Morgan Stanley (MS) Long-Term Investments (2009 - 2026)
Morgan Stanley's (MS) quarterly Long-Term Investments came in at $1.7 billion in Q1 2026, down 17.72% year-over-year from $2.0 billion in Q1 2025, and down 5.23% quarter-over-quarter from $1.8 billion in Q2 2025.
Analysis
Morgan Stanley (MS) Long-Term Investments (2009 - 2026) Analysis & Trends
Morgan Stanley (MS) has reported Long-Term Investments for 18 consecutive years, with $1.7 billion the latest figure, recorded in Q1 2026.
- On a quarterly basis, Long-Term Investments fell 17.72% year-over-year to $1.7 billion in Q1 2026; TTM through Mar 2026 was $1.7 billion, a 17.72% decrease from a year earlier, with the FY2024 full-year figure at $1.3 billion, down 36.69% from the prior year.
- Long-Term Investments was $1.7 billion for Q1 2026 at Morgan Stanley, down from $1.8 billion in the prior quarter.
- Over five years, Long-Term Investments peaked at $3.1 billion in Q1 2022 and troughed at $1.3 billion in Q4 2024.
- A 5-year average of $2.1 billion and a median of $2.1 billion in 2022 frame the typical range for Long-Term Investments.
- Across the five-year window, Long-Term Investments tumbled 48.79% in 2022 and dropped 0.78% in 2025, its largest moves.
- Over 5 years, Long-Term Investments stood at $2.1 billion in 2022, then dropped by 1.43% to $2.1 billion in 2023, then slumped by 36.69% to $1.3 billion in 2024, then jumped by 34.48% to $1.8 billion in 2025, then fell by 5.23% to $1.7 billion in 2026.
- The last three Long-Term Investments figures came in at $1.7 billion (Q1 2026), $1.8 billion (Q2 2025), and $2.0 billion (Q1 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 439.96 Bn | -148.54 Bn | 30.39 Bn | 24.30 Bn |
| 2 | Morgan Stanley | 336.99 Bn | 176.86 Bn | - | - |
| 3 | Goldman Sachs | 299.92 Bn | -676.43 Bn | - | 255.63 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 | - |
| 6 | Wells Fargo & Company | 273.32 Bn | 71.49 Bn | - | - |
| 7 | Banco Santander | 219.61 Bn | 227.22 Bn | 28.01 Bn | 8.98 Bn |
| 8 | American Express | 219.16 Bn | 169.84 Bn | 17.99 Bn | - |
| 9 | Toronto Dominion Bank | 204.38 Bn | 43.05 Bn | - | 96.89 Bn |
| 10 | Schwab Charles | 185.52 Bn | 111.93 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 1.67 Bn |
| Jun 30, 2025 | 1.76 Bn |
| Mar 31, 2025 | 2.03 Bn |
| Dec 31, 2024 | 1.31 Bn |
| Sep 30, 2024 | 1.73 Bn |
| Jun 30, 2024 | 2.18 Bn |
| Mar 31, 2024 | 2.04 Bn |
| Dec 31, 2023 | 2.07 Bn |
| Sep 30, 2023 | 2.46 Bn |
| Jun 30, 2023 | 2.40 Bn |
| Mar 31, 2023 | 2.24 Bn |
| Dec 31, 2022 | 2.10 Bn |
| Sep 30, 2022 | 2.58 Bn |
| Jun 30, 2022 | 2.51 Bn |
| Mar 31, 2022 | 3.14 Bn |
| Dec 31, 2021 | 3.81 Bn |
| Sep 30, 2021 | 4.30 Bn |
| Jun 30, 2021 | 4.90 Bn |
| Mar 31, 2021 | 5.05 Bn |
| Dec 31, 2020 | 5.76 Bn |