Morningstar (MORN) Accumulated Expenses: 2009-2025
Historic Accumulated Expenses for Morningstar (MORN) over the last 16 years, with Sep 2025 value amounting to $231.0 million.
- Morningstar's Accumulated Expenses rose 6.94% to $231.0 million in Q3 2025 from the same period last year, while for Sep 2025 it was $231.0 million, marking a year-over-year increase of 6.94%. This contributed to the annual value of $272.2 million for FY2024, which is 26.96% up from last year.
- As of Q3 2025, Morningstar's Accumulated Expenses stood at $231.0 million, which was up 28.69% from $179.5 million recorded in Q2 2025.
- Morningstar's Accumulated Expenses' 5-year high stood at $273.7 million during Q4 2021, with a 5-year trough of $105.9 million in Q1 2021.
- In the last 3 years, Morningstar's Accumulated Expenses had a median value of $179.5 million in 2025 and averaged $183.5 million.
- Its Accumulated Expenses has fluctuated over the past 5 years, first surged by 102.74% in 2021, then decreased by 19.58% in 2022.
- Over the past 5 years, Morningstar's Accumulated Expenses (Quarterly) stood at $273.7 million in 2021, then decreased by 19.58% to $220.1 million in 2022, then declined by 2.59% to $214.4 million in 2023, then rose by 26.96% to $272.2 million in 2024, then rose by 6.94% to $231.0 million in 2025.
- Its Accumulated Expenses stands at $231.0 million for Q3 2025, versus $179.5 million for Q2 2025 and $132.6 million for Q1 2025.