Growth Metrics

Morningstar (MORN) Return on Assets (2016 - 2026)

Morningstar (MORN) has disclosed Return on Assets for 17 consecutive years, with 0.11% as the latest value for Q1 2026.

  • For Q1 2026, Return on Assets fell 1.0% year-over-year to 0.11%; the TTM value through Mar 2026 reached 0.11%, down 1.0%, while the annual FY2025 figure was 0.11%, 1.0% down from the prior year.
  • Return on Assets hit 0.11% in Q1 2026 for Morningstar, up from 0.11% in the prior quarter.
  • Across five years, Return on Assets topped out at 0.12% in Q2 2025 and bottomed at 0.01% in Q1 2023.
  • Average Return on Assets over 5 years is 0.07%, with a median of 0.06% recorded in 2024.
  • Year-over-year, Return on Assets fell -6bps in 2023 and then rose 7bps in 2024.
  • Morningstar's Return on Assets stood at 0.02% in 2022, then skyrocketed by 105bps to 0.04% in 2023, then surged by 147bps to 0.11% in 2024, then decreased by -3bps to 0.11% in 2025, then grew by 1bps to 0.11% in 2026.
  • According to Business Quant data, Return on Assets over the past three periods came in at 0.11%, 0.11%, and 0.11% for Q1 2026, Q4 2025, and Q3 2025 respectively.