Growth Metrics

Morningstar (MORN) Liabilities and Shareholders Equity: 2009-2025

Historic Liabilities and Shareholders Equity for Morningstar (MORN) over the last 16 years, with Sep 2025 value amounting to $3.6 billion.

  • Morningstar's Liabilities and Shareholders Equity fell 0.24% to $3.6 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $14.3 billion, marking a year-over-year increase of 4.07%. This contributed to the annual value of $3.5 billion for FY2024, which is 4.28% up from last year.
  • Latest data reveals that Morningstar reported Liabilities and Shareholders Equity of $3.6 billion as of Q3 2025, which was down 2.01% from $3.6 billion recorded in Q2 2025.
  • Morningstar's 5-year Liabilities and Shareholders Equity high stood at $3.6 billion for Q2 2025, and its period low was $2.7 billion during Q1 2021.
  • For the 3-year period, Morningstar's Liabilities and Shareholders Equity averaged around $3.5 billion, with its median value being $3.5 billion (2023).
  • In the last 5 years, Morningstar's Liabilities and Shareholders Equity grew by 27.80% in 2022 and then dropped by 2.08% in 2023.
  • Morningstar's Liabilities and Shareholders Equity (Quarterly) stood at $2.9 billion in 2021, then increased by 21.38% to $3.5 billion in 2022, then fell by 2.05% to $3.4 billion in 2023, then rose by 4.28% to $3.5 billion in 2024, then decreased by 0.24% to $3.6 billion in 2025.
  • Its last three reported values are $3.6 billion in Q3 2025, $3.6 billion for Q2 2025, and $3.6 billion during Q1 2025.