MORGAN STANLEY

MS 10-Q · Q1 2026
API behind this page

MS Q1 2026 request

Playground key active
Request URL /api/financials?ticker=MS&year=2026&quarter=1
waiting 0 ms 
Pick an endpoint and run the request.
curl

Income Statement

JSON CSV Excel
Income Statement
Metric Q1 2026 Q1 2025 YoY
Income Before Taxes 7,011 5,544 +26.5%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 4,161 3,281 +26.8%
Investment Management · Operating Segments 280 323 -13.3%
Wealth Management1 · Operating Segments 2,591 1,951 +32.8%
Show Consolidation Items breakouts
Intersegment Elimination -21 -11 -90.9%
Income Tax Expense (Benefit) 1,373 1,173 +17.1%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 796 696 +14.4%
Investment Management · Operating Segments 38 61 -37.7%
Wealth Management1 · Operating Segments 544 419 +29.8%
Show Consolidation Items breakouts
Intersegment Elimination -5 -3 -66.7%
Net Income 5,638 4,371 +29.0%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 3,365 2,585 +30.2%
Investment Management · Operating Segments 242 262 -7.6%
Wealth Management1 · Operating Segments 2,047 1,532 +33.6%
Show Consolidation Items breakouts
Intersegment Elimination -16 -8 -100.0%
Net Income 5,567 4,315 +29.0%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 3,294 2,529 +30.2%
Investment Management · Operating Segments 242 262 -7.6%
Wealth Management1 · Operating Segments 2,047 1,532 +33.6%
Show Equity Components breakouts
Retained Earnings 5,567 4,315 +29.0%
Show Consolidation Items breakouts
Intersegment Elimination -16 -8 -100.0%
Comprehensive Income 6,346 5,168 +22.8%
EPS (Basic) 3.47 2.62 +32.4%
EPS (Diluted) 3.43 2.6 +31.9%
Wtd Avg Shares (Basic) 1,561 1,584 -1.5%
Wtd Avg Shares (Diluted) 1,576 1,600 -1.5%
Depreciation And Amortization 714 865 -17.5%
Communications And Information Technology 1,148 1,050 +9.3%
Marketing And Advertising Expense 310 238 +30.3%
Net Income Loss Available To Common Stockholders Basic 5,411 4,157 +30.2%
Occupancy Net 483 449 +7.6%
Other Noninterest Expense 1,130 906 +24.7%
Preferred Stock Dividends Income Statement Impact 156 158 -1.3%
Professional Fees 602 674 -10.7%
Interest And Dividend Income Operating 15,273 13,748 +11.1%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 11,822 10,073 +17.4%
Investment Management · Operating Segments 22 23 -4.3%
Wealth Management1 · Operating Segments 3,646 3,959 -7.9%
Show Consolidation Items breakouts
Intersegment Elimination -217 -307 +29.3%
Interest Expense Operating 12,570 11,395 +10.3%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 11,282 9,604 +17.5%
Investment Management · Operating Segments 42 52 -19.2%
Wealth Management1 · Operating Segments 1,476 2,057 -28.2%
Show Consolidation Items breakouts
Intersegment Elimination -230 -318 +27.7%
Interest Income Expense Net 2,703 2,353 +14.9%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 540 469 +15.1%
Investment Management · Operating Segments -20 -29 +31.0%
Wealth Management1 · Operating Segments 2,170 1,902 +14.1%
Show Consolidation Items breakouts
Intersegment Elimination 13 11 +18.2%
Investment Banking Revenue 2,289 1,711 +33.8%
Show Product Lines breakouts
Institutional Securities Underwriting · Institutional Securities1 1,138 996 +14.3%
Investment Advice · Institutional Securities1 978 563 +73.7%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 2,116 1,559 +35.7%
Wealth Management1 · Operating Segments 224 190 +17.9%
Show Consolidation Items breakouts
Intersegment Elimination -51 -38 -34.2%
Revenues Net Of Interest Expense 20,580 17,739 +16.0%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 10,721 8,983 +19.3%
Investment Management · Operating Segments 1,535 1,602 -4.2%
Wealth Management1 · Operating Segments 8,519 7,327 +16.3%
Show Geography breakouts
Americas 14,591 13,103 +11.4%
Asia 3,348 2,345 +42.8%
EMEA 2,641 2,291 +15.3%
Show Consolidation Items breakouts
Intersegment Elimination -195 -173 -12.7%
Brokerage Commissions Revenue 1,690 1,481 +14.1%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 1,005 869 +15.7%
Wealth Management1 · Operating Segments 783 695 +12.7%
Show Consolidation Items breakouts
Intersegment Elimination -98 -83 -18.1%
Labor And Related Expense 8,542 7,521 +13.6%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 3,264 2,854 +14.4%
Investment Management · Operating Segments 630 668 -5.7%
Wealth Management1 · Operating Segments 4,648 3,999 +16.2%
Noninterest Expense 13,471 12,060 +11.7%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 6,468 5,611 +15.3%
Investment Management · Operating Segments 1,255 1,279 -1.9%
Wealth Management1 · Operating Segments 5,922 5,332 +11.1%
Show Consolidation Items breakouts
Intersegment Elimination -174 -162 -7.4%
Noninterest Income 17,877 15,386 +16.2%
Show Business Segments breakouts
Institutional Securities1 · Operating Segments 10,181 8,514 +19.6%
Investment Management · Operating Segments 1,555 1,631 -4.7%
Wealth Management1 · Operating Segments 6,349 5,425 +17.0%
Show Consolidation Items breakouts
Intersegment Elimination -208 -184 -13.0%
Interest Income Operating 1,343 1,280 +4.9%
Income Loss From Equity Method Investments (Q) — — —
Show Business Segments breakouts
Investment Management 87 62 +40.3%
Show Schedule Of Equity Method Investment Equity Method Investee Name breakouts
MUMSS 50 36 +38.9%

Balance Sheet

Balance Sheet
Metric Q1 2026 Q1 2025 YoY
Current Assets
Cash & Cash Equivalents 133,529 90,739 +47.2%
Show Consolidated Entities breakouts
Variable Interest Entity Primary Beneficiary 37 27 +37.0%
Non-Current Assets
Goodwill 17,105 16,714 +2.3%
Total Assets 1,581,418 1,300,296 +21.6%
Show Business Segments breakouts
Institutional Securities1 1,235,197 883,719 +39.8%
Investment Management 17,824 17,598 +1.3%
Wealth Management1 328,397 398,979 -17.7%
Show Variable Interest Entity, by Interest [Axis] breakouts
Assets · Collateralized Debt Obligations 293 110 +166.4%
Assets · MABS 30,156 32,048 -5.9%
Assets · MTOB 5 6 -16.7%
Assets · Other 14,419 14,054 +2.6%
Assets · Structured Finance 2,048 1,873 +9.3%
Debt and equity interests · Collateralized Debt Obligations 293 110 +166.4%
Debt and equity interests · MABS 30,156 32,048 -5.9%
Debt and equity interests · Other 12,253 12,198 +0.5%
Debt and equity interests · Structured Finance 2,048 1,873 +9.3%
Derivative Financial Instruments Assets · MTOB 5 6 -16.7%
Derivative Financial Instruments Assets · Other 2,166 1,856 +16.7%
Securities Assets · Commercial Mortgage Backed Securities 8,966 9,877 -9.2%
Securities Assets · Mortgage Backed Securities Issued By US Government Sponsored Enterprises 6,839 6,449 +6.0%
Securities Assets · Other Consumer and Commercial Loans [Member] 11,542 12,546 -8.0%
Securities Assets · Residential Mortgage Backed Securities 2,809 3,176 -11.6%
Securities Assets · Variable Interest Entity Not Primary Beneficiary 30,156 32,048 -5.9%
Show Variable Interest Entity, by Product Group [Axis] breakouts
Investment vehicles · Variable Interest Entity Primary Beneficiary 654 497 +31.6%
MABS · Variable Interest Entity Primary Beneficiary 1,115 389 +186.6%
MTOB · Variable Interest Entity Primary Beneficiary 1,631 485 +236.3%
Other · Variable Interest Entity Primary Beneficiary 120 132 -9.1%
Show Consolidated Entities breakouts
Variable Interest Entity Primary Beneficiary 3,520 1,503 +134.2%
Non-Current Liabilities
Long-Term Debt 363,010 296,997 +22.2%
Total Liabilities 1,466,034 1,192,449 +22.9%
Show Variable Interest Entity, by Interest [Axis] breakouts
Derivative Financial Instruments Liabilities · MTOB 2 3 -33.3%
Derivative Financial Instruments Liabilities · Other 889 451 +97.1%
Show Variable Interest Entity, by Product Group [Axis] breakouts
Investment vehicles · Variable Interest Entity Primary Beneficiary 384 289 +32.9%
MABS · Variable Interest Entity Primary Beneficiary 517 223 +131.8%
MTOB · Variable Interest Entity Primary Beneficiary 1,529 461 +231.7%
Other · Variable Interest Entity Primary Beneficiary 5 6 -16.7%
Show Consolidated Entities breakouts
Variable Interest Entity Primary Beneficiary 2,435 979 +148.7%
Stockholders' Equity
Common Stock 20 20 0.0%
Additional Paid-In Capital 30,988 29,773 +4.1%
Retained Earnings 118,913 107,653 +10.5%
Accumulated Other Comprehensive Income -5,506 -5,961 +7.6%
Total Stockholders' Equity 114,286 106,812 +7.0%
Total Liabilities & Equity 1,581,418 1,300,296 +21.6%

Cash Flow Statement

Cash Flow Statement
Metric YTD Q1 2026 YTD Q1 2025 YoY
Operating Activities
Stock-Based Compensation 571 539 +5.9%
Other Non-Cash Items 74 -2 +3800.0%
Change in Accounts Payable 31,739 24,460 +29.8%
Net Cash from Operations -7,098 -23,976 +70.4%
Investing Activities
Purchases of Investments -11,653 -6,562 -77.6%
Other Investing Activities -313 -24 -1204.2%
Net Cash from Investing -6,600 -5,034 -31.1%
Financing Activities
Debt Repayments -27,561 -20,845 -32.2%
Net Cash from Financing 36,460 13,045 +179.5%
Supplemental
Income Taxes Paid 398 534 -25.5%
Interest Paid 14,195 12,464 +13.9%
Other Cash Flow
Net Change in Cash 21,834 -14,647 +249.1%

Values in millions USD. Source: SEC EDGAR 10-Q filing.

This table is rendered from the same JSON returned by /api/financials.

Get API Key