Morningstar (MORN) Pension (2009 - 2026)

Morningstar (MORN) has 18 years of Pension data on file, last reported at $20.3 million in Q1 2026.

• Quarterly Pension fell 10.18% year-over-year to $20.3 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $20.3 million (down 10.18% YoY) and the FY2025 annual result came in at $20.1 million, down 4.29% from the prior year.
• Pension improved to $20.3 million in Q1 2026 per MORN's latest filing, from $20.1 million in the prior quarter.
• Across five years, Pension topped out at $23.7 million in Q4 2023 and bottomed at $18.0 million in Q1 2022.
• The 5-year median for Pension is $21.0 million (2024), against an average of $21.2 million.
• Peak annual rise in Pension reached 28.77% in 2022, while the deepest fall reached 47.67% in 2022.
• Tracing MORN's Pension over 5 years: stood at $20.7 million in 2022, then rose by 14.49% to $23.7 million in 2023, then fell by 11.39% to $21.0 million in 2024, then fell by 4.29% to $20.1 million in 2025, then grew by 1.0% to $20.3 million in 2026.
• Per Business Quant, the three latest MORN Pension figures stand at $20.3 million (Q1 2026), $20.1 million (Q4 2025), and $20.0 million (Q3 2025).

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