Morningstar (MORN) Liabilities and Shareholders Equity (2009 - 2026)
Morningstar (MORN) reported Liabilities and Shareholders Equity of $4.0 billion for Q1 2026, up 11.15% year-over-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) has 18 years of Liabilities and Shareholders Equity data on file, last reported at $4.0 billion in Q1 2026.
- Quarterly Liabilities and Shareholders Equity rose 11.15% year-over-year to $4.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $14.8 billion (up 4.68% YoY) and the FY2025 annual result came in at $3.6 billion, up 1.16% from the prior year.
- Liabilities and Shareholders Equity improved to $4.0 billion in Q1 2026 per MORN's latest filing, from $3.6 billion in the prior quarter.
- Across five years, Liabilities and Shareholders Equity topped out at $4.0 billion in Q1 2026 and bottomed at $2.9 billion in Q1 2022.
- The 5-year median for Liabilities and Shareholders Equity is $3.5 billion (2022), against an average of $3.5 billion.
- The widest annual swing landed in 2022, when Liabilities and Shareholders Equity grew 27.8%; it then slipped 2.08% in 2023.
- Tracing MORN's Liabilities and Shareholders Equity over 5 years: stood at $3.5 billion in 2022, then dropped by 2.05% to $3.4 billion in 2023, then advanced by 4.28% to $3.5 billion in 2024, then advanced by 1.16% to $3.6 billion in 2025, then advanced by 11.03% to $4.0 billion in 2026.
- Per Business Quant, the three latest MORN Liabilities and Shareholders Equity figures stand at $4.0 billion (Q1 2026), $3.6 billion (Q4 2025), and $3.6 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 126.06 Bn | 129.16 Bn | 2.94 Bn | 60.79 Bn |
| 2 | Cme | 98.29 Bn | 98.29 Bn | 1.83 Bn | 201.99 Bn |
| 3 | Intercontinental Exchange | 83.83 Bn | 82.37 Bn | - | 179.18 Bn |
| 4 | Moodys | 80.13 Bn | 78.77 Bn | 1.55 Bn | 14.73 Bn |
| 5 | Nasdaq | 52.44 Bn | 51.76 Bn | 1.41 Bn | 27.30 Bn |
| 6 | Coinbase Global | 50.05 Bn | 49.52 Bn | 1.33 Bn | 28.85 Bn |
| 7 | Msci | 46.28 Bn | 45.89 Bn | 765.10 Mn | 5.55 Bn |
| 8 | Cboe Global Markets | 34.92 Bn | 32.75 Bn | 728.90 Mn | 11.07 Bn |
| 9 | TransUnion | 13.79 Bn | 13.22 Bn | 726.20 Mn | 12.05 Bn |
| 10 | Morningstar | 7.12 Bn | 6.58 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 |
| Mar 31, 2021 | 2.68 Bn |
| Dec 31, 2020 | 2.70 Bn |
| Sep 30, 2020 | 2.56 Bn |
| Jun 30, 2020 | 2.35 Bn |
| Mar 31, 2020 | 2.29 Bn |
| Dec 31, 2019 | 2.37 Bn |
| Sep 30, 2019 | 2.28 Bn |
| Jun 30, 2019 | 1.57 Bn |
| Mar 31, 2019 | 1.55 Bn |
| Dec 31, 2018 | 1.45 Bn |
| Sep 30, 2018 | 1.44 Bn |
| Jun 30, 2018 | 1.43 Bn |
| Mar 31, 2018 | 1.44 Bn |
| Dec 31, 2017 | 1.41 Bn |
| Sep 30, 2017 | 1.38 Bn |
| Jun 30, 2017 | 1.38 Bn |
| Mar 31, 2017 | 1.36 Bn |
| Dec 31, 2016 | 1.35 Bn |
| Sep 30, 2016 | 1.06 Bn |
| Jun 30, 2016 | 1.05 Bn |
| Mar 31, 2016 | 1.03 Bn |
| Dec 31, 2015 | 1.03 Bn |
| Sep 30, 2015 | 1.02 Bn |
| Jun 30, 2015 | 1.05 Bn |
| Mar 31, 2015 | 1.03 Bn |
| Dec 31, 2014 | 1.01 Bn |
| Sep 30, 2014 | 1.02 Bn |
| Jun 30, 2014 | 1.05 Bn |
| Mar 31, 2014 | 1.01 Bn |
| Dec 31, 2013 | 1.03 Bn |
| Sep 30, 2013 | 1.07 Bn |
| Jun 30, 2013 | 1.04 Bn |
| Mar 31, 2013 | 1.05 Bn |
| Dec 31, 2012 | 1.04 Bn |
| Sep 30, 2012 | 1.06 Bn |
| Jun 30, 2012 | 1.11 Bn |
| Mar 31, 2012 | 1.17 Bn |
| Dec 31, 2011 | 1.17 Bn |
| Sep 30, 2011 | 1.13 Bn |
| Jun 30, 2011 | 1.15 Bn |
| Mar 31, 2011 | 1.11 Bn |
| Dec 31, 2010 | 1.09 Bn |
| Sep 30, 2010 | 1.03 Bn |
| Jun 30, 2010 | 962.53 Mn |
| Dec 31, 2009 | 919.08 Mn |