Big Five Bank Tracker
Data through Q2 2026 Updated 1 Sep 2026, 13:35 UTC Source: SEC EDGAR XBRL

MORGAN STANLEY

MS · CIK 0000895421 · SIC 6211 · fiscal year ends 31 December

Twelve quarters of normalized fundamentals, every figure linked to the filing it came from. Figures marked derived are computed by this site; the methodology page gives the formula and the XBRL concept used.

Q2 2026

Revenue

$21,348m
+3.7% q +27.1% y
Revenue: 12 of 12 quarters, Q3 2023 $13,273m to Q2 2026 $21,348m

Diluted EPS

$3.46
+0.9% q +62.4% y
Diluted EPS: 9 of 12 quarters, Q3 2023 $1.38 to Q2 2026 $3.46; 3 quarters not reported

ROTCE derived

26.3%
−61bp q +820bp y
ROTCE: 12 of 12 quarters, Q3 2023 13.5% to Q2 2026 26.3%

Efficiency ratio derived

65.1%
−34bp q −619bp y
Efficiency ratio: 12 of 12 quarters, Q3 2023 75.3% to Q2 2026 65.1%

TBVPS derived

$53.18
+3.1% q +12.6% y
TBVPS: 12 of 12 quarters, Q3 2023 $40.53 to Q2 2026 $53.18

ACL / loans derived

0.43%
+1bp q −9bp y
ACL / loans: 12 of 12 quarters, Q3 2023 0.57% to Q2 2026 0.43%

Sparklines plot the last 12 quarters, oldest at the left. Exact values are in the table below.

Quarterly history

MetricQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Income statement
Total revenue$21,348m$20,580m$17,890m†$18,224m$16,792m$17,739m$16,223m†$15,383m$15,019m$15,136m$12,896m†$13,273m
Net interest income$2,780m$2,703m$2,855m†$2,491m$2,347m$2,353m$2,552m†$2,196m$2,067m$1,796m$1,897m†$1,977m
Noninterest income$18,568m$17,877m$15,035m†$15,733m$14,445m$15,386m$13,671m†$13,187m$12,952m$13,340m$10,999m†$11,296m
Noninterest expense$13,902m$13,471m$12,112m†$12,196m$11,974m$12,060m$11,202m†$11,083m$10,869m$10,747m$10,797m†$9,994m
Provision for credit losses$110m$82m$5m†$6m$138m$81m$65m†$18m$85m$-22m$26m†$123m
Net income$5,581m$5,567m$4,397m†$4,610m$3,539m$4,315m$3,714m†$3,188m$3,076m$3,412m$1,517m†$2,408m
Net income to common$5,436m$5,411m$4,250m†$4,450m$3,392m$4,157m$3,564m†$3,028m$2,942m$3,266m$1,383m†$2,262m
Diluted EPS$3.46$3.43—$2.80$2.13$2.60—$1.88$1.82$2.02—$1.38
Diluted shares (avg, m)1,5691,576—1,5901,5931,600—1,6091,6111,616—1,643
Balance sheet
Total assets$1,675,057m$1,581,418m$1,420,270m$1,364,806m$1,353,870m$1,300,296m$1,215,071m$1,258,027m$1,212,447m$1,228,503m$1,193,693m$1,169,013m
Deposits$446,068m$427,971m$415,523m$405,480m$389,377m$381,563m$376,007m$363,722m$348,890m$352,494m$351,804m$345,458m
Loans, net of allowance$289,318m$276,683m$268,720m$255,867m$245,654m$232,792m$225,834m$218,012m$212,964m$203,794m$203,385m$202,742m
Allowance for credit losses$1,248m$1,174m$1,132m$1,213m$1,271m$1,133m$1,066m$1,104m$1,175m$1,141m$1,169m$1,157m
Total equity$116,329m$114,286m$111,632m$109,962m$108,184m$106,812m$104,511m$103,647m$100,714m$99,198m$99,038m$99,211m
Preferred equity$9,750m$9,750m$9,750m$9,750m$9,750m$9,750m$9,750m$9,750m$8,750m$8,750m$8,750m$8,750m
Goodwill$17,105m$17,105m$16,726m$16,725m$16,734m$16,714m$16,706m$16,735m$16,719m$16,722m$16,707m$16,699m
Other intangibles$5,873m$5,960m$6,010m$6,097m$6,185m$6,305m$6,453m$6,620m$6,763m$6,914m$7,055m$7,204m
Shares outstanding (m)1,571.91,579.61,582.81,591.11,598.31,606.81,606.71,612.11,619.11,626.71,6271,642.3
Derived
Common equity derived$106,579m$104,536m$101,882m$100,212m$98,434m$97,062m$94,761m$93,897m$91,964m$90,448m$90,288m$90,461m
Tangible common equity derived$83,601m$81,471m$79,146m$77,390m$75,515m$74,043m$71,602m$70,542m$68,482m$66,812m$66,526m$66,558m
TBVPS derived$53.18$51.58$50.00$48.64$47.25$46.08$44.57$43.76$42.30$41.07$40.89$40.53
ROTCE derived26.3%27.0%21.7%23.3%18.1%22.8%20.1%17.4%17.4%19.6%8.3%13.5%
Efficiency ratio derived65.1%65.5%67.7%66.9%71.3%68.0%69.1%72.0%72.4%71.0%83.7%75.3%
ACL / loans derived0.43%0.42%0.42%0.47%0.52%0.49%0.47%0.51%0.55%0.56%0.57%0.57%

† Q4 is not tagged as a quarterly figure by these filers; it is recovered as the reported full year minus the first nine months. Methodology.

Against the other five

Total assets $1,675,057m 6 of 6
Revenue $21,348m 5 of 6
ROTCE 26.3% 2 of 5
Efficiency ratio 65.1% 6 of 6, ranked from the low end
ACL / loans 0.43% 6 of 6
TBVPS $53.18 3 of 5

Rank among the six banks this site covers for Q2 2026, on the figures shown elsewhere on this page. Banks with no value for a metric are excluded from its count rather than ranked last.

Recent filings

FormFiledPeriodDocument
10-Q 2026-08-04 2026-06-30 0000895421-26-000212
8-K 2026-07-15 2026-07-15 0000895421-26-000207
8-K 2026-06-24 2026-06-24 0000950103-26-009448
8-K 2026-05-15 2026-05-14 0000950103-26-007291
10-Q 2026-05-05 2026-03-31 0000895421-26-000121
8-K 2026-04-15 2026-04-15 0000895421-26-000111
10-K 2026-02-19 2025-12-31 0000895421-26-000086
8-K 2026-02-11 2026-02-11 0000950103-26-001967
8-K 2026-01-15 2026-01-15 0000895421-26-000007
10-Q 2025-11-03 2025-09-30 0000895421-25-000539
8-K 2025-10-15 2025-10-15 0000895421-25-000535
8-K 2025-09-30 2025-09-30 0000950103-25-012581
8-K 2025-09-23 2025-09-23 0000950103-25-012045
10-Q 2025-08-04 2024-06-30 0000895421-25-000440
10-Q 2025-05-05 2024-03-31 0000895421-25-000343
10-K 2025-02-21 2022-12-31 0000895421-25-000304
10-Q 2024-11-04 2023-09-30 0000895421-24-000491
10-Q 2024-08-05 2023-06-30 0000895421-24-000403
10-Q 2024-05-03 2023-03-31 0000895421-24-000322
10-K 2024-02-22 2021-12-31 0000895421-24-000300

10-K, 10-Q and 8-K only, newest first, from the SEC submissions API.