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 338.83 Bn 205.30 Bn - 2.65 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 3.40 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 1.00 Mn
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 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