Morningstar (MORN) Equity Average (2010 - 2026)

Morningstar (MORN) has 17 years of Equity Average data on file, last reported at $1.1 billion in Q1 2026.

• Equity Average for Q1 2026 came in at $1.1 billion, down 30.58% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.1 billion (down 30.58% YoY), and the FY2025 annual result was $1.4 billion, down 3.59% from the prior year.
• Equity Average fell to $1.1 billion in Q1 2026 per MORN's latest filing, from $1.4 billion in the prior quarter.
• Over five years, Equity Average peaked at $1.6 billion in Q1 2025 and troughed at $1.1 billion in Q1 2026.
• A 5-year average of $1.4 billion and a median of $1.4 billion in 2024 frame the typical range for Equity Average.
• The sharpest annual moves came in 2024 and 2026: Equity Average grew 23.81% in 2024, then tumbled 30.58% in 2026.
• A 5-year view of Equity Average shows it stood at $1.2 billion in 2022, then increased by 7.79% to $1.3 billion in 2023, then grew by 23.81% to $1.6 billion in 2024, then dropped by 14.08% to $1.4 billion in 2025, then fell by 18.1% to $1.1 billion in 2026.
• Business Quant data shows MORN's Equity Average at $1.1 billion in Q1 2026, $1.4 billion in Q4 2025, and $1.6 billion in Q3 2025.