What is the current annual ROE of MS?

As of today, MS annual ROE is 16.42%

What is 1-year change in MS annual ROE?

MS annual ROE is up +24.68% year-over-year

What is 3-year change in MS annual ROE?

MS annual ROE is up +52.60% over the past 3 years

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

MS annual ROE is currently -55.63% below its historical high of 37.01% set on December 31, 1986

How does MS annual ROE rank versus sector peers?

MS annual ROE is higher than 79.54% 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 ROE of MS?

As of today, MS quarterly ROE is 15.90%

What is MS quarterly ROE most recent change?

MS quarterly ROE was up +4.88% on December 31, 2025

What is 1-year change in MS quarterly ROE?

MS quarterly ROE is up +20.27% year-over-year

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

MS quarterly ROE is currently -71.66% below its historical high of 56.11% set on September 30, 1986

How does MS quarterly ROE rank versus sector peers?

MS quarterly ROE is higher than 83.37% 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) ROE History & Chart Since 1985

Annual ROE

16.42%3.25%+24.68%

December 31, 2025

Summary

Current Value: As of today, MS annual ROE is 16.42%, up +24.68% on December 31, 2025
Historical Performance: MS annual ROE is up +52.60% over the past 3 years, and up +36.49% over the past 5 years
All-Time High Comparison: MS annual ROE is currently -55.63% below its historical high of 37.01% set on December 31, 1986
3-Year Low Comparison: MS annual ROE is +79.06% above its 3-year low of 9.17% reached on December 31, 2023
Sector Comparison: MS annual ROE is higher than 79.54% of companies in Financial Services sector

ROE Chart

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Series

Performance

MS Performance
Metric	Date	Value	1Y	3Y	5Y	15Y
Annual ROE	Dec 31, 25	16.42%	+24.7%	+52.6%	+36.5%	+84.9%
Quarterly ROE	Dec 31, 25	15.90%	+20.3%	+47.0%	+28.2%	+83.6%
Price	Feb 2, 26	$185.10	+33.7%	+86.6%	+160.9%	+524.1%
PE Ratio	Feb 2, 26	18.14	+4.1%	+12.2%	+64.6%	+47.7%
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 Shareholders Equity	Dec 31, 25	$101.88B	-2.5%	+1.7%	+0.1%	+78.1%
Annual ROA	Dec 31, 25	1.29%	+15.2%	+37.2%	+16.2%	+95.5%

ROE Highs

MS Annual ROE Highs Comparison
Period	High	Date	Current
3Y	16.42%	Dec 31, 25	at high
5Y	16.42%	Dec 31, 25	at high
All	37.01%	Dec 31, 86	-55.6%

ROE Lows

MS Annual ROE Lows Comparison
Period	Low	Date	Current
3Y	9.17%	Dec 31, 23	+79.1%
5Y	9.17%	Dec 31, 23	+79.1%
All	1.08%	Dec 31, 12	+1420.4%

ROE History

Year	Value	Change
2025	16.42%	+24.7%
2024	13.17%	+43.6%
2023	9.17%	-14.8%
2022	10.76%	-25.4%
2021	14.42%	+19.9%
2020	12.03%	+6.8%
2019	11.26%	+1.3%
2018	11.12%	+38.8%
2017	8.01%	+0.4%
2016	7.98%	-5.9%
2015	8.48%	+62.8%
2014	5.21%	-1.0%
2013	5.26%	+387.0%
2012	1.08%	-84.3%
2011	6.88%	-22.5%
2010	8.88%	+249.6%
2009	2.54%	-41.6%
2008	4.35%	-43.4%
2007	7.69%	-60.7%
2006	19.59%	+8.5%
2005	18.05%	+9.1%

Year	Value	Change
2004	16.54%	+6.8%
2003	15.48%	+13.7%
2002	13.61%	-21.2%
2001	17.27%	-40.1%
2000	28.84%	+1.2%
1999	28.49%	+28.4%
1998	22.18%	-13.4%
1997	25.62%	+34.6%
1996	19.03%	-0.7%
1995	19.16%	-1.9%
1994	19.54%	+11.8%
1993	17.47%	+10.0%
1993	15.88%	+4.3%
1992	15.22%	-17.3%
1991	18.40%	+42.6%
1990	12.90%	-51.1%
1989	26.38%	-21.9%
1988	33.76%	+30.5%
1987	25.86%	-30.1%
1986	37.01%	+5.6%
1985	35.05%	-

FAQ

What is the current annual ROE of MS?
As of today, MS annual ROE is 16.42%
What is 1-year change in MS annual ROE?
MS annual ROE is up +24.68% year-over-year
What is 3-year change in MS annual ROE?
MS annual ROE is up +52.60% over the past 3 years
How far is MS annual ROE from its all-time high?
MS annual ROE is currently -55.63% below its historical high of 37.01% set on December 31, 1986
How does MS annual ROE rank versus sector peers?
MS annual ROE is higher than 79.54% 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 ROE

15.90%0.74%+4.88%

December 31, 2025

Summary

Current Value: As of today, MS quarterly ROE is 15.90%, up +4.88% on December 31, 2025
Historical Performance: MS quarterly ROE is up +20.27% year-over-year, and up +46.95% over the past 3 years
All-Time High Comparison: MS quarterly ROE is currently -71.66% below its historical high of 56.11% set on September 30, 1986
3-Year Low Comparison: MS quarterly ROE is +73.96% above its 3-year low of 9.14% reached on December 31, 2023
Sector Comparison: MS quarterly ROE is higher than 83.37% of companies in Financial Services sector

Performance

MS Performance
Metric	Date	Value	3M	1Y	3Y	5Y
Quarterly ROE	Dec 31, 25	15.90%	+4.9%	+20.3%	+47.0%	+28.2%
Annual ROE	Dec 31, 25	16.42%	–	+24.7%	+52.6%	+36.5%
Price	Feb 2, 26	$185.10	+12.9%	+33.7%	+86.6%	+160.9%
PE Ratio	Feb 2, 26	18.14	+7.8%	+4.1%	+12.2%	+64.6%
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 Shareholders Equity	Dec 31, 25	$101.88B	-7.3%	-2.5%	+1.7%	+0.1%
Quarterly ROA	Dec 31, 25	1.28%	+1.6%	+15.3%	+36.2%	+12.3%

Quarterly ROE Highs

MS Quarterly ROE Highs Comparison
Period	High	Date	Current
1Y	15.90%	Dec 31, 25	at high
3Y	15.90%	Dec 31, 25	at high
5Y	15.90%	Dec 31, 25	at high
All	56.11%	Sep 30, 86	-71.7%

Quarterly ROE Lows

MS Quarterly ROE Lows Comparison
Period	Low	Date	Current
1Y	13.22%	N/A	+20.3%
3Y	9.14%	Dec 31, 23	+74.0%
5Y	9.14%	Dec 31, 23	+74.0%
All	-6.42%	Sep 30, 09	+347.7%

Quarterly ROE History

Month	Value	Change
Dec 2025	15.90%	+4.9%
Sep 2025	15.16%	+7.7%
Jun 2025	14.08%	+1.4%
Mar 2025	13.89%	+5.1%
Dec 2024	13.22%	+18.0%
Sep 2024	11.20%	+6.8%
Jun 2024	10.49%	+9.4%
Mar 2024	9.59%	+4.9%
Dec 2023	9.14%	-6.9%
Sep 2023	9.82%	-1.8%
Jun 2023	10.00%	-2.4%
Mar 2023	10.25%	-5.3%
Dec 2022	10.82%	-10.4%
Sep 2022	12.08%	-6.7%
Jun 2022	12.95%	-5.7%
Mar 2022	13.74%	-3.2%
Dec 2021	14.19%	-1.2%
Sep 2021	14.36%	+3.1%
Jun 2021	13.93%	-2.3%
Mar 2021	14.26%	+15.0%
Dec 2020	12.40%	+6.2%
Sep 2020	11.68%	+3.9%
Jun 2020	11.24%	+10.0%
Mar 2020	10.22%	-8.8%
Dec 2019	11.20%	+8.1%
Sep 2019	10.36%	0.0%
Jun 2019	10.36%	-3.4%
Mar 2019	10.72%	-3.5%
Dec 2018	11.11%	+10.9%
Sep 2018	10.02%	+4.8%
Jun 2018	9.56%	+9.3%
Mar 2018	8.75%	+10.8%
Dec 2017	7.90%	-14.0%
Sep 2017	9.19%	+1.8%
Jun 2017	9.03%	+1.3%
Mar 2017	8.91%	+12.8%
Dec 2016	7.90%	+13.5%
Sep 2016	6.96%	+11.4%
Jun 2016	6.25%	-1.6%
Mar 2016	6.35%	-22.3%
Dec 2015	8.17%	+68.1%
Sep 2015	4.86%	-17.1%
Jun 2015	5.86%	-6.4%
Mar 2015	6.26%	+23.0%
Dec 2014	5.09%	-35.1%
Sep 2014	7.84%	+13.1%
Jun 2014	6.93%	+20.7%
Mar 2014	5.74%	+7.9%
Dec 2013	5.32%	-12.1%
Sep 2013	6.05%	+90.3%
Jun 2013	3.18%	+20.9%
Mar 2013	2.63%	+145.8%
Dec 2012	1.07%	+405.7%
Sep 2012	-0.35%	-108.3%
Jun 2012	4.21%	-20.9%
Mar 2012	5.32%	-22.3%
Dec 2011	6.85%	-22.3%
Sep 2011	8.82%	+27.5%
Jun 2011	6.92%	-1.1%
Mar 2011	7.00%	-19.2%
Dec 2010	8.66%	-0.2%
Sep 2010	8.68%	-3.6%
Jun 2010	9.00%	+114.3%
Mar 2010	4.20%	+8,300.0%
Dec 2009	0.05%	+100.8%
Sep 2009	-6.42%	-18.5%
Jun 2009	-5.42%	>-9,900.0%
Mar 2009	0.01%	-99.8%
Nov 2008	4.81%	+294.3%
Aug 2008	1.22%	-8.3%
May 2008	1.33%	-76.6%
Feb 2008	5.69%	-32.6%
Nov 2007	8.44%	-64.4%
Aug 2007	23.71%	-5.7%
May 2007	25.14%	+1.9%
Feb 2007	24.66%	+7.2%
Nov 2006	23.01%	-0.6%
Aug 2006	23.15%	+6.4%
May 2006	21.75%	+15.8%
Feb 2006	18.79%	+3.4%
Nov 2005	18.17%	+10.5%

Month	Value	Change
Aug 2005	16.45%	+6.2%
May 2005	15.49%	-7.9%
Feb 2005	16.82%	+2.1%
Nov 2004	16.48%	+2.0%
Aug 2004	16.16%	-10.9%
May 2004	18.14%	+11.6%
Feb 2004	16.25%	+5.1%
Nov 2003	15.46%	+4.1%
Aug 2003	14.85%	+19.2%
May 2003	12.46%	-8.3%
Feb 2003	13.59%	-0.4%
Nov 2002	13.64%	-5.3%
Aug 2002	14.40%	-5.0%
May 2002	15.16%	-5.3%
Feb 2002	16.01%	-7.8%
Nov 2001	17.37%	-10.7%
Aug 2001	19.46%	-13.5%
May 2001	22.49%	-12.2%
Feb 2001	25.61%	-10.7%
Nov 2000	28.68%	-10.4%
Aug 2000	32.02%	+1.4%
May 2000	31.58%	+2.6%
Feb 2000	30.79%	+6.5%
Nov 1999	28.91%	+5.5%
Aug 1999	27.41%	+6.4%
May 1999	25.76%	+6.7%
Feb 1999	24.14%	+8.3%
Nov 1998	22.29%	+11.3%
Aug 1998	20.03%	-3.6%
May 1998	20.77%	-3.0%
Feb 1998	21.42%	-1.4%
Nov 1997	21.72%	+8.5%
Aug 1997	20.01%	+6.4%
May 1997	18.80%	-2.5%
Mar 1997	19.28%	+1.4%
Dec 1996	19.02%	-16.6%
Sep 1996	22.80%	+23.9%
Jun 1996	18.40%	-2.6%
Mar 1996	18.89%	-0.8%
Dec 1995	19.04%	+0.9%
Sep 1995	18.87%	+0.2%
Jun 1995	18.83%	-0.2%
Mar 1995	18.87%	-2.5%
Dec 1994	19.35%	-3.8%
Sep 1994	20.11%	-2.8%
Jun 1994	20.69%	+2.4%
Mar 1994	20.21%	+10.5%
Dec 1993	18.29%	-2.2%
Sep 1993	18.70%	+9.7%
Jun 1993	17.05%	+7.4%
Mar 1993	15.88%	-0.8%
Jan 1993	16.01%	-3.6%
Oct 1992	16.60%	-6.8%
Jul 1992	17.82%	-2.6%
Apr 1992	18.30%	-3.8%
Dec 1991	19.02%	+10.1%
Sep 1991	17.28%	+9.0%
Jun 1991	15.85%	+9.2%
Mar 1991	14.51%	+11.4%
Dec 1990	13.02%	-27.3%
Sep 1990	17.92%	-10.6%
Jun 1990	20.05%	-18.7%
Mar 1990	24.66%	+4.7%
Dec 1989	23.56%	-3.3%
Sep 1989	24.37%	+6.8%
Jun 1989	22.82%	-19.0%
Mar 1989	28.19%	-4.4%
Dec 1988	29.50%	-7.1%
Sep 1988	31.74%	-6.1%
Jun 1988	33.79%	+27.5%
Mar 1988	26.51%	+14.9%
Dec 1987	23.08%	-29.7%
Sep 1987	32.83%	+14.9%
Jun 1987	28.58%	+8.1%
Mar 1987	26.43%	+3.2%
Dec 1986	25.62%	-54.3%
Sep 1986	56.11%	+8.3%
Jun 1986	51.80%	+13.8%
Mar 1986	45.51%	+29.7%
Dec 1985	35.09%	-

FAQ

What is the current quarterly ROE of MS?
As of today, MS quarterly ROE is 15.90%
What is MS quarterly ROE most recent change?
MS quarterly ROE was up +4.88% on December 31, 2025
What is 1-year change in MS quarterly ROE?
MS quarterly ROE is up +20.27% year-over-year
How far is MS quarterly ROE from its all-time high?
MS quarterly ROE is currently -71.66% below its historical high of 56.11% set on September 30, 1986
How does MS quarterly ROE rank versus sector peers?
MS quarterly ROE is higher than 83.37% of companies in Financial Services sector
When is MS next earnings release?
The next earnings release for MS is on April 15, 2026

ROE Formula

ROE = Net Income

Shareholders Equity × 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