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.

• Quarterly Common Equity fell 36.7% year-over-year to $1.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.0 billion (down 36.7% YoY) and the FY2025 annual result came in at $1.2 billion, down 24.51% from the prior year.
• Common Equity declined to $1.0 billion in Q1 2026 per MORN's latest filing, 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.
• The 5-year median for Common Equity is $1.3 billion (2023), against an average of $1.4 billion.
• The widest annual swing landed in 2024, when Common Equity climbed 25.85%; it then plunged 36.7% in 2026.
• Tracing MORN's Common Equity over 5 years: stood at $1.2 billion in 2022, then grew by 10.0% to $1.3 billion in 2023, then increased by 21.9% to $1.6 billion in 2024, then dropped by 24.51% to $1.2 billion in 2025, then retreated by 16.63% to $1.0 billion in 2026.
• Per Business Quant, the three latest MORN Common Equity figures stand at $1.0 billion (Q1 2026), $1.2 billion (Q4 2025), and $1.5 billion (Q3 2025).

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