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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 investment Management (%)

Quarterly figures from Morgan Stanley's filings and investor materials

QuarterlyAnnual
Latest, Q3 2026
99.0%
Period ended Sep 30, 2026
Change on a year earlier
-6.0 pts
105.0% in Q3 2025
History
34 quarters
Since Q1 2018
Sources
28
Documents cited below

Quarterly history

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

PeriodEndedInvestment Management (%)Year on yearSource
Q3 2026Sep 30, 202699.0%-6.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2026Jun 30, 2026159.0%+62.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q1 2026Mar 31, 2026126.0%+22.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q4 2025Dec 31, 2025138.0%+29.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q3 2025Sep 30, 2025105.0%+37.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2025Jun 30, 202597.0%+39.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q1 2025Mar 31, 2025104.0%+36.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q4 2024Dec 31, 2024109.0%-1.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗
Q3 2024Sep 30, 202468.0%-30.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-10-15 ↗
Q2 2024Jun 30, 202458.0%-12.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-07-16 ↗
Q1 2024Mar 31, 202468.0%-5.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-04-11 ↗
Q4 2023Dec 31, 2023110.0%+25.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗
Q3 2023Sep 30, 202398.0%+42.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-10-16 ↗
Q2 2023Jun 30, 202370.0%-29.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-07-16 ↗
Q1 2023Mar 31, 202373.0%-33.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-04-16 ↗
Q4 2022Dec 31, 202285.0%-122.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-01-16 ↗

Cite this data

StockData. (2026). Morgan Stanley Investment Management (%), quarterly Q1 2018–Q3 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/rotce-im

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