Growth Metrics

Morningstar (MORN) Assets (2016 - 2025)

Morningstar (MORN) has disclosed Assets for 17 consecutive years, with $3.6 billion as the latest value for Q4 2025.

  • On a quarterly basis, Assets rose 1.16% to $3.6 billion in Q4 2025 year-over-year; TTM through Dec 2025 was $3.6 billion, a 1.16% increase, with the full-year FY2025 number at $3.6 billion, up 1.16% from a year prior.
  • Assets was $3.6 billion for Q4 2025 at Morningstar, up from $3.6 billion in the prior quarter.
  • In the past five years, Assets ranged from a high of $3.6 billion in Q2 2025 to a low of $2.7 billion in Q1 2021.
  • A 5-year average of $3.3 billion and a median of $3.4 billion in 2022 define the central range for Assets.
  • Peak YoY movement for Assets: rose 27.8% in 2022, then decreased 2.08% in 2023.
  • Morningstar's Assets stood at $2.9 billion in 2021, then increased 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 increased by 1.16% to $3.6 billion in 2025.
  • Per Business Quant, the three most recent readings for MORN's Assets are $3.6 billion (Q4 2025), $3.6 billion (Q3 2025), and $3.6 billion (Q2 2025).