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| Date | Value |
|---|---|
| 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 |