Morningstar (MORN) Payout Ratio (2011 - 2026)
Morningstar's (MORN) quarterly Payout Ratio came in at 0.17 in Q2 2026, down 18.31% year-over-year from 0.21 in Q2 2025, and down 5.84% quarter-over-quarter from 0.19 in Q1 2026.
Analysis
Morningstar (MORN) Payout Ratio (2011 - 2026) Analysis & Trends
Morningstar (MORN) has reported Payout Ratio for 16 consecutive years, with 0.17 the latest figure, recorded in Q2 2026.
- On a quarterly basis, Payout Ratio fell 18.31% year-over-year to 0.17 in Q2 2026; TTM through Jun 2026 was 0.18, a 4.89% increase from a year earlier, with the FY2025 full-year figure at 0.2, up 13.85% from the prior year.
- Payout Ratio was 0.17 for Q2 2026 at Morningstar, down from 0.19 in the prior quarter.
- Over five years, Payout Ratio peaked at 3.64 in Q4 2022 and troughed at 2.52 in Q1 2023.
- A 5-year average of 0.16 and a median of 0.21 in 2025 frame the typical range for Payout Ratio.
- Across the five-year window, Payout Ratio soared 1391.96% in 2022 and sank 844.12% in 2023, its largest moves.
- Over 5 years, Payout Ratio stood at 3.64 in 2022, then tumbled by 94.24% to 0.21 in 2023, then slumped by 36.13% to 0.13 in 2024, then gained by 23.08% to 0.17 in 2025, then rose by 5.89% to 0.17 in 2026.
- The last three Payout Ratio figures came in at 0.17 (Q2 2026), 0.19 (Q1 2026), and 0.17 (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | S&P Global | 124.03 Bn | 119.89 Bn | 2.98 Bn |
| 2 | Moodys | 82.83 Bn | 81.34 Bn | 1.67 Bn |
| 3 | Msci | 40.50 Bn | 40.15 Bn | 717.10 Mn |
| 4 | Verisk Analytics | 23.26 Bn | 22.71 Bn | 572.90 Mn |
| 5 | Factset Research Systems | 10.11 Bn | 9.81 Bn | 310.73 Mn |
| 6 | Morningstar | 7.50 Bn | 6.97 Bn | 423.90 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.17 |
| Mar 31, 2026 | 0.19 |
| Dec 31, 2025 | 0.17 |
| Sep 30, 2025 | 0.21 |
| Jun 30, 2025 | 0.21 |
| Mar 31, 2025 | 0.24 |
| Dec 31, 2024 | 0.13 |
| Sep 30, 2024 | 0.14 |
| Jun 30, 2024 | 0.25 |
| Mar 31, 2024 | 0.26 |
| Dec 31, 2023 | 0.21 |
| Sep 30, 2023 | 0.39 |
| Jun 30, 2023 | 0.42 |
| Mar 31, 2023 | -2.52 |
| Dec 31, 2022 | 3.64 |
| Sep 30, 2022 | -1.99 |
| Jun 30, 2022 | 0.48 |
| Mar 31, 2022 | 0.34 |
| Dec 31, 2021 | 0.24 |
| Sep 30, 2021 | 0.29 |