Tax Equity Investment Benefits
Morgan Stanley Tax Equity Investment Benefits increased by 40.0% to $14.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 7.7%, from $13.00M to $14.00M. Over 3 years (FY 2022 to FY 2025), Tax Equity Investment Benefits shows an upward trend with a 15.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Higher benefits indicate effective utilization of tax-incentivized investment strategies to reduce the overall effective tax rate.
Detailed definition
The net financial impact of tax credits and other tax benefits derived from investments in projects, such as renewable e...
Peer comparison
Common in financial institutions with large balance sheets and tax-planning strategies; comparable to tax-credit-linked investment income at peers.
ms_tax_equity_investment_benefitsHistorical Data
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $8.50M | $8.50M | $8.50M | $8.50M | $22.00M | $3.00M | $11.00M | $4.00M | $15.00M | $19.00M | $15.00M | $13.00M | $13.00M | $15.00M | $15.00M | $10.00M | $14.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +158.8% | -86.4% | +266.7% | -63.6% | +275.0% | +26.7% | -21.1% | -13.3% | +0.0% | +15.4% | +0.0% | -33.3% | +40.0% |
| YoY Change | — | — | — | — | +158.8% | -64.7% | +29.4% | -52.9% | -31.8% | +533.3% | +36.4% | +225.0% | -13.3% | -21.1% | +0.0% | -23.1% | +7.7% |
Tax Equity Investment Benefits at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's tax equity investment benefits?
- Morgan Stanley (MS) reported tax equity investment benefits of $14.00M in Q1 2026.
- How has Morgan Stanley's tax equity investment benefits changed year-over-year?
- Morgan Stanley's tax equity investment benefits increased by 7.7% year-over-year, from $13.00M to $14.00M.
- What is the long-term trend for Morgan Stanley's tax equity investment benefits?
- Over 3 years (2022 to 2025), Morgan Stanley's tax equity investment benefits has grown at a 15.9% compound annual growth rate (CAGR), from $34.00M to $53.00M.
- What does tax equity investment benefits mean?
- Net tax savings and credits generated from specific tax-advantaged investment programs.