Morningstar (MORN) Common Equity (2009 - 2026)
Morningstar's (MORN) quarterly Common Equity came in at $1.0 billion in Q2 2026, down 36.59% year-over-year from $1.6 billion in Q2 2025, and up 0.5% quarter-over-quarter from $1.0 billion in Q1 2026.
Analysis
Morningstar (MORN) Common Equity (2009 - 2026) Analysis & Trends
Morningstar (MORN) has reported Common Equity for 18 consecutive years, with $1.0 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Common Equity fell 36.59% year-over-year to $1.0 billion in Q2 2026; TTM through Jun 2026 was $1.0 billion, a 36.59% decrease from a year earlier, with the FY2025 full-year figure at $1.2 billion, down 24.51% from the prior year.
- Common Equity was $1.0 billion for Q2 2026 at Morningstar, up from $1.0 billion in the prior quarter.
- Over five years, Common Equity peaked at $1.6 billion in Q4 2024 and troughed at $1.0 billion in Q1 2026.
- A 5-year average of $1.3 billion and a median of $1.3 billion in 2023 frame the typical range for Common Equity.
- Across the five-year window, Common Equity grew 25.85% in 2024 and tumbled 36.7% in 2026, its largest moves.
- Over 5 years, Common Equity stood at $1.2 billion in 2022, then increased by 10.0% to $1.3 billion in 2023, then rose by 21.9% to $1.6 billion in 2024, then declined by 24.51% to $1.2 billion in 2025, then declined by 16.21% to $1.0 billion in 2026.
- The last three Common Equity figures came in at $1.0 billion (Q2 2026), $1.0 billion (Q1 2026), and $1.2 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 121.34 Bn | 117.20 Bn | 2.98 Bn | 31.62 Bn |
| 2 | Moodys | 81.34 Bn | 79.84 Bn | 1.67 Bn | 3.17 Bn |
| 3 | Msci | 39.85 Bn | 39.49 Bn | 717.10 Mn | -2.69 Bn |
| 4 | Verisk Analytics | 22.97 Bn | 22.42 Bn | 572.90 Mn | -1.19 Bn |
| 5 | Factset Research Systems | 9.48 Bn | 9.17 Bn | 310.73 Mn | 2.03 Bn |
| 6 | Morningstar | 7.30 Bn | 6.77 Bn | 423.90 Mn | 1.02 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.02 Bn |
| Mar 31, 2026 | 1.02 Bn |
| Dec 31, 2025 | 1.22 Bn |
| Sep 30, 2025 | 1.51 Bn |
| Jun 30, 2025 | 1.61 Bn |
| Mar 31, 2025 | 1.61 Bn |
| Dec 31, 2024 | 1.62 Bn |
| Sep 30, 2024 | 1.57 Bn |
| Jun 30, 2024 | 1.43 Bn |
| Mar 31, 2024 | 1.38 Bn |
| Dec 31, 2023 | 1.33 Bn |
| Sep 30, 2023 | 1.24 Bn |
| Jun 30, 2023 | 1.24 Bn |
| Mar 31, 2023 | 1.20 Bn |
| Dec 31, 2022 | 1.21 Bn |
| Sep 30, 2022 | 1.18 Bn |
| Jun 30, 2022 | 1.24 Bn |
| Mar 31, 2022 | 1.35 Bn |
| Dec 31, 2021 | 1.42 Bn |
| Sep 30, 2021 | 1.39 Bn |