Morningstar (MORN) Non Operating Investment Income (2017 - 2025)
Morningstar (MORN) reported Non Operating Investment Income of $1.9 million for Q2 2025, up 850.0% from $200,000 a year earlier and up 533.3% from the prior quarter.
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Analysis
Morningstar (MORN) Non Operating Investment Income (2017 - 2025) Analysis & Trends
For FY2024, Morningstar posted Non Operating Investment Income of $45.3 million.
- Non Operating Investment Income has a five-year compound annual growth rate of 18.4% (FY2019 to FY2024).
- By year, Non Operating Investment Income came in at $900,000 in FY2021 (-98.2%) and $50.9 million in FY2020 (+161.0%).
- Five-year quarterly Non Operating Investment Income spans a low of -$3.2 million in Q4 2021 and a high of $50.9 million in Q3 2020.
- Per Business Quant data, the three quarters before Q2 2025 came in at $300,000 (Q1 2025), -$2.8 million (Q4 2024) and $45.3 million (Q3 2024).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non-Op. Investment Inc. (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 113.90 Bn | 109.50 Bn | 2.98 Bn | 11.00 Mn |
| 2 | Moodys | 76.48 Bn | 68.91 Bn | 1.67 Bn | 181.00 Mn |
| 3 | Msci | 38.99 Bn | 37.33 Bn | 717.10 Mn | - |
| 4 | Verisk Analytics | 21.33 Bn | 15.96 Bn | 572.90 Mn | -7.50 Mn |
| 5 | Equifax | 16.47 Bn | 15.87 Bn | 926.40 Mn | - |
| 6 | TransUnion | 12.16 Bn | 9.14 Bn | - | - |
| 7 | Factset Research Systems | 9.52 Bn | 8.28 Bn | 310.73 Mn | - |
| 8 | Morningstar | 6.89 Bn | 4.79 Bn | 423.90 Mn | - |
| 9 | Mastercard | 480.84 Bn | 440.75 Bn | - | -2.00 Mn |
| 10 | Cme | 94.54 Bn | 94.54 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2025 | 1.90 Mn |
| Mar 31, 2025 | 300,000.00 |
| Dec 31, 2024 | -2.80 Mn |
| Sep 30, 2024 | 45.30 Mn |
| Jun 30, 2024 | 200,000.00 |
| Mar 31, 2024 | 2.60 Mn |
| Dec 31, 2023 | -2.40 Mn |
| Sep 30, 2023 | 1.90 Mn |
| Jun 30, 2023 | 300,000.00 |
| Mar 31, 2023 | 200,000.00 |
| Dec 31, 2022 | 2.10 Mn |
| Jun 30, 2022 | -3.10 Mn |
| Mar 31, 2022 | 1.00 Mn |
| Dec 31, 2021 | -3.20 Mn |
| Sep 30, 2021 | 1.20 Mn |
| Jun 30, 2021 | 1.60 Mn |
| Mar 31, 2021 | 1.30 Mn |
| Sep 30, 2020 | 50.90 Mn |
| Sep 30, 2019 | 19.50 Mn |
| Sep 30, 2018 | 5.60 Mn |
API Access
Morningstar Non Operating Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=non-operating-investment-income&ticker=MORN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "non-operating-investment-income", "ticker": "MORN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=non-operating-investment-income&ticker=MORN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();