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Morningstar (MORN) Return on Equity: 2010-2025

Historic Return on Equity for Morningstar (MORN) over the last 15 years, with Sep 2025 value amounting to 0.25%.

  • Morningstar's Return on Equity rose 3.00% to 0.25% in Q3 2025 from the same period last year, while for Sep 2025 it was 0.25%, marking a year-over-year increase of 3.00%. This contributed to the annual value of 0.26% for FY2024, which is 15.00% up from last year.
  • Latest data reveals that Morningstar reported Return on Equity of 0.25% as of Q3 2025, which was down 4.42% from 0.26% recorded in Q2 2025.
  • In the past 5 years, Morningstar's Return on Equity registered a high of 0.26% during Q2 2025, and its lowest value of 0.02% during Q1 2023.
  • For the 3-year period, Morningstar's Return on Equity averaged around 0.16%, with its median value being 0.18% (2024).
  • Per our database at Business Quant, Morningstar's Return on Equity dropped by 12bps in 2023 and then rose by 16bps in 2024.
  • Morningstar's Return on Equity (Quarterly) stood at 0.13% in 2021, then dropped by 7bps to 0.06% in 2022, then increased by 5bps to 0.12% in 2023, then climbed by 13bps to 0.24% in 2024, then increased by 3bps to 0.25% in 2025.
  • Its Return on Equity was 0.25% in Q3 2025, compared to 0.26% in Q2 2025 and 0.25% in Q1 2025.