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Morgan Stanley MSDL Equity Method Investments

Equity Method Investments at other companies

Ares Capital logo
Ares CapitalARCC
$13.1M-77.0%
FS KKR Capital Corp. logo
FS KKR Capital Corp.FSK
$2.6M+44.4%
Blue Owl Capital logo
Blue Owl CapitalOBDC
$15.34B-13.3%
Blackstone Secured Lending Fund logo
Blackstone Secured Lending FundBXSL
$13.94B+8.6%
MidCap Financial Investment Corporation logo
MidCap Financial Investment CorporationMFIC
$48K-99.3%
Oaktree Specialty Lending logo
Oaktree Specialty LendingOCSL
$2.77B—

Segments

By geography

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US$3.52B-2.4%
CA$123.19M-23.5%
GB$13.25M+9.1%
AU$12.94M+44.6%

Other financials

Income statement

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Net income-$4.5M-115%
EPS (diluted)-$0.05-115%

Balance sheet

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Cash & equivalents$80.7M+16.2%
Total debt$2.1B+2.2%
Total equity$1.7B-7.0%
Total assets$3.8B-2.2%

Cash flow

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Operating cash flow$86.3M+153%

Valuation

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Market cap$1.27B-24.4%
Enterprise value$3.25B-10.4%
P/E14.5×+5.8×

Returns & leverage

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Return on equity5%-5.6pp
Debt / equity1.2×+0.1×

Where this comes from

Reported directly by Morgan Stanley in its filing.

Tagged under the XBRL concept us-gaap:InvestmentOwnedAtFairValue.

The official record: Morgan Stanley’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Morgan Stanley's equity method investments?
Morgan Stanley (MSDL) reported equity method investments of $3.67B in Q1 2026.
How has Morgan Stanley's equity method investments changed year-over-year?
Morgan Stanley's equity method investments decreased by 3.1% year-over-year, from $3.79B to $3.67B.
What is the long-term trend for Morgan Stanley's equity method investments?
Over 3 years (2022 to 2025), Morgan Stanley's equity method investments has grown at a 9.5% compound annual growth rate (CAGR), from $2.87B to $3.77B.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.