KPIs & Operating Metrics(New)

Morgan Stanley (MS) Invested Capital (2016 - 2026)

Morgan Stanley has reported Invested Capital over the past 17 years, most recently at $460.6 billion for Q4 2025.

  • Quarterly Invested Capital rose 16.82% to $460.6 billion in Q4 2025 from the year-ago period, while the trailing twelve-month figure was $460.6 billion through Dec 2025, up 16.82% year-over-year, with the annual reading at $460.6 billion for FY2025, 16.82% up from the prior year.
  • Invested Capital was $460.6 billion for Q4 2025 at Morgan Stanley, up from $441.6 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $460.6 billion in Q4 2025 and troughed at $219.5 billion in Q2 2023.
  • The 5-year median for Invested Capital is $315.7 billion (2021), against an average of $317.9 billion.
  • Year-over-year, Invested Capital skyrocketed 70.07% in 2021 and then dropped 26.78% in 2022.
  • A 5-year view of Invested Capital shows it stood at $322.6 billion in 2021, then decreased by 23.48% to $246.8 billion in 2022, then soared by 47.37% to $363.7 billion in 2023, then rose by 8.39% to $394.2 billion in 2024, then rose by 16.82% to $460.6 billion in 2025.
  • Per Business Quant, the three most recent readings for MS's Invested Capital are $460.6 billion (Q4 2025), $441.6 billion (Q3 2025), and $333.9 billion (Q2 2025).