Morningstar (MORN) Assets (2009 - 2026)

Morningstar (MORN) has reported Assets for 18 consecutive years, with $3.9 billion the latest figure, recorded in Q2 2026.

• On a quarterly basis, Assets rose 8.68% year-over-year to $3.9 billion in Q2 2026; TTM through Jun 2026 was $3.9 billion, a 8.68% increase from a year earlier, with the FY2025 full-year figure at $3.6 billion, up 1.16% from the prior year.
• Assets was $3.9 billion for Q2 2026 at Morningstar, down from $4.0 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.
• Across the five-year window, Assets increased 27.8% in 2022 and dropped 2.08% in 2023, its largest moves.
• Over 5 years, Assets stood at $3.5 billion in 2022, then declined by 2.05% to $3.4 billion in 2023, then climbed by 4.28% to $3.5 billion in 2024, then climbed by 1.16% to $3.6 billion in 2025, then increased by 9.9% to $3.9 billion in 2026.
• The last three Assets figures came in at $3.9 billion (Q2 2026), $4.0 billion (Q1 2026), and $3.6 billion (Q4 2025), per Business Quant data.