MORGAN STANLEY (MS) Risk Factors
FinancialsLatest 10-K filed Feb 19, 2026Source: SEC EDGAR
WealthWire extracted and classified 26 risk factors from MORGAN STANLEY’s latest SEC filing, mapping each to a standardized risk taxonomy so they can be compared across every company and sector. The breakdown below shows how those disclosures distribute across risk categories.
Financial
8 factorsLegal & regulatory
6 factorsMarket & business
5 factorsOperations & people
3 factorsTechnology
2 factorsESG & reputation
2 factorsRecent key developments
Concrete developments — dated events, named agreements and instruments, legal proceedings — that MORGAN STANLEY surfaced in its latest filing.
- The firm has entered into a secured amended and restated support agreement with certain subsidiaries to provide capital and liquidity.
- Morgan Stanley Holdings LLC (Funding IHC), a wholly owned direct subsidiary, serves as a resolution funding vehicle.
- The Parent Company has transferred and agreed to transfer certain assets to the Funding IHC on an ongoing basis.
- We must submit a resolution plan every two years to the Federal Reserve and the FDIC.
- We submit an annual capital plan to the Federal Reserve describing proposed dividends and repurchases.
- The firm has a strategic alliance with Mitsubishi UFJ Financial Group, Inc. (MUFG).
- The Firm has experienced loss of physical data-bearing devices due to human error in the past.
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