Morningstar (MORN) Long-Term Investments (2009 - 2026)

Morningstar (MORN) has 18 years of Long-Term Investments data on file, last reported at $50.3 million in Q1 2026.

• Long-Term Investments for Q1 2026 came in at $50.3 million, down 33.99% year-over-year; the trailing twelve-month figure through Mar 2026 was $50.3 million (down 33.99% YoY), and the FY2025 annual result was $50.3 million, down 41.03% from the prior year.
• Long-Term Investments was little changed at $50.3 million in Q1 2026 per MORN's latest filing, from $50.3 million in the prior quarter.
• Over five years, Long-Term Investments peaked at $117.7 million in Q1 2023 and troughed at $50.3 million in Q4 2025.
• A 5-year average of $87.7 million and a median of $96.0 million in 2022 frame the typical range for Long-Term Investments.
• The sharpest annual moves came in 2022 and 2025: Long-Term Investments jumped 103.8% in 2022, then slumped 41.03% in 2025.
• A 5-year view of Long-Term Investments shows it stood at $96.0 million in 2022, then increased by 4.38% to $100.2 million in 2023, then retreated by 14.87% to $85.3 million in 2024, then sank by 41.03% to $50.3 million in 2025, then changed by 0.0% to $50.3 million in 2026.
• Business Quant data shows MORN's Long-Term Investments at $50.3 million in Q1 2026, $50.3 million in Q4 2025, and $71.8 million in Q3 2025.