Morningstar (MORN) Short-term Investments (2009 - 2026)
Morningstar (MORN) posted Short-term Investments of $34.3 million for Q2 2026, down 10.0% from $38.1 million a year earlier and down 12.9% 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 Q2 2026 figure stands as the lowest quarterly Short-term Investments since Q1 2023.
- On a year-over-year basis, Short-term Investments increased in two of the last eight quarters, with an average decline of 5.8%.
- The strongest year-over-year quarter for Short-term Investments in the past five years was Q3 2021, with growth of 125.8%; 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 $39.4 million (Q1 2026), $54.2 million (Q4 2025) and $40.3 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | S&P Global | 113.90 Bn | 109.50 Bn | 2.98 Bn |
| 2 | Moodys | 76.48 Bn | 68.91 Bn | 1.67 Bn |
| 3 | Msci | 38.99 Bn | 37.33 Bn | 717.10 Mn |
| 4 | Verisk Analytics | 21.33 Bn | 15.96 Bn | 572.90 Mn |
| 5 | Equifax | 16.47 Bn | 15.87 Bn | 926.40 Mn |
| 6 | TransUnion | 12.16 Bn | 9.14 Bn | - |
| 7 | Factset Research Systems | 9.52 Bn | 8.28 Bn | 310.73 Mn |
| 8 | Morningstar | 6.89 Bn | 4.79 Bn | 423.90 Mn |
| 9 | Mastercard | 480.84 Bn | 440.75 Bn | - |
| 10 | Cme | 94.54 Bn | 94.54 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |
| Sep 30, 2021 | 60.30 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();