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Morningstar (MORN) Equity Average: 2010-2025

Historic Equity Average for Morningstar (MORN) over the last 15 years, with Sep 2025 value amounting to $1.6 billion.

  • Morningstar's Equity Average rose 4.30% to $1.6 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $1.6 billion, marking a year-over-year increase of 4.30%. This contributed to the annual value of $1.5 billion for FY2024, which is 16.23% up from last year.
  • Latest data reveals that Morningstar reported Equity Average of $1.6 billion as of Q3 2025, which was down 2.95% from $1.6 billion recorded in Q2 2025.
  • In the past 5 years, Morningstar's Equity Average registered a high of $1.6 billion during Q1 2025, and its lowest value of $1.2 billion during Q4 2022.
  • Over the past 3 years, Morningstar's median Equity Average value was $1.4 billion (recorded in 2024), while the average stood at $1.4 billion.
  • Per our database at Business Quant, Morningstar's Equity Average grew by 26.02% in 2021 and then fell by 14.82% in 2022.
  • Quarterly analysis of 5 years shows Morningstar's Equity Average stood at $1.4 billion in 2021, then dropped by 14.82% to $1.2 billion in 2022, then increased by 7.79% to $1.3 billion in 2023, then rose by 23.81% to $1.6 billion in 2024, then increased by 4.30% to $1.6 billion in 2025.
  • Its Equity Average was $1.6 billion in Q3 2025, compared to $1.6 billion in Q2 2025 and $1.6 billion in Q1 2025.