Free · no account · quoted from the filing

What changed in MS's 10-Q

Source: 10-Q filed 2026-05-05 · compared against 10-Q 2025-11-03. Every passage below is quoted verbatim from the filing itself.

Overall Performance

This filing
The Firm delivered ROE of 21.0% and ROTCE of 27.1%

Wealth Management

This filing
added net new assets of $118 billion and fee-based asset flows were $54 billion

Institutional Securities

This filing
strong results in our Markets business and higher Investment Banking revenues driven by Advisory

Investment Management

This filing
lower accrued carried interest in our private funds

Credit Losses

This filing
primarily related to certain commercial real estate loans and increased macroeconomic uncertainty

Capital and Balance Sheet

This filing
Common Equity Tier 1 capital—Advanced 16.1 %

Accounting Change

This filing
Beginning in the first quarter of 2026, derivatives were designated as cash flow hedges of the equity price risk associated with the majority of unvested DCP awards
What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.