Growth Metrics

Morningstar (MORN) Common Equity (2016 - 2026)

Morningstar (MORN) has disclosed Common Equity for 18 consecutive years, with $1.0 billion as the latest value for Q1 2026.

  • For Q1 2026, Common Equity fell 36.7% year-over-year to $1.0 billion; the TTM value through Mar 2026 reached $1.0 billion, down 36.7%, while the annual FY2025 figure was $1.2 billion, 24.51% down from the prior year.
  • Common Equity hit $1.0 billion in Q1 2026 for Morningstar, down from $1.2 billion in the prior quarter.
  • Across five years, Common Equity topped out at $1.6 billion in Q4 2024 and bottomed at $1.0 billion in Q1 2026.
  • Average Common Equity over 5 years is $1.4 billion, with a median of $1.3 billion recorded in 2023.
  • Year-over-year, Common Equity grew 25.85% in 2024 and then tumbled 36.7% in 2026.
  • Morningstar's Common Equity stood at $1.2 billion in 2022, then rose by 10.0% to $1.3 billion in 2023, then grew by 21.9% to $1.6 billion in 2024, then fell by 24.51% to $1.2 billion in 2025, then fell by 16.63% to $1.0 billion in 2026.
  • According to Business Quant data, Common Equity over the past three periods came in at $1.0 billion, $1.2 billion, and $1.5 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.