Morningstar (MORN) Assets (2009 - 2026)
Morningstar's Assets came in at $3.95 billion for Q2 2026, up 8.7% from $3.63 billion a year earlier but down 1.0% from the prior quarter.
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Analysis
Morningstar (MORN) Assets (2009 - 2026) Analysis & Trends
At the end of FY2025, Morningstar's Assets was $3.59 billion, up 1.2% from FY2024.
- Assets carries a five-year compound annual growth rate of 5.9% (FY2020 to FY2025).
- Going back by year, Assets was $3.55 billion in FY2024 (+4.3%), $3.4 billion in FY2023 (-2.1%), $3.47 billion in FY2022 (+21.4%) and $2.86 billion in FY2021 (+6.2%).
- The five-year range for quarterly Assets is $2.74 billion (Q3 2021) to $3.99 billion (Q1 2026).
- Year-over-year, Assets has increased for three consecutive quarters, with growth averaging 5.5% over the last eight quarters.
- The fastest year-over-year change in Assets over five years came in Q2 2022 (growth of 27.8%), and the weakest in Q3 2023 (a decline of 2.1%).
- Business Quant data shows MORN's Assets at $3.99 billion (Q1 2026), $3.59 billion (Q4 2025) and $3.56 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 115.73 Bn | 111.34 Bn | 2.98 Bn | 62.91 Bn |
| 2 | Moodys | 78.77 Bn | 71.20 Bn | 1.67 Bn | 14.68 Bn |
| 3 | Msci | 39.23 Bn | 37.58 Bn | 717.10 Mn | 5.60 Bn |
| 4 | Verisk Analytics | 21.59 Bn | 16.23 Bn | 572.90 Mn | 4.50 Bn |
| 5 | Equifax | 16.56 Bn | 15.96 Bn | 926.40 Mn | 11.98 Bn |
| 6 | TransUnion | 12.32 Bn | 9.30 Bn | - | 12.19 Bn |
| 7 | Factset Research Systems | 9.30 Bn | 8.06 Bn | 310.73 Mn | 4.19 Bn |
| 8 | Morningstar | 6.99 Bn | 4.89 Bn | 423.90 Mn | 3.95 Bn |
| 9 | Mastercard | 490.78 Bn | 450.70 Bn | - | 57.69 Bn |
| 10 | Cme | 94.57 Bn | 94.57 Bn | - | 194.68 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.95 Bn |
| Mar 31, 2026 | 3.99 Bn |
| Dec 31, 2025 | 3.59 Bn |
| Sep 30, 2025 | 3.56 Bn |
| Jun 30, 2025 | 3.63 Bn |
| Mar 31, 2025 | 3.59 Bn |
| Dec 31, 2024 | 3.55 Bn |
| Sep 30, 2024 | 3.57 Bn |
| Jun 30, 2024 | 3.40 Bn |
| Mar 31, 2024 | 3.39 Bn |
| Dec 31, 2023 | 3.40 Bn |
| Sep 30, 2023 | 3.34 Bn |
| Jun 30, 2023 | 3.46 Bn |
| Mar 31, 2023 | 3.45 Bn |
| Dec 31, 2022 | 3.47 Bn |
| Sep 30, 2022 | 3.42 Bn |
| Jun 30, 2022 | 3.47 Bn |
| Mar 31, 2022 | 2.87 Bn |
| Dec 31, 2021 | 2.86 Bn |
| Sep 30, 2021 | 2.74 Bn |
API Access
Morningstar Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=MORN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "MORN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=MORN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();