What is the current annual ROA of MS?

As of today, MS annual ROA is 1.29%

What is 1-year change in MS annual ROA?

MS annual ROA is up +15.18% year-over-year

What is 3-year change in MS annual ROA?

MS annual ROA is up +37.23% over the past 3 years

How far is MS annual ROA from its all-time high?

MS annual ROA is currently -48.19% below its historical high of 2.49% set on December 31, 1994

How does MS annual ROA rank versus sector peers?

MS annual ROA is higher than 48.05% of companies in Financial Services sector

When is MS next annual earnings release?

As of today, the next annual earnings release for MS has not been scheduled

What is the current quarterly ROA of MS?

As of today, MS quarterly ROA is 1.28%

What is MS quarterly ROA most recent change?

MS quarterly ROA was up +1.59% on December 31, 2025

What is 1-year change in MS quarterly ROA?

MS quarterly ROA is up +15.32% year-over-year

How far is MS quarterly ROA from its all-time high?

MS quarterly ROA is currently -58.71% below its historical high of 3.10% set on September 1, 1996

How does MS quarterly ROA rank versus sector peers?

MS quarterly ROA is higher than 47.23% of companies in Financial Services sector

When is MS next earnings release?

The next earnings release for MS is on April 15, 2026

Morgan Stanley (MS) ROA History & Chart Since 1985

Annual ROA

1.29%0.17%+15.18%

December 31, 2025

Summary

Current Value: As of today, MS annual ROA is 1.29%, up +15.18% on December 31, 2025
Historical Performance: MS annual ROA is up +37.23% over the past 3 years, and up +16.22% over the past 5 years
All-Time High Comparison: MS annual ROA is currently -48.19% below its historical high of 2.49% set on December 31, 1994
3-Year Low Comparison: MS annual ROA is +65.38% above its 3-year low of 0.78% reached on December 31, 2023
Sector Comparison: MS annual ROA is higher than 48.05% of companies in Financial Services sector

ROA Chart

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Performance

MS Performance
Metric	Date	Value	1Y	3Y	5Y	15Y
Annual ROA	Dec 31, 25	1.29%	+15.2%	+37.2%	+16.2%	+95.5%
Quarterly ROA	Dec 31, 25	1.28%	+15.3%	+36.2%	+12.3%	+100.0%
Price	Feb 3, 26	$182.91	+33.4%	+84.0%	+159.1%	+513.6%
PE Ratio	Feb 3, 26	17.92	+3.8%	+10.6%	+63.4%	+45.1%
Annual Revenue	Dec 31, 25	$119.66B	+11.4%	+81.3%	+129.7%	+219.6%
Annual Net Income	Dec 31, 25	$17.03B	+25.8%	+52.3%	+52.3%	+224.3%
Annual Total Assets	Dec 31, 25	$1,420.27B	+16.6%	+20.1%	+27.0%	+75.8%
Annual ROE	Dec 31, 25	16.42%	+24.7%	+52.6%	+36.5%	+84.9%

ROA Highs

MS Annual ROA Highs Comparison
Period	High	Date	Current
3Y	1.29%	Dec 31, 25	at high
5Y	1.31%	Dec 31, 21	-1.5%
All	2.49%	Dec 31, 94	-48.2%

ROA Lows

MS Annual ROA Lows Comparison
Period	Low	Date	Current
3Y	0.78%	Dec 31, 23	+65.4%
5Y	0.78%	Dec 31, 23	+65.4%
All	0.10%	Dec 31, 12	+1190.0%

ROA History

Year	Value	Change
2025	1.29%	+15.2%
2024	1.12%	+43.6%
2023	0.78%	-17.0%
2022	0.94%	-28.2%
2021	1.31%	+18.0%
2020	1.11%	+5.7%
2019	1.05%	+1.0%
2018	1.04%	+38.7%
2017	0.75%	-1.3%
2016	0.76%	-3.8%
2015	0.79%	+75.6%
2014	0.45%	0.0%
2013	0.45%	+350.0%
2012	0.10%	-83.3%
2011	0.60%	-9.1%
2010	0.66%	+266.7%
2009	0.18%	-14.3%
2008	0.21%	-12.5%
2007	0.24%	-61.9%
2006	0.63%	0.0%
2005	0.63%	-7.4%

Year	Value	Change
2004	0.68%	-1.4%
2003	0.69%	+13.1%
2002	0.61%	-22.8%
2001	0.79%	-42.3%
2000	1.37%	-2.1%
1999	1.40%	+28.4%
1998	1.09%	-27.3%
1997	1.50%	-36.4%
1996	2.36%	-3.3%
1995	2.44%	-2.0%
1994	2.49%	+122.3%
1993	1.12%	+57.7%
1993	0.71%	-58.5%
1992	1.71%	+111.1%
1991	0.81%	+58.8%
1990	0.51%	-46.3%
1989	0.95%	-15.9%
1988	1.13%	+41.3%
1987	0.80%	-12.1%
1986	0.91%	+35.8%
1985	0.67%	-

FAQ

What is the current annual ROA of MS?
As of today, MS annual ROA is 1.29%
What is 1-year change in MS annual ROA?
MS annual ROA is up +15.18% year-over-year
What is 3-year change in MS annual ROA?
MS annual ROA is up +37.23% over the past 3 years
How far is MS annual ROA from its all-time high?
MS annual ROA is currently -48.19% below its historical high of 2.49% set on December 31, 1994
How does MS annual ROA rank versus sector peers?
MS annual ROA is higher than 48.05% of companies in Financial Services sector
When is MS next annual earnings release?
As of today, the next annual earnings release for MS has not been scheduled

Quarterly ROA

1.28%0.02%+1.59%

December 31, 2025

Summary

Current Value: As of today, MS quarterly ROA is 1.28%, up +1.59% on December 31, 2025
Historical Performance: MS quarterly ROA is up +15.32% year-over-year, and up +36.17% over the past 3 years
All-Time High Comparison: MS quarterly ROA is currently -58.71% below its historical high of 3.10% set on September 1, 1996
3-Year Low Comparison: MS quarterly ROA is +64.10% above its 3-year low of 0.78% reached on December 31, 2023
Sector Comparison: MS quarterly ROA is higher than 47.23% of companies in Financial Services sector

Performance

MS Performance
Metric	Date	Value	3M	1Y	3Y	5Y
Quarterly ROA	Dec 31, 25	1.28%	+1.6%	+15.3%	+36.2%	+12.3%
Annual ROA	Dec 31, 25	1.29%	–	+15.2%	+37.2%	+16.2%
Price	Feb 3, 26	$182.91	+11.8%	+33.4%	+84.0%	+159.1%
PE Ratio	Feb 3, 26	17.92	+6.7%	+3.8%	+10.6%	+63.4%
Quarterly Revenue	Dec 31, 25	$29.99B	-3.9%	+28.3%	+50.7%	+113.8%
Quarterly Net Income	Dec 31, 25	$4.42B	-5.0%	+18.8%	+95.2%	+29.7%
Quarterly Total Assets	Dec 31, 25	$1,420.27B	+4.1%	+16.6%	+20.1%	+27.0%
Quarterly ROE	Dec 31, 25	15.90%	+4.9%	+20.3%	+47.0%	+28.2%

Quarterly ROA Highs

MS Quarterly ROA Highs Comparison
Period	High	Date	Current
1Y	1.28%	Dec 31, 25	at high
3Y	1.28%	Dec 31, 25	at high
5Y	1.33%	Sep 30, 21	-3.8%
All	3.10%	Sep 1, 96	-58.7%

Quarterly ROA Lows

MS Quarterly ROA Lows Comparison
Period	Low	Date	Current
1Y	1.11%	N/A	+15.3%
3Y	0.78%	Dec 31, 23	+64.1%
5Y	0.78%	Dec 31, 23	+64.1%
All	-0.41%	Sep 30, 09	+412.2%

Quarterly ROA History

Month	Value	Change
Dec 2025	1.28%	+1.6%
Sep 2025	1.26%	+7.7%
Jun 2025	1.17%	+0.9%
Mar 2025	1.16%	+4.5%
Dec 2024	1.11%	+18.1%
Sep 2024	0.94%	+6.8%
Jun 2024	0.88%	+8.6%
Mar 2024	0.81%	+3.8%
Dec 2023	0.78%	-8.2%
Sep 2023	0.85%	-2.3%
Jun 2023	0.87%	-1.1%
Mar 2023	0.88%	-6.4%
Dec 2022	0.94%	-11.3%
Sep 2022	1.06%	-7.8%
Jun 2022	1.15%	-7.3%
Mar 2022	1.24%	-4.6%
Dec 2021	1.30%	-2.3%
Sep 2021	1.33%	+3.1%
Jun 2021	1.29%	-2.3%
Mar 2021	1.32%	+15.8%
Dec 2020	1.14%	+5.6%
Sep 2020	1.08%	+4.9%
Jun 2020	1.03%	+8.4%
Mar 2020	0.95%	-8.7%
Dec 2019	1.04%	+7.2%
Sep 2019	0.97%	0.0%
Jun 2019	0.97%	-3.0%
Mar 2019	1.00%	-2.9%
Dec 2018	1.03%	+10.8%
Sep 2018	0.93%	+4.5%
Jun 2018	0.89%	+8.5%
Mar 2018	0.82%	+10.8%
Dec 2017	0.74%	-14.9%
Sep 2017	0.87%	+1.2%
Jun 2017	0.86%	+1.2%
Mar 2017	0.85%	+13.3%
Dec 2016	0.75%	+13.6%
Sep 2016	0.66%	+11.9%
Jun 2016	0.59%	0.0%
Mar 2016	0.59%	-21.3%
Dec 2015	0.75%	+70.5%
Sep 2015	0.44%	-17.0%
Jun 2015	0.53%	-5.4%
Mar 2015	0.56%	+27.3%
Dec 2014	0.44%	-34.3%
Sep 2014	0.67%	+15.5%
Jun 2014	0.58%	+20.8%
Mar 2014	0.48%	+6.7%
Dec 2013	0.45%	-13.5%
Sep 2013	0.52%	+85.7%
Jun 2013	0.28%	+16.7%
Mar 2013	0.24%	+140.0%
Dec 2012	0.10%	+433.3%
Sep 2012	-0.03%	-107.9%
Jun 2012	0.38%	-17.4%
Mar 2012	0.46%	-20.7%
Dec 2011	0.58%	-19.4%
Sep 2011	0.72%	+33.3%
Jun 2011	0.54%	+1.9%
Mar 2011	0.53%	-17.2%
Dec 2010	0.64%	+3.2%
Sep 2010	0.62%	-1.6%
Jun 2010	0.63%	+110.0%
Mar 2010	0.30%	>+9,900.0%
Dec 2009	0.00%	+100.0%
Sep 2009	-0.41%	-36.7%
Jun 2009	-0.30%	>-9,900.0%
Mar 2009	0.00%	-100.0%
Nov 2008	0.19%	+375.0%
Aug 2008	0.04%	0.0%
May 2008	0.04%	-77.8%
Feb 2008	0.18%	-30.8%
Nov 2007	0.26%	-65.8%
Aug 2007	0.76%	-6.2%
May 2007	0.81%	+2.5%
Feb 2007	0.79%	+6.8%
Nov 2006	0.74%	-1.3%
Aug 2006	0.75%	+5.6%
May 2006	0.71%	+12.7%
Feb 2006	0.63%	0.0%
Nov 2005	0.63%	+6.8%

Month	Value	Change
Aug 2005	0.59%	+5.4%
May 2005	0.56%	-11.1%
Feb 2005	0.63%	-3.1%
Nov 2004	0.65%	-1.5%
Aug 2004	0.66%	-13.2%
May 2004	0.76%	+7.0%
Feb 2004	0.71%	+2.9%
Nov 2003	0.69%	+4.5%
Aug 2003	0.66%	+22.2%
May 2003	0.54%	-8.5%
Feb 2003	0.59%	-1.7%
Nov 2002	0.60%	-4.8%
Aug 2002	0.63%	-3.1%
May 2002	0.65%	-7.1%
Feb 2002	0.70%	-7.9%
Nov 2001	0.76%	-11.6%
Aug 2001	0.86%	-14.9%
May 2001	1.01%	-14.4%
Feb 2001	1.18%	-12.6%
Nov 2000	1.35%	-11.2%
Aug 2000	1.52%	+2.0%
May 2000	1.49%	0.0%
Feb 2000	1.49%	+4.9%
Nov 1999	1.42%	+9.2%
Aug 1999	1.30%	+10.2%
May 1999	1.18%	+8.3%
Feb 1999	1.09%	+9.0%
Nov 1998	1.00%	+11.1%
Aug 1998	0.90%	-6.3%
May 1998	0.96%	-11.9%
Feb 1998	1.09%	-10.7%
Nov 1997	1.22%	-3.9%
Aug 1997	1.27%	-14.2%
May 1997	1.48%	-41.7%
Mar 1997	2.54%	+0.8%
Dec 1996	2.52%	-18.7%
Sep 1996	3.10%	+24.0%
Jun 1996	2.50%	-2.3%
Mar 1996	2.56%	+0.4%
Dec 1995	2.55%	-1.2%
Sep 1995	2.58%	+0.8%
Jun 1995	2.56%	-0.4%
Mar 1995	2.57%	-0.8%
Dec 1994	2.59%	-3.4%
Sep 1994	2.68%	-0.7%
Jun 1994	2.70%	+3.1%
Mar 1994	2.62%	+58.8%
Dec 1993	1.65%	+26.0%
Sep 1993	1.31%	+35.1%
Jun 1993	0.97%	+24.4%
Mar 1993	0.78%	+13.0%
Jan 1993	0.69%	-1.4%
Oct 1992	0.70%	-6.7%
Jul 1992	0.75%	-1.3%
Apr 1992	0.76%	-2.6%
Dec 1991	0.78%	+18.2%
Sep 1991	0.66%	+10.0%
Jun 1991	0.60%	+11.1%
Mar 1991	0.54%	+12.5%
Dec 1990	0.48%	-25.0%
Sep 1990	0.64%	-8.6%
Jun 1990	0.70%	-14.6%
Mar 1990	0.82%	0.0%
Dec 1989	0.82%	+1.2%
Sep 1989	0.81%	+9.5%
Jun 1989	0.74%	-21.3%
Mar 1989	0.94%	-5.1%
Dec 1988	0.99%	-7.5%
Sep 1988	1.07%	-6.1%
Jun 1988	1.14%	+28.1%
Mar 1988	0.89%	+14.1%
Dec 1987	0.78%	-14.3%
Sep 1987	0.91%	+15.2%
Jun 1987	0.79%	+8.2%
Mar 1987	0.73%	+2.8%
Dec 1986	0.71%	-33.6%
Sep 1986	1.07%	+8.1%
Jun 1986	0.99%	+13.8%
Mar 1986	0.87%	+29.9%
Dec 1985	0.67%	-

FAQ

What is the current quarterly ROA of MS?
As of today, MS quarterly ROA is 1.28%
What is MS quarterly ROA most recent change?
MS quarterly ROA was up +1.59% on December 31, 2025
What is 1-year change in MS quarterly ROA?
MS quarterly ROA is up +15.32% year-over-year
How far is MS quarterly ROA from its all-time high?
MS quarterly ROA is currently -58.71% below its historical high of 3.10% set on September 1, 1996
How does MS quarterly ROA rank versus sector peers?
MS quarterly ROA is higher than 47.23% of companies in Financial Services sector
When is MS next earnings release?
The next earnings release for MS is on April 15, 2026

ROA Formula

ROA = Net Income

Total Assets × 100%

Data Sources & References

MS Official Website www.morganstanley.com
MS Profile on Yahoo Finance finance.yahoo.com/quote/MS
MS Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/ms