Morningstar (MORN) Short-term Investments (2009 - 2026)
Morningstar (MORN) posted Short-term Investments of $27.9 million for Q3 2026, down 30.8% from $40.3 million a year earlier and down 18.7% from the prior quarter.
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Analysis
Morningstar (MORN) Short-term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Morningstar's Short-term Investments came in at $54.2 million, up 12.2% from FY2024.
- Annual Short-term Investments shows a five-year compound annual growth rate of 5.4% (FY2020 to FY2025).
- In prior years, Morningstar's Short-term Investments was $48.3 million in FY2024 (-5.5%), $51.1 million in FY2023 (+34.5%), $38 million in FY2022 (-39.0%) and $62.3 million in FY2021 (+49.4%).
- The Q3 2026 figure stands as the lowest quarterly Short-term Investments since Q3 2020.
- On a year-over-year basis, Short-term Investments has declined in each of the last three quarters, with an average decline of 12.9% over the last eight quarters.
- The strongest year-over-year quarter for Short-term Investments in the past five years was Q1 2024, with growth of 66.9%; the weakest was Q1 2023, with a decline of 45.9%.
- According to Business Quant data, Short-term Investments for the three prior quarters was $34.3 million (Q2 2026), $39.4 million (Q1 2026) and $54.2 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Msci | 235.55 Bn | 234.03 Bn | 739.80 Mn |
| 2 | S&P Global | 137.22 Bn | 132.42 Bn | 2.64 Bn |
| 3 | Moodys | 88.04 Bn | 81.11 Bn | 1.50 Bn |
| 4 | Verisk Analytics | 26.17 Bn | 22.36 Bn | 567.00 Mn |
| 5 | Equifax | 22.05 Bn | 21.44 Bn | 940.10 Mn |
| 6 | TransUnion | 15.64 Bn | 12.48 Bn | - |
| 7 | Factset Research Systems | 11.49 Bn | 10.35 Bn | 308.40 Mn |
| 8 | Morningstar | 9.15 Bn | 7.04 Bn | 431.40 Mn |
| 9 | Mastercard | 570.55 Bn | 530.63 Bn | - |
| 10 | Cme | 110.48 Bn | 98.81 Bn | 359.20 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 27.90 Mn |
| Jun 30, 2026 | 34.30 Mn |
| Mar 31, 2026 | 39.40 Mn |
| Dec 31, 2025 | 54.20 Mn |
| Sep 30, 2025 | 40.30 Mn |
| Jun 30, 2025 | 38.10 Mn |
| Mar 31, 2025 | 47.70 Mn |
| Dec 31, 2024 | 48.30 Mn |
| Sep 30, 2024 | 48.80 Mn |
| Jun 30, 2024 | 48.00 Mn |
| Mar 31, 2024 | 55.40 Mn |
| Dec 31, 2023 | 51.10 Mn |
| Sep 30, 2023 | 38.70 Mn |
| Jun 30, 2023 | 34.90 Mn |
| Mar 31, 2023 | 33.20 Mn |
| Dec 31, 2022 | 38.00 Mn |
| Sep 30, 2022 | 34.40 Mn |
| Jun 30, 2022 | 36.60 Mn |
| Mar 31, 2022 | 61.40 Mn |
| Dec 31, 2021 | 62.30 Mn |
API Access
Morningstar Short-term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=short-term-investments&ticker=MORN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-investments", "ticker": "MORN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=short-term-investments&ticker=MORN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();