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 return on average tangible common equity (ROTCE) (%)

Annual figures from Morgan Stanley's filings and investor materials

QuarterlyAnnual
Latest, 2025
21.6%
Period ended Dec 31, 2025
Change on a year earlier
+2.8 pts
18.8% in 2024
History
7 years
Since 2019
Sources
6
Documents cited below

Annual history

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

PeriodEndedReturn on average tangible common equity (ROTCE) (%)Year on yearSource
2025Dec 31, 202521.6%+2.8 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗
2024Dec 31, 202418.8%+6.0 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗
2023Dec 31, 202312.8%-2.5 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗
2022Dec 31, 202215.3%-4.5 ptsMorgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-01-16 ↗
2021Dec 31, 202119.8%+4.6 ptsMorgan Stanley Earnings release (8-K), filed 2023-01-17 ↗
2020Dec 31, 202015.2%+1.8 ptsMorgan Stanley Earnings release (8-K), filed 2022-01-19 ↗
2019Dec 31, 201913.4%–Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2021-01-20 ↗

Breakdown

What makes up return on average tangible common equity (rotce)

Cite this data

StockData. (2026). Morgan Stanley Return on average tangible common equity (ROTCE) (%), annual 2019–2025 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/rotce

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