Morgan Stanley (MS-PQ) Retained Earnings (2010 - 2026)
Morgan Stanley (MS-PQ) 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% on a QoQ basis from $115.1 billion in Q4 2025.
Morgan Stanley (MS-PQ) has 17 years of Retained Earnings data on file, last reported at -$5.5 billion in Q1 2026.
- Quarterly Retained Earnings rose 7.63% year-over-year to -$5.5 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$5.5 billion (up 7.63% YoY) and the FY2025 annual result came in at $115.1 billion, up 9.62% from the prior year.
- Retained Earnings declined to -$5.5 billion in Q1 2026 per MS-PQ's latest filing, from $115.1 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $115.1 billion in Q4 2025 and bottomed at -$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.
- The widest annual swing landed in 2022, when Retained Earnings jumped 3582.23%; it then plunged 107.66% in 2023.
- Tracing MS-PQ's Retained Earnings over 5 years: stood at -$6.3 billion in 2022, then soared by 1667.18% to $98.0 billion in 2023, then rose by 7.14% to $105.0 billion in 2024, then increased by 9.62% to $115.1 billion in 2025, then slumped by 104.78% to -$5.5 billion in 2026.
- Per Business Quant, the three latest MS-PQ Retained Earnings figures stand at -$5.5 billion (Q1 2026), $115.1 billion (Q4 2025), and $112.4 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | -5.51 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 169.32 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | -10.76 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | -1.80 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 3.60 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | -1.24 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 6.17 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | -39.40 Mn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.93 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 |
| Mar 31, 2021 | -2.75 Bn |
| Dec 31, 2020 | 78.69 Bn |
| Sep 30, 2020 | -537.00 Mn |
| Jun 30, 2020 | 74.02 Bn |
| Mar 31, 2020 | 2.10 Bn |
| Dec 31, 2019 | 70.59 Bn |
| Sep 30, 2019 | 69.07 Bn |
| Jun 30, 2019 | 67.59 Bn |
| Mar 31, 2019 | -2.47 Bn |
| Dec 31, 2018 | 64.18 Bn |
| Sep 30, 2018 | 63.33 Bn |
| Jun 30, 2018 | 61.84 Bn |
| Mar 31, 2018 | -3.41 Bn |
| Dec 31, 2017 | -767.00 Mn |
| Sep 30, 2017 | 57.55 Bn |
| Jun 30, 2017 | 56.33 Bn |
| Mar 31, 2017 | 55.11 Bn |
| Dec 31, 2016 | -2.64 Bn |
| Sep 30, 2016 | 52.55 Bn |
| Jun 30, 2016 | -905.00 Mn |
| Mar 31, 2016 | -1.24 Bn |
| Dec 31, 2015 | -1.66 Bn |
| Sep 30, 2015 | -1.42 Bn |
| Jun 30, 2015 | -1.45 Bn |
| Mar 31, 2015 | -1.27 Bn |
| Dec 31, 2014 | -1.25 Bn |
| Sep 30, 2014 | 46.57 Bn |
| Jun 30, 2014 | -733.00 Mn |
| Mar 31, 2014 | -968.00 Mn |
| Dec 31, 2013 | -282.00 Mn |
| Sep 30, 2013 | 42.24 Bn |
| Jun 30, 2013 | -1.17 Bn |
| Mar 31, 2013 | -694.00 Mn |
| Dec 31, 2012 | -516.00 Mn |
| Sep 30, 2012 | 39.44 Bn |
| Jun 30, 2012 | -220.00 Mn |
| Mar 31, 2012 | -60.00 Mn |
| Dec 31, 2011 | -157.00 Mn |
| Sep 30, 2011 | -413.00 Mn |
| Jun 30, 2011 | 38.64 Bn |
| Mar 31, 2011 | 39.27 Bn |
| Dec 31, 2010 | -467.00 Mn |