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 $289.46BP/E 14.9Yield 2.09%
Morgan Stanley of which Parametric customized portfolios (10-Q / 10-K) ($M)
Quarterly figures from Morgan Stanley's filings and investor materials
Latest, Q2 2026
592,000
Period ended Jun 30, 2026
Change on a year earlier
+27.0%
466,000 in Q2 2025
History
7 quarters
Since Q4 2023
Sources
3
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Of which Parametric customized portfolios (10-Q / 10-K) ($M) | Year on year | Source |
|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | 592,000 | +27.0% | Morgan Stanley Form 10-Q, filed 2026-08-04 ↗ |
| Q1 2026 | Mar 31, 2026 | 524,000 | +23.6% | Morgan Stanley Form 10-Q, filed 2026-05-05 ↗ |
| Q4 2025 | Dec 31, 2025 | 524,000 | +23.9% | Morgan Stanley Form 10-K, filed 2026-02-19 ↗ |
| Q2 2025 | Jun 30, 2025 | 466,000 | – | Morgan Stanley Form 10-Q, filed 2026-08-04 ↗ |
| Q1 2025 | Mar 31, 2025 | 424,000 | – | Morgan Stanley Form 10-Q, filed 2026-05-05 ↗ |
| Q4 2024 | Dec 31, 2024 | 423,000 | +25.9% | Morgan Stanley Form 10-K, filed 2026-02-19 ↗ |
| Q4 2023 | Dec 31, 2023 | 336,000 | – | Morgan Stanley Form 10-K, filed 2026-02-19 ↗ |
Cite this data
StockData. (2026). Morgan Stanley Of which Parametric customized portfolios (10-Q / 10-K) ($M), quarterly Q4 2023–Q2 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/im-parametric
See every metric in the Morgan Stanley KPI table. Data updated Oct 25, 2026.