Morgan Stanley (MS-PF) Accumulated Expenses (2010 - 2026)
Morgan Stanley (MS-PF) reported Accumulated Expenses of $27.8 billion for Q1 2026, up 8.4% year-over-year from $25.6 billion in Q1 2025, and down 6.27% quarter-over-quarter from $29.6 billion in Q4 2025.
Morgan Stanley (MS-PF) Accumulated Expenses (2010 - 2026) Analysis & Trends
Morgan Stanley (MS-PF) has 17 years of Accumulated Expenses data on file, last reported at $27.8 billion in Q1 2026.
- Accumulated Expenses for Q1 2026 came in at $27.8 billion, up 8.4% year-over-year; the trailing twelve-month figure through Mar 2026 was $27.8 billion (up 8.4% YoY), and the FY2025 annual result was $29.6 billion, up 4.96% from the prior year.
- Accumulated Expenses declined to $27.8 billion in Q1 2026 per MS-PF's latest filing, from $29.6 billion in the prior quarter.
- Over five years, Accumulated Expenses peaked at $29.6 billion in Q4 2025 and troughed at $23.8 billion in Q1 2024.
- A 5-year average of $26.7 billion and a median of $26.6 billion in 2022 frame the typical range for Accumulated Expenses.
- The sharpest annual moves came in 2022 and 2024: Accumulated Expenses retreated 14.65% in 2022, then grew 10.23% in 2024.
- A 5-year view of Accumulated Expenses shows it stood at $27.4 billion in 2022, then climbed by 2.92% to $28.2 billion in 2023, then rose by 0.25% to $28.2 billion in 2024, then advanced by 4.96% to $29.6 billion in 2025, then dropped by 6.27% to $27.8 billion in 2026.
- Business Quant data shows MS-PF's Accumulated Expenses at $27.8 billion in Q1 2026, $29.6 billion in Q4 2025, and $28.9 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn |
| 10 | Morgan Stanley | - | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 27.76 Bn |
| Dec 31, 2025 | 29.62 Bn |
| Sep 30, 2025 | 28.85 Bn |
| Jun 30, 2025 | 27.46 Bn |
| Mar 31, 2025 | 25.61 Bn |
| Dec 31, 2024 | 28.22 Bn |
| Sep 30, 2024 | 28.70 Bn |
| Jun 30, 2024 | 25.94 Bn |
| Mar 31, 2024 | 23.83 Bn |
| Dec 31, 2023 | 28.15 Bn |
| Sep 30, 2023 | 26.03 Bn |
| Jun 30, 2023 | 25.18 Bn |
| Mar 31, 2023 | 24.03 Bn |
| Dec 31, 2022 | 27.35 Bn |
| Sep 30, 2022 | 26.36 Bn |
| Jun 30, 2022 | 26.61 Bn |
| Mar 31, 2022 | 24.21 Bn |
| Dec 31, 2021 | 29.30 Bn |
| Sep 30, 2021 | 30.88 Bn |
| Jun 30, 2021 | 27.81 Bn |