Skip to content
Annalist
Companies Screener Compare Deal Lab Method Data Quality For AI agents

Morgan Stanley

MS · NYSE · Financials, investment banking and brokerage · United States · US GAAP · Fiscal year ends December

Latest report: Q2 FY2026, the quarter ended 30 June 2026, released 4 August 2026. Snapshot FY2026Q2_1b839410.

Compare with peers Excel JSON

Overview

Total net revenue, quarter
+27.1% year on year
Income before income taxes, quarter
+59.0% year on year
Net income attributable to the company, quarter
+57.7% year on year
Return on equity, quarter annualised
+6.2pp year on year
Cost-to-income ratio
−6.2pp year on year
Credit cost ratio
−0.19pp year on year

Select a figure to see the document it came from.

Key Findings

Findings for the latest quarter, with their history over earlier quarters.

  1. Net income attributable to the company for the quarter ended 30 June 2026 was US$5.6 billion, 57.7% higher than in the same quarter a year earlier.

    Strengthenedin Q2 FY2026 · stated since Q2 FY202457.7% from 29.0% in Q1 FY2026
    Rule: Profit against a year earlier · Sources 10-Q 2026-06
    History of this finding, 9 records
    1. Q2 FY2026 StrengthenedNet income attributable to the company for the quarter ended 30 June 2026 was US$5.6 billion, 57.7% higher than in the same quarter a year earlier.Recorded from FY2026Q2_1b839410 · data update
    2. Q1 FY2026 StrengthenedNet income attributable to the company for the quarter ended 31 March 2026 was US$5.6 billion, 29.0% higher than in the same quarter a year earlier.Reconstructed · data update
    3. Q4 FY2025 WeakenedNet income attributable to the company for the quarter ended 31 December 2025 was US$4.4 billion, 18.4% higher than in the same quarter a year earlier.Reconstructed · data update
    4. Q3 FY2025 StrengthenedNet income attributable to the company for the quarter ended 30 September 2025 was US$4.6 billion, 44.6% higher than in the same quarter a year earlier.Reconstructed · data update
    5. Q2 FY2025 WeakenedNet income attributable to the company for the quarter ended 30 June 2025 was US$3.5 billion, 15.1% higher than in the same quarter a year earlier.Reconstructed · data update
    6. Q1 FY2025 WeakenedNet income attributable to the company for the quarter ended 31 March 2025 was US$4.3 billion, 26.5% higher than in the same quarter a year earlier.Reconstructed · data update
    7. Q4 FY2024 StrengthenedNet income attributable to the company for the quarter ended 31 December 2024 was US$3.7 billion, 144.8% higher than in the same quarter a year earlier.Reconstructed · data update
    8. Q3 FY2024 WeakenedNet income attributable to the company for the quarter ended 30 September 2024 was US$3.2 billion, 32.4% higher than in the same quarter a year earlier.Reconstructed · data update
    9. Q2 FY2024 NewNet income attributable to the company for the quarter ended 30 June 2024 was US$3.1 billion, 41.0% higher than in the same quarter a year earlier.Reconstructed · initial

  2. Total net revenue for the quarter was US$21.3 billion, 27.1% higher than a year earlier.

    Strengthenedin Q2 FY2026 · stated since Q2 FY202427.1% from 16.0% in Q1 FY2026
    Rule: Revenue against a year earlier · Sources 10-Q 2026-06
    History of this finding, 9 records
    1. Q2 FY2026 StrengthenedTotal net revenue for the quarter was US$21.3 billion, 27.1% higher than a year earlier.Recorded from FY2026Q2_1b839410 · data update
    2. Q1 FY2026 StrengthenedTotal net revenue for the quarter was US$20.6 billion, 16.0% higher than a year earlier.Reconstructed · data update
    3. Q4 FY2025 WeakenedTotal net revenue for the quarter was US$17.9 billion, 10.3% higher than a year earlier.Reconstructed · data update
    4. Q3 FY2025 StrengthenedTotal net revenue for the quarter was US$18.2 billion, 18.5% higher than a year earlier.Reconstructed · data update
    5. Q2 FY2025 WeakenedTotal net revenue for the quarter was US$16.8 billion, 11.8% higher than a year earlier.Reconstructed · data update
    6. Q1 FY2025 WeakenedTotal net revenue for the quarter was US$17.7 billion, 17.2% higher than a year earlier.Reconstructed · data update
    7. Q4 FY2024 StrengthenedTotal net revenue for the quarter was US$16.2 billion, 25.8% higher than a year earlier.Reconstructed · data update
    8. Q3 FY2024 StrengthenedTotal net revenue for the quarter was US$15.4 billion, 15.9% higher than a year earlier.Reconstructed · data update
    9. Q2 FY2024 NewTotal net revenue for the quarter was US$15.0 billion, 11.6% higher than a year earlier.Reconstructed · initial

  3. Annualised return on equity for the quarter was 19.4%, against 13.2% in the same quarter a year earlier.

    Strengthenedin Q2 FY2026 · stated since Q2 FY2024
    Rule: Return on equity against a year earlier · Sources 10-Q 2026-03, 10-Q 2026-06, 10-Q 2025-03 and 1 more
    History of this finding, 9 records
    1. Q2 FY2026 StrengthenedAnnualised return on equity for the quarter was 19.4%, against 13.2% in the same quarter a year earlier.Recorded from FY2026Q2_1b839410 · data update
    2. Q1 FY2026 StrengthenedAnnualised return on equity for the quarter was 19.7%, against 16.3% in the same quarter a year earlier.Reconstructed · data update
    3. Q4 FY2025 WeakenedAnnualised return on equity for the quarter was 15.9%, against 14.3% in the same quarter a year earlier.Reconstructed · data update
    4. Q3 FY2025 StrengthenedAnnualised return on equity for the quarter was 16.9%, against 12.5% in the same quarter a year earlier.Reconstructed · data update
    5. Q2 FY2025 WeakenedAnnualised return on equity for the quarter was 13.2%, against 12.3% in the same quarter a year earlier.Reconstructed · data update
    6. Q1 FY2025 WeakenedAnnualised return on equity for the quarter was 16.3%, against 13.8% in the same quarter a year earlier.Reconstructed · data update
    7. Q4 FY2024 StrengthenedAnnualised return on equity for the quarter was 14.3%, against 6.1% in the same quarter a year earlier.Reconstructed · data update
    8. Q3 FY2024 WeakenedAnnualised return on equity for the quarter was 12.5%, against 9.7% in the same quarter a year earlier.Reconstructed · data update
    9. Q2 FY2024 NewAnnualised return on equity for the quarter was 12.3%, against 8.7% in the same quarter a year earlier.Reconstructed · initial

  4. The cost-to-income ratio for the quarter was 65.1%, against 71.3% a year earlier.

    Strengthenedin Q2 FY2026 · stated since Q2 FY2024
    Rule: Cost-to-income ratio against a year earlier · Sources 10-Q 2026-06
    History of this finding, 9 records
    1. Q2 FY2026 StrengthenedThe cost-to-income ratio for the quarter was 65.1%, against 71.3% a year earlier.Recorded from FY2026Q2_1b839410 · data update
    2. Q1 FY2026 StrengthenedThe cost-to-income ratio for the quarter was 65.5%, against 68.0% a year earlier.Reconstructed · data update
    3. Q4 FY2025 WeakenedThe cost-to-income ratio for the quarter was 67.7%, against 69.1% a year earlier.Reconstructed · data update
    4. Q3 FY2025 StrengthenedThe cost-to-income ratio for the quarter was 66.9%, against 72.0% a year earlier.Reconstructed · data update
    5. Q2 FY2025 WeakenedThe cost-to-income ratio for the quarter was 71.3%, against 72.4% a year earlier.Reconstructed · data update
    6. Q1 FY2025 WeakenedThe cost-to-income ratio for the quarter was 68.0%, against 71.0% a year earlier.Reconstructed · data update
    7. Q4 FY2024 StrengthenedThe cost-to-income ratio for the quarter was 69.1%, against 83.7% a year earlier.Reconstructed · data update
    8. Q3 FY2024 WeakenedThe cost-to-income ratio for the quarter was 72.0%, against 75.3% a year earlier.Reconstructed · data update
    9. Q2 FY2024 NewThe cost-to-income ratio for the quarter was 72.4%, against 77.9% a year earlier.Reconstructed · initial

Records before Q2 FY2026 are reconstructed from the latest snapshot. Ledger: findings.json.

Data

Source documents27 documents, latest Form 10-Q, period ended 30 June 2026List
DownloadsExcel workbook · JSON
SnapshotFY2026Q2_1b839410

Corporate Events

Corporate events are listed for companies whose figures come from 10-K and 10-Q filings; none are listed for this company.

Earnings, Returns and Balance Sheet

Total Net Revenue

By quarter, US dollars

Income Before Income Taxes

By quarter, US dollars

Net Income Attributable to the Company

By quarter, US dollars

Revenue Mix

Share of total net revenue by quarter, per cent

Return on Equity

Quarter annualised, per cent

Cost-to-income Ratio

By quarter, per cent

Credit Cost Ratio

Provision for credit losses over average loans, quarter annualised, per cent

Loan-to-deposit Ratio

At quarter end, per cent

Financial Statements

Figures as filed. Select a figure for its source document and method; a small d marks a quarter derived from cumulative reports.

The statements are loading. They are also available as JSON and CSV.

Ratios

Select a ratio for its formula and the figures it uses, each with its document; (i) gives its definition.

The ratios are loading.

Source Documents

Documents of this snapshot, latest first.

DocumentDateId
Form 10-Q, period ended 30 June 20264 Aug 202610-Q:0000895421-26-000212
Form 10-Q, period ended 31 March 20265 May 202610-Q:0000895421-26-000121
Form 10-K, period ended 31 December 202519 Feb 202610-K:0000895421-26-000086
Form 10-Q, period ended 30 September 20253 Nov 202510-Q:0000895421-25-000539
Form 10-Q, period ended 30 June 20254 Aug 202510-Q:0000895421-25-000440
Form 10-Q, period ended 31 March 20255 May 202510-Q:0000895421-25-000343
Form 10-K, period ended 31 December 202421 Feb 202510-K:0000895421-25-000304
Form 10-Q, period ended 30 September 20244 Nov 202410-Q:0000895421-24-000491
Form 10-Q, period ended 30 June 20245 Aug 202410-Q:0000895421-24-000403
Form 10-Q, period ended 31 March 20243 May 202410-Q:0000895421-24-000322
Form 10-K, period ended 31 December 202322 Feb 202410-K:0000895421-24-000300
Form 10-Q, period ended 30 September 20233 Nov 202310-Q:0000895421-23-000441
Form 10-Q, period ended 30 June 20233 Aug 202310-Q:0000895421-23-000374
Form 10-Q, period ended 31 March 20232 May 202310-Q:0000895421-23-000315
Form 10-K, period ended 31 December 202224 Feb 202310-K:0000895421-23-000284
Form 10-Q, period ended 30 September 20223 Nov 202210-Q:0000895421-22-000587
Form 10-Q, period ended 30 June 20225 Aug 202210-Q:0000895421-22-000515
Form 10-Q, period ended 31 March 20224 May 202210-Q:0000895421-22-000442
Form 10-K, period ended 31 December 202124 Feb 202210-K:0000895421-22-000400
Form 10-Q, period ended 30 September 20213 Nov 202110-Q:0000895421-21-000532
Form 10-Q, period ended 30 June 20212 Aug 202110-Q:0000895421-21-000425
Form 10-Q, period ended 31 March 20213 May 202110-Q:0000895421-21-000334
Form 10-K, period ended 31 December 202026 Feb 202110-K:0000895421-21-000286
Form 10-Q, period ended 30 September 20203 Nov 202010-Q:0000895421-20-000527
Form 8-K, period ended 2 October 20202 Oct 20208-K:0000950103-20-019435
Form 10-Q, period ended 30 June 20204 Aug 202010-Q:0000895421-20-000429
Form 10-Q, period ended 31 March 20205 May 202010-Q:0000895421-20-000323

Checks

365365 checks, all passed
Fiscal calendar68 passedFiscal years last 350 to 380 days, quarters 80 to 125 days, and each period starts on the day after the one before. Checked at error level.
Quarters and fiscal year106 passedThe 4 quarters of every item add up to its fiscal year, or a later filing restated the year. Checked at error level.
Filer identity1 passedThe documents are those of the company of this page. Checked at error level.
Balance sheet identity26 passedTotal assets equal total liabilities and equity at each balance sheet date. Checked at error level.
Balance sheet structure26 passedTotal assets equal liabilities, temporary equity and total equity. Checked at warning level.
Quarters and 9 months10 passedThe 3 reported quarters of a fiscal year add up to the reported 9-month figure. Checked at error level.
Earnings per share6 passedNet income divided by average shares agrees with reported basic earnings per share. Checked at warning level.
Bank interest32 passed Checked at error level.
Bank revenue32 passed Checked at error level.
Bank pretax32 passed Checked at error level.
Bank loans26 passed Checked at error level.

Data Quality

How many values of this snapshot the checks prove, and how many Annalist derives, withholds and tracks as restated. Every company.

Values published1,376
Confirmed by other figures46.1%, 634 values
Confirmed by a second document0.0%, 0 values
Derived from reported figures14.8%, 204 values
Values withheld0
Restated figures tracked26
Changes compared on one basis0
Company lines mapped1 of 1 reviewed

Citation

Annalist, Morgan Stanley, snapshot morgan-stanley/FY2026Q2_1b839410 (as of FY2026 Q2); <item label>, <period>; source <document id> (<document url>)

Snapshot FY2026Q2_1b839410 · dataset SHA-256 1b839410a71dcb3adc12f4c7a523eb6950c2e46da58801b32090f0a8e7db9889 · findings rules 0.4

Data: info.json · dataset.json · validation.json · documents.json