Morningstar (MORN) Liabilities and Shareholders Equity (2009 - 2026)

Morningstar (MORN) has reported Liabilities and Shareholders Equity for 18 consecutive years, with $3.9 billion the latest figure, recorded in Q2 2026.

• In Q2 2026, Liabilities and Shareholders Equity rose 8.68% year-over-year to $3.9 billion; the TTM figure through Jun 2026 stood at $15.1 billion (up 5.22% YoY), while the FY2025 annual figure was $3.6 billion, up 1.16% from the prior year.
• Liabilities and Shareholders Equity declined to $3.9 billion in Q2 2026 per MORN's latest filing, from $4.0 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.
• Historically, Liabilities and Shareholders Equity has averaged $3.5 billion across 5 years, with a median of $3.5 billion in 2022.
• Annual changes were most pronounced in 2022 — Liabilities and Shareholders Equity rose 27.8% — and 2023, when it declined 2.08%.
• Morningstar's Liabilities and Shareholders Equity stood at $3.5 billion in 2022, then retreated by 2.05% to $3.4 billion in 2023, then increased by 4.28% to $3.5 billion in 2024, then increased by 1.16% to $3.6 billion in 2025, then gained by 9.9% to $3.9 billion in 2026.
• Business Quant data shows MORN's Liabilities and Shareholders Equity at $3.9 billion in Q2 2026, $4.0 billion in Q1 2026, and $3.6 billion in Q4 2025.