Morningstar (MORN) Accumulated Expenses (2009 - 2026)

Morningstar (MORN) has 18 years of Accumulated Expenses data on file, last reported at $144.9 million in Q1 2026.

• Accumulated Expenses for Q1 2026 came in at $144.9 million, up 9.28% year-over-year; the trailing twelve-month figure through Mar 2026 was $144.9 million (up 9.28% YoY), and the FY2025 annual result was $294.2 million, up 8.08% from the prior year.
• Accumulated Expenses declined to $144.9 million in Q1 2026 per MORN's latest filing, from $294.2 million in the prior quarter.
• Over five years, Accumulated Expenses peaked at $294.2 million in Q4 2025 and troughed at $122.9 million in Q1 2024.
• A 5-year average of $186.8 million and a median of $179.5 million in 2025 frame the typical range for Accumulated Expenses.
• On a YoY basis, Accumulated Expenses climbed as much as 44.76% in 2022 and fell as far as 19.58% in 2022.
• A 5-year view of Accumulated Expenses shows it stood at $220.1 million in 2022, then retreated by 2.59% to $214.4 million in 2023, then gained by 26.96% to $272.2 million in 2024, then climbed by 8.08% to $294.2 million in 2025, then tumbled by 50.75% to $144.9 million in 2026.
• Business Quant data shows MORN's Accumulated Expenses at $144.9 million in Q1 2026, $294.2 million in Q4 2025, and $231.0 million in Q3 2025.