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Morgan Stanley (MS) operating KPIs

MSNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as MS.PA, MS.PE, MS.PF, MS.PI, MS.PK, MS.PL, MS.PO, MS.PP, MS.PQ
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026Score 17/303% below fair value
$184.30−5.70 (-3.00%)

Close on Oct 30, 2026Market cap $289.46BP/E 14.9Yield 2.09%

Morgan Stanley wealth Management ($M)

Quarterly figures from Morgan Stanley's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
8,856
Period ended Jun 30, 2026
Change on a year earlier
+14.1%
7,764 in Q2 2025
History
61 quarters
Since Q1 2010
Sources
49
Documents cited below

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedWealth Management ($M)Year on yearSource
Q2 2026Jun 30, 20268,856+14.1%Morgan Stanley 10-Q, filed 2026-08-04 ↗
Q1 2026Mar 31, 20268,519+16.3%Morgan Stanley 10-Q, filed 2026-05-05 ↗
Q4 2025Dec 31, 20258,429+12.7%Morgan Stanley 10-K, filed 2026-02-19 ↗
Q3 2025Sep 30, 20258,234+13.3%Morgan Stanley 10-Q, filed 2025-11-03 ↗
Q2 2025Jun 30, 20257,764+14.3%Morgan Stanley 10-Q, filed 2025-08-04 ↗
Q1 2025Mar 31, 20257,327+6.5%Morgan Stanley 10-Q, filed 2025-05-05 ↗
Q4 2024Dec 31, 20247,478+12.5%Morgan Stanley 10-K, filed 2025-02-21 ↗
Q3 2024Sep 30, 20247,270+13.5%Morgan Stanley 10-Q, filed 2024-11-04 ↗
Q2 2024Jun 30, 20246,792+2.0%Morgan Stanley 10-Q, filed 2024-08-05 ↗
Q1 2024Mar 31, 20246,880+4.9%Morgan Stanley 10-Q, filed 2024-05-03 ↗
Q4 2023Dec 31, 20236,645+0.3%Morgan Stanley 10-K, filed 2024-02-22 ↗
Q3 2023Sep 30, 20236,404+4.6%Morgan Stanley 10-Q, filed 2023-11-03 ↗
Q2 2023Jun 30, 20236,660+16.1%Morgan Stanley 10-Q, filed 2023-08-03 ↗
Q1 2023Mar 31, 20236,559+10.5%Morgan Stanley 10-Q, filed 2023-05-02 ↗
Q4 2022Dec 31, 20226,626+5.9%Morgan Stanley 10-K, filed 2023-02-24 ↗
Q3 2022Sep 30, 20226,120+3.1%Morgan Stanley 10-Q, filed 2022-11-03 ↗

Breakdown

What makes up wealth management

Cite this data

StockData. (2026). Morgan Stanley Wealth Management ($M), quarterly Q1 2010–Q2 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/ctx-wm

See every metric in the Morgan Stanley KPI table. Data updated Oct 25, 2026.