Morgan Stanley (MS) Change in Net Loans (2011 - 2026)

Morgan Stanley (MS) posted quarterly 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 reported Change in Net Loans for 16 consecutive years, with $8.4 billion the latest figure, recorded in Q1 2026.

  • In Q1 2026, Change in Net Loans rose 30.27% year-over-year to $8.4 billion; the TTM figure through Mar 2026 stood at $43.3 billion (up 50.77% YoY), while the FY2025 annual figure was $41.4 billion, up 82.96% from the prior year.
  • Change in Net Loans slipped to $8.4 billion in Q1 2026 per MS's latest filing, from $12.8 billion in the prior quarter.
  • Across five years, Change in Net Loans topped out at $12.8 billion in Q4 2025 and bottomed at -$127.0 million in Q4 2023.
  • Historically, Change in Net Loans has averaged $5.9 billion across 5 years, with a median of $6.5 billion in 2025.
  • Annual changes were most pronounced in 2023 — Change in Net Loans plunged 134.14% — and 2024, when it jumped 6937.8%.
  • Morgan Stanley's Change in Net Loans stood at $372.0 million in 2022, then slumped by 134.14% to -$127.0 million in 2023, then surged by 6937.8% to $8.7 billion in 2024, then surged by 47.66% to $12.8 billion in 2025, then plunged 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 Morgan Stanley 338.83 Bn 205.30 Bn - 12.69 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 7.29 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 3.02 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn -
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Tradeweb Markets 23.53 Bn 22.17 Bn - -

Historic Data

Download Data
DateValue
Jun 30, 2026 12.69 Bn
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