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Morgan Stanley MS Investment Management — Investments

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JLLInvestment Management — Revenue
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SEICInvestment Managers — Total Revenue
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Other financials

Income statement

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Revenue$20.6B+16.0%
Net income$5.6B+29.0%
EPS (diluted)$3.43+31.9%

Balance sheet

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Cash & equivalents$133.53B+47.2%
Total debt$371.57B+18.4%
Total equity$114.29B+7.0%
Total assets$1.58T+21.6%

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$352B+38.9%
Enterprise value$590.04B+21.4%
P/E19.4×+1.7×
P/S4.8×+0.9×

Profitability

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Net margin24.6%+2.4pp
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:EquityMethodInvestments.

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 $2.18B in Q1 2026.
How has Morgan Stanley's investment management — investments changed year-over-year?
Morgan Stanley's investment management — investments increased by 9.6% year-over-year, from $1.98B to $2.18B.
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 -2.5% compound annual growth rate (CAGR), from $9.04B to $8.17B.
What does investment management — investments mean?
This represents the total financial activity and performance of the company's asset and investment management business segment.
How do you interpret investment management — investments?
An increase in this metric typically signals growth in fee-based revenue and expansion of assets under management, while a decrease may indicate market volatility or net outflows from investment products.
How does investment management — investments compare across companies?
Peers in the global investment banking and asset management space report similar metrics under 'Asset Management' or 'Investment Management' segments, often benchmarked by fee margins and net new asset growth.