MORGAN STANLEY also tracked

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

Diluted EPS

$3.46

+0.9% q +62.4% y

ROTCE derived

26.3%

−61bp q +820bp y

Efficiency ratio derived

65.1%

−34bp q −619bp y

TBVPS derived

$53.18

+3.1% q +12.6% y

ACL / loans derived

0.43%

+1bp q −9bp y

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

Quarterly history

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 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)	1,569	1,576	—	1,590	1,593	1,600	—	1,609	1,611	1,616	—	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)	1,571.9	1,579.6	1,582.8	1,591.1	1,598.3	1,606.8	1,606.7	1,612.1	1,619.1	1,626.7	1,627	1,642.3
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 derived	26.3%	27.0%	21.7%	23.3%	18.1%	22.8%	20.1%	17.4%	17.4%	19.6%	8.3%	13.5%
Efficiency ratio derived	65.1%	65.5%	67.7%	66.9%	71.3%	68.0%	69.1%	72.0%	72.4%	71.0%	83.7%	75.3%
ACL / loans derived	0.43%	0.42%	0.42%	0.47%	0.51%	0.48%	0.47%	0.50%	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

Metric	This bank	Rank
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

Form	Filed	Period	Document
8-K	2026-10-14	2026-10-14	0000895421-26-000288
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	2025-06-30	0000895421-25-000440
8-K	2025-07-16	2025-07-16	0000895421-25-000419
8-K	2025-07-01	2025-07-01	0000950103-25-008285
8-K	2025-06-16	2025-06-14	0000950103-25-007460
8-K	2025-05-16	2025-05-15	0000950103-25-006128
10-Q	2025-05-05	2025-03-31	0000895421-25-000343

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