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Morningstar (MORN) Invested Capital (2016 - 2025)

Historic Invested Capital for Morningstar (MORN) over the last 17 years, with Q3 2025 value amounting to $2.4 billion.

  • Morningstar's Invested Capital fell 277.73% to $2.4 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $2.4 billion, marking a year-over-year decrease of 277.73%. This contributed to the annual value of $2.3 billion for FY2024, which is 216.48% up from last year.
  • Per Morningstar's latest filing, its Invested Capital stood at $2.4 billion for Q3 2025, which was down 277.73% from $2.5 billion recorded in Q2 2025.
  • In the past 5 years, Morningstar's Invested Capital ranged from a high of $2.5 billion in Q2 2025 and a low of $1.7 billion during Q2 2021
  • For the 5-year period, Morningstar's Invested Capital averaged around $2.2 billion, with its median value being $2.3 billion (2023).
  • In the last 5 years, Morningstar's Invested Capital skyrocketed by 3849.54% in 2022 and then plummeted by 277.73% in 2025.
  • Quarter analysis of 5 years shows Morningstar's Invested Capital stood at $1.8 billion in 2021, then increased by 28.69% to $2.3 billion in 2022, then fell by 0.72% to $2.3 billion in 2023, then increased by 2.16% to $2.3 billion in 2024, then rose by 1.97% to $2.4 billion in 2025.
  • Its Invested Capital was $2.4 billion in Q3 2025, compared to $2.5 billion in Q2 2025 and $2.4 billion in Q1 2025.