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 (%)
Annual figures from Morgan Stanley's filings and investor materials
Latest, 2025
29.0%
Period ended Dec 31, 2025
Change on a year earlier
+2.0 pts
27.0% in 2024
History
3 years
Since 2023
Sources
2
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Wealth Management pre-tax margin (%) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 29.0% | +2.0 pts | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗ |
| 2024 | Dec 31, 2024 | 27.0% | +2.0 pts | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗ |
| 2023 | Dec 31, 2023 | 25.0% | – | Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗ |
Cite this data
StockData. (2026). Morgan Stanley Wealth Management pre-tax margin (%), annual 2023–2025 [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.