Morningstar (MORN) Common Equity (2009 - 2026)
Morningstar (MORN) posted quarterly Common Equity of $1.0 billion for 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.
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.
- In Q2 2026, Common Equity fell 36.59% year-over-year to $1.0 billion; the TTM figure through Jun 2026 stood at $1.0 billion (down 36.59% YoY), while the FY2025 annual figure was $1.2 billion, down 24.51% from the prior year.
- Common Equity rose to $1.0 billion in Q2 2026 per MORN's latest filing, from $1.0 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.
- Historically, Common Equity has averaged $1.3 billion across 5 years, with a median of $1.3 billion in 2023.
- Annual changes were most pronounced in 2024 — Common Equity increased 25.85% — and 2026, when it slumped 36.7%.
- Morningstar's Common Equity stood at $1.2 billion in 2022, then gained by 10.0% to $1.3 billion in 2023, then advanced by 21.9% to $1.6 billion in 2024, then retreated by 24.51% to $1.2 billion in 2025, then retreated by 16.21% to $1.0 billion in 2026.
- Business Quant data shows MORN's Common Equity at $1.0 billion in Q2 2026, $1.0 billion in Q1 2026, and $1.2 billion in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 127.26 Bn | 123.12 Bn | 2.98 Bn | 31.62 Bn |
| 2 | Cme | 99.13 Bn | 99.13 Bn | 1.65 Bn | 26.52 Bn |
| 3 | Intercontinental Exchange | 90.95 Bn | 88.99 Bn | - | 29.62 Bn |
| 4 | Moodys | 87.63 Bn | 86.13 Bn | 1.67 Bn | 3.17 Bn |
| 5 | Nasdaq | 55.45 Bn | 54.73 Bn | 1.50 Bn | 11.99 Bn |
| 6 | Coinbase Global | 49.19 Bn | 40.40 Bn | 1.16 Bn | 13.08 Bn |
| 7 | Msci | 41.09 Bn | 40.73 Bn | 717.10 Mn | -2.69 Bn |
| 8 | Cboe Global Markets | 31.57 Bn | 29.18 Bn | 731.60 Mn | 5.63 Bn |
| 9 | TransUnion | 16.37 Bn | 15.54 Bn | 765.00 Mn | 5.00 Bn |
| 10 | Morningstar | 8.19 Bn | 7.66 Bn | 423.90 Mn | 1.02 Bn |
Historic Data
Download 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 |