v3.26.1
Segment, Geographic and Revenue Information (Tables)
6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Schedule of Selected Financial Information by Business Segment
Selected Financial Information by Business Segment
Three Months Ended June 30, 2026
$ in millionsISWMIMI/ETotal
Investment banking$2,437$252$$(38)$2,651
Trading6,650102(39)10 6,723
Investments3111184 226
Commissions and fees1
1,114813(94)1,833
Asset management1,2
2185,2611,516 (83)6,912
Other581636(4)223
Total non-interest revenues10,5086,6021,667 (209)18,568
Interest income12,8863,21023(217)15,902
Interest expense12,35495644(232)13,122
Net interest5322,254(21)15 2,780
Net revenues11,0408,8561,646(194)21,348
Provision for credit losses7127 98
Compensation and benefits3
2,9804,648559 8,187
Non-compensation expenses3
3,7271,484683(179)5,715
Total non-interest expenses6,707 6,132 1,242 (179)13,902 
Income before provision for income taxes4,2622,697404(15)7,348
Provision for income taxes99960099(3)1,695
Income from continuing operations3,263 2,097 305 (12)5,653 
Net income$3,263$2,097$305$(12)$5,653
Net income applicable to noncontrolling interests711 72
Net income applicable to Morgan Stanley$3,192 $2,097 $304$(12)$5,581
Pre-tax margin4
39 %30 %25 %N/M34 %
Three Months Ended June 30, 2025
$ in millionsISWMIMI/ETotal
Investment banking$1,540$143$$(39)$1,644
Trading4,350433(56)18 4,745
Investments15625207— 388
Commissions and fees1
814688(77)1,425
Asset management1,2
1834,4111,434 (75)5,953
Other1351545(4)290
Total non-interest revenues7,1785,8541,590 (177)14,445
Interest income11,1404,00010(245)14,905
Interest expense10,6752,09048(255)12,558
Net interest4651,910(38)10 2,347
Net revenues7,6437,7641,552(167)16,792
Provision for credit losses16828— 196
Compensation and benefits3
2,4304,147613— 7,190
Non-compensation expenses3
2,9341,389616(155)4,784
Total non-interest expenses5,364 5,536 1,229 (155)11,974 
Income before provision for income taxes2,1112,200323(12)4,622
Provision for income taxes47250077(2)1,047
Net income$1,639$1,700$246$(10)$3,575
Net income applicable to noncontrolling interests351— 36
Net income applicable to Morgan Stanley$1,604 $1,700 $245$(10)$3,539
Pre-tax margin4
28 %28 %21 %N/M28 %
Six Months Ended June 30, 2026
$ in millionsISWMIMI/ETotal
Investment banking$4,553$476$$(89)$4,940
Trading13,248222(49)32 13,453
Investments7844250 372
Commissions and fees1
2,1191,596(192)3,523
Asset management1,2
45110,3403,012 (161)13,642
Other2402739(7)515
Total non-interest revenues20,68912,9513,222 (417)36,445
Interest income24,7086,85645(434)31,175
Interest expense23,6362,43286(462)25,692
Net interest1,0724,424(41)28 5,483
Net revenues21,76117,3753,181(389)41,928
Provision for credit losses16333 196
Compensation and benefits3
6,2449,2961,189 16,729
Non-compensation expenses3
6,9312,7581,308(353)10,644
Total non-interest expenses13,175 12,054 2,497 (353)27,373 
Income before provision for income taxes8,4235,288684(36)14,359
Provision for income taxes1,7951,144137(8)3,068
Income from continuing operations6,628 4,144 547 (28)11,291 
Net income$6,628$4,144$547$(28)$11,291
Net income applicable to noncontrolling interests1421 143
Net income applicable to Morgan Stanley$6,486 $4,144 $546$(28)$11,148
Pre-tax margin4
39 %30 %22 %N/M34 %
Six Months Ended June 30, 2025
$ in millionsISWMIMI/ETotal
Investment banking$3,099$333$$(77)$3,355
Trading9,463421(63)35 9,856
Investments30558394— 757
Commissions and fees1
1,6831,383(160)2,906
Asset management1,2
3748,8072,885(150)11,916
Other7682775(9)1,041
Total non-interest revenues15,69211,2793,221(361)29,831
Interest income
21,2137,95933(552)28,653
Interest expense
20,2794,147100(573)23,953
Net interest9343,812(67)21 4,700
Net revenues16,62615,0913,154(340)34,531
Provision for credit losses25972— 331
Compensation and benefits3
5,2848,1461,281— 14,711
Non-compensation expenses3
5,6912,7221,227(317)9,323
Total non-interest expenses10,975 10,868 2,508 (317)24,034 
Income before provision for income taxes5,3924,151646(23)10,166
Provision for income taxes1,168919138(5)2,220
Net income$4,224$3,232$508$(18)$7,946
Net income applicable to noncontrolling interests911— 92
Net income applicable to Morgan Stanley$4,133$3,232$507$(18)$7,854
Pre-tax margin4
32 %28 %20 %N/M29 %
1.Substantially all revenues are from contracts with customers.
2.Includes certain fees that may relate to services performed in prior periods.
3.The significant expense categories and amounts align with the segment-level information that is regularly provided to the Firm’s chief operating decision maker (“CODM”).
4.Pre-tax margin represents income before provision for income taxes as a percentage of net revenues.
Schedule of Investment Banking Revenues
Detail of Investment Banking Revenues
Three Months Ended
June 30,
Six Months Ended
June 30,
$ in millions2026202520262025
Institutional Securities Advisory$798 $508 $1,776 $1,071 
Institutional Securities Underwriting1,639 1,032 2,777 2,028 
Firm Investment banking revenues from contracts with customers90 %88 %89 %85 %
Schedule of Trading Revenues by Product Type
Trading Revenues by Product Type
Three Months Ended
June 30,
Six Months Ended
June 30,
$ in millions2026202520262025
Interest rate$1,036 $1,036 $1,962 $2,409 
Foreign exchange587 556 1,260 1,184 
Equity1
5,143 2,987 9,110 6,014 
Commodity and other360 546 1,471 870 
Credit(403)(380)(350)(621)
Total$6,723 $4,745 $13,453 $9,856 
1.Dividend income is included within equity contracts.
Schedule of Net Unrealized Carried Interest and Reduction of Fees due to Fee Waivers
Investment Management Investments Revenues—Net Cumulative Unrealized Carried Interest
$ in millionsAt
June 30,
2026
At
December 31,
2025
Net cumulative unrealized performance-based fees at risk of reversing$952 $926 
Investment Management Asset Management Revenues—Reduction of Fees Due to Fee Waivers
Three Months Ended
June 30,
Six Months Ended
June 30,
$ in millions2026202520262025
Fee waivers$36 $30 $70 $56 
Schedule of Other Expenses - Transaction Taxes
Other Expenses—Transaction Taxes
Three Months Ended
June 30,
Six Months Ended
June 30,
$ in millions2026202520262025
Transaction taxes$703 $303 $1,220 $569 
Schedule of Net Revenues by Region
Net Revenues by Region
Three Months Ended
June 30,
Six Months Ended
June 30,
$ in millions2026202520262025
Americas$15,046 $12,347 $29,637 $25,450 
EMEA2,372 2,142 5,013 4,433 
Asia3,930 2,303 7,278 4,648 
Total$21,348 $16,792 $41,928 $34,531 
Schedule of Revenue Recognized from Prior Services
Revenues Recognized from Prior Services
Three Months Ended
June 30,
Six Months Ended
June 30,
$ in millions2026202520262025
Non-interest revenues$770 $516 $1,533 $1,061 
Schedule of Receivables from Contracts with Customers
Receivables from Contracts with Customers
$ in millionsAt
June 30,
2026
At
December 31,
2025
Customer and other receivables$3,344 $3,002 
Schedule of Assets by Business Segment
Assets by Business Segment
$ in millionsAt
June 30,
2026
At
December 31,
2025
Institutional Securities1
$1,317,904 $969,553 
Wealth Management1
338,939 433,017 
Investment Management18,214 17,700 
Total2
$1,675,057 $1,420,270 
1.In connection with MSBNA’s acquisition of MSESE and the merging of the Fixed Income business of MSCS into MSBNA, the Firm updated its segment balance sheet allocation methodology in the first quarter of 2026. As a result of this update, certain assets which were previously included in the Wealth Management balance sheet are included within the Institutional Securities balance sheet beginning in the first quarter of 2026.
2.Parent assets have been fully allocated to the business segments.