Business Segments · Provision for income taxes

Investment Management — Provision for income taxes

Morgan Stanley Investment Management — Provision for income taxes decreased by 67.2% to $38.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 37.7%, from $61.00M to $38.00M. Over 4 years (FY 2021 to FY 2025), Investment Management — Provision for income taxes shows relatively stable performance with a -0.5% CAGR.

Analysis

StatementSegment
CategoryOther
SignalContext dependent
VolatilityStable
First reportedQ1 2013
Last reportedQ1 2026May 5, 2026
Rolls up toIncome Tax

How to read this metric

Changes are generally driven by fluctuations in pre-tax income or changes in the effective tax rate, rather than operational performance.

Detailed definition

The estimated tax expense allocated to the Investment Management segment based on its pre-tax income and applicable tax...

Peer comparison

Standard tax accounting metric; comparable to 'Income Tax Expense' in segment reporting.

Metric ID: ms_segment_im_provision_for_income_taxes

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$108.00M$64.00M$103.00M$37.00M$58.00M$26.00M$41.00M$30.00M$46.00M$59.00M$64.00M$49.00M$56.00M$67.00M$103.00M$61.00M$77.00M$95.00M$116.00M$38.00M
QoQ Change-40.7%+60.9%-64.1%+56.8%-55.2%+57.7%-26.8%+53.3%+28.3%+8.5%-23.4%+14.3%+19.6%+53.7%-40.8%+26.2%+23.4%+22.1%-67.2%
YoY Change-46.3%-59.4%-60.2%-18.9%-20.7%+126.9%+56.1%+63.3%+21.7%+13.6%+60.9%+24.5%+37.5%+41.8%+12.6%-37.7%
Range$26.00M$116.00M
CAGR-19.7%
Avg YoY Growth+13.5%
Median YoY Growth+17.6%

Frequently Asked Questions

What is Morgan Stanley's investment management — provision for income taxes?
Morgan Stanley (MS) reported investment management — provision for income taxes of $38.00M in Q1 2026.
How has Morgan Stanley's investment management — provision for income taxes changed year-over-year?
Morgan Stanley's investment management — provision for income taxes decreased by 37.7% year-over-year, from $61.00M to $38.00M.
What is the long-term trend for Morgan Stanley's investment management — provision for income taxes?
Over 4 years (2021 to 2025), Morgan Stanley's investment management — provision for income taxes has grown at a -0.5% compound annual growth rate (CAGR), from $356.00M to $349.00M.
What does investment management — provision for income taxes mean?
The portion of the segment's profit set aside to pay income taxes.