Morgan Stanley (MS-PP) Retained Earnings (2010 - 2026)
Morgan Stanley (MS-PP) posted quarterly Retained Earnings of -$5.5 billion for Q1 2026, up 7.63% YoY from -$5.1 billion in Q1 2025, and down 104.78% sequentially from $115.1 billion in Q4 2025.
Morgan Stanley (MS-PP) Retained Earnings (2010 - 2026) Analysis & Trends
Morgan Stanley has disclosed Retained Earnings across 17 years of filings, most recently posting -$5.5 billion for Q1 2026.
- In Q1 2026, Retained Earnings rose 7.63% year-over-year to -$5.5 billion; the TTM figure through Mar 2026 stood at -$5.5 billion (up 7.63% YoY), while the FY2025 annual figure was $115.1 billion, up 9.62% from the prior year.
- Retained Earnings fell to -$5.5 billion in Q1 2026, from $115.1 billion in the prior quarter.
- Over the last five years, Retained Earnings for MS-PP reached as high as $115.1 billion in Q4 2025 and fell as low as -$7.2 billion in Q3 2023.
- The 5-year median for Retained Earnings is -$5.5 billion (2026), against an average of $38.3 billion.
- Annual changes were most pronounced in 2022 — Retained Earnings soared 3582.23% — and 2023, when it plunged 107.66%.
- 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 slumped by 104.78% to -$5.5 billion in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered -$5.5 billion, $115.1 billion, and $112.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | -5.51 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 169.32 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | -10.76 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 3.34 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | -1.80 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 6.17 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 7.93 Mn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | -1.24 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | -39.40 Mn |
| 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 |