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

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

Historic Data

Download Data
DateValue
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