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

Historic Return on Equity for Morningstar (MORN) over the last 16 years, with Q3 2025 value amounting to 0.25%.

  • Morningstar's Return on Equity rose 300.0% 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 300.0%. This contributed to the annual value of 0.26% for FY2024, which is 1500.0% up from last year.
  • As of Q3 2025, Morningstar's Return on Equity stood at 0.25%, which was up 300.0% 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 5-year period, Morningstar's Return on Equity averaged around 0.15%, with its median value being 0.15% (2021).
  • Its Return on Equity has fluctuated over the past 5 years, first plummeted by -1200bps in 2023, then surged by 1600bps in 2024.
  • Over the past 5 years, Morningstar's Return on Equity (Quarter) stood at 0.13% in 2021, then tumbled by -54bps to 0.06% in 2022, then surged by 86bps to 0.12% in 2023, then skyrocketed by 111bps to 0.24% in 2024, then grew by 3bps to 0.25% in 2025.
  • Its Return on Equity stands at 0.25% for Q3 2025, versus 0.26% for Q2 2025 and 0.25% for Q1 2025.