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 $289.46BP/E 14.9Yield 2.09%
Morgan Stanley unrealized carried interest at risk of reversal (10-Q / 10-K) ($M)
Annual figures from Morgan Stanley's filings and investor materials
Latest, 2025
926
Period ended Dec 31, 2025
Change on a year earlier
+16.3%
796 in 2024
History
8 years
Since 2018
Sources
8
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Unrealized carried interest at risk of reversal (10-Q / 10-K) ($M) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 926 | +16.3% | Morgan Stanley Form 10-Q, filed 2026-08-04 ↗ |
| 2024 | Dec 31, 2024 | 796 | +1.1% | Morgan Stanley Form 10-K, filed 2026-02-19 ↗ |
| 2023 | Dec 31, 2023 | 787 | -3.9% | Morgan Stanley Form 10-K, filed 2025-02-21 ↗ |
| 2022 | Dec 31, 2022 | 819 | +2.1% | Morgan Stanley Form 10-K, filed 2024-02-22 ↗ |
| 2021 | Dec 31, 2021 | 802 | +9.1% | Morgan Stanley Form 10-K, filed 2023-02-24 ↗ |
| 2020 | Dec 31, 2020 | 735 | -5.0% | Morgan Stanley Form 10-K, filed 2022-02-24 ↗ |
| 2019 | Dec 31, 2019 | 774 | +78.3% | Morgan Stanley Form 10-K, filed 2021-02-26 ↗ |
| 2018 | Dec 31, 2018 | 434 | – | Morgan Stanley Form 10-K, filed 2020-02-27 ↗ |
Cite this data
StockData. (2026). Morgan Stanley Unrealized carried interest at risk of reversal (10-Q / 10-K) ($M), annual 2018–2025 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/im-carry
See every metric in the Morgan Stanley KPI table. Data updated Oct 25, 2026.