Morgan Stanley (MS) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Sep 30 2026 to Sep 30 2025 - CSIMarket
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Morgan Stanley  (NYSE: MS)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Morgan Stanley's ROI from its third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Morgan Stanley's ROI in the third quarter of 2026?
Morgan Stanley achieved a return on average invested assets (ROI) of 1.7 % in its third quarter of 2026, this is above MS's average return on investment of 1.31%.
Morgan Stanley invested over the 12 months ending in its third quarter of 2026 $1,211,998 million

ROI decreased relative to the period ending Jun 30 2026, due to the decline in net income.

Within the Financial sector 179 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Sep 30 2026 quarter, so far to 2000, from total ROI ranking in the second quarter of 2026 at 2327.

Definition and Formula of Return on Investment


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Return On Investment (Sep 30 2026)
III. Quarter		 (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter
Y / Y Investment Change TTM 30.59 % 1.48 % -20.86 % -31.43 % -24.18 %
Y / Y Net Income Change TTM 26.33 % 36.75 % 61.58 % 144.96 % 406.04 %
Investment (TTM) in Millions 1,512,764 1,474,937 984,284 876,005 848,616
Return On Investment (TTM) 1.7 % 1.95 % 2.06 % 2.02 % 1.76 %
MS's Overall Ranking # 2000 # 2327 # 2056 # 2084 # 2078
Seq. Investment Change TTM 15.87 % 17.72 % 5.39 % -9.16 % -9.96 %
Seq. Net Income Change TTM 1.25 % 11.36 % 7.44 % 4.29 % 9.59 %
Net Income (TTM) in Millions 20,624 20,370 18,292 17,025 16,325

MS Company Profile >> Back to MS Roi Comparisons >> See Annual MS Return On Investment



Return On Investment MS's Ranking
Within: No.
Industry # 32
Sector # 180
Overall # 2000

Return On Investment Statistics
High Average Low
3.19 %
1.31 %
-4.44 %
(June 30, 2007)   (Sep. 30, 2009)







Financial Statements
Morgan Stanley's III. Quarter Investments $ 1,512,764 Millions MS's Balance sheet
Morgan Stanley's III. Quarter Income $ 4,909 Millions Quarterly MS's Income Statement
MS's Income by Division See MS's Income by Division


MS Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 1,421,290 1,215,988 1,194,637 1,181,321 499,210
Y / Y Investment Growth 16.88 % 1.79 % 1.13 % 136.64 % 4.17 %
Net Income in Millions 17,025 13,529 9,230 11,179 15,120
Y / Y Net Income Growth 25.84 % 46.58 % -17.43 % -26.06 % 35.25 %
Annual Return On Investment 1.2 % 1.11 % 0.77 % 0.95 % 3.03 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 1.2 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
MS's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for MS's Competitors
Subscribers only: Roi for Morgan Stanley's Suppliers
Subscribers only: Return On Investment for MS's Customers

Other Ratios
MS's Roa MS's Inventory Turnover Ratio MS's Growth Rates MS's Dividend Statistics
MS's Profitability Ratios MS's Asset Turnover Ratio MS's Dividend Growth
MS's Roe MS's Valuation Ratios MS's Financial Strength Ratios MS's Dividend Payout Ratio



Companies with similar Return On Investment at Sep 30 2026, within Financial Sector ROI
Ryman Hospitality Properties inc   4.68 %
Lazard Inc   4.66 %
American Tower Corporation  4.51 %
Synchrony Financial  4.43 %
Centerspace  4.40 %
Equinix Inc   4.39 %
Selective Insurance Group Inc  4.36 %
Old Republic International Corporation  4.12 %
Markel Group Inc   4.08 %
Four Corners Property Trust Inc   3.98 %
Intercontinental Exchange Inc   3.85 %
Franklin Resources Inc   3.82 %
Sunrise Realty Trust Inc   3.80 %
Humana Inc  3.77 %
Stag Industrial inc   3.75 %
Apple Hospitality Reit Inc   3.75 %
Donegal Group Inc   3.66 %
Extra Space Storage Inc   3.61 %
W P Carey Inc   3.59 %
Cme Group Inc   3.59 %
Oppenheimer Holdings Inc   3.58 %
Ridgepost Capital Inc   3.57 %
Acadia Realty Trust  3.45 %
Alignment Healthcare Inc   3.42 %
Bread Financial Holdings Inc   3.42 %
Schwab Charles Corp  3.36 %
Cto Realty Growth Inc   3.36 %
Upstart Holdings Inc   3.36 %
Essential Properties Realty Trust Inc   3.26 %
Pra Group Inc  3.19 %

Date modified: 2026-11-08T19:35:16+00:00



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