Morningstar (MORN) Pension (2009 - 2026)
Morningstar's (MORN) quarterly Pension came in at $20.2 million in Q2 2026, down 6.91% year-over-year from $21.7 million in Q2 2025, and little changed quarter-over-quarter from $20.3 million in Q1 2026.
Analysis
Morningstar (MORN) Pension (2009 - 2026) Analysis & Trends
Morningstar (MORN) has reported Pension for 18 consecutive years, with $20.2 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Pension fell 6.91% year-over-year to $20.2 million in Q2 2026; TTM through Jun 2026 was $20.2 million, a 6.91% decrease from a year earlier, with the FY2025 full-year figure at $20.1 million, down 4.29% from the prior year.
- Pension was $20.2 million for Q2 2026 at Morningstar, roughly flat from $20.3 million in the prior quarter.
- Over five years, Pension peaked at $23.7 million in Q4 2023 and troughed at $18.0 million in Q1 2022.
- A 5-year average of $21.2 million and a median of $20.9 million in 2023 frame the typical range for Pension.
- The widest YoY moves for Pension: up 28.77% in 2022, down 47.67% in 2022.
- Over 5 years, Pension stood at $20.7 million in 2022, then gained by 14.49% to $23.7 million in 2023, then retreated by 11.39% to $21.0 million in 2024, then retreated by 4.29% to $20.1 million in 2025, then grew by 0.5% to $20.2 million in 2026.
- The last three Pension figures came in at $20.2 million (Q2 2026), $20.3 million (Q1 2026), and $20.1 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | S&P Global | 121.34 Bn | 117.20 Bn | 2.98 Bn |
| 2 | Moodys | 81.34 Bn | 79.84 Bn | 1.67 Bn |
| 3 | Msci | 39.85 Bn | 39.49 Bn | 717.10 Mn |
| 4 | Verisk Analytics | 22.97 Bn | 22.42 Bn | 572.90 Mn |
| 5 | Factset Research Systems | 9.48 Bn | 9.17 Bn | 310.73 Mn |
| 6 | Morningstar | 7.30 Bn | 6.77 Bn | 423.90 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.20 Mn |
| Mar 31, 2026 | 20.30 Mn |
| Dec 31, 2025 | 20.10 Mn |
| Sep 30, 2025 | 20.00 Mn |
| Jun 30, 2025 | 21.70 Mn |
| Mar 31, 2025 | 22.60 Mn |
| Dec 31, 2024 | 21.00 Mn |
| Sep 30, 2024 | 21.20 Mn |
| Jun 30, 2024 | 23.40 Mn |
| Mar 31, 2024 | 23.30 Mn |
| Dec 31, 2023 | 23.70 Mn |
| Sep 30, 2023 | 23.00 Mn |
| Jun 30, 2023 | 23.20 Mn |
| Mar 31, 2023 | 20.80 Mn |
| Dec 31, 2022 | 20.70 Mn |
| Sep 30, 2022 | 19.10 Mn |
| Jun 30, 2022 | 18.80 Mn |
| Mar 31, 2022 | 18.00 Mn |
| Dec 31, 2021 | 16.30 Mn |
| Sep 30, 2021 | 15.00 Mn |