Other
Return on referenced investments
Morgan Stanley Return on referenced investments remained flat by 0.0% to $191.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 13.7%, from $168.00M to $191.00M. Over 4 years (FY 2021 to FY 2025), Return on referenced investments shows an upward trend with a 9.8% CAGR.
Analysis
StatementCash Flow Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityVolatile
First reportedQ1 2017
Last reportedQ4 2025Feb 19, 2026
How to read this metric
Positive returns increase the firm's liability for future payouts, while negative returns reduce it, reflecting market performance of the underlying assets.
Detailed definition
This metric tracks the investment returns generated on deferred compensation balances that are linked to specific refere...
Peer comparison
Common in firms with market-linked deferred compensation plans; comparable to investment-linked liability adjustments at peers.
Metric ID:
other_deferred_compensation_arrangementwith_individual_r_b18ef7Historical Data
5 years
| FY'21 | FY'22 | FY'23 | FY'24 | FY'25 | |
|---|---|---|---|---|---|
| Value | $526.00M | -$716.00M | $668.00M | $672.00M | $764.00M |
| YoY Change | — | -236.1% | +193.3% | +0.6% | +13.7% |
Range-$716.00M – $764.00M
CAGR+9.8%
Avg YoY Growth-7.1%
Median YoY Growth+7.1%
Current Streak3 years growth
Return on referenced investments at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's return on referenced investments?
- Morgan Stanley (MS) reported return on referenced investments of $191.00M in Q4 2025.
- How has Morgan Stanley's return on referenced investments changed year-over-year?
- Morgan Stanley's return on referenced investments increased by 13.7% year-over-year, from $168.00M to $191.00M.
- What is the long-term trend for Morgan Stanley's return on referenced investments?
- Over 4 years (2021 to 2025), Morgan Stanley's return on referenced investments has grown at a 9.8% compound annual growth rate (CAGR), from $526.00M to $764.00M.
- What does return on referenced investments mean?
- The investment gains or losses on funds held in deferred compensation accounts.