Morgan Stanley MS
NYSE MS
$190.65 +1.50 (+0.79%)
At close: Nov 13, 2026 · 4:00 PM EST

Morgan Stanley (MS) Long-Term Investments (2009 - 2019)

Updated

Morgan Stanley's Long-Term Investments was $123 million in Q4 2016, down 97.1% from $4.2 billion a year earlier.

Analysis

Morgan Stanley (MS) Long-Term Investments (2009 - 2019) Analysis & Trends

From Q4 2009 onward, Morgan Stanley has reported Long-Term Investments for 23 quarters.

  • Long-Term Investments has now declined for three consecutive years, with a five-year compound annual growth rate of -52.0% (FY2011 to FY2016).
  • In earlier years, Long-Term Investments was $4.2 billion in FY2015 (-3.5%), $4.36 billion in FY2014 (-14.4%), $5.09 billion in FY2013 (+1.7%) and $5 billion in FY2012 (+3.5%).
  • The Q4 2016 figure marks the lowest quarterly Long-Term Investments in data going back to Q4 2009.
  • The best year-over-year quarter for Long-Term Investments over five years was Q3 2013 (growth of 7.0%); the worst was Q4 2016 (a decline of 97.1%).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Jpmorgan Chase 920.14 Bn 897.90 Bn - -
2 Banco Santander Chile 407.42 Bn -7,109.68 Bn - 4.32 Bn
3 Bank Of America 353.20 Bn -2,022.91 Bn - 24.50 Bn
4 Hsbc Holdings 307.88 Bn -2,967.28 Bn - -
5 Morgan Stanley 298.41 Bn -244.41 Bn - -
6 Royal Bank Of Canada 283.46 Bn -546.54 Bn - -
7 Goldman Sachs 264.45 Bn -3,478.99 Bn - 273.05 Bn
8 Mitsubishi Ufj Financial 259.19 Bn -159.36 Bn 5.24 Bn -
9 Wells Fargo & Company 258.28 Bn 93.72 Bn - -
10 American Express 215.12 Bn 14.60 Bn - -
Historic Data

Historic Data

Download Data
DateValue
Dec 31, 2019 1.59 Bn
Sep 30, 2019 1.50 Bn
Jun 30, 2019 1.58 Bn
Mar 31, 2019 1.49 Bn
Dec 31, 2018 757.00 Mn
Sep 30, 2018 -209.00 Mn
Jun 30, 2018 -133.00 Mn
Mar 31, 2018 -78.00 Mn
Dec 31, 2017 -57.00 Mn
Sep 30, 2017 925.00 Mn
Jun 30, 2017 946.00 Mn
Mar 31, 2017 961.00 Mn
Dec 31, 2016 123.00 Mn
Sep 30, 2016 936.00 Mn
Jun 30, 2016 974.00 Mn
Mar 31, 2016 922.00 Mn
Dec 31, 2015 4.20 Bn
Sep 30, 2015 4.28 Bn
Jun 30, 2015 4.17 Bn
Mar 31, 2015 4.32 Bn
API Access

Morgan Stanley Long-Term Investments 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=long-term-investments&ticker=MS&period=max&api_key=YOUR_API_KEY