Morgan Stanley (MS-PF) Retained Earnings (2010 - 2026)
Morgan Stanley (MS-PF) reported Retained Earnings of -$5.5 billion for Q1 2026, up 7.63% year-over-year from -$5.1 billion in Q1 2025, and down 104.78% quarter-over-quarter from $115.1 billion in Q4 2025.
Morgan Stanley (MS-PF) Retained Earnings (2010 - 2026) Analysis & Trends
Morgan Stanley (MS-PF) has 17 years of Retained Earnings data on file, last reported at -$5.5 billion in Q1 2026.
- Retained Earnings for Q1 2026 came in at -$5.5 billion, up 7.63% year-over-year; the trailing twelve-month figure through Mar 2026 was -$5.5 billion (up 7.63% YoY), and the FY2025 annual result was $115.1 billion, up 9.62% from the prior year.
- Retained Earnings eased to -$5.5 billion in Q1 2026 per MS-PF's latest filing, from $115.1 billion in the prior quarter.
- Over five years, Retained Earnings peaked at $115.1 billion in Q4 2025 and troughed at -$7.2 billion in Q3 2023.
- A 5-year average of $38.3 billion and a median of -$5.5 billion in 2026 frame the typical range for Retained Earnings.
- The sharpest annual moves came in 2022 and 2023: Retained Earnings soared 3582.23% in 2022, then slumped 107.66% in 2023.
- A 5-year view of Retained Earnings shows it stood at -$6.3 billion in 2022, then surged by 1667.18% to $98.0 billion in 2023, then advanced by 7.14% to $105.0 billion in 2024, then gained by 9.62% to $115.1 billion in 2025, then plunged by 104.78% to -$5.5 billion in 2026.
- Business Quant data shows MS-PF's Retained Earnings at -$5.5 billion in Q1 2026, $115.1 billion in Q4 2025, and $112.4 billion in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - | -103.29 Mn |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - | -5.51 Bn |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - | 169.32 Bn |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - | -10.76 Bn |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn | -1.80 Bn |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - | 3.60 Bn |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - | 6.17 Bn |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - | 7.93 Mn |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn | -1.24 Bn |
| 10 | Morgan Stanley | - | - | - | -5.51 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -5.51 Bn |
| Dec 31, 2025 | 115.09 Bn |
| Sep 30, 2025 | 112.43 Bn |
| Jun 30, 2025 | -5.91 Bn |
| Mar 31, 2025 | -5.96 Bn |
| Dec 31, 2024 | 104.99 Bn |
| Sep 30, 2024 | -5.99 Bn |
| Jun 30, 2024 | -6.76 Bn |
| Mar 31, 2024 | -7.06 Bn |
| Dec 31, 2023 | 98.00 Bn |
| Sep 30, 2023 | -7.20 Bn |
| Jun 30, 2023 | -6.30 Bn |
| Mar 31, 2023 | 96.39 Bn |
| Dec 31, 2022 | -6.25 Bn |
| Sep 30, 2022 | 94.06 Bn |
| Jun 30, 2022 | -5.02 Bn |
| Mar 31, 2022 | 91.72 Bn |
| Dec 31, 2021 | 89.43 Bn |
| Sep 30, 2021 | -2.70 Bn |
| Jun 30, 2021 | 84.79 Bn |