Morningstar (MORN) Non Operating Investment Income (2018 - 2025)
Morningstar (MORN) posted quarterly Non Operating Investment Income of $1.9 million for Q2 2025, up 850.0% year-over-year from $200000.0 in Q2 2024, and up 850.0% quarter-over-quarter from $200000.0 in Q1 2025.
Morningstar (MORN) Non Operating Investment Income (2018 - 2025) Analysis & Trends
Morningstar (MORN) has reported Non Operating Investment Income for 8 consecutive years, with $1.9 million the latest figure, recorded in Q2 2025.
- In Q2 2025, Non Operating Investment Income rose 850.0% year-over-year to $1.9 million; the TTM figure through Jun 2025 stood at $2.8 million (up 75.0% YoY), while the FY2021 annual figure was $900000.0, down 98.23% from the prior year.
- Non Operating Investment Income climbed to $1.9 million in Q2 2025 per MORN's latest filing, from $200000.0 in the prior quarter.
- Across five years, Non Operating Investment Income topped out at $2.1 million in Q4 2022 and bottomed at -$3.2 million in Q4 2021.
- Historically, Non Operating Investment Income has averaged $293750.0 across 5 years, with a median of $600000.0 in 2022.
- Annual changes were most pronounced in 2022 — Non Operating Investment Income plunged 333.33% — and 2024, when it soared 850.0%.
- Morningstar's Non Operating Investment Income stood at -$3.2 million in 2021, then jumped by 165.62% to $2.1 million in 2022, then plunged by 214.29% to -$2.4 million in 2023, then soared by 120.83% to $500000.0 in 2024, then surged by 280.0% to $1.9 million in 2025.
- Business Quant data shows MORN's Non Operating Investment Income at $1.9 million in Q2 2025, $200000.0 in Q1 2025, and $500000.0 in Q3 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 127.26 Bn | 123.12 Bn | 2.98 Bn | - |
| 2 | Cme | 99.13 Bn | 99.13 Bn | 1.65 Bn | - |
| 3 | Intercontinental Exchange | 90.95 Bn | 88.99 Bn | - | - |
| 4 | Moodys | 87.63 Bn | 86.13 Bn | 1.67 Bn | - |
| 5 | Nasdaq | 55.45 Bn | 54.73 Bn | 1.50 Bn | - |
| 6 | Coinbase Global | 49.19 Bn | 40.40 Bn | 1.16 Bn | - |
| 7 | Msci | 41.09 Bn | 40.73 Bn | 717.10 Mn | - |
| 8 | Cboe Global Markets | 31.57 Bn | 29.18 Bn | 731.60 Mn | - |
| 9 | TransUnion | 16.37 Bn | 15.54 Bn | 765.00 Mn | - |
| 10 | Morningstar | 8.19 Bn | 7.66 Bn | 423.90 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2025 | 1.90 Mn |
| Jun 30, 2025 | 1.90 Mn |
| Mar 31, 2025 | 200,000.00 |
| Mar 31, 2025 | 200,000.00 |
| Sep 30, 2024 | 500,000.00 |
| Sep 30, 2024 | 500,000.00 |
| Jun 30, 2024 | 200,000.00 |
| Jun 30, 2024 | 200,000.00 |
| Mar 31, 2024 | 1.90 Mn |
| Mar 31, 2024 | 1.90 Mn |
| Dec 31, 2023 | -2.40 Mn |
| Dec 31, 2023 | -2.40 Mn |
| Sep 30, 2023 | 1.90 Mn |
| Sep 30, 2023 | 1.90 Mn |
| Jun 30, 2023 | 100,000.00 |
| Jun 30, 2023 | 100,000.00 |
| Mar 31, 2023 | 200,000.00 |
| Mar 31, 2023 | 200,000.00 |
| Dec 31, 2022 | 2.10 Mn |
| Dec 31, 2022 | 2.10 Mn |