Morningstar (MORN) Tax Provisions (2009 - 2026)

Morningstar (MORN) has 18 years of Tax Provisions data on file, last reported at $34.6 million in Q1 2026.

• Quarterly Tax Provisions rose 26.28% year-over-year to $34.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $128.7 million (up 16.89% YoY) and the FY2025 annual result came in at $121.5 million, up 16.83% from the prior year.
• Tax Provisions fell to $34.6 million in Q1 2026 per MORN's latest filing, from $36.4 million in the prior quarter.
• Across five years, Tax Provisions topped out at $36.4 million in Q4 2025 and bottomed at -$6.2 million in Q2 2023.
• The 5-year median for Tax Provisions is $21.3 million (2024), against an average of $20.6 million.
• The widest annual swing landed in 2023, when Tax Provisions plunged 183.78%; it then soared 409.68% in 2024.
• Tracing MORN's Tax Provisions over 5 years: stood at $26.4 million in 2022, then tumbled by 46.59% to $14.1 million in 2023, then soared by 140.43% to $33.9 million in 2024, then increased by 7.37% to $36.4 million in 2025, then decreased by 4.95% to $34.6 million in 2026.
• Per Business Quant, the three latest MORN Tax Provisions figures stand at $34.6 million (Q1 2026), $36.4 million (Q4 2025), and $31.4 million (Q3 2025).

Peer Comparison