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Morningstar (MORN) Retained Earnings: 2009-2025

Historic Retained Earnings for Morningstar (MORN) over the last 16 years, with Sep 2025 value amounting to $2.1 billion.

  • Morningstar's Retained Earnings rose 16.51% to $2.1 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $2.1 billion, marking a year-over-year increase of 16.51%. This contributed to the annual value of $1.9 billion for FY2024, which is 18.52% up from last year.
  • Latest data reveals that Morningstar reported Retained Earnings of $2.1 billion as of Q3 2025, which was up 3.56% from $2.0 billion recorded in Q2 2025.
  • Morningstar's 5-year Retained Earnings high stood at $2.1 billion for Q3 2025, and its period low was $1.4 billion during Q1 2021.
  • Over the past 3 years, Morningstar's median Retained Earnings value was $1.7 billion (recorded in 2024), while the average stood at $1.8 billion.
  • In the last 5 years, Morningstar's Retained Earnings dropped by 2.94% in 2023 and then grew by 19.23% in 2025.
  • Quarterly analysis of 5 years shows Morningstar's Retained Earnings stood at $1.5 billion in 2021, then increased by 0.56% to $1.5 billion in 2022, then climbed by 4.94% to $1.6 billion in 2023, then rose by 18.52% to $1.9 billion in 2024, then rose by 16.51% to $2.1 billion in 2025.
  • Its Retained Earnings stands at $2.1 billion for Q3 2025, versus $2.0 billion for Q2 2025 and $2.0 billion for Q1 2025.