Other

Investment Program, Proportional Amortization Method, Elected, Income Tax Credit and Other Income Tax Benefit, after Amortization Expense

Morgan Stanley Investment Program, Proportional Amortization Method, Elected, Income Tax Credit and Other Income Tax Benefit, after Amortization Expense 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), Investment Program, Proportional Amortization Method, Elected, Income Tax Credit and Other Income Tax Benefit, after Amortization Expense shows an upward trend with a 15.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementIncome Statement
SectionOther
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026May 5, 2026

How to read this metric

Higher net benefits indicate more efficient or larger-scale tax-advantaged investment programs.

Detailed definition

The net financial impact of tax credits and other benefits from proportional amortization investments, calculated after...

Peer comparison

Comparable across financial institutions with similar tax-equity investment structures.

Metric ID: other_investment_program_proportional_amortization_metho_8295bb

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$8.50M$8.50M$8.50M$8.50M$22.00M$3.00M$11.00M$4.00M$15.00M$19.00M$15.00M$12.00M$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%-20.0%+8.3%+15.4%+0.0%-33.3%+40.0%
YoY Change+158.8%-64.7%+29.4%-52.9%-31.8%+533.3%+36.4%+200.0%-13.3%-21.1%+0.0%-16.7%+7.7%
Range$3.00M$22.00M
CAGR+13.3%
Avg YoY Growth+58.9%
Median YoY Growth+0.0%

Investment Program, Proportional Amortization Method, Elected, Income Tax Credit and Other Income Tax Benefit, after Amortization Expense 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?
Morgan Stanley (MS) reported investment program, proportional amortization method, elected, income tax credit and other income tax benefit, after amortization expense of $14.00M 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 changed year-over-year?
Morgan Stanley's investment program, proportional amortization method, elected, income tax credit and other income tax benefit, after amortization expense increased by 7.7% year-over-year, from $13.00M to $14.00M.
What is the long-term trend for Morgan Stanley's investment program, proportional amortization method, elected, income tax credit and other income tax benefit, after amortization expense?
Over 3 years (2022 to 2025), Morgan Stanley's investment program, proportional amortization method, elected, income tax credit and other income tax benefit, after amortization expense has grown at a 15.9% compound annual growth rate (CAGR), from $34.00M to $53.00M.
What does investment program, proportional amortization method, elected, income tax credit and other income tax benefit, after amortization expense mean?
The net tax benefit from specific investment programs after accounting for their cost.