Morgan Stanley (MS) key performance indicators and operating metrics (20 metrics) from SEC EDGAR filings, earnings calls, and investor decks. First-party data.
| Metric | Latest Value | Period |
|---|---|---|
| Net revenues (Wealth Management) | 8.52B | FY2026-Q1 |
| Net revenues (Institutional Securities) | 10.72B | FY2026-Q1 |
| Investment management revenues | 1.54B | FY2026-Q1 |
| Net revenues (Firm) | 20.58B | FY2026-Q1 |
| Expense efficiency ratio | 65.00 percent | FY2026-Q1 |
| ROTCE (Return on tangible common equity) | 27.10 percent | FY2026-Q1 |
| Wealth Management pre-tax margin | 30.40 percent | FY2026-Q1 |
| Net new assets (Wealth Management) | 118.4B | FY2026-Q1 |
| Investment Management AUM | 1.87T | FY2026-Q1 |
| Wealth Management fee-based asset flows | 53.7B | FY2026-Q1 |
| Investment Management long-term net flows | 3.3B | FY2026-Q1 |
| Wealth Management - Loans | 186.3B | FY2026-Q1 |
| Wealth Management fee-based client assets | 2.79T | FY2026-Q1 |
| Institutional Securities - Equity net revenues | 4.12B | FY2025-Q3 |
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Data sourced from U.S. SEC EDGAR filings, earnings call transcripts, and investor decks. Not personalized investment advice.