Morgan Stanley (MS-PF) Change in Net Loans (2011 - 2026)
Morgan Stanley (MS-PF) posted quarterly Change in Net Loans of $8.4 billion for Q1 2026, up 30.27% YoY from $6.5 billion in Q1 2025, and down 34.11% sequentially from $12.8 billion in Q4 2025.
Morgan Stanley (MS-PF) Change in Net Loans (2011 - 2026) Analysis & Trends
Morgan Stanley has disclosed Change in Net Loans across 16 years of filings, most recently posting $8.4 billion for Q1 2026.
- In Q1 2026, Change in Net Loans rose 30.27% year-over-year to $8.4 billion; the TTM figure through Mar 2026 stood at $43.3 billion (up 50.77% YoY), while the FY2025 annual figure was $41.4 billion, up 82.96% from the prior year.
- Change in Net Loans retreated to $8.4 billion in Q1 2026, from $12.8 billion in the prior quarter.
- Over the last five years, Change in Net Loans for MS-PF reached as high as $12.8 billion in Q4 2025 and fell as low as -$127.0 million in Q4 2023.
- The 5-year median for Change in Net Loans is $6.5 billion (2025), against an average of $5.9 billion.
- Annual changes were most pronounced in 2023 — Change in Net Loans slumped 134.14% — and 2024, when it jumped 6937.8%.
- A 5-year view of Change in Net Loans shows it stood at $372.0 million in 2022, then tumbled by 134.14% to -$127.0 million in 2023, then jumped by 6937.8% to $8.7 billion in 2024, then jumped by 47.66% to $12.8 billion in 2025, then sank by 34.11% to $8.4 billion in 2026.
- According to Business Quant data, Change in Net Loans over the past three periods registered $8.4 billion, $12.8 billion, and $10.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Net Loans (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 8.45 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 13.01 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 3.02 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | - |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | - |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | - |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | - |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | - |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | - |
| 10 | Morgan Stanley | - | - | - | 8.45 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 8.45 Bn |
| Dec 31, 2025 | 12.82 Bn |
| Sep 30, 2025 | 10.37 Bn |
| Jun 30, 2025 | 11.70 Bn |
| Mar 31, 2025 | 6.49 Bn |
| Dec 31, 2024 | 8.68 Bn |
| Sep 30, 2024 | 4.21 Bn |
| Jun 30, 2024 | 9.37 Bn |
| Mar 31, 2024 | 355.00 Mn |
| Dec 31, 2023 | -127.00 Mn |
| Sep 30, 2023 | 2.53 Bn |
| Jun 30, 2023 | 832.00 Mn |
| Mar 31, 2023 | 822.00 Mn |
| Dec 31, 2022 | 372.00 Mn |
| Sep 30, 2022 | 4.76 Bn |
| Jun 30, 2022 | 11.05 Bn |
| Mar 31, 2022 | 7.48 Bn |
| Dec 31, 2021 | 12.91 Bn |
| Sep 30, 2021 | 5.77 Bn |
| Jun 30, 2021 | 10.95 Bn |