Morningstar MORN
NASDAQ MORN
$191.00 -2.15 (-1.11%)
As of: Sep 11, 2026 · 3:59 PM EDT

Morningstar (MORN) Capital Expenditures (2009 - 2026)

Morningstar's (MORN) quarterly Capital Expenditures came in at $33.2 million in Q2 2026, down 9.29% year-over-year from $36.6 million in Q2 2025, and down 12.4% quarter-over-quarter from $37.9 million in Q1 2026.

Analysis

Morningstar (MORN) Capital Expenditures (2009 - 2026) Analysis & Trends

Morningstar (MORN) has reported Capital Expenditures for 18 consecutive years, with $33.2 million the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Capital Expenditures fell 9.29% year-over-year to $33.2 million in Q2 2026; TTM through Jun 2026 was $149.4 million, a 2.68% increase from a year earlier, with the FY2025 full-year figure at $147.1 million, up 3.08% from the prior year.
  • Capital Expenditures was $33.2 million for Q2 2026 at Morningstar, down from $37.9 million in the prior quarter.
  • Over five years, Capital Expenditures peaked at $42.7 million in Q4 2025 and troughed at $28.0 million in Q1 2022.
  • A 5-year average of $33.9 million and a median of $33.4 million in 2022 frame the typical range for Capital Expenditures.
  • Across the five-year window, Capital Expenditures soared 69.52% in 2022 and slipped 16.9% in 2023, its largest moves.
  • Over 5 years, Capital Expenditures stood at $36.1 million in 2022, then retreated by 16.9% to $30.0 million in 2023, then surged by 35.33% to $40.6 million in 2024, then gained by 5.17% to $42.7 million in 2025, then declined by 22.25% to $33.2 million in 2026.
  • The last three Capital Expenditures figures came in at $33.2 million (Q2 2026), $37.9 million (Q1 2026), and $42.7 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Capital Expenditures (Qtr)
1 S&P Global 121.38 Bn 117.24 Bn 2.98 Bn 38.00 Mn
2 Moodys 82.63 Bn 81.13 Bn 1.67 Bn 91.00 Mn
3 Msci 40.41 Bn 40.05 Bn 717.10 Mn 33.40 Mn
4 Verisk Analytics 23.07 Bn 22.51 Bn 572.90 Mn 68.10 Mn
5 Factset Research Systems 9.39 Bn 9.08 Bn 310.73 Mn 30.48 Mn
6 Morningstar 7.23 Bn 6.71 Bn 423.90 Mn 33.20 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 33.20 Mn
Mar 31, 2026 37.90 Mn
Dec 31, 2025 42.70 Mn
Sep 30, 2025 35.60 Mn
Jun 30, 2025 36.60 Mn
Mar 31, 2025 32.20 Mn
Dec 31, 2024 40.60 Mn
Sep 30, 2024 36.10 Mn
Jun 30, 2024 31.90 Mn
Mar 31, 2024 34.10 Mn
Dec 31, 2023 30.00 Mn
Sep 30, 2023 29.30 Mn
Jun 30, 2023 30.30 Mn
Mar 31, 2023 29.50 Mn
Dec 31, 2022 36.10 Mn
Sep 30, 2022 33.70 Mn
Jun 30, 2022 31.70 Mn
Mar 31, 2022 28.00 Mn
Dec 31, 2021 30.20 Mn
Sep 30, 2021 30.20 Mn