Skip to content

Morgan Stanley MS Investment Management — Income (loss)

Similar metrics at other companies

Voya Financial logo
VOYAInvestment Management Segment — Net investment income
$3M-57.1%
Voya Financial logo
VOYAInvestment Management — Net investment income
$50M+38.9%
Voya Financial logo
VOYAInvestment Management Segment — Income (Loss), Including Portion Attributable to Noncontrolling Interest, before Tax
$59M+11.3%
Equitable Holdings logo
EQHAsset Management — Net investment income (loss)
$5M+53.8%
Evercore logo
EVRInvestment Management — Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest
$4.83M-10.1%
Leonardo DRS, Inc. logo
DRSIMS — Operating Income (Loss)
$37M+8.8%

Other financials

Income statement

See full
Revenue$21.3B+27.1%
Net income$3.2B-9.8%
EPS (diluted)$3.46+62.4%

Balance sheet

See full
Cash & equivalents$133.53B+47.2%
Total debt$383.16B+13.5%
Total equity$114.29B+7.0%
Total assets$1.68T+23.7%

Cash flow

See full
Operating cash flow-$7.1B+70.4%
CapEx$754.0M+5.8%
Free cash flow-$7.9B+68.2%

Valuation

See full
Market cap$359.28B+57.1%
P/E20.2×+4.7×
P/S4.6×+1.1×

Profitability

See full
Net margin22.8%+0.5pp
FCF margin-54.3%-8.4pp

Returns & leverage

See full
Return on equity16.4%+2.5pp
Debt / equity3.3×+0.3×

Where this comes from

Reported directly by Morgan Stanley in its filing.

Tagged under the XBRL concept us-gaap:IncomeLossFromEquityMethodInvestments.

The official record: Morgan Stanley’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

Ask your AI about Morgan Stanley's investment management — income (loss).

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Morgan Stanley's investment management — income (loss)?
Morgan Stanley (MS) reported investment management — income (loss) of $87M in Q1 2026.
How has Morgan Stanley's investment management — income (loss) changed year-over-year?
Morgan Stanley's investment management — income (loss) increased by 40.3% year-over-year, from $62M to $87M.
What is the long-term trend for Morgan Stanley's investment management — income (loss)?
Over 3 years (2021 to 2025), Morgan Stanley's investment management — income (loss) has grown at a 33.2% compound annual growth rate (CAGR), from $104M to $246M.
What does investment management — income (loss) mean?
Represents the net profit or loss generated by the Investment Management segment after all operating expenses, taxes, and non-controlling interests are accounted for. This metric serves as the primary indicator of the segment's overall financial performance and contribution to the parent company's bottom line.