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Morgan Stanley MS Investment Management — Investments

Other segment segments

Institutional Securities1
$6.6B+29.0%
Wealth Management1
$120M+1,100%

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Other financials

Income statement

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

Balance sheet

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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

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

Valuation

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

Profitability

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

Returns & leverage

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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:PrincipalInvestmentGainsLosses.

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

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Questions, answered.

What is Morgan Stanley's investment management — investments?
Morgan Stanley (MS) reported investment management — investments of $66M in Q1 2026.
How has Morgan Stanley's investment management — investments changed year-over-year?
Morgan Stanley's investment management — investments decreased by 64.7% year-over-year, from $187M to $66M.
What is the long-term trend for Morgan Stanley's investment management — investments?
Over 4 years (2021 to 2025), Morgan Stanley's investment management — investments has grown at a -2.2% compound annual growth rate (CAGR), from $721M to $659M.
What does investment management — investments mean?
The value of proprietary or co-investment positions held by the Investment Management segment, including seed capital in funds or direct equity stakes. These investments are intended to align the firm's interests with clients and generate long-term capital appreciation.