Morgan Stanley (MS-PK) Change in Net Loans (2011 - 2026)

Morgan Stanley (MS-PK) 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-PK) 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-PK 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
DateValue
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