Morgan Stanley (MS) key performance indicators and operating metrics (9 metrics) from SEC EDGAR filings, earnings calls, and investor decks. First-party data.
| Metric | Latest Value | Period |
|---|---|---|
| Expense Efficiency Ratio | 65.00 percent | FY2026-Q2 |
| Return on Average Tangible Common Equity | 26.60 percent | FY2026-Q2 |
| Wealth Management Pre-Tax Profit Margin | 30.50 percent | FY2026-Q2 |
| Wealth Management Fee-Based Client Assets | 3.02T | FY2026-Q2 |
| Return on Equity | 20.70 percent | FY2026-Q2 |
| Investment Management Assets Under Management | 2T | FY2026-Q2 |
| Wealth Management Net New Assets | 118.4B | FY2026-Q1 |
| Investment Management Long-Term Net Flows | 3.3B | FY2026-Q1 |
| Wealth Management Fee-Based Asset Flows | 53.7B | FY2026-Q1 |
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Data sourced from U.S. SEC EDGAR filings, earnings call transcripts, and investor decks. Not personalized investment advice.