Growth Metrics

Morningstar (MORN) Gains from Investment Securities (2016 - 2025)

Historic Gains from Investment Securities for Morningstar (MORN) over the last 17 years, with Q3 2025 value amounting to $40.3 million.

  • Morningstar's Gains from Investment Securities rose 8401.83% to $40.3 million in Q3 2025 from the same period last year, while for Sep 2025 it was $183.6 million, marking a year-over-year increase of 9848.65%. This contributed to the annual value of $115.6 million for FY2024, which is 5792.35% up from last year.
  • Per Morningstar's latest filing, its Gains from Investment Securities stood at $40.3 million for Q3 2025, which was up 8401.83% from $79.5 million recorded in Q2 2025.
  • Morningstar's Gains from Investment Securities' 5-year high stood at $79.5 million during Q2 2025, with a 5-year trough of $9.0 million in Q1 2022.
  • In the last 5 years, Morningstar's Gains from Investment Securities had a median value of $20.4 million in 2021 and averaged $25.2 million.
  • Examining YoY changes over the last 5 years, Morningstar's Gains from Investment Securities showed a top increase of 23888.89% in 2021 and a maximum decrease of 4455.78% in 2021.
  • Quarter analysis of 5 years shows Morningstar's Gains from Investment Securities stood at $20.4 million in 2021, then fell by 10.78% to $18.2 million in 2022, then surged by 45.6% to $26.5 million in 2023, then soared by 87.17% to $49.6 million in 2024, then fell by 18.75% to $40.3 million in 2025.
  • Its last three reported values are $40.3 million in Q3 2025, $79.5 million for Q2 2025, and $14.2 million during Q1 2025.