Growth Metrics

Morningstar (MORN) Assets (2016 - 2025)

Historic Assets for Morningstar (MORN) over the last 17 years, with Q3 2025 value amounting to $3.6 billion.

  • Morningstar's Assets fell 24.4% to $3.6 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $3.6 billion, marking a year-over-year decrease of 24.4%. This contributed to the annual value of $3.5 billion for FY2024, which is 427.51% up from last year.
  • Latest data reveals that Morningstar reported Assets of $3.6 billion as of Q3 2025, which was down 24.4% from $3.6 billion recorded in Q2 2025.
  • Morningstar's Assets' 5-year high stood at $3.6 billion during Q2 2025, with a 5-year trough of $2.7 billion in Q1 2021.
  • Over the past 5 years, Morningstar's median Assets value was $3.4 billion (recorded in 2022), while the average stood at $3.3 billion.
  • As far as peak fluctuations go, Morningstar's Assets skyrocketed by 2779.87% in 2022, and later tumbled by 207.9% in 2023.
  • Over the past 5 years, Morningstar's Assets (Quarter) stood at $2.9 billion in 2021, then grew by 21.38% to $3.5 billion in 2022, then dropped by 2.05% to $3.4 billion in 2023, then increased by 4.28% to $3.5 billion in 2024, then rose by 0.25% to $3.6 billion in 2025.
  • Its last three reported values are $3.6 billion in Q3 2025, $3.6 billion for Q2 2025, and $3.6 billion during Q1 2025.