StockData
Morgan Stanley logo

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 wealth Management ($M)

Quarterly figures from Morgan Stanley's filings and investor materials

Latest, Q3 2026
-1
Period ended Sep 30, 2026
Change on a year earlier
-94.1%
-17 in Q3 2025
History
24 quarters
Since Q2 2020
Sources
24
Documents cited below

Quarterly history

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

PeriodEndedWealth Management ($M)Year on yearSource
Q3 2026Sep 30, 2026-1-94.1%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2026Jun 30, 20260–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q1 2026Mar 31, 2026-10–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q4 2025Dec 31, 20250-100.0%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗
Q3 2025Sep 30, 2025-17-950.0%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-10-15 ↗
Q2 2025Jun 30, 20250-100.0%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-07-16 ↗
Q1 2025Mar 31, 20250–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-04-11 ↗
Q4 2024Dec 31, 2024-25+2,400.0%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗
Q3 2024Sep 30, 20242–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-10-16 ↗
Q2 2024Jun 30, 2024-2–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-07-16 ↗
Q1 2024Mar 31, 20240-100.0%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-04-16 ↗
Q4 2023Dec 31, 2023-1–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-01-16 ↗
Q3 2023Sep 30, 20230-100.0%Morgan Stanley Earnings release (8-K), filed 2023-10-18 ↗
Q2 2023Jun 30, 20230-100.0%Morgan Stanley Earnings release (8-K), filed 2023-07-18 ↗
Q1 2023Mar 31, 2023-10.0%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2023-04-19 ↗
Q3 2022Sep 30, 2022-8–Morgan Stanley Earnings release (8-K), filed 2022-10-14 ↗

Cite this data

StockData. (2026). Morgan Stanley Wealth Management ($M), quarterly Q2 2020–Q3 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/nco-wm

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