Morningstar (MORN) Retained Earnings (2009 - 2026)

Morningstar's (MORN) quarterly Retained Earnings came in at $2.3 billion in Q1 2026, up 2340.53% year-on-year from $94.0 million in Q1 2025, and up 3.99% on a QoQ basis from $2.2 billion in Q4 2025.

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

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

  • On a quarterly basis, Retained Earnings rose 2340.53% year-over-year to $2.3 billion in Q1 2026; TTM through Mar 2026 was $2.3 billion, a 2340.53% increase from a year earlier, with the FY2025 full-year figure at $2.2 billion, up 1947.74% from the prior year.
  • Retained Earnings for Q1 2026 stood at $2.3 billion, up from $2.2 billion in the prior quarter.
  • Over the last five years, Retained Earnings for MORN reached as high as $2.3 billion in Q1 2026 and fell as low as -$140.7 million in Q3 2022.
  • Historically, Retained Earnings has averaged $828.8 million across 5 years, with a median of -$74.2 million in 2024.
  • On a YoY basis, Retained Earnings climbed as much as 6615.48% in 2022 and fell as far as 510.2% in 2022.
  • Year by year, Retained Earnings stood at -$99.0 million in 2022, then increased by 12.63% to -$86.5 million in 2023, then slumped by 38.03% to -$119.4 million in 2024, then surged by 1947.74% to $2.2 billion in 2025, then increased by 3.99% to $2.3 billion in 2026.
  • Per Business Quant data, the three most recent Retained Earnings figures were $2.3 billion in Q1 2026, $2.2 billion in Q4 2025, and $2.1 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 S&P Global 123.54 Bn 121.73 Bn 2.94 Bn 24.80 Bn
2 Cme 93.95 Bn 93.95 Bn 1.65 Bn 5.46 Bn
3 Intercontinental Exchange 86.02 Bn 84.27 Bn - -251.00 Mn
4 Moodys 83.68 Bn 82.18 Bn 1.67 Bn 19.03 Bn
5 Nasdaq 53.85 Bn 53.14 Bn 1.50 Bn 10.29 Bn
6 Coinbase Global 43.36 Bn 32.93 Bn 1.33 Bn 5.83 Bn
7 Msci 41.57 Bn 41.22 Bn 717.10 Mn -57.40 Mn
8 Cboe Global Markets 30.85 Bn 28.68 Bn 728.90 Mn 1.58 Bn
9 TransUnion 16.17 Bn 15.44 Bn 726.20 Mn -413.70 Mn
10 Morningstar 7.43 Bn 6.90 Bn 405.90 Mn 2.29 Bn

Historic Data

Download Data
DateValue
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 -102.40 Mn
Dec 31, 2024 -119.40 Mn
Sep 30, 2024 -74.20 Mn
Jun 30, 2024 1.71 Bn
Mar 31, 2024 -97.10 Mn
Dec 31, 2023 -86.50 Mn
Sep 30, 2023 1.55 Bn
Jun 30, 2023 -84.10 Mn
Mar 31, 2023 1.51 Bn
Dec 31, 2022 -99.00 Mn
Sep 30, 2022 -140.70 Mn
Jun 30, 2022 -89.70 Mn
Mar 31, 2022 1.56 Bn
Dec 31, 2021 -35.30 Mn
Sep 30, 2021 1.50 Bn
Jun 30, 2021 -14.70 Mn