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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 wealth Management pre-tax margin (%)

Quarterly figures from Morgan Stanley's filings and investor materials

QuarterlyAnnual
Latest, Q3 2026
30.0%
Period ended Sep 30, 2026
Change on a year earlier
0.0 pts
30.0% in Q3 2025
History
14 quarters
Since Q2 2023
Sources
10
Documents cited below

Quarterly history

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

PeriodEndedWealth Management pre-tax margin (%)Year on yearSource
Q3 2026Sep 30, 202630.0%0.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2026Jun 30, 202630.0%+2.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q1 2026Mar 31, 202630.0%+3.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q4 2025Dec 31, 202531.0%+4.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q3 2025Sep 30, 202530.0%+2.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2025Jun 30, 202528.0%+1.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q1 2025Mar 31, 202527.0%+1.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q4 2024Dec 31, 202427.0%+6.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗
Q3 2024Sep 30, 202428.0%+1.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-10-15 ↗
Q2 2024Jun 30, 202427.0%+2.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-07-16 ↗
Q1 2024Mar 31, 202426.0%–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-04-11 ↗
Q4 2023Dec 31, 202321.0%–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗
Q3 2023Sep 30, 202327.0%–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-10-16 ↗
Q2 2023Jun 30, 202325.0%–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-07-16 ↗

Cite this data

StockData. (2026). Morgan Stanley Wealth Management pre-tax margin (%), quarterly Q2 2023–Q3 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/pretax-wm

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