Morningstar MORN
NASDAQ MORN
$195.00 -3.09 (-1.56%)
As of: Sep 10, 2026 · 1:35 PM EDT

Morningstar (MORN) Equity Income (2009 - 2026)

Morningstar's (MORN) quarterly Equity Income came in at -$900000.0 in Q2 2026, up 25.0% year-over-year from -$720000.0 in Q2 2025, and down 800.0% quarter-over-quarter from -$100000.0 in Q1 2026.

Analysis

Morningstar (MORN) Equity Income (2009 - 2026) Analysis & Trends

Morningstar (MORN) has reported Equity Income for 18 consecutive years, with -$900000.0 the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Equity Income rose 25.0% year-over-year to -$900000.0 in Q2 2026; TTM through Jun 2026 was -$500000.0, a 97.3% increase from a year earlier, with the FY2025 full-year figure at -$3.3 million, up 81.03% from the prior year.
  • Equity Income was -$900000.0 for Q2 2026 at Morningstar, down from -$100000.0 in the prior quarter.
  • Over five years, Equity Income peaked at $600000.0 in Q4 2025 and troughed at -$12.1 million in Q4 2024.
  • A 5-year average of -$1.8 million and a median of -$1.3 million in 2022 frame the typical range for Equity Income.
  • Across the five-year window, Equity Income tumbled 425.0% in 2023 and surged 104.96% in 2025, its largest moves.
  • Over 5 years, Equity Income stood at -$900000.0 in 2022, then slumped by 200.0% to -$2.7 million in 2023, then sank by 348.15% to -$12.1 million in 2024, then jumped by 104.96% to $600000.0 in 2025, then tumbled by 250.0% to -$900000.0 in 2026.
  • The last three Equity Income figures came in at -$900000.0 (Q2 2026), -$100000.0 (Q1 2026), and $600000.0 (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Income (Qtr)
1 S&P Global 122.49 Bn 118.35 Bn 2.98 Bn -
2 Moodys 81.66 Bn 80.16 Bn 1.67 Bn -
3 Msci 39.84 Bn 39.48 Bn 717.10 Mn -
4 Verisk Analytics 22.98 Bn 22.43 Bn 572.90 Mn -
5 Factset Research Systems 10.07 Bn 9.76 Bn 310.73 Mn -
6 Morningstar 7.38 Bn 6.86 Bn 423.90 Mn -900,000.00
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 -900,000.00
Mar 31, 2026 -100,000.00
Dec 31, 2025 600,000.00
Sep 30, 2025 -100,000.00
Jun 30, 2025 -1.20 Mn
Mar 31, 2025 -2.60 Mn
Dec 31, 2024 -12.10 Mn
Sep 30, 2024 -2.60 Mn
Jun 30, 2024 -1.20 Mn
Mar 31, 2024 -1.50 Mn
Dec 31, 2023 -2.70 Mn
Sep 30, 2023 -1.60 Mn
Jun 30, 2023 -1.80 Mn
Mar 31, 2023 -1.30 Mn
Dec 31, 2022 -900,000.00
Sep 30, 2022 -1.30 Mn
Jun 30, 2022 -1.80 Mn
Mar 31, 2022 400,000.00
Dec 31, 2021 800,000.00
Sep 30, 2021 1.90 Mn