Morgan Stanley (MS) Investment Gain (Loss) (2009 - 2026)
Morgan Stanley's (MS) quarterly Investment Gain (Loss) came in at -$6.2 billion in Q2 2026, up 0.55% year-over-year from -$6.2 billion in Q2 2025, and down 342.99% quarter-over-quarter from $2.5 billion in Q1 2026.
Analysis
Morgan Stanley (MS) Investment Gain (Loss) (2009 - 2026) Analysis & Trends
Morgan Stanley (MS) has reported Investment Gain (Loss) for 18 consecutive years, with -$6.2 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Investment Gain (Loss) rose 0.55% year-over-year to -$6.2 billion in Q2 2026; TTM through Jun 2026 was -$855.0 million, a 86.25% increase from a year earlier, with the FY2025 full-year figure at -$12.4 billion, down 285.15% from the prior year.
- Investment Gain (Loss) was -$6.2 billion for Q2 2026 at Morgan Stanley, down from $2.5 billion in the prior quarter.
- Over five years, Investment Gain (Loss) peaked at $16.4 billion in Q3 2022 and troughed at -$12.0 billion in Q4 2023.
- A 5-year average of $606.3 million and a median of $157.5 million in 2023 frame the typical range for Investment Gain (Loss).
- Across the five-year window, Investment Gain (Loss) surged 508.86% in 2022 and tumbled 458.39% in 2025, its largest moves.
- Over 5 years, Investment Gain (Loss) stood at -$4.0 billion in 2022, then slumped by 201.35% to -$12.0 billion in 2023, then soared by 210.89% to $13.3 billion in 2024, then sank by 106.3% to -$840.0 million in 2025, then plunged by 636.19% to -$6.2 billion in 2026.
- The last three Investment Gain (Loss) figures came in at -$6.2 billion (Q2 2026), $2.5 billion (Q1 2026), and -$840.0 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 439.96 Bn | -148.54 Bn | 30.39 Bn | 2.14 Bn |
| 2 | Morgan Stanley | 336.99 Bn | 176.86 Bn | - | -6.18 Bn |
| 3 | Goldman Sachs | 299.92 Bn | -676.43 Bn | - | 3.40 Bn |
| 4 | Royal Bank Of Canada | 288.24 Bn | 61.39 Bn | - | - |
| 5 | Mitsubishi Ufj Financial | 283.40 Bn | -100.92 Bn | 10.89 Bn | 12.08 Bn |
| 6 | Wells Fargo & Company | 273.32 Bn | 71.49 Bn | - | 2.24 Bn |
| 7 | Banco Santander | 219.61 Bn | 227.22 Bn | 28.01 Bn | - |
| 8 | American Express | 219.16 Bn | 169.84 Bn | 17.99 Bn | - |
| 9 | Toronto Dominion Bank | 204.38 Bn | 43.05 Bn | - | -8.61 Mn |
| 10 | Schwab Charles | 185.52 Bn | 111.93 Bn | - | -25.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -6.18 Bn |
| Mar 31, 2026 | 2.55 Bn |
| Dec 31, 2025 | -840.00 Mn |
| Sep 30, 2025 | -3.37 Bn |
| Jun 30, 2025 | -6.22 Bn |
| Mar 31, 2025 | -1.99 Bn |
| Dec 31, 2024 | 13.34 Bn |
| Sep 30, 2024 | -7.17 Bn |
| Jun 30, 2024 | 1.74 Bn |
| Mar 31, 2024 | 1.59 Bn |
| Dec 31, 2023 | -12.03 Bn |
| Sep 30, 2023 | 3.48 Bn |
| Jun 30, 2023 | 1.16 Bn |
| Mar 31, 2023 | -4.49 Bn |
| Dec 31, 2022 | -3.99 Bn |
| Sep 30, 2022 | 16.36 Bn |
| Jun 30, 2022 | 12.33 Bn |
| Mar 31, 2022 | 4.66 Bn |
| Dec 31, 2021 | 2.58 Bn |
| Sep 30, 2021 | 3.01 Bn |