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.

• On a quarterly basis, Long-Term Investments fell 33.99% year-over-year to $50.3 million in Q1 2026; TTM through Mar 2026 was $50.3 million, a 33.99% decrease from a year earlier, with the FY2025 full-year figure at $50.3 million, down 41.03% from the prior year.
• Long-Term Investments for Q1 2026 stood at $50.3 million, roughly flat from $50.3 million in the prior quarter.
• Over the last five years, Long-Term Investments for MORN reached as high as $117.7 million in Q1 2023 and fell as low as $50.3 million in Q4 2025.
• Historically, Long-Term Investments has averaged $87.7 million across 5 years, with a median of $96.0 million in 2022.
• Across the five-year window, Long-Term Investments surged 103.8% in 2022 and plunged 41.03% in 2025, its largest moves.
• Year by year, Long-Term Investments stood at $96.0 million in 2022, then advanced by 4.38% to $100.2 million in 2023, then dropped by 14.87% to $85.3 million in 2024, then slumped by 41.03% to $50.3 million in 2025, then changed by 0.0% to $50.3 million in 2026.
• Per Business Quant data, the three most recent Long-Term Investments figures were $50.3 million in Q1 2026, $50.3 million in Q4 2025, and $71.8 million in Q3 2025.