Morningstar (MORN) Interest & Investment Income (2009 - 2026)
Morningstar (MORN) reported Interest & Investment Income of -$13.7 million for Q1 2026, down 153.7% year-over-year from $25.5 million in Q1 2025, and down 55.68% quarter-over-quarter from -$8.8 million in Q4 2025.
Morningstar (MORN) Interest & Investment Income (2009 - 2026) Analysis & Trends
Morningstar (MORN) has 18 years of Interest & Investment Income data on file, last reported at -$13.7 million in Q1 2026.
- Interest & Investment Income for Q1 2026 came in at -$13.7 million, down 153.7% year-over-year; the trailing twelve-month figure through Mar 2026 was -$36.9 million (down 16.77% YoY), and the FY2025 annual result was -$28.6 million, up 24.14% from the prior year.
- Interest & Investment Income eased to -$13.7 million in Q1 2026 per MORN's latest filing, from -$8.8 million in the prior quarter.
- Over five years, Interest & Investment Income peaked at -$2.4 million in Q1 2022 and troughed at -$14.1 million in Q2 2023.
- A 5-year average of -$9.4 million and a median of -$10.3 million in 2024 frame the typical range for Interest & Investment Income.
- The sharpest annual moves came in 2022 and 2025: Interest & Investment Income slumped 692.86% in 2022, then soared 53.04% in 2025.
- A 5-year view of Interest & Investment Income shows it stood at -$11.1 million in 2022, then declined by 3.6% to -$11.5 million in 2023, then soared by 39.13% to -$7.0 million in 2024, then fell by 25.71% to -$8.8 million in 2025, then tumbled by 55.68% to -$13.7 million in 2026.
- Business Quant data shows MORN's Interest & Investment Income at -$13.7 million in Q1 2026, -$8.8 million in Q4 2025, and -$7.0 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 122.27 Bn | 125.38 Bn | 2.94 Bn | - |
| 2 | Cme | 88.49 Bn | 88.49 Bn | 1.83 Bn | 1.39 Bn |
| 3 | Moodys | 79.74 Bn | 78.38 Bn | 1.55 Bn | -66.00 Mn |
| 4 | Intercontinental Exchange | 76.18 Bn | 74.71 Bn | - | 24.00 Mn |
| 5 | Nasdaq | 46.59 Bn | 45.91 Bn | 1.41 Bn | 6.00 Mn |
| 6 | Coinbase Global | 43.23 Bn | 42.70 Bn | 1.33 Bn | - |
| 7 | Msci | 42.63 Bn | 42.25 Bn | 765.10 Mn | 2.80 Mn |
| 8 | Cboe Global Markets | 26.37 Bn | 24.20 Bn | 728.90 Mn | 17.70 Mn |
| 9 | TransUnion | 12.50 Bn | 11.93 Bn | 726.20 Mn | 7.20 Mn |
| 10 | Morningstar | 6.04 Bn | 5.51 Bn | 405.90 Mn | -13.70 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -13.70 Mn |
| Dec 31, 2025 | -8.80 Mn |
| Sep 30, 2025 | -7.00 Mn |
| Jun 30, 2025 | -7.40 Mn |
| Mar 31, 2025 | -5.40 Mn |
| Dec 31, 2024 | -7.00 Mn |
| Sep 30, 2024 | -8.90 Mn |
| Jun 30, 2024 | -10.30 Mn |
| Mar 31, 2024 | -11.50 Mn |
| Dec 31, 2023 | -11.50 Mn |
| Sep 30, 2023 | -12.80 Mn |
| Jun 30, 2023 | -14.10 Mn |
| Mar 31, 2023 | -13.30 Mn |
| Dec 31, 2022 | -11.10 Mn |
| Sep 30, 2022 | -10.50 Mn |
| Jun 30, 2022 | -4.40 Mn |
| Mar 31, 2022 | -2.40 Mn |
| Dec 31, 2021 | -1.40 Mn |
| Sep 30, 2021 | -2.30 Mn |
| Jun 30, 2021 | -2.20 Mn |