Morningstar (MORN) Equity Ratio (2009 - 2026)

Morningstar (MORN) has 18 years of Equity Ratio data on file, last reported at 0.26 in Q1 2026.

• Equity Ratio for Q1 2026 came in at 0.26, down 43.05% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.26 (down 43.05% YoY), and the FY2025 annual result was 0.34, down 25.38% from the prior year.
• Equity Ratio eased to 0.26 in Q1 2026 per MORN's latest filing, from 0.34 in the prior quarter.
• Over five years, Equity Ratio peaked at 0.47 in Q1 2022 and troughed at 0.26 in Q1 2026.
• A 5-year average of 0.39 and a median of 0.39 in 2023 frame the typical range for Equity Ratio.
• The sharpest annual moves came in 2024 and 2026: Equity Ratio rose 18.01% in 2024, then sank 43.05% in 2026.
• A 5-year view of Equity Ratio shows it stood at 0.35 in 2022, then gained by 12.31% to 0.39 in 2023, then increased by 16.9% to 0.46 in 2024, then fell by 25.38% to 0.34 in 2025, then dropped by 24.91% to 0.26 in 2026.
• Business Quant data shows MORN's Equity Ratio at 0.26 in Q1 2026, 0.34 in Q4 2025, and 0.43 in Q3 2025.