Morningstar (MORN) Assets Average (2010 - 2026)

Morningstar (MORN) has 17 years of Assets Average data on file, last reported at $3.8 billion in Q1 2026.

• Assets Average for Q1 2026 came in at $3.8 billion, up 6.18% year-over-year; the trailing twelve-month figure through Mar 2026 was $3.8 billion (up 6.18% YoY), and the FY2025 annual result was $3.6 billion, up 2.69% from the prior year.
• Assets Average climbed to $3.8 billion in Q1 2026 per MORN's latest filing, from $3.6 billion in the prior quarter.
• Over five years, Assets Average peaked at $3.8 billion in Q1 2026 and troughed at $2.9 billion in Q1 2022.
• A 5-year average of $3.4 billion and a median of $3.5 billion in 2023 frame the typical range for Assets Average.
• The sharpest annual moves came in 2022 and 2023: Assets Average increased 26.11% in 2022, then slipped 2.07% in 2023.
• A 5-year view of Assets Average shows it stood at $3.4 billion in 2022, then retreated by 2.07% to $3.4 billion in 2023, then increased by 5.45% to $3.6 billion in 2024, then rose by 0.46% to $3.6 billion in 2025, then gained by 6.0% to $3.8 billion in 2026.
• Business Quant data shows MORN's Assets Average at $3.8 billion in Q1 2026, $3.6 billion in Q4 2025, and $3.6 billion in Q3 2025.