Morgan Stanley (MS) Retained Earnings (2010 - 2026)
Morgan Stanley (MS) posted quarterly Retained Earnings of $118.9 billion for Q1 2026, up 299.4% year-over-year from $29.8 billion in Q1 2025, and up 3.32% quarter-over-quarter from $115.1 billion in Q4 2025.
Morgan Stanley (MS) Retained Earnings (2010 - 2026) Analysis & Trends
Morgan Stanley (MS) has reported Retained Earnings for 17 consecutive years, with $118.9 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Retained Earnings rose 299.4% year-over-year to $118.9 billion; the TTM figure through Mar 2026 stood at $118.9 billion (up 299.4% YoY), while the FY2025 annual figure was $115.1 billion, up 281.36% from the prior year.
- Retained Earnings rose to $118.9 billion in Q1 2026 per MS's latest filing, from $115.1 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $118.9 billion in Q1 2026 and bottomed at -$7.2 billion in Q3 2023.
- Historically, Retained Earnings has averaged $45.7 billion across 5 years, with a median of $29.8 billion in 2025.
- Annual changes were most pronounced in 2023 — Retained Earnings sank 124.93% — and 2024, when it soared 1528.92%.
- Morgan Stanley's Retained Earnings stood at $94.9 billion in 2022, then tumbled by 68.55% to $29.8 billion in 2023, then rose by 1.16% to $30.2 billion in 2024, then soared by 281.36% to $115.1 billion in 2025, then climbed by 3.32% to $118.9 billion in 2026.
- Business Quant data shows MS's Retained Earnings at $118.9 billion in Q1 2026, $115.1 billion in Q4 2025, and $30.7 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 122.77 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 174.35 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 48.04 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 10.73 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 3.87 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 6.52 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 4.93 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 4.69 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 3.34 Bn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 639.07 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 122.77 Bn |
| Mar 31, 2026 | 118.91 Bn |
| Dec 31, 2025 | 115.09 Bn |
| Sep 30, 2025 | 30.73 Bn |
| Jun 30, 2025 | -5.91 Bn |
| Mar 31, 2025 | 29.77 Bn |
| Dec 31, 2024 | 30.18 Bn |
| Sep 30, 2024 | 102.91 Bn |
| Jun 30, 2024 | 101.37 Bn |
| Mar 31, 2024 | -7.06 Bn |
| Dec 31, 2023 | 29.83 Bn |
| Sep 30, 2023 | -7.20 Bn |
| Jun 30, 2023 | 29.25 Bn |
| Mar 31, 2023 | 28.86 Bn |
| Dec 31, 2022 | 94.86 Bn |
| Sep 30, 2022 | 28.89 Bn |
| Jun 30, 2022 | 28.39 Bn |
| Mar 31, 2022 | 28.01 Bn |
| Dec 31, 2021 | 28.84 Bn |
| Sep 30, 2021 | 28.50 Bn |