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Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on Capital EmployedReturn on EquityReturn on Invested CapitalReturn on Sales

Morningstar (MORN) Assets Average (2016 - 2025)

Morningstar (MORN) has disclosed Assets Average for 16 consecutive years, with $3.6 billion as the latest value for Q4 2025.

  • On a quarterly basis, Assets Average changed 0.46% to $3.6 billion in Q4 2025 year-over-year; TTM through Dec 2025 was $3.6 billion, a 0.46% change, with the full-year FY2025 number at $3.6 billion, up 2.69% from a year prior.
  • Assets Average was $3.6 billion for Q4 2025 at Morningstar, down from $3.6 billion in the prior quarter.
  • In the past five years, Assets Average 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 Average.
  • Peak YoY movement for Assets Average: increased 26.11% in 2022, then fell 2.07% in 2023.
  • Morningstar's Assets Average stood at $2.8 billion in 2021, then grew by 22.88% to $3.4 billion in 2022, then decreased by 2.07% to $3.4 billion in 2023, then rose by 5.45% to $3.6 billion in 2024, then grew by 0.46% to $3.6 billion in 2025.
  • Per Business Quant, the three most recent readings for MORN's Assets Average are $3.6 billion (Q4 2025), $3.6 billion (Q3 2025), and $3.6 billion (Q2 2025).