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Morningstar (MORN) Equity Ratio (2016 - 2025)

Historic Equity Ratio for Morningstar (MORN) over the last 17 years, with Q3 2025 value amounting to 0.43.

  • Morningstar's Equity Ratio fell 306.56% to 0.43 in Q3 2025 from the same period last year, while for Sep 2025 it was 0.43, marking a year-over-year decrease of 306.56%. This contributed to the annual value of 0.46 for FY2024, which is 1690.31% up from last year.
  • Per Morningstar's latest filing, its Equity Ratio stood at 0.43 for Q3 2025, which was down 306.56% from 0.44 recorded in Q2 2025.
  • In the past 5 years, Morningstar's Equity Ratio ranged from a high of 0.5 in Q3 2021 and a low of 0.35 during Q3 2022
  • Moreover, its 5-year median value for Equity Ratio was 0.43 (2025), whereas its average is 0.42.
  • As far as peak fluctuations go, Morningstar's Equity Ratio tumbled by 3161.65% in 2022, and later soared by 1800.89% in 2024.
  • Quarter analysis of 5 years shows Morningstar's Equity Ratio stood at 0.49 in 2021, then decreased by 29.76% to 0.35 in 2022, then rose by 12.31% to 0.39 in 2023, then increased by 16.9% to 0.46 in 2024, then fell by 6.69% to 0.43 in 2025.
  • Its last three reported values are 0.43 in Q3 2025, 0.44 for Q2 2025, and 0.45 during Q1 2025.