Morningstar MORN
NASDAQ MORN
$192.98 -5.10 (-2.58%)
As of: Sep 10, 2026 · 3:59 PM EDT

Morningstar (MORN) Retained Earnings (2009 - 2026)

Morningstar's (MORN) quarterly Retained Earnings came in at $2.4 billion in Q2 2026, up 16.93% year-over-year from $2.0 billion in Q2 2025, and up 3.88% quarter-over-quarter from $2.3 billion in Q1 2026.

Analysis

Morningstar (MORN) Retained Earnings (2009 - 2026) Analysis & Trends

Morningstar (MORN) has reported Retained Earnings for 18 consecutive years, with $2.4 billion the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Retained Earnings rose 16.93% year-over-year to $2.4 billion in Q2 2026; TTM through Jun 2026 was $2.4 billion, a 16.93% increase from a year earlier, with the FY2025 full-year figure at $2.2 billion, up 15.56% from the prior year.
  • Retained Earnings was $2.4 billion for Q2 2026 at Morningstar, up from $2.3 billion in the prior quarter.
  • Over five years, Retained Earnings peaked at $2.4 billion in Q2 2026 and troughed at $1.5 billion in Q1 2023.
  • A 5-year average of $1.8 billion and a median of $1.7 billion in 2024 frame the typical range for Retained Earnings.
  • Across the five-year window, Retained Earnings fell 2.94% in 2023 and grew 19.23% in 2025, its largest moves.
  • Over 5 years, Retained Earnings stood at $1.5 billion in 2022, then advanced by 4.94% to $1.6 billion in 2023, then gained by 18.52% to $1.9 billion in 2024, then climbed by 15.56% to $2.2 billion in 2025, then advanced by 8.03% to $2.4 billion in 2026.
  • The last three Retained Earnings figures came in at $2.4 billion (Q2 2026), $2.3 billion (Q1 2026), and $2.2 billion (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 S&P Global 121.34 Bn 117.20 Bn 2.98 Bn 25.62 Bn
2 Moodys 81.34 Bn 79.84 Bn 1.67 Bn 19.03 Bn
3 Msci 39.85 Bn 39.49 Bn 717.10 Mn 5.88 Bn
4 Verisk Analytics 22.97 Bn 22.42 Bn 572.90 Mn 8.14 Bn
5 Factset Research Systems 9.48 Bn 9.17 Bn 310.73 Mn 2.61 Bn
6 Morningstar 7.30 Bn 6.77 Bn 423.90 Mn 2.38 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 2.38 Bn
Mar 31, 2026 2.29 Bn
Dec 31, 2025 2.21 Bn
Sep 30, 2025 2.11 Bn
Jun 30, 2025 2.04 Bn
Mar 31, 2025 1.97 Bn
Dec 31, 2024 1.91 Bn
Sep 30, 2024 1.81 Bn
Jun 30, 2024 1.71 Bn
Mar 31, 2024 1.66 Bn
Dec 31, 2023 1.61 Bn
Sep 30, 2023 1.55 Bn
Jun 30, 2023 1.53 Bn
Mar 31, 2023 1.51 Bn
Dec 31, 2022 1.54 Bn
Sep 30, 2022 1.56 Bn
Jun 30, 2022 1.57 Bn
Mar 31, 2022 1.56 Bn
Dec 31, 2021 1.53 Bn
Sep 30, 2021 1.50 Bn