Morgan Stanley (MS) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 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 second quarter of 2026 to the second quarter of 2025 and 5 Year Period

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

What is Morgan Stanley's ROI in the second quarter of 2026?
Morgan Stanley achieved a return on average invested assets (ROI) of 1.95 % in its second 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 second quarter of 2026 $1,045,961 million

ROI fell compared to the first quarter of 2026, despite the net income growth of 0.27% from the first quarter of 2026.

Within the Financial sector 522 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 2087 to 2125.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM 1.48 % -20.86 % -31.43 % -24.18 % -14.24 %
Y / Y Net Income Change TTM 36.75 % 26.69 % 69.12 % 157.37 % 377.9 %
Investment (TTM) in Millions 1,474,937 984,284 876,005 848,616 845,046
Return On Investment (TTM) 1.95 % 2.06 % 2.02 % 1.76 % 1.45 %
MS's Overall Ranking # 2125 # 2087 # 1850 # 1957 # 1851
Seq. Investment Change TTM 17.72 % 5.39 % -9.16 % -9.96 % -8.2 %
Seq. Net Income Change TTM 11.36 % 7.44 % 4.29 % 9.59 % 3.17 %
Net Income (TTM) in Millions 20,370 18,292 17,025 16,325 14,896

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



Return On Investment MS's Ranking
Within: No.
Industry # 51
Sector # 523
Overall # 2125

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







Financial Statements
Morgan Stanley's II. Quarter Investments $ 1,474,937 Millions MS's Balance sheet
Morgan Stanley's II. Quarter Income $ 5,653 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 Jun 30 2026, within Financial Sector ROI
Columbia Banking System Inc   5.31 %
Stifel Financial Corp  5.30 %
Tompkins Financial Corp  5.27 %
Stewart Information Services Corp  5.26 %
Siriuspoint Ltd   5.25 %
American Express Company  5.24 %
Brixmor Property Group Inc   5.11 %
Commerce Bancshares Inc   5.10 %
Westamerica Bancorporation  5.09 %
Park National Corporation  5.08 %
Crawford and Co  5.07 %
Orange County Bancorp inc   5.05 %
1st Source Corp  5.05 %
Ryman Hospitality Properties inc   5.05 %
American Tower Corporation  5.04 %
First Financial Bankshares Inc   5.03 %
Ofg Bancorp  4.96 %
Parke Bancorp Inc   4.95 %
Epr Properties  4.94 %
Diamondrock Hospitality Co  4.91 %
East West Bancorp inc   4.89 %
Northeast Community Bancorp inc   4.89 %
Bread Financial Holdings Inc   4.77 %
Home Bancshares Inc   4.73 %
Gp act Iii Acquisition Corp   4.72 %
Aldel Financial Ii inc   4.70 %
Unity Bancorp inc   4.69 %
Bancfirst Corporation  4.68 %
Hg Holdings Inc   4.67 %
Nnn Reit Inc   4.66 %

Date modified: 2026-09-26T07:10:47+00:00



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