What is Morgan Stanley's tax credit investments?

Morgan Stanley (MS) reported tax credit investments of $1.90B in Q1 2026.

What does tax credit investments mean?

Investments in affordable housing that generate tax credits.

Tax credit investments

Morgan Stanley Tax credit investments decreased by 1.1% to $1.90B in Q1 2026 compared to the prior quarter. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement

SectionOther

CategoryCapital Allocation

SignalHigher is better

VolatilityStable

First reportedQ4 2025

Last reportedQ1 2026

How to read this metric

Higher balances indicate a larger portfolio of tax-advantaged investments, which typically reduce the effective tax rate.

Detailed definition

This represents investments in qualified affordable housing projects that provide tax credits to the investor. The asset...

Peer comparison

Common in the banking sector for managing tax liabilities through community development investments.

Metric ID: other_amortization_method_qualified_affordable_housing_p_12d6b8

Historical Data

2 periods

	Q4 '25	Q1 '26
Value	$1.93B	$1.90B
QoQ Change	—	-1.1%

Range$1.90B – $1.93B

Tax credit investments at Other Companies

JPMorgan ChaseJPM View metric

Frequently Asked Questions

What is Morgan Stanley's tax credit investments?: Morgan Stanley (MS) reported tax credit investments of $1.90B in Q1 2026.
What does tax credit investments mean?: Investments in affordable housing that generate tax credits.