Morningstar (MORN) Accumulated Expenses (2009 - 2026)

Morningstar (MORN) has reported Accumulated Expenses for 18 consecutive years, with $181.3 million the latest figure, recorded in Q2 2026.

• In Q2 2026, Accumulated Expenses rose 1.0% year-over-year to $181.3 million; the TTM figure through Jun 2026 stood at $181.3 million (up 1.0% YoY), while the FY2025 annual figure was $294.2 million, up 8.08% from the prior year.
• Accumulated Expenses grew to $181.3 million in Q2 2026 per MORN's latest filing, from $144.9 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.
• Historically, Accumulated Expenses has averaged $186.5 million across 5 years, with a median of $180.0 million in 2023.
• 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 decreased by 2.59% to $214.4 million in 2023, then advanced by 26.96% to $272.2 million in 2024, then grew by 8.08% to $294.2 million in 2025, then sank by 38.38% to $181.3 million in 2026.
• Business Quant data shows MORN's Accumulated Expenses at $181.3 million in Q2 2026, $144.9 million in Q1 2026, and $294.2 million in Q4 2025.