Morningstar MORN
NASDAQ MORN
$192.98 -5.10 (-2.58%)
As of: Sep 10, 2026 · 3:59 PM EDT

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

Historic Data

Download Data
DateValue
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