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.

• On a quarterly basis, Accumulated Expenses rose 9.28% year-over-year to $144.9 million in Q1 2026; TTM through Mar 2026 was $144.9 million, a 9.28% increase from a year earlier, with the FY2025 full-year figure at $294.2 million, up 8.08% from the prior year.
• Accumulated Expenses for Q1 2026 stood at $144.9 million, down from $294.2 million in the prior quarter.
• Over the last five years, Accumulated Expenses for MORN reached as high as $294.2 million in Q4 2025 and fell as low as $122.9 million in Q1 2024.
• Historically, Accumulated Expenses has averaged $186.8 million across 5 years, with a median of $179.5 million 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.
• Year by year, 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 plunged by 50.75% to $144.9 million in 2026.
• Per Business Quant data, the three most recent Accumulated Expenses figures were $144.9 million in Q1 2026, $294.2 million in Q4 2025, and $231.0 million in Q3 2025.