Growth Metrics

Morningstar (MORN) Liabilities and Shareholders Equity (2016 - 2026)

Morningstar (MORN) has disclosed Liabilities and Shareholders Equity for 18 consecutive years, with $4.0 billion as the latest value for Q1 2026.

  • For Q1 2026, Liabilities and Shareholders Equity rose 11.15% year-over-year to $4.0 billion; the TTM value through Mar 2026 reached $14.8 billion, up 4.68%, while the annual FY2025 figure was $3.6 billion, 1.16% up from the prior year.
  • Liabilities and Shareholders Equity hit $4.0 billion in Q1 2026 for Morningstar, up 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.
  • Average Liabilities and Shareholders Equity over 5 years is $3.5 billion, with a median of $3.5 billion recorded in 2022.
  • Year-over-year, Liabilities and Shareholders Equity increased 27.8% in 2022 and then dropped 2.08% in 2023.
  • Morningstar's Liabilities and Shareholders Equity stood at $3.5 billion in 2022, then fell by 2.05% to $3.4 billion in 2023, then grew by 4.28% to $3.5 billion in 2024, then grew by 1.16% to $3.6 billion in 2025, then grew by 11.03% to $4.0 billion in 2026.
  • According to Business Quant data, Liabilities and Shareholders Equity over the past three periods came in at $4.0 billion, $3.6 billion, and $3.6 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.