Morgan Stanley (MS) Investment Gain (Loss) (2009 - 2026)
Morgan Stanley (MS) posted quarterly Investment Gain (Loss) of $2.3 billion for Q1 2026, up 33.78% year-over-year from $1.7 billion in Q1 2025, and down 11.21% quarter-over-quarter from $2.6 billion in Q4 2025.
Morgan Stanley (MS) Investment Gain (Loss) (2009 - 2026) Analysis & Trends
Morgan Stanley (MS) has reported Investment Gain (Loss) for 18 consecutive years, with $2.3 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Investment Gain (Loss) rose 33.78% year-over-year to $2.3 billion; the TTM figure through Mar 2026 stood at $8.8 billion (up 28.56% YoY), while the FY2025 annual figure was $8.2 billion, up 22.28% from the prior year.
- Investment Gain (Loss) eased to $2.3 billion in Q1 2026 per MS's latest filing, from $2.6 billion in the prior quarter.
- Across five years, Investment Gain (Loss) topped out at $2.6 billion in Q4 2025 and bottomed at $1.0 billion in Q3 2023.
- Historically, Investment Gain (Loss) has averaged $1.6 billion across 5 years, with a median of $1.6 billion in 2024.
- Annual changes were most pronounced in 2022 — Investment Gain (Loss) tumbled 55.08% — and 2024, when it soared 51.72%.
- Morgan Stanley's Investment Gain (Loss) stood at $1.3 billion in 2022, then gained by 7.36% to $1.4 billion in 2023, then gained by 26.57% to $1.8 billion in 2024, then soared by 43.94% to $2.6 billion in 2025, then decreased by 11.21% to $2.3 billion in 2026.
- Business Quant data shows MS's Investment Gain (Loss) at $2.3 billion in Q1 2026, $2.6 billion in Q4 2025, and $2.3 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | -6.18 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 3.40 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | -25.00 Mn |
| 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 | 2.65 Bn |
| Mar 31, 2026 | 2.29 Bn |
| Dec 31, 2025 | 2.58 Bn |
| Sep 30, 2025 | 2.27 Bn |
| Jun 30, 2025 | 1.64 Bn |
| Mar 31, 2025 | 1.71 Bn |
| Dec 31, 2024 | 1.79 Bn |
| Sep 30, 2024 | 1.59 Bn |
| Jun 30, 2024 | 1.74 Bn |
| Mar 31, 2024 | 1.59 Bn |
| Dec 31, 2023 | 1.42 Bn |
| Sep 30, 2023 | 1.05 Bn |
| Jun 30, 2023 | 1.16 Bn |
| Mar 31, 2023 | 1.33 Bn |
| Dec 31, 2022 | 1.32 Bn |
| Sep 30, 2022 | 1.37 Bn |
| Jun 30, 2022 | 1.15 Bn |
| Mar 31, 2022 | 1.76 Bn |
| Dec 31, 2021 | 2.58 Bn |
| Sep 30, 2021 | 3.01 Bn |