Unrecognized Tax Benefits - Impacting Effective Tax Rate
Morgan Stanley Unrecognized Tax Benefits - Impacting Effective Tax Rate increased by 16.2% to $1.35B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 16.2%, from $1.16B to $1.35B. Over 4 years (FY 2021 to FY 2025), Unrecognized Tax Benefits - Impacting Effective Tax Rate shows an upward trend with a 11.9% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
A high balance indicates significant tax uncertainty; resolution in the company's favor would provide a one-time boost to net income.
Detailed definition
The portion of tax positions taken by the company that have not been recognized in the financial statements because they...
Peer comparison
Commonly disclosed in tax footnotes; peers with aggressive tax planning strategies often show higher levels of unrecognized benefits.
unrecognized_tax_benefits_impacting_etrHistorical Data
| Q4 '21 | Q4 '22 | Q4 '23 | Q4 '24 | Q4 '25 | |
|---|---|---|---|---|---|
| Value | $860M | $1.01B | $1.09B | $1.16B | $1.35B |
| QoQ Change | — | +17.1% | +8.2% | +6.3% | +16.2% |
| YoY Change | — | +17.1% | +8.2% | +6.3% | +16.2% |
Unrecognized Tax Benefits - Impacting Effective Tax Rate at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's unrecognized tax benefits - impacting effective tax rate?
- Morgan Stanley (MS) reported unrecognized tax benefits - impacting effective tax rate of $1.35B in Q4 2025.
- How has Morgan Stanley's unrecognized tax benefits - impacting effective tax rate changed year-over-year?
- Morgan Stanley's unrecognized tax benefits - impacting effective tax rate increased by 16.2% year-over-year, from $1.16B to $1.35B.
- What is the long-term trend for Morgan Stanley's unrecognized tax benefits - impacting effective tax rate?
- Over 4 years (2021 to 2025), Morgan Stanley's unrecognized tax benefits - impacting effective tax rate has grown at a 11.9% compound annual growth rate (CAGR), from $860M to $1.35B.
- What does unrecognized tax benefits - impacting effective tax rate mean?
- Potential tax savings the company has claimed but not yet counted because they are uncertain.