Morgan Stanley (MS-PL) Investment Gain (Loss) (2009 - 2026)
Morgan Stanley (MS-PL) posted quarterly Investment Gain (Loss) of $146.0 million for Q1 2026, down 91.47% YoY from $1.7 billion in Q1 2025, and up 103.42% sequentially from -$4.3 billion in Q4 2025.
Morgan Stanley (MS-PL) Investment Gain (Loss) (2009 - 2026) Analysis & Trends
Morgan Stanley has disclosed Investment Gain (Loss) across 18 years of filings, most recently posting $146.0 million for Q1 2026.
- In Q1 2026, Investment Gain (Loss) fell 91.47% year-over-year to $146.0 million; the TTM figure through Mar 2026 stood at -$214.0 million (down 104.08% YoY), while the FY2025 annual figure was $1.4 billion, down 79.85% from the prior year.
- Investment Gain (Loss) advanced to $146.0 million in Q1 2026, from -$4.3 billion in the prior quarter.
- Over the last five years, Investment Gain (Loss) for MS-PL reached as high as $2.3 billion in Q3 2025 and fell as low as -$4.3 billion in Q4 2025.
- The 5-year median for Investment Gain (Loss) is $1.3 billion (2023), against an average of $857.1 million.
- The widest YoY moves for Investment Gain (Loss): up 947.13% in 2025, down 338.41% in 2025.
- A 5-year view of Investment Gain (Loss) shows it stood at $1.3 billion in 2022, then rose by 7.36% to $1.4 billion in 2023, then rose by 26.57% to $1.8 billion in 2024, then tumbled by 338.41% to -$4.3 billion in 2025, then jumped by 103.42% to $146.0 million in 2026.
- According to Business Quant data, Investment Gain (Loss) over the past three periods registered $146.0 million, -$4.3 billion, and $2.3 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 2.29 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 2.84 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 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 | - | - | - | 2.29 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.29 Bn |
| Dec 31, 2025 | 7.07 Bn |
| Sep 30, 2025 | 2.27 Bn |
| Jun 30, 2025 | 1.64 Bn |
| Mar 31, 2025 | 1.71 Bn |
| Dec 31, 2024 | 1.79 Bn |
| Sep 30, 2024 | 1.59 Bn |
| Jun 30, 2024 | 157.00 Mn |
| Mar 31, 2024 | 1.59 Bn |
| Dec 31, 2023 | 4.56 Bn |
| Sep 30, 2023 | 1.05 Bn |
| Jun 30, 2023 | 1.16 Bn |
| Mar 31, 2023 | 1.33 Bn |
| Dec 31, 2022 | 1.32 Bn |
| Sep 30, 2022 | 1.37 Bn |
| Jun 30, 2022 | 1.15 Bn |
| Mar 31, 2022 | 1.76 Bn |
| Dec 31, 2021 | -7.04 Bn |
| Sep 30, 2021 | 3.01 Bn |
| Jun 30, 2021 | 2.56 Bn |