Morningstar (MORN) Other Accumulated Expenses (2009 - 2026)
Morningstar (MORN) reported Other Accumulated Expenses of $7.9 million for Q1 2026, up 6.76% year-over-year from $7.4 million in Q1 2025, and down 15.05% on a QoQ basis from $9.3 million in Q4 2025.
Morningstar (MORN) has 18 years of Other Accumulated Expenses data on file, last reported at $7.9 million in Q1 2026.
- Quarterly Other Accumulated Expenses rose 6.76% year-over-year to $7.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $7.9 million (up 6.76% YoY) and the FY2025 annual result came in at $9.3 million, up 564.29% from the prior year.
- Other Accumulated Expenses declined to $7.9 million in Q1 2026 per MORN's latest filing, from $9.3 million in the prior quarter.
- Across five years, Other Accumulated Expenses topped out at $70.7 million in Q1 2023 and bottomed at $1.4 million in Q4 2024.
- The 5-year median for Other Accumulated Expenses is $9.3 million (2025), against an average of $12.7 million.
- The widest annual swing landed in 2023, when Other Accumulated Expenses tumbled 83.93%; it then surged 672.22% in 2024.
- Tracing MORN's Other Accumulated Expenses over 5 years: stood at $11.2 million in 2022, then plunged by 83.93% to $1.8 million in 2023, then declined by 22.22% to $1.4 million in 2024, then jumped by 564.29% to $9.3 million in 2025, then fell by 15.05% to $7.9 million in 2026.
- Per Business Quant, the three latest MORN Other Accumulated Expenses figures stand at $7.9 million (Q1 2026), $9.3 million (Q4 2025), and $10.7 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | S&P Global | 126.06 Bn | 129.16 Bn | 2.94 Bn |
| 2 | Cme | 98.29 Bn | 98.29 Bn | 1.83 Bn |
| 3 | Intercontinental Exchange | 83.83 Bn | 82.37 Bn | - |
| 4 | Moodys | 80.13 Bn | 78.77 Bn | 1.55 Bn |
| 5 | Nasdaq | 52.44 Bn | 51.76 Bn | 1.41 Bn |
| 6 | Coinbase Global | 50.05 Bn | 49.52 Bn | 1.33 Bn |
| 7 | Msci | 46.28 Bn | 45.89 Bn | 765.10 Mn |
| 8 | Cboe Global Markets | 34.92 Bn | 32.75 Bn | 728.90 Mn |
| 9 | TransUnion | 13.79 Bn | 13.22 Bn | 726.20 Mn |
| 10 | Morningstar | 7.12 Bn | 6.58 Bn | 405.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 7.90 Mn |
| Dec 31, 2025 | 9.30 Mn |
| Sep 30, 2025 | 10.70 Mn |
| Jun 30, 2025 | 9.80 Mn |
| Mar 31, 2025 | 7.40 Mn |
| Dec 31, 2024 | 1.40 Mn |
| Sep 30, 2024 | 27.80 Mn |
| Jun 30, 2024 | 13.90 Mn |
| Mar 31, 2024 | 19.90 Mn |
| Dec 31, 2023 | 1.80 Mn |
| Sep 30, 2023 | 3.80 Mn |
| Jun 30, 2023 | 1.80 Mn |
| Mar 31, 2023 | 70.70 Mn |
| Dec 31, 2022 | 11.20 Mn |
| Sep 30, 2022 | 4.00 Mn |
| Jun 30, 2022 | 2.40 Mn |
| Mar 31, 2022 | 11.50 Mn |
| Dec 31, 2021 | 2.20 Mn |
| Sep 30, 2021 | 9.20 Mn |
| Jun 30, 2021 | 12.20 Mn |
| Mar 31, 2021 | 12.80 Mn |
| Dec 31, 2020 | 11.10 Mn |
| Sep 30, 2020 | 1.50 Mn |
| Jun 30, 2020 | 4.50 Mn |
| Mar 31, 2020 | 3.70 Mn |
| Dec 31, 2019 | 2.50 Mn |
| Sep 30, 2019 | 2.80 Mn |
| Jun 30, 2019 | 1.60 Mn |
| Mar 31, 2019 | 8.50 Mn |
| Dec 31, 2018 | 3.10 Mn |
| Sep 30, 2018 | 4.20 Mn |
| Jun 30, 2018 | 5.70 Mn |
| Mar 31, 2018 | 19.60 Mn |
| Dec 31, 2017 | 10.70 Mn |
| Sep 30, 2017 | 15.50 Mn |
| Jun 30, 2017 | 6.60 Mn |
| Mar 31, 2017 | 18.80 Mn |
| Dec 31, 2016 | 13.20 Mn |
| Sep 30, 2016 | 16.60 Mn |
| Jun 30, 2016 | 8.20 Mn |
| Mar 31, 2016 | 7.60 Mn |
| Dec 31, 2015 | 8.60 Mn |
| Sep 30, 2015 | 3.50 Mn |
| Jun 30, 2015 | 3.60 Mn |
| Mar 31, 2015 | 4.80 Mn |
| Dec 31, 2014 | 3.00 Mn |
| Sep 30, 2014 | 4.63 Mn |
| Jun 30, 2014 | 4.61 Mn |
| Mar 31, 2014 | 6.76 Mn |
| Dec 31, 2013 | 6.79 Mn |
| Sep 30, 2013 | 6.76 Mn |
| Jun 30, 2013 | 272,000.00 |
| Mar 31, 2013 | 242,000.00 |
| Dec 31, 2012 | 256,000.00 |
| Sep 30, 2012 | 319,000.00 |
| Jun 30, 2012 | 367,000.00 |
| Mar 31, 2012 | 370,000.00 |
| Dec 31, 2011 | 612,000.00 |
| Sep 30, 2011 | 322,000.00 |
| Jun 30, 2011 | 761,000.00 |
| Mar 31, 2011 | 1.45 Mn |
| Dec 31, 2010 | 1.37 Mn |
| Sep 30, 2010 | 532,000.00 |
| Jun 30, 2010 | 950,000.00 |
| Dec 31, 2009 | 962,000.00 |