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Investment securities: Annualized average yield, total (as a percent)

Morgan Stanley Investment securities: Annualized average yield, total (as a percent) increased by 3100.0% to $0.03 in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 10.3%, from $0.03 to $0.03. Over 2 years (FY 2023 to FY 2025), Investment securities: Annualized average yield, total (as a percent) shows an upward trend with a 18.0% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementCash Flow Statement
SectionOther
CategoryProfitability
SignalHigher is better
VolatilityStable
First reportedQ1 2017
Last reportedQ1 2026May 5, 2026

How to read this metric

An increase suggests improved asset allocation or a favorable interest rate environment for the investment portfolio.

Detailed definition

Represents the aggregate annualized average yield across all investment securities, including both AFS and HTM portfolio...

Peer comparison

Standard industry metric for evaluating the total investment portfolio performance.

Metric ID: other_investment_securities_debt_maturities_annualized_a_e14fc0

Historical Data

15 periods
 Q1 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$0.02$0.00$0.02$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.03
QoQ Change-87.5%+850.0%-94.7%+0.0%+100.0%>999%-92.0%-50.0%+0.0%>999%-96.6%+0.0%+0.0%>999%
YoY Change+18.7%+0.0%+31.6%+100.0%+0.0%-50.0%+16.0%-50.0%+0.0%+0.0%+10.3%
Range$0.00$0.03
CAGR+21.9%
Avg YoY Growth+7.0%
Median YoY Growth+0.0%
Current Streak3 quarters growth

Investment securities: Annualized average yield, total (as a percent) at Other Companies

Frequently Asked Questions

What is Morgan Stanley's investment securities: annualized average yield, total (as a percent)?
Morgan Stanley (MS) reported investment securities: annualized average yield, total (as a percent) of $0.03 in Q1 2026.
How has Morgan Stanley's investment securities: annualized average yield, total (as a percent) changed year-over-year?
Morgan Stanley's investment securities: annualized average yield, total (as a percent) increased by 10.3% year-over-year, from $0.03 to $0.03.
What is the long-term trend for Morgan Stanley's investment securities: annualized average yield, total (as a percent)?
Over 2 years (2023 to 2025), Morgan Stanley's investment securities: annualized average yield, total (as a percent) has grown at a 18.0% compound annual growth rate (CAGR), from $0.02 to $0.03.
What does investment securities: annualized average yield, total (as a percent) mean?
The combined average annual interest return on all debt investment securities.