Morningstar (MORN) Return on Invested Capital (2014 - 2026)

Morningstar (MORN) has reported Return on Invested Capital for 11 consecutive years, with 0.17% the latest figure, recorded in Q2 2026.

• In Q2 2026, Return on Invested Capital changed N/A year-over-year to 0.17%; the TTM figure through Jun 2026 stood at 0.17% (changed N/A YoY), while the FY2023 annual figure was 0.06%, changed N/A from the prior year.
• Return on Invested Capital climbed to 0.17% in Q2 2026 per MORN's latest filing, from 0.08% in the prior quarter.
• Across five years, Return on Invested Capital topped out at 0.17% in Q2 2026 and bottomed at 0.0% in Q1 2023.
• Historically, Return on Invested Capital has averaged 0.04% across 4 years, with a median of 0.02% in 2024.
• Annual changes were most pronounced in 2023 — Return on Invested Capital declined 2 bps — and 2024, when it increased 6 bps.
• Morningstar's Return on Invested Capital stood at 0.01% in 2022, then rose by 20 bps to 0.01% in 2023, then soared by 440 bps to 0.08% in 2024, then surged by 109 bps to 0.17% in 2026.
• Business Quant data shows MORN's Return on Invested Capital at 0.17% in Q2 2026, 0.08% in Q4 2024, and 0.04% in Q3 2024.