CharterBench

Morgan Stanley Bank, National Association

BankOCCSalt Lake City, UT·Est. 1990·FDIC #32992Compare ⇄
Total assets
$419.32B
+75.3% YoY
Deposits
$278.94B
+44.6% YoY
Loans
$114.51B
+20.9% YoY
Offices
1
MORGAN STANLEY
ROA (annualized)
1.56%
ROE (annualized)
15.33%

Peer comparison

No peer data.

Profile

Established
1990
Charter
OCC
Primary regulator
OCC
Holding company
MORGAN STANLEY
Specialization
All Other Over 1 Billion
Address
201 S Main St, Salt Lake City, UT, 84111
County
Salt Lake
Metro area
Salt Lake City, UT
Offices
1
FDIC cert #
32992
RSSD ID
1456501
Latest call report
Q2 2026

Total assets last 8 quarters

Q3 2024 → Q2 2026

Deposits last 8 quarters

Q3 2024 → Q2 2026

Quarterly financials FDIC call report

QuarterAssetsDepositsLoansEquityNet income YTDROANIMNonperforming
Q2 2026$419.32B$278.94B$114.51B$40.63B$2.76B1.56%1.53%0.28%
Q1 2026$391.31B$254.34B$113.13B$41.95B$1.33B1.65%1.68%0.33%
Q4 2025$253.35B$205.15B$101.31B$25.58B$4.50B1.86%1.93%0.34%
Q3 2025$249.68B$201.60B$101.21B$25.98B$3.37B1.88%1.97%0.39%
Q2 2025$239.25B$192.90B$94.73B$24.65B$2.28B1.95%2.00%0.39%
Q1 2025$234.48B$187.09B$93.02B$23.46B$1.12B1.92%1.96%0.34%
Q4 2024$230.71B$187.09B$84.42B$22.09B$4.71B2.16%2.39%0.31%
Q3 2024$224.86B$180.16B$81.27B$24.76B$3.56B2.21%2.47%0.34%

Loan mix (Q2 2026): real estate $12.94B · commercial $8.16B · consumer $0 · securities $82.56B

Ratio pack Q2 2026 · peer medians from 160 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.56%Q3 2024 → Q2 20261.23%
75th
Return on equity
Annualized net income ÷ equity or net worth
15.3%Q3 2024 → Q2 202611.3%
76th
Net interest margin
Interest income − interest expense, ÷ assets
1.53%Q3 2024 → Q2 20263.55%
5th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
36.8%Q3 2024 → Q2 202654.9%
14th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioValueTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioValueTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioValueTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioValueTrend (8q)Peer medianPeer percentile
Assets per office
Branch efficiency; high numbers usually mean digital-first
00.0%
00.0%
11 more ratios, with trends and peer percentiles.

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