Morningstar (MORN) Assets (2009 - 2026)

Morningstar (MORN) has 18 years of Assets data on file, last reported at $4.0 billion in Q1 2026.

• Assets for Q1 2026 came in at $4.0 billion, up 11.15% year-over-year; the trailing twelve-month figure through Mar 2026 was $4.0 billion (up 11.15% YoY), and the FY2025 annual result was $3.6 billion, up 1.16% from the prior year.
• Assets climbed to $4.0 billion in Q1 2026 per MORN's latest filing, from $3.6 billion in the prior quarter.
• Over five years, Assets peaked at $4.0 billion in Q1 2026 and troughed at $2.9 billion in Q1 2022.
• A 5-year average of $3.5 billion and a median of $3.5 billion in 2022 frame the typical range for Assets.
• The sharpest annual moves came in 2022 and 2023: Assets rose 27.8% in 2022, then declined 2.08% in 2023.
• A 5-year view of Assets shows it stood at $3.5 billion in 2022, then fell by 2.05% to $3.4 billion in 2023, then grew by 4.28% to $3.5 billion in 2024, then grew by 1.16% to $3.6 billion in 2025, then grew by 11.03% to $4.0 billion in 2026.
• Business Quant data shows MORN's Assets at $4.0 billion in Q1 2026, $3.6 billion in Q4 2025, and $3.6 billion in Q3 2025.