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Morgan Stanley MS Investment Management — Investments

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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$343.12B+52.1%
P/E19.3×+4.0×
P/S4.4×+1.0×

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:EquityMethodInvestments.

The source filing: Morgan Stanley’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 4:15 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000895421-26-000121
$ in millionsAt March 31,2026At December 31,2025
Investments$2,175$2,054

Document

FAQ

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 metric represents the financial performance and operational scale of the firm's dedicated investment management division. It encompasses the revenue, assets under management, and profitability derived from providing investment advisory and sub-advisory services to institutional and retail clients. This segment is a core pillar of the firm's diversified business model, focusing on long-term capital appreciation and fee-based income generation.

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