Morningstar (MORN) Common Equity (2009 - 2026)

Morningstar (MORN) has 18 years of Common Equity data on file, last reported at $1.0 billion in Q1 2026.

• Common Equity for Q1 2026 came in at $1.0 billion, down 36.7% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.0 billion (down 36.7% YoY), and the FY2025 annual result was $1.2 billion, down 24.51% from the prior year.
• Common Equity eased to $1.0 billion in Q1 2026 per MORN's latest filing, from $1.2 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 $1.4 billion and a median of $1.3 billion in 2023 frame the typical range for Common Equity.
• The sharpest annual moves came in 2024 and 2026: Common Equity increased 25.85% in 2024, then slumped 36.7% in 2026.
• A 5-year view of Common Equity shows it stood at $1.2 billion in 2022, then rose by 10.0% to $1.3 billion in 2023, then gained by 21.9% to $1.6 billion in 2024, then fell by 24.51% to $1.2 billion in 2025, then slipped by 16.63% to $1.0 billion in 2026.
• Business Quant data shows MORN's Common Equity at $1.0 billion in Q1 2026, $1.2 billion in Q4 2025, and $1.5 billion in Q3 2025.