Morningstar (MORN) Gains from Investment Securities (2009 - 2026)
Morningstar (MORN) reported Gains from Investment Securities of -$100000.0 for Q1 2026, down 108.33% year-over-year from $1.2 million in Q1 2025, and little changed on a QoQ basis from -$100000.0 in Q4 2025.
Morningstar (MORN) has 18 years of Gains from Investment Securities data on file, last reported at -$100000.0 in Q1 2026.
- Quarterly Gains from Investment Securities fell 108.33% year-over-year to -$100000.0 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.9 million (up 147.5% YoY) and the FY2025 annual result came in at $3.2 million, down 56.16% from the prior year.
- Gains from Investment Securities steadied at -$100000.0 in Q1 2026 per MORN's latest filing, from -$100000.0 in the prior quarter.
- Across five years, Gains from Investment Securities topped out at $92.5 million in Q2 2025 and bottomed at -$90.4 million in Q3 2025.
- The 5-year median for Gains from Investment Securities is $1.2 million (2025), against an average of $9.3 million.
- Peak annual rise in Gains from Investment Securities reached 12400.0% in 2024, while the deepest fall reached 1850.0% in 2024.
- Tracing MORN's Gains from Investment Securities over 5 years: stood at $47.0 million in 2022, then surged by 36.81% to $64.3 million in 2023, then tumbled by 191.29% to -$58.7 million in 2024, then soared by 99.83% to -$100000.0 in 2025, then changed by 0.0% to -$100000.0 in 2026.
- Per Business Quant, the three latest MORN Gains from Investment Securities figures stand at -$100000.0 (Q1 2026), -$100000.0 (Q4 2025), and -$90.4 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | S&P Global | 126.06 Bn | 129.16 Bn | 2.94 Bn |
| 2 | Cme | 98.29 Bn | 98.29 Bn | 1.83 Bn |
| 3 | Intercontinental Exchange | 83.83 Bn | 82.37 Bn | - |
| 4 | Moodys | 80.13 Bn | 78.77 Bn | 1.55 Bn |
| 5 | Nasdaq | 52.44 Bn | 51.76 Bn | 1.41 Bn |
| 6 | Coinbase Global | 50.05 Bn | 49.52 Bn | 1.33 Bn |
| 7 | Msci | 46.28 Bn | 45.89 Bn | 765.10 Mn |
| 8 | Cboe Global Markets | 34.92 Bn | 32.75 Bn | 728.90 Mn |
| 9 | TransUnion | 13.79 Bn | 13.22 Bn | 726.20 Mn |
| 10 | Morningstar | 7.12 Bn | 6.58 Bn | 405.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -100,000.00 |
| Mar 31, 2026 | -100,000.00 |
| Dec 31, 2025 | -100,000.00 |
| Dec 31, 2025 | -100,000.00 |
| Sep 30, 2025 | -90.40 Mn |
| Sep 30, 2025 | -90.40 Mn |
| Jun 30, 2025 | 92.50 Mn |
| Jun 30, 2025 | 92.50 Mn |
| Mar 31, 2025 | 1.20 Mn |
| Mar 31, 2025 | 1.20 Mn |
| Dec 31, 2024 | -58.70 Mn |
| Dec 31, 2024 | -58.70 Mn |
| Sep 30, 2024 | 67.50 Mn |
| Sep 30, 2024 | 67.50 Mn |
| Jun 30, 2024 | -14.00 Mn |
| Jun 30, 2024 | -14.00 Mn |
| Mar 31, 2024 | 12.50 Mn |
| Mar 31, 2024 | 12.50 Mn |
| Dec 31, 2023 | 64.30 Mn |
| Dec 31, 2023 | 64.30 Mn |
| Sep 30, 2023 | 8.00 Mn |
| Sep 30, 2023 | 8.00 Mn |
| Jun 30, 2023 | 800,000.00 |
| Jun 30, 2023 | 800,000.00 |
| Mar 31, 2023 | 100,000.00 |
| Mar 31, 2023 | 100,000.00 |
| Dec 31, 2022 | 47.00 Mn |
| Dec 31, 2022 | 47.00 Mn |
| Sep 30, 2022 | 1.70 Mn |
| Sep 30, 2022 | 1.70 Mn |
| Jun 30, 2022 | 26.40 Mn |
| Jun 30, 2022 | 26.40 Mn |
| Mar 31, 2022 | 200,000.00 |
| Mar 31, 2022 | 200,000.00 |
| Dec 31, 2021 | -700,000.00 |
| Dec 31, 2021 | -700,000.00 |
| Sep 30, 2021 | -43.40 Mn |
| Sep 30, 2021 | -43.40 Mn |
| Jun 30, 2021 | 41.50 Mn |
| Jun 30, 2021 | 41.50 Mn |
| Mar 31, 2021 | 2.70 Mn |
| Mar 31, 2021 | 2.70 Mn |
| Sep 30, 2020 | -8.20 Mn |
| Sep 30, 2020 | -8.20 Mn |
| Jun 30, 2020 | 6.40 Mn |
| Jun 30, 2020 | 6.40 Mn |
| Mar 31, 2020 | 100,000.00 |
| Mar 31, 2020 | 100,000.00 |
| Dec 31, 2019 | 100,000.00 |
| Dec 31, 2019 | 100,000.00 |
| Sep 30, 2019 | 2.10 Mn |
| Sep 30, 2019 | 2.10 Mn |
| Jun 30, 2019 | -4.10 Mn |
| Jun 30, 2019 | -4.10 Mn |
| Mar 31, 2019 | 3.40 Mn |
| Mar 31, 2019 | 3.40 Mn |
| Dec 31, 2018 | 6.90 Mn |
| Dec 31, 2018 | 6.90 Mn |
| Sep 30, 2018 | -500,000.00 |
| Sep 30, 2018 | -500,000.00 |
| Jun 30, 2018 | -3.80 Mn |
| Jun 30, 2018 | -3.80 Mn |
| Mar 31, 2018 | 4.80 Mn |
| Mar 31, 2018 | 4.80 Mn |
| Dec 31, 2017 | 9.60 Mn |
| Dec 31, 2017 | 9.60 Mn |
| Sep 30, 2017 | 39.30 Mn |
| Sep 30, 2017 | 39.30 Mn |
| Jun 30, 2017 | -1.30 Mn |
| Jun 30, 2017 | -1.30 Mn |
| Mar 31, 2017 | -500,000.00 |
| Mar 31, 2017 | -500,000.00 |
| Dec 31, 2016 | 14.70 Mn |
| Dec 31, 2016 | 14.70 Mn |
| Sep 30, 2016 | 12.80 Mn |
| Sep 30, 2016 | 12.80 Mn |
| Jun 30, 2016 | 17.40 Mn |
| Jun 30, 2016 | 17.40 Mn |
| Mar 31, 2016 | 13.10 Mn |
| Mar 31, 2016 | 13.10 Mn |
| Dec 31, 2015 | 600,000.00 |
| Dec 31, 2015 | 600,000.00 |
| Sep 30, 2015 | -14.00 Mn |
| Sep 30, 2015 | -14.00 Mn |
| Jun 30, 2015 | 15.10 Mn |
| Jun 30, 2015 | 15.10 Mn |
| Mar 31, 2015 | -600,000.00 |
| Mar 31, 2015 | -600,000.00 |
| Dec 31, 2014 | 900,000.00 |
| Dec 31, 2014 | 900,000.00 |
| Jun 30, 2014 | -9.00 Mn |
| Jun 30, 2014 | -9.00 Mn |
| Mar 31, 2014 | 8.80 Mn |
| Mar 31, 2014 | 8.80 Mn |
| Dec 31, 2013 | -3.25 Mn |
| Dec 31, 2013 | -3.25 Mn |
| Sep 30, 2013 | 1.84 Mn |
| Sep 30, 2013 | 1.84 Mn |
| Jun 30, 2013 | 282,000.00 |
| Jun 30, 2013 | 282,000.00 |
| Mar 31, 2013 | 627,000.00 |
| Mar 31, 2013 | 627,000.00 |
| Dec 31, 2012 | 200,000.00 |
| Dec 31, 2012 | 200,000.00 |
| Sep 30, 2012 | 403,000.00 |
| Sep 30, 2012 | 403,000.00 |
| Jun 30, 2012 | -736,000.00 |
| Jun 30, 2012 | -736,000.00 |
| Mar 31, 2012 | -9,000.00 |
| Mar 31, 2012 | -9,000.00 |
| Dec 31, 2011 | 4.06 Mn |
| Dec 31, 2011 | 4.06 Mn |
| Sep 30, 2011 | -22.71 Mn |
| Sep 30, 2011 | -22.71 Mn |
| Jun 30, 2011 | 14.14 Mn |
| Jun 30, 2011 | 14.14 Mn |
| Mar 31, 2011 | 6.96 Mn |
| Mar 31, 2011 | 6.96 Mn |
| Dec 31, 2010 | -29.59 Mn |
| Dec 31, 2010 | -29.59 Mn |
| Sep 30, 2010 | 3.20 Mn |
| Sep 30, 2010 | 3.20 Mn |
| Jun 30, 2010 | 25.60 Mn |
| Jun 30, 2010 | 25.60 Mn |
| Mar 31, 2010 | 792,000.00 |
| Mar 31, 2010 | 792,000.00 |
| Dec 31, 2009 | 4.83 Mn |
| Dec 31, 2009 | 4.83 Mn |
| Sep 30, 2009 | 6,000.00 |
| Sep 30, 2009 | 6,000.00 |