Morningstar (MORN) Long-Term Investments (2009 - 2026)
Morningstar's Long-Term Investments was $49.8 million in Q2 2026, down 35.5% from $77.2 million a year earlier and down 1.0% from the prior quarter.
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Analysis
Morningstar (MORN) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Long-Term Investments at Morningstar came in at $50.3 million, down 41.0% from FY2024.
- Long-Term Investments shows a five-year compound annual growth rate of 9.1% (FY2020 to FY2025).
- In earlier years, Long-Term Investments was $85.3 million in FY2024 (-14.9%), $100.2 million in FY2023 (+4.4%), $96 million in FY2022 (+51.7%) and $63.3 million in FY2021 (+94.2%).
- The Q2 2026 figure marks the lowest quarterly Long-Term Investments since Q2 2021.
- Compared with a year earlier, Long-Term Investments has declined for ten straight quarters, with an average decline of 25.0% over the last eight quarters.
- The best year-over-year quarter for Long-Term Investments over five years was Q2 2022 (growth of 103.8%); the worst was Q4 2025 (a decline of 41.0%).
- Per Business Quant data, MORN's Long-Term Investments in the three quarters before Q2 2026 was $50.3 million (Q1 2026), $50.3 million (Q4 2025) and $71.8 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 113.90 Bn | 109.50 Bn | 2.98 Bn | 613.00 Mn |
| 2 | Moodys | 76.48 Bn | 68.91 Bn | 1.67 Bn | - |
| 3 | Msci | 38.99 Bn | 37.33 Bn | 717.10 Mn | - |
| 4 | Verisk Analytics | 21.33 Bn | 15.96 Bn | 572.90 Mn | - |
| 5 | Equifax | 16.47 Bn | 15.87 Bn | 926.40 Mn | - |
| 6 | TransUnion | 12.16 Bn | 9.14 Bn | - | - |
| 7 | Factset Research Systems | 9.52 Bn | 8.28 Bn | 310.73 Mn | - |
| 8 | Morningstar | 6.89 Bn | 4.79 Bn | 423.90 Mn | 49.80 Mn |
| 9 | Mastercard | 480.84 Bn | 440.75 Bn | - | 318.00 Mn |
| 10 | Cme | 94.54 Bn | 94.54 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 49.80 Mn |
| Mar 31, 2026 | 50.30 Mn |
| Dec 31, 2025 | 50.30 Mn |
| Sep 30, 2025 | 71.80 Mn |
| Jun 30, 2025 | 77.20 Mn |
| Mar 31, 2025 | 76.20 Mn |
| Dec 31, 2024 | 85.30 Mn |
| Sep 30, 2024 | 96.00 Mn |
| Jun 30, 2024 | 97.30 Mn |
| Mar 31, 2024 | 96.10 Mn |
| Dec 31, 2023 | 100.20 Mn |
| Sep 30, 2023 | 104.80 Mn |
| Jun 30, 2023 | 114.80 Mn |
| Mar 31, 2023 | 117.70 Mn |
| Dec 31, 2022 | 96.00 Mn |
| Sep 30, 2022 | 96.90 Mn |
| Jun 30, 2022 | 96.60 Mn |
| Mar 31, 2022 | 64.10 Mn |
| Dec 31, 2021 | 63.30 Mn |
| Sep 30, 2021 | 51.00 Mn |
API Access
Morningstar Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=MORN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "MORN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=MORN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();