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Ratios

Morningstar (MORN) Retained Earnings (2016 - 2025)

Morningstar (MORN) has disclosed Retained Earnings for 17 consecutive years, with -$68.1 million as the latest value for Q4 2025.

  • On a quarterly basis, Retained Earnings rose 42.96% to -$68.1 million in Q4 2025 year-over-year; TTM through Dec 2025 was -$68.1 million, a 42.96% increase, with the full-year FY2025 number at -$68.1 million, up 42.96% from a year prior.
  • Retained Earnings was -$68.1 million for Q4 2025 at Morningstar, down from $2.1 billion in the prior quarter.
  • In the past five years, Retained Earnings ranged from a high of $2.1 billion in Q3 2025 to a low of -$119.4 million in Q4 2024.
  • A 5-year average of $1.0 billion and a median of $1.5 billion in 2021 define the central range for Retained Earnings.
  • Peak YoY movement for Retained Earnings: skyrocketed 7038.64% in 2021, then plummeted 106.49% in 2022.
  • Morningstar's Retained Earnings stood at $1.5 billion in 2021, then tumbled by 106.49% to -$99.0 million in 2022, then rose by 12.63% to -$86.5 million in 2023, then tumbled by 38.03% to -$119.4 million in 2024, then surged by 42.96% to -$68.1 million in 2025.
  • Per Business Quant, the three most recent readings for MORN's Retained Earnings are -$68.1 million (Q4 2025), $2.1 billion (Q3 2025), and -$60.7 million (Q2 2025).