Other
Investment Program, Proportional Amortization Method, Elected, Income Tax Credit And Other Income Tax Benefit, After Amortization Expense, Including Other Income
Morgan Stanley Investment Program, Proportional Amortization Method, Elected, Income Tax Credit And Other Income Tax Benefit, After Amortization Expense, Including Other Income increased by 15.4% to $15M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.4%, from $13M to $15M. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementCash Flow Statement
SectionOther
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2023
Last reportedQ1 2026May 5, 2026
How to read this metric
An increase indicates higher net returns from the firm's tax-advantaged investment strategy.
Detailed definition
Represents the net financial benefit, including tax credits and other income, derived from investment programs using the...
Peer comparison
A summary metric for evaluating the net effectiveness of tax-advantaged investment portfolios.
Metric ID:
other_investment_program_proportional_amortization_metho_5b295dHistorical Data
10 periods
| Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $10M | $10M | $10M | $10M | $15.5M | $15.5M | $15.5M | $15.5M | $13M | $15M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +55.0% | +0.0% | +0.0% | +0.0% | -16.1% | +15.4% |
| YoY Change | — | — | — | — | +55.0% | +55.0% | +55.0% | +55.0% | -16.1% | +15.4% |
Range$10M – $15.5M
CAGR+19.7%
Avg YoY Growth+36.5%
Median YoY Growth+55.0%
Investment Program, Proportional Amortization Method, Elected, Income Tax Credit And Other Income Tax Benefit, After Amortization Expense, Including Other Income at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's investment program, proportional amortization method, elected, income tax credit and other income tax benefit, after amortization expense, including other income?
- Morgan Stanley (MS) reported investment program, proportional amortization method, elected, income tax credit and other income tax benefit, after amortization expense, including other income of $15M in Q1 2026.
- How has Morgan Stanley's investment program, proportional amortization method, elected, income tax credit and other income tax benefit, after amortization expense, including other income changed year-over-year?
- Morgan Stanley's investment program, proportional amortization method, elected, income tax credit and other income tax benefit, after amortization expense, including other income increased by 15.4% year-over-year, from $13M to $15M.
- What does investment program, proportional amortization method, elected, income tax credit and other income tax benefit, after amortization expense, including other income mean?
- The net profit or benefit from tax-advantaged investment programs after all associated expenses.