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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 fee rate, liquidity and overlay (bps) (bps)

Quarterly figures from Morgan Stanley's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
12
Period ended Jun 30, 2026
Change on a year earlier
-1 bps
13 in Q2 2025
History
21 quarters
Since Q1 2020
Sources
18
Documents cited below

Quarterly history

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

PeriodEndedFee rate, liquidity and overlay (bps) (bps)Year on yearSource
Q2 2026Jun 30, 202612-1 bpsMorgan Stanley Form 10-Q, filed 2026-08-04 ↗
Q1 2026Mar 31, 202612-1 bpsMorgan Stanley Form 10-Q, filed 2026-05-05 ↗
Q4 2025Dec 31, 202512–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q3 2025Sep 30, 2025120 bpsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q2 2025Jun 30, 202513+1 bpsMorgan Stanley Form 10-Q, filed 2026-08-04 ↗
Q1 2025Mar 31, 2025130 bpsMorgan Stanley Form 10-Q, filed 2026-05-05 ↗
Q3 2024Sep 30, 2024120 bpsMorgan Stanley Form 10-Q, filed 2025-11-03 ↗
Q2 2024Jun 30, 2024120 bpsMorgan Stanley Form 10-Q, filed 2025-08-04 ↗
Q1 2024Mar 31, 2024130 bpsMorgan Stanley Form 10-Q, filed 2025-05-05 ↗
Q3 2023Sep 30, 202312-1 bpsMorgan Stanley Form 10-Q, filed 2024-11-04 ↗
Q2 2023Jun 30, 2023120 bpsMorgan Stanley Form 10-Q, filed 2024-08-05 ↗
Q1 2023Mar 31, 202313+6 bpsMorgan Stanley Form 10-Q, filed 2024-05-03 ↗
Q3 2022Sep 30, 202213+8 bpsMorgan Stanley Form 10-Q, filed 2023-11-03 ↗
Q2 2022Jun 30, 202212+7 bpsMorgan Stanley Form 10-Q, filed 2023-08-03 ↗
Q1 2022Mar 31, 20227-1 bpsMorgan Stanley Form 10-Q, filed 2023-05-02 ↗
Q3 2021Sep 30, 20215-10 bpsMorgan Stanley Form 10-Q, filed 2022-11-03 ↗

Cite this data

StockData. (2026). Morgan Stanley Fee rate, liquidity and overlay (bps) (bps), quarterly Q1 2020–Q2 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/im-fr-liq

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