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Nontaxable or nondeductible items

Morgan Stanley Nontaxable or nondeductible items increased by 9.5% to -1.9% in Q4 2025 compared to the prior quarter.

Analysis

StatementIncome Statement
SectionOther
CategoryProfitability
SignalContext dependent
VolatilityVolatile
First reportedQ4 2023
Last reportedQ4 2025Feb 19, 2026

How to read this metric

Changes reflect the tax-adjusted performance of the firm's strategic partnerships and minority investments.

Detailed definition

This metric represents the impact of income or losses from affiliates on the effective tax rate reconciliation. It adjus...

Peer comparison

Commonly reported by investment banks with significant holdings in other financial or operating entities.

Metric ID: other_effective_income_tax_rate_reconciliation_nondeduct_6d5bf5

Historical Data

3 periods
 Q4 '23Q4 '24Q4 '25
Value-2%-2.1%-1.9%
QoQ Change-5.0%+9.5%
YoY Change-5.0%+9.5%
Range-2.1%-1.9%
Avg YoY Growth+2.3%
Median YoY Growth+2.3%

Nontaxable or nondeductible items at Other Companies

Frequently Asked Questions

What is Morgan Stanley's nontaxable or nondeductible items?
Morgan Stanley (MS) reported nontaxable or nondeductible items of -1.9% in Q4 2025.
What does nontaxable or nondeductible items mean?
The percentage point impact of affiliate earnings or losses on the effective tax rate.