Morningstar (MORN) Receivables Refunds (2009 - 2026)
Morningstar (MORN) reported Receivables Refunds of $15.4 million for Q1 2026, up 63.83% year-over-year from $9.4 million in Q1 2025, and down 4.94% on a QoQ basis from $16.2 million in Q4 2025.
Morningstar (MORN) has 15 years of Receivables Refunds data on file, last reported at $15.4 million in Q1 2026.
- Quarterly Receivables Refunds rose 63.83% year-over-year to $15.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $15.4 million (up 63.83% YoY) and the FY2025 annual result came in at $16.2 million, up 30.65% from the prior year.
- Receivables Refunds retreated to $15.4 million in Q1 2026 per MORN's latest filing, from $16.2 million in the prior quarter.
- Across five years, Receivables Refunds topped out at $18.0 million in Q2 2025 and bottomed at $600000.0 in Q4 2023.
- The 5-year median for Receivables Refunds is $12.5 million (2022), against an average of $11.9 million.
- The widest annual swing landed in 2022, when Receivables Refunds decreased 13.19%; it then soared 1966.67% in 2024.
- Tracing MORN's Receivables Refunds over 5 years: stood at $9.5 million in 2022, then plunged by 93.68% to $600000.0 in 2023, then soared by 1966.67% to $12.4 million in 2024, then soared by 30.65% to $16.2 million in 2025, then decreased by 4.94% to $15.4 million in 2026.
- Per Business Quant, the three latest MORN Receivables Refunds figures stand at $15.4 million (Q1 2026), $16.2 million (Q4 2025), and $12.9 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Refund Receivables (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 | 15.40 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 15.40 Mn |
| Dec 31, 2025 | 16.20 Mn |
| Sep 30, 2025 | 12.90 Mn |
| Jun 30, 2025 | 18.00 Mn |
| Mar 31, 2025 | 9.40 Mn |
| Dec 31, 2024 | 12.40 Mn |
| Dec 31, 2023 | 600,000.00 |
| Sep 30, 2023 | 8.80 Mn |
| Jun 30, 2023 | 15.10 Mn |
| Sep 30, 2022 | 9.50 Mn |
| Jun 30, 2022 | 12.50 Mn |
| Dec 31, 2021 | 8.90 Mn |
| Sep 30, 2021 | 10.60 Mn |
| Jun 30, 2021 | 14.40 Mn |
| Dec 31, 2020 | 2.20 Mn |
| Sep 30, 2020 | 7.20 Mn |
| Mar 31, 2020 | 5.70 Mn |
| Dec 31, 2019 | 6.30 Mn |
| Sep 30, 2019 | 400,000.00 |
| Jun 30, 2019 | 1.10 Mn |
| Dec 31, 2018 | 1.80 Mn |
| Sep 30, 2018 | 7.80 Mn |
| Jun 30, 2018 | 7.80 Mn |
| Dec 31, 2014 | 6.90 Mn |
| Sep 30, 2014 | 4.43 Mn |
| Jun 30, 2014 | 18.62 Mn |
| Dec 31, 2013 | 3.94 Mn |
| Sep 30, 2013 | 3.45 Mn |
| Jun 30, 2013 | 6.49 Mn |
| Mar 31, 2013 | 2.67 Mn |
| Dec 31, 2012 | 14.27 Mn |
| Sep 30, 2012 | 5.28 Mn |
| Jun 30, 2012 | 7.91 Mn |
| Mar 31, 2012 | 3.55 Mn |
| Dec 31, 2011 | 7.45 Mn |
| Sep 30, 2011 | 10.05 Mn |
| Jun 30, 2011 | 14.38 Mn |
| Mar 31, 2011 | 9.36 Mn |
| Dec 31, 2010 | 10.46 Mn |
| Sep 30, 2010 | 9.55 Mn |
| Jun 30, 2010 | 13.11 Mn |
| Dec 31, 2009 | 5.54 Mn |