Morningstar (MORN) Liabilities and Shareholders Equity (2009 - 2026)
Morningstar's (MORN) quarterly Liabilities and Shareholders Equity came in at $4.0 billion in Q1 2026, up 11.15% year-on-year from $3.6 billion in Q1 2025, and up 11.03% on a QoQ basis from $3.6 billion in Q4 2025.
Morningstar (MORN) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
Morningstar (MORN) has 18 years of Liabilities and Shareholders Equity data on file, last reported at $4.0 billion in Q1 2026.
- On a quarterly basis, Liabilities and Shareholders Equity rose 11.15% year-over-year to $4.0 billion in Q1 2026; TTM through Mar 2026 was $14.8 billion, a 4.68% increase from a year earlier, with the FY2025 full-year figure at $3.6 billion, up 1.16% from the prior year.
- Liabilities and Shareholders Equity for Q1 2026 stood at $4.0 billion, up from $3.6 billion in the prior quarter.
- Over the last five years, Liabilities and Shareholders Equity for MORN reached as high as $4.0 billion in Q1 2026 and fell as low as $2.9 billion in Q1 2022.
- Historically, Liabilities and Shareholders Equity has averaged $3.5 billion across 5 years, with a median of $3.5 billion in 2022.
- Across the five-year window, Liabilities and Shareholders Equity grew 27.8% in 2022 and slipped 2.08% in 2023, its largest moves.
- Year by year, Liabilities and Shareholders Equity stood at $3.5 billion in 2022, then slipped by 2.05% to $3.4 billion in 2023, then gained by 4.28% to $3.5 billion in 2024, then gained by 1.16% to $3.6 billion in 2025, then gained by 11.03% to $4.0 billion in 2026.
- Per Business Quant data, the three most recent Liabilities and Shareholders Equity figures were $4.0 billion in Q1 2026, $3.6 billion in Q4 2025, and $3.6 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 123.54 Bn | 121.73 Bn | 2.94 Bn | 60.79 Bn |
| 2 | Cme | 93.95 Bn | 93.95 Bn | 1.65 Bn | 194.68 Bn |
| 3 | Intercontinental Exchange | 86.02 Bn | 84.27 Bn | - | 179.18 Bn |
| 4 | Moodys | 83.68 Bn | 82.18 Bn | 1.67 Bn | 14.68 Bn |
| 5 | Nasdaq | 53.85 Bn | 53.14 Bn | 1.50 Bn | 27.34 Bn |
| 6 | Coinbase Global | 43.36 Bn | 32.93 Bn | 1.33 Bn | 28.85 Bn |
| 7 | Msci | 41.57 Bn | 41.22 Bn | 717.10 Mn | 5.60 Bn |
| 8 | Cboe Global Markets | 30.85 Bn | 28.68 Bn | 728.90 Mn | 11.07 Bn |
| 9 | TransUnion | 16.17 Bn | 15.44 Bn | 726.20 Mn | 12.05 Bn |
| 10 | Morningstar | 7.43 Bn | 6.90 Bn | 405.90 Mn | 3.99 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.99 Bn |
| Dec 31, 2025 | 3.59 Bn |
| Sep 30, 2025 | 3.56 Bn |
| Jun 30, 2025 | 3.63 Bn |
| Mar 31, 2025 | 3.59 Bn |
| Dec 31, 2024 | 3.55 Bn |
| Sep 30, 2024 | 3.57 Bn |
| Jun 30, 2024 | 3.40 Bn |
| Mar 31, 2024 | 3.39 Bn |
| Dec 31, 2023 | 3.40 Bn |
| Sep 30, 2023 | 3.34 Bn |
| Jun 30, 2023 | 3.46 Bn |
| Mar 31, 2023 | 3.45 Bn |
| Dec 31, 2022 | 3.47 Bn |
| Sep 30, 2022 | 3.42 Bn |
| Jun 30, 2022 | 3.47 Bn |
| Mar 31, 2022 | 2.87 Bn |
| Dec 31, 2021 | 2.86 Bn |
| Sep 30, 2021 | 2.74 Bn |
| Jun 30, 2021 | 2.71 Bn |