Morningstar (MORN) Retained Earnings (2009 - 2026)
Morningstar (MORN) reported Retained Earnings of $2.3 billion for Q1 2026, up 16.56% year-over-year from $2.0 billion in Q1 2025, and up 3.99% on a QoQ basis from $2.2 billion in Q4 2025.
Morningstar (MORN) has 18 years of Retained Earnings data on file, last reported at $2.3 billion in Q1 2026.
- Quarterly Retained Earnings rose 16.56% year-over-year to $2.3 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $2.3 billion (up 16.56% YoY) and the FY2025 annual result came in at $2.2 billion, up 1947.74% from the prior year.
- Retained Earnings advanced to $2.3 billion in Q1 2026 per MORN's latest filing, 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.
- The 5-year median for Retained Earnings is $1.6 billion (2023), against an average of $1.0 billion.
- Peak annual rise in Retained Earnings reached 6615.48% in 2022, while the deepest fall reached 106.49% in 2022.
- Tracing MORN's Retained Earnings over 5 years: stood at -$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 soared by 1947.74% to $2.2 billion in 2025, then rose by 3.99% to $2.3 billion in 2026.
- Per Business Quant, the three latest MORN Retained Earnings figures stand at $2.3 billion (Q1 2026), $2.2 billion (Q4 2025), and $2.1 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 126.06 Bn | 129.16 Bn | 2.94 Bn | 24.80 Bn |
| 2 | Cme | 98.29 Bn | 98.29 Bn | 1.83 Bn | 59.40 Mn |
| 3 | Intercontinental Exchange | 83.83 Bn | 82.37 Bn | - | 21.40 Bn |
| 4 | Moodys | 80.13 Bn | 78.77 Bn | 1.55 Bn | -519.00 Mn |
| 5 | Nasdaq | 52.44 Bn | 51.76 Bn | 1.41 Bn | -1.81 Bn |
| 6 | Coinbase Global | 50.05 Bn | 49.52 Bn | 1.33 Bn | -13.31 Mn |
| 7 | Msci | 46.28 Bn | 45.89 Bn | 765.10 Mn | 5.68 Bn |
| 8 | Cboe Global Markets | 34.92 Bn | 32.75 Bn | 728.90 Mn | 3.85 Bn |
| 9 | TransUnion | 13.79 Bn | 13.22 Bn | 726.20 Mn | 3.10 Bn |
| 10 | Morningstar | 7.12 Bn | 6.58 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 | 1.97 Bn |
| Dec 31, 2024 | -119.40 Mn |
| Sep 30, 2024 | -74.20 Mn |
| Jun 30, 2024 | -98.50 Mn |
| Mar 31, 2024 | 1.66 Bn |
| Dec 31, 2023 | -86.50 Mn |
| Sep 30, 2023 | 1.55 Bn |
| Jun 30, 2023 | 1.53 Bn |
| Mar 31, 2023 | -92.00 Mn |
| Dec 31, 2022 | -99.00 Mn |
| Sep 30, 2022 | 1.56 Bn |
| Jun 30, 2022 | -89.70 Mn |
| Mar 31, 2022 | 1.56 Bn |
| Dec 31, 2021 | 1.53 Bn |
| Sep 30, 2021 | 1.50 Bn |
| Jun 30, 2021 | 1.45 Bn |
| Mar 31, 2021 | -23.90 Mn |
| Dec 31, 2020 | 1.39 Bn |
| Sep 30, 2020 | 1.34 Bn |
| Jun 30, 2020 | 1.26 Bn |
| Mar 31, 2020 | 1.23 Bn |
| Dec 31, 2019 | 1.22 Bn |
| Sep 30, 2019 | 1.22 Bn |
| Jun 30, 2019 | -72.50 Mn |
| Mar 31, 2019 | -70.20 Mn |
| Dec 31, 2018 | 17.00 Mn |
| Sep 30, 2018 | -66.70 Mn |
| Jun 30, 2018 | 1.04 Bn |
| Mar 31, 2018 | -39.50 Mn |
| Dec 31, 2017 | -46.60 Mn |
| Sep 30, 2017 | 940.20 Mn |
| Jun 30, 2017 | -59.50 Mn |
| Mar 31, 2017 | 870.00 Mn |
| Dec 31, 2016 | 861.90 Mn |
| Sep 30, 2016 | -63.30 Mn |
| Jun 30, 2016 | -62.40 Mn |
| Mar 31, 2016 | -49.50 Mn |
| Dec 31, 2015 | 739.20 Mn |
| Sep 30, 2015 | 711.40 Mn |
| Jun 30, 2015 | -36.00 Mn |
| Mar 31, 2015 | 662.80 Mn |
| Dec 31, 2014 | -24.80 Mn |
| Sep 30, 2014 | -8.44 Mn |
| Jun 30, 2014 | 595.91 Mn |
| Mar 31, 2014 | 7.75 Mn |
| Dec 31, 2013 | 594.63 Mn |
| Sep 30, 2013 | 576.83 Mn |
| Jun 30, 2013 | 545.35 Mn |
| Mar 31, 2013 | 1.44 Mn |
| Dec 31, 2012 | 496.35 Mn |
| Sep 30, 2012 | 8.65 Mn |
| Jun 30, 2012 | 447.03 Mn |
| Mar 31, 2012 | 9.62 Mn |
| Dec 31, 2011 | 1.61 Mn |
| Sep 30, 2011 | 386.15 Mn |
| Jun 30, 2011 | 367.31 Mn |
| Mar 31, 2011 | 14.83 Mn |
| Dec 31, 2010 | 5.12 Mn |
| Sep 30, 2010 | 5.65 Mn |
| Jun 30, 2010 | -13.21 Mn |
| Dec 31, 2009 | 33,000.00 |