Other
Excluded tax equity investments
Morgan Stanley Excluded tax equity investments decreased by 8.3% to $44.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 8.3%, from $48.00M to $44.00M.
Analysis
StatementCash Flow Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ1 2024
Last reportedQ1 2026May 5, 2026
How to read this metric
Changes reflect the firm's strategic commitment to specific social or community development investment programs.
Detailed definition
Represents investments in projects, such as affordable housing, that are accounted for using the proportional amortizati...
Peer comparison
Specific to financial institutions involved in community reinvestment and tax-advantaged project financing.
Metric ID:
other_investment_proportional_amortization_method_not_el_404babHistorical Data
6 periods
| Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|
| Value | $46.00M | $1.00M | $1.00M | $0.00 | $48.00M | $44.00M |
| QoQ Change | — | -97.8% | +0.0% | -100.0% | — | -8.3% |
| YoY Change | — | — | — | — | +4.3% | -8.3% |
Range$0.00 – $48.00M
CAGR-3.5%
Avg YoY Growth-2.0%
Median YoY Growth-2.0%
Excluded tax equity investments at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's excluded tax equity investments?
- Morgan Stanley (MS) reported excluded tax equity investments of $44.00M in Q1 2026.
- How has Morgan Stanley's excluded tax equity investments changed year-over-year?
- Morgan Stanley's excluded tax equity investments decreased by 8.3% year-over-year, from $48.00M to $44.00M.
- What does excluded tax equity investments mean?
- Capital invested in specific projects that do not qualify for standard tax credit benefits under the proportional amortization method.