Morningstar (MORN) Other Investing Activities (as filed) (2009 - 2026)
Morningstar (MORN) reported Other Investing Activities of $4.8 million for Q3 2026, compared with $200,000 a year earlier.
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Analysis
Morningstar (MORN) Other Investing Activities (as filed) (2009 - 2026) Analysis & Trends
Over the twelve months ended Sep 30, 2026, Morningstar's Other Investing Activities came in at $27.7 million, down 60.5% year-over-year; for FY2025, it came in at $4.9 million.
- Other Investing Activities has a five-year compound annual growth rate of 23.6% (FY2020 to FY2025).
- By year, Other Investing Activities came in at $200,000 in FY2024 (+100.0%), $100,000 in FY2023, -$200,000 in FY2022 and -$100,000 in FY2021.
- Five-year quarterly Other Investing Activities spans a low of -$600,000 in Q4 2021 and a high of $65 million in Q4 2024.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Other investing (as filed) (Qtr) |
|---|---|---|---|---|---|
| 1 | Msci | 236.00 Bn | 234.48 Bn | 739.80 Mn | - |
| 2 | S&P Global | 137.30 Bn | 132.50 Bn | 2.64 Bn | -267.00 Mn |
| 3 | Moodys | 87.63 Bn | 80.69 Bn | 1.50 Bn | - |
| 4 | Verisk Analytics | 26.66 Bn | 22.85 Bn | 567.00 Mn | - |
| 5 | Equifax | 22.03 Bn | 21.43 Bn | 940.10 Mn | - |
| 6 | TransUnion | 15.46 Bn | 12.30 Bn | - | -100,000.00 |
| 7 | Factset Research Systems | 11.73 Bn | 10.58 Bn | 308.40 Mn | - |
| 8 | Morningstar | 9.14 Bn | 7.03 Bn | 431.40 Mn | 4.80 Mn |
| 9 | Mastercard | 572.29 Bn | 532.37 Bn | - | -5.00 Mn |
| 10 | Cme | 113.65 Bn | 101.99 Bn | 359.20 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 4.80 Mn |
| Dec 31, 2025 | -200,000.00 |
| Sep 30, 2025 | 200,000.00 |
| Sep 30, 2024 | 200,000.00 |
| Dec 31, 2023 | 200,000.00 |
| Sep 30, 2023 | -100,000.00 |
| Dec 31, 2022 | -100,000.00 |
| Sep 30, 2022 | 100,000.00 |
| Mar 31, 2022 | -200,000.00 |
| Dec 31, 2021 | -600,000.00 |
| Sep 30, 2021 | 100,000.00 |
| Jun 30, 2021 | 300,000.00 |
| Mar 31, 2021 | 100,000.00 |
| Sep 30, 2020 | 1.60 Mn |
| Jun 30, 2020 | 200,000.00 |
| Mar 31, 2020 | -100,000.00 |
| Dec 31, 2019 | 500,000.00 |
| Sep 30, 2019 | -200,000.00 |
| Jun 30, 2019 | -700,000.00 |
| Mar 31, 2019 | 300,000.00 |
API Access
Morningstar Other Investing Activities (as filed) 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=other-investing-activities&ticker=MORN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "other-investing-activities", "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=other-investing-activities&ticker=MORN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();