Business Segments · Interest Expense

Wealth Management1 — Interest Expense

Morgan Stanley Wealth Management1 — Interest Expense decreased by 29.5% to $1.48B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 28.2%, from $2.06B to $1.48B. Over 2 years (FY 2022 to FY 2025), Wealth Management1 — Interest Expense shows an upward trend with a 97.7% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalLower is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026
Rolls up toInterest Expense

How to read this metric

An increase may signal higher funding costs or a larger deposit base, while a decrease suggests lower interest rate environments or improved funding efficiency.

Detailed definition

Represents the cost of funding the wealth management segment's balance sheet, including interest paid on deposits and ot...

Peer comparison

Standard interest expense metric for banking and wealth management segments.

Metric ID: ms_segment_wm_interest_expense

Historical Data

15 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q2 '23Q3 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$537.50M$537.50M$537.50M$537.50M$1.54B$1.85B$2.12B$2.23B$2.37B$2.22B$2.06B$2.09B$2.16B$2.09B$1.48B
QoQ Change+0.0%+0.0%+0.0%+187.3%+19.5%+14.7%+5.2%+6.6%-6.7%-7.1%+1.6%+3.3%-3.1%-29.5%
YoY Change+187.3%+243.3%+44.3%+28.7%-2.8%-6.2%-9.0%-5.5%-28.2%
Range$537.50M$2.37B
CAGR+33.5%
Avg YoY Growth+50.2%
Median YoY Growth-2.8%
Current Streak2 quarters decline

Frequently Asked Questions

What is Morgan Stanley's wealth management1 — interest expense?
Morgan Stanley (MS) reported wealth management1 — interest expense of $1.48B in Q1 2026.
How has Morgan Stanley's wealth management1 — interest expense changed year-over-year?
Morgan Stanley's wealth management1 — interest expense decreased by 28.2% year-over-year, from $2.06B to $1.48B.
What is the long-term trend for Morgan Stanley's wealth management1 — interest expense?
Over 2 years (2022 to 2025), Morgan Stanley's wealth management1 — interest expense has grown at a 97.7% compound annual growth rate (CAGR), from $2.15B to $8.40B.
What does wealth management1 — interest expense mean?
Total interest costs paid on deposits and other liabilities within the wealth management segment.