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.

• Quarterly Long-Term Investments fell 33.99% year-over-year to $50.3 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $50.3 million (down 33.99% YoY) and the FY2025 annual result came in at $50.3 million, down 41.03% from the prior year.
• Long-Term Investments steadied at $50.3 million in Q1 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 $50.3 million in Q4 2025.
• The 5-year median for Long-Term Investments is $96.0 million (2022), against an average of $87.7 million.
• The widest annual swing landed in 2022, when Long-Term Investments surged 103.8%; it then plunged 41.03% in 2025.
• Tracing MORN's Long-Term Investments over 5 years: stood at $96.0 million in 2022, then climbed by 4.38% to $100.2 million in 2023, then declined 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.
• Per Business Quant, the three latest MORN Long-Term Investments figures stand at $50.3 million (Q1 2026), $50.3 million (Q4 2025), and $71.8 million (Q3 2025).

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