Morgan Stanley MS
NYSE MS
$214.38 +1.67 (+0.79%)
At close: Sep 11, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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