Morgan Stanley (MS) Change in Net Loans (2011 - 2026)
Morgan Stanley (MS) reported Change in Net Loans of $8.4 billion for Q1 2026, up 30.27% year-over-year from $6.5 billion in Q1 2025, and down 34.11% quarter-over-quarter from $12.8 billion in Q4 2025.
Morgan Stanley (MS) Change in Net Loans (2011 - 2026) Analysis & Trends
Morgan Stanley (MS) has 16 years of Change in Net Loans data on file, last reported at $8.4 billion in Q1 2026.
- Change in Net Loans for Q1 2026 came in at $8.4 billion, up 30.27% year-over-year; the trailing twelve-month figure through Mar 2026 was $43.3 billion (up 50.77% YoY), and the FY2025 annual result was $41.4 billion, up 82.96% from the prior year.
- Change in Net Loans declined to $8.4 billion in Q1 2026 per MS's latest filing, from $12.8 billion in the prior quarter.
- Over five years, Change in Net Loans peaked at $12.8 billion in Q4 2025 and troughed at -$127.0 million in Q4 2023.
- A 5-year average of $5.9 billion and a median of $6.5 billion in 2025 frame the typical range for Change in Net Loans.
- The sharpest annual moves came in 2023 and 2024: Change in Net Loans plunged 134.14% in 2023, then jumped 6937.8% in 2024.
- A 5-year view of Change in Net Loans shows it stood at $372.0 million in 2022, then sank 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 tumbled by 34.11% to $8.4 billion in 2026.
- Business Quant data shows MS's Change in Net Loans at $8.4 billion in Q1 2026, $12.8 billion in Q4 2025, and $10.4 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Net Loans (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - | - |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - | 8.45 Bn |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - | 13.01 Bn |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - | 3.02 Bn |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn | - |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - | - |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - | - |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - | - |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn | - |
| 10 | Iren | 18.00 Bn | 15.79 Bn | 144.76 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |