Morgan Stanley (MS) Investment Gain (Loss) (2009 - 2026)
Morgan Stanley's Investment Gain (Loss) came in at $2.36 billion for Q3 2026, up 4.2% from $2.27 billion a year earlier but down 10.9% from the prior quarter.
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Analysis
Morgan Stanley (MS) Investment Gain (Loss) (2009 - 2026) Analysis & Trends
Over the trailing twelve months to Sep 30, 2026, Morgan Stanley reported Investment Gain (Loss) of $9.88 billion, up 33.3% year-over-year; for FY2025, it came in at $8.2 billion, up 22.3% from FY2024.
- Investment Gain (Loss) carries a five-year compound annual growth rate of 1.3% (FY2020 to FY2025).
- Going back by year, Investment Gain (Loss) was $6.71 billion in FY2024 (+35.5%), $4.95 billion in FY2023 (-11.6%), $5.6 billion in FY2022 (-49.1%) and $10.99 billion in FY2021 (+43.3%).
- The five-year range for quarterly Investment Gain (Loss) is $1.05 billion (Q3 2023) to $2.65 billion (Q2 2026).
- Year-over-year, Investment Gain (Loss) has increased for five consecutive quarters, with growth averaging 26.8% over the last eight quarters.
- The fastest year-over-year change in Investment Gain (Loss) over five years came in Q2 2026 (growth of 61.3%), and the weakest in Q2 2022 (a decline of 55.1%).
- Business Quant data shows MS's Investment Gain (Loss) at $2.65 billion (Q2 2026), $2.29 billion (Q1 2026) and $2.58 billion (Q4 2025) in the three quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - | 2.96 Bn |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - | - |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - | 3.60 Bn |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - | 2.36 Bn |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - | - |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - | 3.23 Bn |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn | -670.65 Mn |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - | 1.08 Bn |
| 10 | American Express | 215.12 Bn | 14.60 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 2.36 Bn |
| 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 |
API Access
Morgan Stanley Investment Gain (Loss) API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=investment-gain-loss&ticker=MS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "investment-gain-loss", "ticker": "MS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=investment-gain-loss&ticker=MS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();