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

Morningstar (MORN) has reported Long-Term Investments for 18 consecutive years, with $49.8 million the latest figure, recorded in Q2 2026.

• In Q2 2026, Long-Term Investments fell 35.49% year-over-year to $49.8 million; the TTM figure through Jun 2026 stood at $49.8 million (down 35.49% YoY), while the FY2025 annual figure was $50.3 million, down 41.03% from the prior year.
• Long-Term Investments retreated to $49.8 million in Q2 2026 per MORN's latest filing, 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 $49.8 million in Q2 2026.
• Historically, Long-Term Investments has averaged $85.6 million across 5 years, with a median of $96.0 million in 2022.
• Annual changes were most pronounced in 2022 — Long-Term Investments jumped 103.8% — and 2025, when it slumped 41.03%.
• Morningstar's Long-Term Investments stood at $96.0 million in 2022, then rose by 4.38% to $100.2 million in 2023, then decreased by 14.87% to $85.3 million in 2024, then slumped by 41.03% to $50.3 million in 2025, then declined by 0.99% to $49.8 million in 2026.
• Business Quant data shows MORN's Long-Term Investments at $49.8 million in Q2 2026, $50.3 million in Q1 2026, and $50.3 million in Q4 2025.