Morgan Stanley (MS-PQ) Retained Earnings (2010 - 2026)

Morgan Stanley (MS-PQ) 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-PQ) 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-PQ 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
DateValue
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