克（Ted Pick）表示，公司当季取得净营收203亿美元、每股收益3.03美元的成绩，机构证券受益于全球业务的强劲表现、由股票业务领跑。
贝莱德第三季度营收为77.5亿美元，同比增长19%；按美国通用会计准则（GAAP）计算的摊薄每股收益为10.57美元，同比增长25%，归属于贝莱德的净利润为16.6亿美元；调整后摊薄每股收益为15.93美元，同比增长38%，调整后营业利润率为47.8%。贝莱德当季净流入资金2050亿美元，过去十二个月净流入8690亿美元；季末管理资产规模达15.49万亿美元，同比增长15%，其中iShares系列ETF当季流入约1345亿美元。公司当季回购股票5.5亿美元。
Bank of America, Morgan Stanley and BlackRock Report Q3 Earnings: BofA Profit Hit by $1.2 Billion Fine, Morgan Stanley EPS $3.03, BlackRock AUM Reaches $15.5 Trillion
Bank of America, Morgan Stanley and BlackRock each reported third-quarter 2026 results before the market open on October 14.
Bank of America posted net income of $6.9 billion, or $0.91 per share, with results including a charge related to the roughly $1.2 billion anti-money-laundering enforcement fine announced by the Treasury Department on Tuesday. On an adjusted basis, the bank earned $1.08 per share, on GAAP revenue of about $30 billion ($29.96 billion). CNBC reported that Bank of America's third-quarter profit fell 17 percent from a year earlier to $6.93 billion.
Morgan Stanley reported net revenues of $20.338 billion, up 11.6 percent from $18.224 billion a year earlier. Net income applicable to Morgan Stanley was $4.909 billion, or diluted earnings per share of $3.03, up from $2.80 a year earlier, and return on tangible common equity was 22.6 percent. Institutional Securities net revenues were $10.0 billion, including equity revenues of about $5.8 billion, while Wealth Management delivered record net revenues of $9.1 billion and $232 billion of net new assets in the quarter. Chairman and CEO Ted Pick said the firm delivered net revenues of $20.3 billion and EPS of $3.03, with Institutional Securities benefiting from global strength led by its equity franchise.
BlackRock reported revenue of $7.75 billion, up 19 percent from a year earlier. GAAP diluted EPS was $10.57, up 25 percent, with net income attributable to BlackRock of $1.66 billion; as-adjusted diluted EPS rose 38 percent to $15.93, and the as-adjusted operating margin was 47.8 percent. BlackRock generated $205 billion of total net inflows in the quarter and $869 billion over the trailing twelve months, ending the quarter with $15.49 trillion in assets under management, up 15 percent year over year; its iShares ETF franchise drew about $134.5 billion of the quarterly inflows. The firm repurchased $550 million of shares in the quarter.
图片来源：图：纽约证券交易所外景与华尔街路牌（资料图）。Carlos Delgado／Wikimedia Commons，CC BY-SA
