Morningstar (MORN) Retained Earnings (2009 - 2026)
Morningstar (MORN) posted quarterly Retained Earnings of $2.4 billion for 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.
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.
- In Q2 2026, Retained Earnings rose 16.93% year-over-year to $2.4 billion; the TTM figure through Jun 2026 stood at $2.4 billion (up 16.93% YoY), while the FY2025 annual figure was $2.2 billion, up 15.56% from the prior year.
- Retained Earnings advanced to $2.4 billion in Q2 2026 per MORN's latest filing, from $2.3 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $2.4 billion in Q2 2026 and bottomed at $1.5 billion in Q1 2023.
- Historically, Retained Earnings has averaged $1.8 billion across 5 years, with a median of $1.7 billion in 2024.
- Annual changes were most pronounced in 2023 — Retained Earnings retreated 2.94% — and 2025, when it increased 19.23%.
- Morningstar's Retained Earnings stood at $1.5 billion in 2022, then grew by 4.94% to $1.6 billion in 2023, then climbed by 18.52% to $1.9 billion in 2024, then increased by 15.56% to $2.2 billion in 2025, then grew by 8.03% to $2.4 billion in 2026.
- Business Quant data shows MORN's Retained Earnings at $2.4 billion in Q2 2026, $2.3 billion in Q1 2026, and $2.2 billion in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 127.26 Bn | 123.12 Bn | 2.98 Bn | 25.62 Bn |
| 2 | Cme | 99.13 Bn | 99.13 Bn | 1.65 Bn | 5.46 Bn |
| 3 | Intercontinental Exchange | 90.95 Bn | 88.99 Bn | - | 22.06 Bn |
| 4 | Moodys | 87.63 Bn | 86.13 Bn | 1.67 Bn | 19.03 Bn |
| 5 | Nasdaq | 55.45 Bn | 54.73 Bn | 1.50 Bn | 10.29 Bn |
| 6 | Coinbase Global | 49.19 Bn | 40.40 Bn | 1.16 Bn | 5.47 Bn |
| 7 | Msci | 41.09 Bn | 40.73 Bn | 717.10 Mn | 5.88 Bn |
| 8 | Cboe Global Markets | 31.57 Bn | 29.18 Bn | 731.60 Mn | 4.13 Bn |
| 9 | TransUnion | 16.37 Bn | 15.54 Bn | 765.00 Mn | 3.21 Bn |
| 10 | Morningstar | 8.19 Bn | 7.66 Bn | 423.90 Mn | 2.38 Bn |
Historic Data
Download 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 |