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.

• On a quarterly basis, Assets Average rose 6.18% year-over-year to $3.8 billion in Q1 2026; TTM through Mar 2026 was $3.8 billion, a 6.18% increase from a year earlier, with the FY2025 full-year figure at $3.6 billion, up 2.69% from the prior year.
• Assets Average for Q1 2026 stood at $3.8 billion, up from $3.6 billion in the prior quarter.
• Over the last five years, Assets Average for MORN reached as high as $3.8 billion in Q1 2026 and fell as low as $2.9 billion in Q1 2022.
• Historically, Assets Average has averaged $3.4 billion across 5 years, with a median of $3.5 billion in 2023.
• Across the five-year window, Assets Average climbed 26.11% in 2022 and retreated 2.07% in 2023, its largest moves.
• Year by year, Assets Average stood at $3.4 billion in 2022, then dropped by 2.07% to $3.4 billion in 2023, then advanced by 5.45% to $3.6 billion in 2024, then climbed by 0.46% to $3.6 billion in 2025, then grew by 6.0% to $3.8 billion in 2026.
• Per Business Quant data, the three most recent Assets Average figures were $3.8 billion in Q1 2026, $3.6 billion in Q4 2025, and $3.6 billion in Q3 2025.