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 | 333.21 Bn | 173.07 Bn | - | 12.69 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 7.29 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 6.04 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | - |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | - |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |