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
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 |