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Morningstar (MORN) Retained Earnings (2016 - 2026)

Morningstar (MORN) has disclosed Retained Earnings for 18 consecutive years, with $2.3 billion as the latest value for Q1 2026.

  • For Q1 2026, Retained Earnings rose 16.56% year-over-year to $2.3 billion; the TTM value through Mar 2026 reached $2.3 billion, up 16.56%, while the annual FY2025 figure was $2.2 billion, 1947.74% up from the prior year.
  • Retained Earnings hit $2.3 billion in Q1 2026 for Morningstar, up from $2.2 billion in the prior quarter.
  • Across five years, Retained Earnings topped out at $2.3 billion in Q1 2026 and bottomed at -$119.4 million in Q4 2024.
  • Average Retained Earnings over 5 years is $1.0 billion, with a median of $1.6 billion recorded in 2023.
  • On a YoY basis, Retained Earnings climbed as much as 6615.48% in 2022 and fell as far as 106.49% in 2022.
  • Morningstar's Retained Earnings stood at -$99.0 million in 2022, then increased by 12.63% to -$86.5 million in 2023, then plummeted 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.
  • According to Business Quant data, Retained Earnings over the past three periods came in at $2.3 billion, $2.2 billion, and $2.1 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.