Morningstar (MORN) Retained Earnings (2009 - 2026)

Morningstar (MORN) has 18 years of Retained Earnings data on file, last reported at $2.3 billion in Q1 2026.

• Retained Earnings for Q1 2026 came in at $2.3 billion, up 16.56% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.3 billion (up 16.56% YoY), and the FY2025 annual result was $2.2 billion, up 1947.74% from the prior year.
• Retained Earnings grew to $2.3 billion in Q1 2026 per MORN's latest filing, from $2.2 billion in the prior quarter.
• Over five years, Retained Earnings peaked at $2.3 billion in Q1 2026 and troughed at -$119.4 million in Q4 2024.
• A 5-year average of $1.0 billion and a median of $1.6 billion in 2023 frame the typical range for Retained Earnings.
• On a YoY basis, Retained Earnings climbed as much as 6615.48% in 2022 and fell as far as 106.49% in 2022.
• A 5-year view of Retained Earnings shows it stood at -$99.0 million in 2022, then advanced by 12.63% to -$86.5 million in 2023, then sank by 38.03% to -$119.4 million in 2024, then surged by 1947.74% to $2.2 billion in 2025, then advanced by 3.99% to $2.3 billion in 2026.
• Business Quant data shows MORN's Retained Earnings at $2.3 billion in Q1 2026, $2.2 billion in Q4 2025, and $2.1 billion in Q3 2025.