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 $289.46BP/E 14.9Yield 2.09%
Morgan Stanley separately managed ($M)
Annual figures from Morgan Stanley's filings and investor materials
Latest, 2025
833,000
Period ended Dec 31, 2025
Change on a year earlier
+15.9%
719,000 in 2024
History
12 years
Since 2014
Sources
10
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Separately managed ($M) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 833,000 | +15.9% | Morgan Stanley Form 10-Q, filed 2026-08-04 ↗ |
| 2024 | Dec 31, 2024 | 719,000 | +22.1% | Morgan Stanley Form 10-Q, filed 2026-08-04 ↗ |
| 2023 | Dec 31, 2023 | 589,000 | +17.6% | Morgan Stanley Form 10-K, filed 2026-02-19 ↗ |
| 2022 | Dec 31, 2022 | 501,000 | +4.6% | Morgan Stanley Form 10-K, filed 2026-02-19 ↗ |
| 2021 | Dec 31, 2021 | 479,000 | +33.4% | Morgan Stanley Form 10-K, filed 2025-02-21 ↗ |
| 2020 | Dec 31, 2020 | 359,000 | +11.5% | Morgan Stanley Form 10-K, filed 2024-02-22 ↗ |
| 2019 | Dec 31, 2019 | 322,000 | +15.4% | Morgan Stanley Form 10-K, filed 2023-02-24 ↗ |
| 2018 | Dec 31, 2018 | 279,000 | +10.7% | Morgan Stanley Form 10-K, filed 2022-02-24 ↗ |
| 2017 | Dec 31, 2017 | 252,000 | +13.5% | Morgan Stanley Form 10-K, filed 2021-02-26 ↗ |
| 2016 | Dec 31, 2016 | 222,000 | -21.6% | Morgan Stanley Form 10-K, filed 2020-02-27 ↗ |
| 2015 | Dec 31, 2015 | 283,000 | -0.7% | Morgan Stanley Form 10-K, filed 2019-02-26 ↗ |
| 2014 | Dec 31, 2014 | 285,000 | – | Morgan Stanley Form 10-K, filed 2018-02-27 ↗ |
Cite this data
StockData. (2026). Morgan Stanley Separately managed ($M), annual 2014–2025 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/fb-sma
See every metric in the Morgan Stanley KPI table. Data updated Oct 25, 2026.