Morningstar (MORN) Equity Income (2009 - 2026)
Morningstar (MORN) recorded Equity Income of -$900,000 in Q2 2026, compared with -$1.2 million a year earlier.
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Analysis
Morningstar (MORN) Equity Income (2009 - 2026) Analysis & Trends
On a TTM basis, Morningstar's Equity Income came in at -$500,000 as of Jun 30, 2026; for FY2025, it came in at -$3.3 million.
- Across earlier years, Equity Income came in at -$17.4 million in FY2024, -$7.4 million in FY2023, -$3.6 million in FY2022 and $5.4 million in FY2021.
- Quarterly Equity Income has ranged from -$12.1 million in Q4 2024 to $1.9 million in Q3 2021 over the past five years.
- Per Business Quant, the preceding three quarters came in at -$100,000 (Q1 2026), $600,000 (Q4 2025) and -$100,000 (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Income (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn | - |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn | - |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn | - |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn | - |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn | - |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - | 900,000.00 |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn | - |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn | -900,000.00 |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - | - |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - | 97.70 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |
API Access
Morningstar Equity Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=equity-income&ticker=MORN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "equity-income", "ticker": "MORN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=equity-income&ticker=MORN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();