Morningstar (MORN) Assets Average (2010 - 2026)
Morningstar (MORN) reported Assets Average of $3.8 billion for Q1 2026, up 6.18% year-over-year from $3.6 billion in Q1 2025, and up 6.0% on a QoQ basis from $3.6 billion in Q4 2025.
Morningstar (MORN) has 17 years of Assets Average data on file, last reported at $3.8 billion in Q1 2026.
- Quarterly Assets Average rose 6.18% year-over-year to $3.8 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.8 billion (up 6.18% YoY) and the FY2025 annual result came in at $3.6 billion, up 2.69% from the prior year.
- Assets Average improved to $3.8 billion in Q1 2026 per MORN's latest filing, from $3.6 billion in the prior quarter.
- Across five years, Assets Average topped out at $3.8 billion in Q1 2026 and bottomed at $2.9 billion in Q1 2022.
- The 5-year median for Assets Average is $3.5 billion (2023), against an average of $3.4 billion.
- The widest annual swing landed in 2022, when Assets Average climbed 26.11%; it then retreated 2.07% in 2023.
- Tracing MORN's Assets Average over 5 years: stood at $3.4 billion in 2022, then declined by 2.07% to $3.4 billion in 2023, then climbed by 5.45% to $3.6 billion in 2024, then grew by 0.46% to $3.6 billion in 2025, then increased by 6.0% to $3.8 billion in 2026.
- Per Business Quant, the three latest MORN Assets Average figures stand at $3.8 billion (Q1 2026), $3.6 billion (Q4 2025), and $3.6 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 126.06 Bn | 129.16 Bn | 2.94 Bn | 61.00 Bn |
| 2 | Cme | 98.29 Bn | 98.29 Bn | 1.83 Bn | 200.21 Bn |
| 3 | Intercontinental Exchange | 83.83 Bn | 82.37 Bn | - | 158.03 Bn |
| 4 | Moodys | 80.13 Bn | 78.77 Bn | 1.55 Bn | 15.28 Bn |
| 5 | Nasdaq | 52.44 Bn | 51.76 Bn | 1.41 Bn | 29.18 Bn |
| 6 | Coinbase Global | 50.05 Bn | 49.52 Bn | 1.33 Bn | 29.26 Bn |
| 7 | Msci | 46.28 Bn | 45.89 Bn | 765.10 Mn | 5.62 Bn |
| 8 | Cboe Global Markets | 34.92 Bn | 32.75 Bn | 728.90 Mn | 10.19 Bn |
| 9 | TransUnion | 13.79 Bn | 13.22 Bn | 726.20 Mn | 11.58 Bn |
| 10 | Morningstar | 7.12 Bn | 6.58 Bn | 405.90 Mn | 3.79 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.79 Bn |
| Dec 31, 2025 | 3.57 Bn |
| Sep 30, 2025 | 3.59 Bn |
| Jun 30, 2025 | 3.61 Bn |
| Mar 31, 2025 | 3.57 Bn |
| Dec 31, 2024 | 3.56 Bn |
| Sep 30, 2024 | 3.48 Bn |
| Jun 30, 2024 | 3.40 Bn |
| Mar 31, 2024 | 3.40 Bn |
| Dec 31, 2023 | 3.37 Bn |
| Sep 30, 2023 | 3.40 Bn |
| Jun 30, 2023 | 3.45 Bn |
| Mar 31, 2023 | 3.46 Bn |
| Dec 31, 2022 | 3.44 Bn |
| Sep 30, 2022 | 3.44 Bn |
| Jun 30, 2022 | 3.17 Bn |
| Mar 31, 2022 | 2.87 Bn |
| Dec 31, 2021 | 2.80 Bn |
| Sep 30, 2021 | 2.73 Bn |
| Jun 30, 2021 | 2.69 Bn |
| Mar 31, 2021 | 2.69 Bn |
| Dec 31, 2020 | 2.63 Bn |
| Sep 30, 2020 | 2.46 Bn |
| Jun 30, 2020 | 2.32 Bn |
| Mar 31, 2020 | 2.33 Bn |
| Dec 31, 2019 | 2.33 Bn |
| Sep 30, 2019 | 1.93 Bn |
| Jun 30, 2019 | 1.56 Bn |
| Mar 31, 2019 | 1.50 Bn |
| Dec 31, 2018 | 1.45 Bn |
| Sep 30, 2018 | 1.43 Bn |
| Jun 30, 2018 | 1.43 Bn |
| Mar 31, 2018 | 1.42 Bn |
| Dec 31, 2017 | 1.39 Bn |
| Sep 30, 2017 | 1.38 Bn |
| Jun 30, 2017 | 1.37 Bn |
| Mar 31, 2017 | 1.35 Bn |
| Dec 31, 2016 | 1.21 Bn |
| Sep 30, 2016 | 1.06 Bn |
| Jun 30, 2016 | 1.04 Bn |
| Mar 31, 2016 | 1.03 Bn |
| Dec 31, 2015 | 1.03 Bn |
| Sep 30, 2015 | 1.04 Bn |
| Jun 30, 2015 | 1.04 Bn |
| Mar 31, 2015 | 1.02 Bn |
| Dec 31, 2014 | 1.02 Bn |
| Sep 30, 2014 | 1.04 Bn |
| Jun 30, 2014 | 1.03 Bn |
| Mar 31, 2014 | 1.02 Bn |
| Dec 31, 2013 | 1.05 Bn |
| Sep 30, 2013 | 1.06 Bn |
| Jun 30, 2013 | 1.04 Bn |
| Mar 31, 2013 | 1.04 Bn |
| Dec 31, 2012 | 1.05 Bn |
| Sep 30, 2012 | 1.08 Bn |
| Jun 30, 2012 | 1.14 Bn |
| Mar 31, 2012 | 1.17 Bn |
| Dec 31, 2011 | 1.15 Bn |
| Sep 30, 2011 | 1.14 Bn |
| Jun 30, 2011 | 1.13 Bn |
| Mar 31, 2011 | 1.10 Bn |
| Dec 31, 2010 | 1.06 Bn |
| Sep 30, 2010 | 994.36 Mn |