Growth Metrics

Morningstar (MORN) Long-Term Investments: 2009-2024

Historic Long-Term Investments for Morningstar (MORN) over the last 16 years, with Dec 2024 value amounting to $85.3 million.

  • Morningstar's Long-Term Investments fell 25.21% to $71.8 million in Q3 2025 from the same period last year, while for Sep 2025 it was $71.8 million, marking a year-over-year decrease of 25.21%. This contributed to the annual value of $85.3 million for FY2024, which is 14.87% down from last year.
  • As of FY2024, Morningstar's Long-Term Investments stood at $85.3 million, which was down 14.87% from $100.2 million recorded in FY2023.
  • Morningstar's Long-Term Investments' 5-year high stood at $100.2 million during FY2023, with a 5-year trough of $32.6 million in FY2020.
  • Its 3-year average for Long-Term Investments is $93.8 million, with a median of $96.0 million in 2022.
  • Its Long-Term Investments has fluctuated over the past 5 years, first slumped by 45.30% in 2020, then soared by 94.17% in 2021.
  • Yearly analysis of 5 years shows Morningstar's Long-Term Investments stood at $32.6 million in 2020, then soared by 94.17% to $63.3 million in 2021, then skyrocketed by 51.66% to $96.0 million in 2022, then increased by 4.37% to $100.2 million in 2023, then dropped by 14.87% to $85.3 million in 2024.