Balance Sheet
Accounts PayablesAccumulated ExpensesAssetsCash & Current InvestmentsCash & EquivalentsCommon EquityCurrent AssetsCurrent Deferred RevenueCurrent LeasesCurrent TaxesGoodwillGoodwill & IntangiblesIntangiblesLiabilities and Shareholders EquityLong-Term Deferred TaxLong-Term InvestmentsNon-Current AssetsNon-Current DebtNon-Current Deferred Tax LiabilityNon-Current Deferred Tax LiabilityNon-Current Deffered RevenueNotes PayablesOperating LeasesOther Accumulated ExpensesOther Non-Current AssetsOther Non-Current LiabilitiesPayablesPensionPrepaid AssetsProperty, Plant & Equipment (Net)Property, Plant & Equipment (Net)ReceivablesReceivables - NetReceivables - OtherRetained EarningsShareholder's EquityShares OutstandingShort term DebtShort-term InvestmentsTotal Current LiabilitiesTotal DebtTotal LiabilitiesTotal Non-Current LiabilitiesTreasury SharesTreasury Shares
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Morningstar (MORN) Accumulated Expenses (2016 - 2026)

Morningstar (MORN) has disclosed Accumulated Expenses for 18 consecutive years, with $144.9 million as the latest value for Q1 2026.

  • For Q1 2026, Accumulated Expenses rose 9.28% year-over-year to $144.9 million; the TTM value through Mar 2026 reached $144.9 million, up 9.28%, while the annual FY2025 figure was $294.2 million, 8.08% up from the prior year.
  • Accumulated Expenses hit $144.9 million in Q1 2026 for Morningstar, down from $294.2 million in the prior quarter.
  • Across five years, Accumulated Expenses topped out at $294.2 million in Q4 2025 and bottomed at $122.9 million in Q1 2024.
  • Average Accumulated Expenses over 5 years is $186.8 million, with a median of $179.5 million recorded in 2025.
  • On a YoY basis, Accumulated Expenses climbed as much as 44.76% in 2022 and fell as far as 19.58% in 2022.
  • Morningstar's Accumulated Expenses stood at $220.1 million in 2022, then dropped by 2.59% to $214.4 million in 2023, then grew by 26.96% to $272.2 million in 2024, then rose by 8.08% to $294.2 million in 2025, then tumbled by 50.75% to $144.9 million in 2026.
  • According to Business Quant data, Accumulated Expenses over the past three periods came in at $144.9 million, $294.2 million, and $231.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.