Wealth Management — Interest Expense
Business Segments · Interest ExpenseMorgan Stanley Wealth Management — Interest Expense decreased by 3.1% to $2.09B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 5.5%, from $2.22B to $2.09B. Over 2 years (FY 2022 to FY 2025), Wealth Management — Interest Expense shows an upward trend with a 97.7% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
StatementSegment
CategoryProfitability
SignalLower is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ4 2025
Rolls up toInterest Expense
How to read this metric
An increase may signal higher funding costs or a larger deposit base, while a decrease suggests lower interest rate environments or improved funding efficiency.
Detailed definition
Represents the cost of funding the wealth management segment's balance sheet, including interest paid on deposits and ot...
Peer comparison
Standard interest expense metric for banking and wealth management segments.
Metric ID:
ms_segment_wm_interest_expenseHistorical Data
14 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $537.50M | $537.50M | $537.50M | $537.50M | $1.54B | $1.85B | $2.12B | $2.23B | $2.37B | $2.22B | $2.06B | $2.09B | $2.16B | $2.09B |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +187.3% | +19.5% | +14.7% | +5.2% | +6.6% | -6.7% | -7.1% | +1.6% | +3.3% | -3.1% |
| YoY Change | — | — | — | — | +187.3% | +243.3% | — | +44.3% | +28.7% | — | -2.8% | -6.2% | -9.0% | -5.5% |
Range$537.50M – $2.37B
CAGR+51.9%
Avg YoY Growth+60.0%
Median YoY Growth+12.9%
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Frequently Asked Questions
- What is Morgan Stanley's wealth management — interest expense?
- Morgan Stanley (MS) reported wealth management — interest expense of $2.09B in Q4 2025.
- How has Morgan Stanley's wealth management — interest expense changed year-over-year?
- Morgan Stanley's wealth management — interest expense decreased by 5.5% year-over-year, from $2.22B to $2.09B.
- What is the long-term trend for Morgan Stanley's wealth management — interest expense?
- Over 2 years (2022 to 2025), Morgan Stanley's wealth management — interest expense has grown at a 97.7% compound annual growth rate (CAGR), from $2.15B to $8.40B.
- What does wealth management — interest expense mean?
- Total interest costs paid on deposits and other liabilities within the wealth management segment.