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 $289.46BP/E 14.9Yield 2.09%
Morgan Stanley loans held at fair value ($M)
Annual figures from Morgan Stanley's filings and investor materials
Latest, 2025
10,853
Period ended Dec 31, 2025
Change on a year earlier
+28.3%
8,461 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 at fair value ($M) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 10,853 | +28.3% | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗ |
| 2024 | Dec 31, 2024 | 8,461 | +9.4% | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗ |
| 2023 | Dec 31, 2023 | 7,733 | -5.5% | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-01-16 ↗ |
| 2022 | Dec 31, 2022 | 8,179 | -34.5% | Morgan Stanley Earnings release (8-K), filed 2023-01-17 ↗ |
| 2021 | Dec 31, 2021 | 12,492 | +16.5% | Morgan Stanley Earnings release (8-K), filed 2022-01-19 ↗ |
| 2020 | Dec 31, 2020 | 10,723 | – | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2021-01-20 ↗ |
Breakdown
What makes up loans held at fair value
Cite this data
StockData. (2026). Morgan Stanley Loans held at fair value ($M), annual 2020–2025 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/loans-fv
See every metric in the Morgan Stanley KPI table. Data updated Oct 25, 2026.