Morningstar (MORN) Non Operating Investment Income (2018 - 2025)

Morningstar's (MORN) quarterly Non Operating Investment Income came in at $1.9 million in Q2 2025, up 850.0% year-on-year from $200000.0 in Q2 2024, and up 850.0% on a QoQ basis from $200000.0 in Q1 2025.

Morningstar (MORN) Non Operating Investment Income (2018 - 2025) Analysis & Trends

Morningstar (MORN) has 8 years of Non Operating Investment Income data on file, last reported at $1.9 million in Q2 2025.

  • On a quarterly basis, Non Operating Investment Income rose 850.0% year-over-year to $1.9 million in Q2 2025; TTM through Jun 2025 was $2.8 million, a 75.0% increase from a year earlier, with the FY2021 full-year figure at $900000.0, down 98.23% from the prior year.
  • Non Operating Investment Income for Q2 2025 stood at $1.9 million, up from $200000.0 in the prior quarter.
  • Over the last five years, Non Operating Investment Income for MORN reached as high as $2.1 million in Q4 2022 and fell as low as -$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.
  • Across the five-year window, Non Operating Investment Income slumped 333.33% in 2022 and jumped 850.0% in 2024, its largest moves.
  • Year by year, Non Operating Investment Income stood at -$3.2 million in 2021, then jumped by 165.63% to $2.1 million in 2022, then plunged by 214.29% to -$2.4 million in 2023, then surged by 120.83% to $500000.0 in 2024, then jumped by 280.0% to $1.9 million in 2025.
  • Per Business Quant data, the three most recent Non Operating Investment Income figures were $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 123.66 Bn 121.85 Bn 2.94 Bn -
2 Cme 93.97 Bn 93.97 Bn 1.65 Bn -
3 Intercontinental Exchange 86.10 Bn 84.36 Bn - -
4 Moodys 83.57 Bn 82.08 Bn 1.67 Bn -
5 Nasdaq 53.98 Bn 53.27 Bn 1.50 Bn -
6 Coinbase Global 43.17 Bn 32.73 Bn 1.33 Bn -
7 Msci 41.50 Bn 41.15 Bn 717.10 Mn -
8 Cboe Global Markets 30.85 Bn 28.68 Bn 728.90 Mn -
9 TransUnion 16.41 Bn 15.68 Bn 726.20 Mn 225.50 Mn
10 Morningstar 7.43 Bn 6.90 Bn 405.90 Mn -

Historic Data

Download Data
DateValue
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