Other
Investment Program, Proportional Amortization Method, Applied, Amortization Expense
Morgan Stanley Investment Program, Proportional Amortization Method, Applied, Amortization Expense increased by 20.8% to $64.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.2%, from $62.00M to $64.00M. Over 3 years (FY 2022 to FY 2025), Investment Program, Proportional Amortization Method, Applied, Amortization Expense shows an upward trend with a 10.8% CAGR.
Analysis
StatementCash Flow Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ1 2022
Last reportedQ1 2026May 5, 2026
How to read this metric
Changes reflect the scale and maturity of the company's tax-advantaged investment portfolio.
Detailed definition
This reflects the periodic amortization of investments in affordable housing projects, often accounted for using the pro...
Peer comparison
Specific to companies with significant tax-credit investment portfolios; varies by investment volume.
Metric ID:
other_amortization_method_qualified_affordable_housing_p_bd195bHistorical Data
17 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $43.50M | $43.50M | $43.50M | $43.50M | $49.00M | $50.00M | $49.00M | $49.00M | $60.00M | $59.00M | $59.00M | $62.00M | $62.00M | $62.00M | $60.00M | $53.00M | $64.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +12.6% | +2.0% | -2.0% | +0.0% | +22.4% | -1.7% | +0.0% | +5.1% | +0.0% | +0.0% | -3.2% | -11.7% | +20.8% |
| YoY Change | — | — | — | — | +12.6% | +14.9% | +12.6% | +12.6% | +22.4% | +18.0% | +20.4% | +26.5% | +3.3% | +5.1% | +1.7% | -14.5% | +3.2% |
Range$43.50M – $64.00M
CAGR+10.1%
Avg YoY Growth+10.7%
Median YoY Growth+12.6%
Investment Program, Proportional Amortization Method, Applied, Amortization Expense at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's investment program, proportional amortization method, applied, amortization expense?
- Morgan Stanley (MS) reported investment program, proportional amortization method, applied, amortization expense of $64.00M in Q1 2026.
- How has Morgan Stanley's investment program, proportional amortization method, applied, amortization expense changed year-over-year?
- Morgan Stanley's investment program, proportional amortization method, applied, amortization expense increased by 3.2% year-over-year, from $62.00M to $64.00M.
- What is the long-term trend for Morgan Stanley's investment program, proportional amortization method, applied, amortization expense?
- Over 3 years (2022 to 2025), Morgan Stanley's investment program, proportional amortization method, applied, amortization expense has grown at a 10.8% compound annual growth rate (CAGR), from $174.00M to $237.00M.
- What does investment program, proportional amortization method, applied, amortization expense mean?
- The periodic non-cash expense related to writing down investments in affordable housing projects.