Morningstar (MORN) Assets Average (2010 - 2026)

Morningstar (MORN) has reported Assets Average for 17 consecutive years, with $4.0 billion the latest figure, recorded in Q2 2026.

• On a quarterly basis, Assets Average rose 9.91% year-over-year to $4.0 billion in Q2 2026; TTM through Jun 2026 was $4.0 billion, a 9.91% increase from a year earlier, with the FY2025 full-year figure at $3.6 billion, up 2.69% from the prior year.
• Assets Average was $4.0 billion for Q2 2026 at Morningstar, up from $3.8 billion in the prior quarter.
• Over five years, Assets Average peaked at $4.0 billion in Q2 2026 and troughed at $2.9 billion in Q1 2022.
• A 5-year average of $3.5 billion and a median of $3.5 billion in 2023 frame the typical range for Assets Average.
• Across the five-year window, Assets Average grew 26.11% in 2022 and decreased 2.07% in 2023, its largest moves.
• Over 5 years, Assets Average stood at $3.4 billion in 2022, then fell by 2.07% to $3.4 billion in 2023, then grew by 5.45% to $3.6 billion in 2024, then increased by 0.46% to $3.6 billion in 2025, then increased by 10.97% to $4.0 billion in 2026.
• The last three Assets Average figures came in at $4.0 billion (Q2 2026), $3.8 billion (Q1 2026), and $3.6 billion (Q4 2025), per Business Quant data.