Growth Metrics

Morningstar (MORN) Long-Term Investments (2016 - 2026)

Morningstar (MORN) has disclosed Long-Term Investments for 18 consecutive years, with $50.3 million as the latest value for Q1 2026.

  • For Q1 2026, Long-Term Investments fell 33.99% year-over-year to $50.3 million; the TTM value through Mar 2026 reached $50.3 million, down 33.99%, while the annual FY2025 figure was $50.3 million, 41.03% down from the prior year.
  • Long-Term Investments hit $50.3 million in Q1 2026 for Morningstar, roughly flat from $50.3 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $117.7 million in Q1 2023 and bottomed at $50.3 million in Q4 2025.
  • Average Long-Term Investments over 5 years is $87.7 million, with a median of $96.0 million recorded in 2022.
  • Year-over-year, Long-Term Investments soared 103.8% in 2022 and then tumbled 41.03% in 2025.
  • Morningstar's Long-Term Investments stood at $96.0 million in 2022, then increased by 4.38% to $100.2 million in 2023, then dropped by 14.87% to $85.3 million in 2024, then tumbled by 41.03% to $50.3 million in 2025, then changed by 0.0% to $50.3 million in 2026.
  • According to Business Quant data, Long-Term Investments over the past three periods came in at $50.3 million, $50.3 million, and $71.8 million for Q1 2026, Q4 2025, and Q3 2025 respectively.