Morningstar (MORN) Assets Average (2010 - 2026)
Morningstar (MORN) posted quarterly Assets Average of $4.0 billion for Q2 2026, up 9.91% year-over-year from $3.6 billion in Q2 2025, and up 4.69% quarter-over-quarter from $3.8 billion in Q1 2026.
Morningstar (MORN) Assets Average (2010 - 2026) Analysis & Trends
Morningstar (MORN) has reported Assets Average for 17 consecutive years, with $4.0 billion the latest figure, recorded in Q2 2026.
- In Q2 2026, Assets Average rose 9.91% year-over-year to $4.0 billion; the TTM figure through Jun 2026 stood at $4.0 billion (up 9.91% YoY), while the FY2025 annual figure was $3.6 billion, up 2.69% from the prior year.
- Assets Average improved to $4.0 billion in Q2 2026 per MORN's latest filing, from $3.8 billion in the prior quarter.
- Across five years, Assets Average topped out at $4.0 billion in Q2 2026 and bottomed at $2.9 billion in Q1 2022.
- Historically, Assets Average has averaged $3.5 billion across 5 years, with a median of $3.5 billion in 2023.
- Annual changes were most pronounced in 2022 — Assets Average increased 26.11% — and 2023, when it slipped 2.07%.
- Morningstar's Assets Average stood at $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 gained by 0.46% to $3.6 billion in 2025, then gained by 10.97% to $4.0 billion in 2026.
- Business Quant data shows MORN's Assets Average at $4.0 billion in Q2 2026, $3.8 billion in Q1 2026, and $3.6 billion in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 128.16 Bn | 124.02 Bn | 2.98 Bn | 61.85 Bn |
| 2 | Cme | 98.56 Bn | 98.56 Bn | 1.65 Bn | 198.34 Bn |
| 3 | Intercontinental Exchange | 91.19 Bn | 89.24 Bn | - | 176.71 Bn |
| 4 | Moodys | 88.16 Bn | 86.66 Bn | 1.67 Bn | 14.70 Bn |
| 5 | Nasdaq | 55.38 Bn | 54.67 Bn | 1.50 Bn | 27.32 Bn |
| 6 | Coinbase Global | 50.19 Bn | 41.40 Bn | 1.16 Bn | 27.65 Bn |
| 7 | Msci | 41.45 Bn | 41.09 Bn | 717.10 Mn | 5.57 Bn |
| 8 | Cboe Global Markets | 31.31 Bn | 28.92 Bn | 731.60 Mn | 10.84 Bn |
| 9 | TransUnion | 16.57 Bn | 15.73 Bn | 765.00 Mn | 12.12 Bn |
| 10 | Morningstar | 8.19 Bn | 7.67 Bn | 423.90 Mn | 3.97 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 3.97 Bn |
| Mar 31, 2026 | 3.79 Bn |
| Dec 31, 2025 | 3.57 Bn |
| Sep 30, 2025 | 3.59 Bn |
| Jun 30, 2025 | 3.61 Bn |
| Mar 31, 2025 | 3.57 Bn |
| Dec 31, 2024 | 3.56 Bn |
| Sep 30, 2024 | 3.48 Bn |
| Jun 30, 2024 | 3.40 Bn |
| Mar 31, 2024 | 3.40 Bn |
| Dec 31, 2023 | 3.37 Bn |
| Sep 30, 2023 | 3.40 Bn |
| Jun 30, 2023 | 3.45 Bn |
| Mar 31, 2023 | 3.46 Bn |
| Dec 31, 2022 | 3.44 Bn |
| Sep 30, 2022 | 3.44 Bn |
| Jun 30, 2022 | 3.17 Bn |
| Mar 31, 2022 | 2.87 Bn |
| Dec 31, 2021 | 2.80 Bn |
| Sep 30, 2021 | 2.73 Bn |