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Morningstar (MORN) Return on Equity (2016 - 2025)

Historic Return on Equity for Morningstar (MORN) over the last 16 years, with Q4 2025 value amounting to 0.28%.

  • Morningstar's Return on Equity rose 300.0% to 0.28% in Q4 2025 from the same period last year, while for Dec 2025 it was 0.28%, marking a year-over-year increase of 300.0%. This contributed to the annual value of 0.27% for FY2025, which is 0.0% changed from last year.
  • As of Q4 2025, Morningstar's Return on Equity stood at 0.28%, which was up 300.0% from 0.25% recorded in Q3 2025.
  • Over the past 5 years, Morningstar's Return on Equity peaked at 0.28% during Q4 2025, and registered a low of 0.02% during Q1 2023.
  • In the last 5 years, Morningstar's Return on Equity had a median value of 0.16% in 2021 and averaged 0.16%.
  • As far as peak fluctuations go, Morningstar's Return on Equity crashed by -1200bps in 2023, and later skyrocketed by 1600bps in 2024.
  • Quarter analysis of 5 years shows Morningstar's Return on Equity stood at 0.13% in 2021, then plummeted by -54bps to 0.06% in 2022, then skyrocketed by 86bps to 0.12% in 2023, then soared by 111bps to 0.24% in 2024, then rose by 13bps to 0.28% in 2025.
  • Its last three reported values are 0.28% in Q4 2025, 0.25% for Q3 2025, and 0.26% during Q2 2025.