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 $289.46BP/E 14.9Yield 2.09%
Morgan Stanley loans held for investment, gross ($M)
Annual figures from Morgan Stanley's filings and investor materials
Latest, 2025
269,849
Period ended Dec 31, 2025
Change on a year earlier
+18.9%
226,896 in 2024
History
6 years
Since 2020
Sources
6
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Loans held for investment, gross ($M) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 269,849 | +18.9% | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗ |
| 2024 | Dec 31, 2024 | 226,896 | +10.9% | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗ |
| 2023 | Dec 31, 2023 | 204,550 | +2.4% | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-01-16 ↗ |
| 2022 | Dec 31, 2022 | 199,832 | +14.2% | Morgan Stanley Earnings release (8-K), filed 2023-01-17 ↗ |
| 2021 | Dec 31, 2021 | 174,951 | +26.2% | Morgan Stanley Earnings release (8-K), filed 2022-01-19 ↗ |
| 2020 | Dec 31, 2020 | 138,613 | – | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2021-01-20 ↗ |
Breakdown
What makes up loans held for investment, gross
Cite this data
StockData. (2026). Morgan Stanley Loans held for investment, gross ($M), annual 2020–2025 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/hfi
See every metric in the Morgan Stanley KPI table. Data updated Oct 25, 2026.