Morningstar (MORN) Retained Earnings (2009 - 2026)
Morningstar's (MORN) quarterly Retained Earnings came in at $2.4 billion in Q2 2026, up 16.93% year-over-year from $2.0 billion in Q2 2025, and up 3.88% quarter-over-quarter from $2.3 billion in Q1 2026.
Analysis
Morningstar (MORN) Retained Earnings (2009 - 2026) Analysis & Trends
Morningstar (MORN) has reported Retained Earnings for 18 consecutive years, with $2.4 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Retained Earnings rose 16.93% year-over-year to $2.4 billion in Q2 2026; TTM through Jun 2026 was $2.4 billion, a 16.93% increase from a year earlier, with the FY2025 full-year figure at $2.2 billion, up 15.56% from the prior year.
- Retained Earnings was $2.4 billion for Q2 2026 at Morningstar, up from $2.3 billion in the prior quarter.
- Over five years, Retained Earnings peaked at $2.4 billion in Q2 2026 and troughed at $1.5 billion in Q1 2023.
- A 5-year average of $1.8 billion and a median of $1.7 billion in 2024 frame the typical range for Retained Earnings.
- Across the five-year window, Retained Earnings fell 2.94% in 2023 and grew 19.23% in 2025, its largest moves.
- Over 5 years, Retained Earnings stood at $1.5 billion in 2022, then advanced by 4.94% to $1.6 billion in 2023, then gained by 18.52% to $1.9 billion in 2024, then climbed by 15.56% to $2.2 billion in 2025, then advanced by 8.03% to $2.4 billion in 2026.
- The last three Retained Earnings figures came in at $2.4 billion (Q2 2026), $2.3 billion (Q1 2026), and $2.2 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 121.34 Bn | 117.20 Bn | 2.98 Bn | 25.62 Bn |
| 2 | Moodys | 81.34 Bn | 79.84 Bn | 1.67 Bn | 19.03 Bn |
| 3 | Msci | 39.85 Bn | 39.49 Bn | 717.10 Mn | 5.88 Bn |
| 4 | Verisk Analytics | 22.97 Bn | 22.42 Bn | 572.90 Mn | 8.14 Bn |
| 5 | Factset Research Systems | 9.48 Bn | 9.17 Bn | 310.73 Mn | 2.61 Bn |
| 6 | Morningstar | 7.30 Bn | 6.77 Bn | 423.90 Mn | 2.38 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.38 Bn |
| 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 | 1.91 Bn |
| Sep 30, 2024 | 1.81 Bn |
| Jun 30, 2024 | 1.71 Bn |
| Mar 31, 2024 | 1.66 Bn |
| Dec 31, 2023 | 1.61 Bn |
| Sep 30, 2023 | 1.55 Bn |
| Jun 30, 2023 | 1.53 Bn |
| Mar 31, 2023 | 1.51 Bn |
| Dec 31, 2022 | 1.54 Bn |
| Sep 30, 2022 | 1.56 Bn |
| Jun 30, 2022 | 1.57 Bn |
| Mar 31, 2022 | 1.56 Bn |
| Dec 31, 2021 | 1.53 Bn |
| Sep 30, 2021 | 1.50 Bn |