Growth Metrics

Morningstar (MORN) Gains from Investment Securities: 2009-2024

Historic Gains from Investment Securities for Morningstar (MORN) over the last 16 years, with Dec 2024 value amounting to $115.6 million.

  • Morningstar's Gains from Investment Securities rose 84.02% 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 98.49%. This contributed to the annual value of $115.6 million for FY2024, which is 57.92% up from last year.
  • As of FY2024, Morningstar's Gains from Investment Securities stood at $115.6 million, which was up 57.92% from $73.2 million recorded in FY2023.
  • In the past 5 years, Morningstar's Gains from Investment Securities ranged from a high of $115.6 million in FY2024 and a low of $58.2 million during FY2020.
  • Its 3-year average for Gains from Investment Securities is $88.0 million, with a median of $75.3 million in 2022.
  • As far as peak fluctuations go, Morningstar's Gains from Investment Securities fell by 8.06% in 2020, and later surged by 57.92% in 2024.
  • Over the past 5 years, Morningstar's Gains from Investment Securities (Yearly) stood at $58.2 million in 2020, then surged by 39.00% to $80.9 million in 2021, then decreased by 6.92% to $75.3 million in 2022, then fell by 2.79% to $73.2 million in 2023, then spiked by 57.92% to $115.6 million in 2024.