Morningstar (MORN) Assets (2009 - 2026)
Morningstar (MORN) posted quarterly Assets of $3.9 billion for Q2 2026, up 8.68% year-over-year from $3.6 billion in Q2 2025, and down 1.02% quarter-over-quarter from $4.0 billion in Q1 2026.
Morningstar (MORN) Assets (2009 - 2026) Analysis & Trends
Morningstar (MORN) has reported Assets for 18 consecutive years, with $3.9 billion the latest figure, recorded in Q2 2026.
- In Q2 2026, Assets rose 8.68% year-over-year to $3.9 billion; the TTM figure through Jun 2026 stood at $3.9 billion (up 8.68% YoY), while the FY2025 annual figure was $3.6 billion, up 1.16% from the prior year.
- Assets declined to $3.9 billion in Q2 2026 per MORN's latest filing, from $4.0 billion in the prior quarter.
- Across five years, Assets topped out at $4.0 billion in Q1 2026 and bottomed at $2.9 billion in Q1 2022.
- Historically, Assets has averaged $3.5 billion across 5 years, with a median of $3.5 billion in 2022.
- Annual changes were most pronounced in 2022 — Assets rose 27.8% — and 2023, when it declined 2.08%.
- Morningstar's Assets stood at $3.5 billion in 2022, then retreated 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, then gained by 9.9% to $3.9 billion in 2026.
- Business Quant data shows MORN's Assets at $3.9 billion in Q2 2026, $4.0 billion in Q1 2026, and $3.6 billion in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 127.26 Bn | 123.12 Bn | 2.98 Bn | 62.91 Bn |
| 2 | Cme | 99.13 Bn | 99.13 Bn | 1.65 Bn | 194.68 Bn |
| 3 | Intercontinental Exchange | 90.95 Bn | 88.99 Bn | - | 174.25 Bn |
| 4 | Moodys | 87.63 Bn | 86.13 Bn | 1.67 Bn | 14.68 Bn |
| 5 | Nasdaq | 55.45 Bn | 54.73 Bn | 1.50 Bn | 27.34 Bn |
| 6 | Coinbase Global | 49.19 Bn | 40.40 Bn | 1.16 Bn | 26.46 Bn |
| 7 | Msci | 41.09 Bn | 40.73 Bn | 717.10 Mn | 5.60 Bn |
| 8 | Cboe Global Markets | 31.57 Bn | 29.18 Bn | 731.60 Mn | 10.61 Bn |
| 9 | TransUnion | 16.37 Bn | 15.54 Bn | 765.00 Mn | 12.19 Bn |
| 10 | Morningstar | 8.19 Bn | 7.66 Bn | 423.90 Mn | 3.95 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 3.95 Bn |
| Mar 31, 2026 | 3.99 Bn |
| Dec 31, 2025 | 3.59 Bn |
| Sep 30, 2025 | 3.56 Bn |
| Jun 30, 2025 | 3.63 Bn |
| Mar 31, 2025 | 3.59 Bn |
| Dec 31, 2024 | 3.55 Bn |
| Sep 30, 2024 | 3.57 Bn |
| Jun 30, 2024 | 3.40 Bn |
| Mar 31, 2024 | 3.39 Bn |
| Dec 31, 2023 | 3.40 Bn |
| Sep 30, 2023 | 3.34 Bn |
| Jun 30, 2023 | 3.46 Bn |
| Mar 31, 2023 | 3.45 Bn |
| Dec 31, 2022 | 3.47 Bn |
| Sep 30, 2022 | 3.42 Bn |
| Jun 30, 2022 | 3.47 Bn |
| Mar 31, 2022 | 2.87 Bn |
| Dec 31, 2021 | 2.86 Bn |
| Sep 30, 2021 | 2.74 Bn |