Growth Metrics

Morningstar (MORN) Treasury Shares (2009 - 2026)

Morningstar (MORN) reported Treasury Shares of $2.1 billion for Q1 2026, up 89.09% year-over-year from $1.1 billion in Q1 2025, and up 16.97% on a QoQ basis from $1.8 billion in Q4 2025.

Morningstar (MORN) has 18 years of Treasury Shares data on file, last reported at $2.1 billion in Q1 2026.

  • Quarterly Treasury Shares rose 89.09% year-over-year to $2.1 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $2.1 billion (up 89.09% YoY) and the FY2025 annual result came in at $1.8 billion, up 79.67% from the prior year.
  • Treasury Shares rose to $2.1 billion in Q1 2026 per MORN's latest filing, from $1.8 billion in the prior quarter.
  • Across five years, Treasury Shares topped out at $17.0 million in Q1 2026 and bottomed at $8484.0 in Q2 2023.
  • The 5-year median for Treasury Shares is $855382.0 (2022), against an average of $5.7 million.
  • The widest annual swing landed in 2024, when Treasury Shares fell 0.44%; it then surged 89.09% in 2026.
  • Tracing MORN's Treasury Shares over 5 years: stood at $986.7 million in 2022, then dropped by 0.12% to $985.5 million in 2023, then grew by 0.85% to $993.9 million in 2024, then jumped by 79.67% to $1.8 billion in 2025, then advanced by 16.97% to $2.1 billion in 2026.
  • Per Business Quant, the three latest MORN Treasury Shares figures stand at $2.1 billion (Q1 2026), $1.8 billion (Q4 2025), and $1.4 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Treasury Shares (Qtr)
1 S&P Global 126.06 Bn 129.16 Bn 2.94 Bn 37.82 Bn
2 Cme 98.29 Bn 98.29 Bn 1.83 Bn 1.84 Mn
3 Intercontinental Exchange 83.83 Bn 82.37 Bn - 8.44 Bn
4 Moodys 80.13 Bn 78.77 Bn 1.55 Bn 16.51 Bn
5 Nasdaq 52.44 Bn 51.76 Bn 1.41 Bn 747.00 Mn
6 Coinbase Global 50.05 Bn 49.52 Bn 1.33 Bn 6.78 Mn
7 Msci 46.28 Bn 45.89 Bn 765.10 Mn 10.25 Bn
8 Cboe Global Markets 34.92 Bn 32.75 Bn 728.90 Mn 75.10 Mn
9 TransUnion 13.79 Bn 13.22 Bn 726.20 Mn 391.00 Mn
10 Morningstar 7.12 Bn 6.58 Bn 405.90 Mn 2.09 Bn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 2.09 Bn
Mar 31, 2026 17.00 Mn
Mar 31, 2026 2.09 Bn
Mar 31, 2026 17.00 Mn
Dec 31, 2025 15.28 Mn
Dec 31, 2025 1.79 Bn
Dec 31, 2025 15.28 Mn
Dec 31, 2025 1.79 Bn
Sep 30, 2025 1.39 Bn
Sep 30, 2025 13.46 Mn
Sep 30, 2025 13.46 Mn
Sep 30, 2025 1.39 Bn
Jun 30, 2025 1.22 Bn
Jun 30, 2025 1.22 Bn
Jun 30, 2025 398,442.00
Jun 30, 2025 398,442.00
Mar 31, 2025 368,199.00
Mar 31, 2025 1.10 Bn
Mar 31, 2025 1.10 Bn
Mar 31, 2025 368,199.00
Dec 31, 2024 993.90 Mn
Dec 31, 2024 44,644.00
Dec 31, 2024 993.90 Mn
Dec 31, 2024 44,644.00
Sep 30, 2024 981.60 Mn
Sep 30, 2024 11.98 Mn
Sep 30, 2024 11.98 Mn
Sep 30, 2024 981.60 Mn
Jun 30, 2024 11.98 Mn
Jun 30, 2024 983.90 Mn
Jun 30, 2024 983.90 Mn
Jun 30, 2024 11.98 Mn
Mar 31, 2024 985.50 Mn
Mar 31, 2024 11.99 Mn
Mar 31, 2024 11.99 Mn
Mar 31, 2024 985.50 Mn
Dec 31, 2023 8,484.00
Dec 31, 2023 8,484.00
Dec 31, 2023 985.50 Mn
Dec 31, 2023 985.50 Mn
Sep 30, 2023 985.90 Mn
Sep 30, 2023 8,484.00
Sep 30, 2023 8,484.00
Sep 30, 2023 985.90 Mn
Jun 30, 2023 986.80 Mn
Jun 30, 2023 986.80 Mn
Jun 30, 2023 8,484.00
Jun 30, 2023 8,484.00
Mar 31, 2023 986.70 Mn
Mar 31, 2023 11.99 Mn
Mar 31, 2023 11.99 Mn
Mar 31, 2023 986.70 Mn
Dec 31, 2022 882,874.00
Dec 31, 2022 986.70 Mn
Dec 31, 2022 986.70 Mn
Dec 31, 2022 882,874.00
Sep 30, 2022 982.20 Mn
Sep 30, 2022 855,382.00
Sep 30, 2022 855,382.00
Sep 30, 2022 982.20 Mn
Jun 30, 2022 374,358.00
Jun 30, 2022 966.00 Mn
Jun 30, 2022 966.00 Mn
Jun 30, 2022 374,358.00
Mar 31, 2022 402,971.00
Mar 31, 2022 874.90 Mn
Mar 31, 2022 874.90 Mn
Mar 31, 2022 402,971.00
Dec 31, 2021 4,900.00
Dec 31, 2021 764.30 Mn
Dec 31, 2021 764.30 Mn
Dec 31, 2021 4,900.00
Sep 30, 2021 764.30 Mn
Sep 30, 2021 1,200.00
Sep 30, 2021 1,200.00
Sep 30, 2021 764.30 Mn
Jun 30, 2021 11.13 Mn
Jun 30, 2021 765.10 Mn
Jun 30, 2021 11.13 Mn
Jun 30, 2021 765.10 Mn
Mar 31, 2021 11.14 Mn
Mar 31, 2021 767.30 Mn
Mar 31, 2021 767.30 Mn
Mar 31, 2021 11.14 Mn
Dec 31, 2020 767.30 Mn
Dec 31, 2020 767.30 Mn
Dec 31, 2020 314,925.00
Dec 31, 2020 314,925.00
Sep 30, 2020 765.90 Mn
Sep 30, 2020 122,020.00
Sep 30, 2020 122,020.00
Sep 30, 2020 765.90 Mn
Jun 30, 2020 11.01 Mn
Jun 30, 2020 747.40 Mn
Jun 30, 2020 747.40 Mn
Jun 30, 2020 11.01 Mn
Mar 31, 2020 748.70 Mn
Mar 31, 2020 176,925.00
Mar 31, 2020 176,925.00
Mar 31, 2020 748.70 Mn
Dec 31, 2019 728.70 Mn
Dec 31, 2019 728.70 Mn
Dec 31, 2019 41,935.00
Dec 31, 2019 41,935.00
Sep 30, 2019 729.40 Mn
Sep 30, 2019 10.84 Mn
Sep 30, 2019 10.84 Mn
Sep 30, 2019 729.40 Mn
Jun 30, 2019 730.40 Mn
Jun 30, 2019 730.40 Mn
Mar 31, 2019 731.40 Mn
Mar 31, 2019 731.40 Mn
Mar 31, 2019 41,935.00
Mar 31, 2019 41,935.00
Dec 31, 2018 527,465.00
Dec 31, 2018 726.80 Mn
Dec 31, 2018 726.80 Mn
Dec 31, 2018 527,465.00
Sep 30, 2018 10.73 Mn
Sep 30, 2018 717.00 Mn
Sep 30, 2018 717.00 Mn
Sep 30, 2018 10.73 Mn
Jun 30, 2018 717.50 Mn
Jun 30, 2018 16,760.00
Jun 30, 2018 717.50 Mn
Jun 30, 2018 16,760.00
Mar 31, 2018 92,529.00
Mar 31, 2018 717.10 Mn
Mar 31, 2018 717.10 Mn
Mar 31, 2018 92,529.00
Dec 31, 2017 604,879.00
Dec 31, 2017 604,879.00
Dec 31, 2017 708.20 Mn
Dec 31, 2017 708.20 Mn
Sep 30, 2017 10.63 Mn
Sep 30, 2017 707.50 Mn
Sep 30, 2017 707.50 Mn
Sep 30, 2017 10.63 Mn
Jun 30, 2017 697.60 Mn
Jun 30, 2017 10.50 Mn
Jun 30, 2017 10.50 Mn
Jun 30, 2017 697.60 Mn
Mar 31, 2017 668.10 Mn
Mar 31, 2017 10.11 Mn
Mar 31, 2017 10.11 Mn
Mar 31, 2017 668.10 Mn
Dec 31, 2016 667.90 Mn
Dec 31, 2016 541,245.00
Dec 31, 2016 541,245.00
Dec 31, 2016 667.90 Mn
Sep 30, 2016 657.30 Mn
Sep 30, 2016 9.96 Mn
Sep 30, 2016 9.96 Mn
Sep 30, 2016 657.30 Mn
Jun 30, 2016 657.30 Mn
Jun 30, 2016 657.30 Mn
Jun 30, 2016 9.96 Mn
Jun 30, 2016 9.96 Mn
Mar 31, 2016 9.98 Mn
Mar 31, 2016 9.98 Mn
Mar 31, 2016 658.60 Mn
Mar 31, 2016 658.60 Mn
Dec 31, 2015 619.80 Mn
Dec 31, 2015 619.80 Mn
Dec 31, 2015 572,526.00
Dec 31, 2015 572,526.00
Sep 30, 2015 553.00 Mn
Sep 30, 2015 553.00 Mn
Sep 30, 2015 8.64 Mn
Sep 30, 2015 8.64 Mn
Jun 30, 2015 550.60 Mn
Jun 30, 2015 8.61 Mn
Jun 30, 2015 8.61 Mn
Jun 30, 2015 550.60 Mn
Mar 31, 2015 8.29 Mn
Mar 31, 2015 526.60 Mn
Mar 31, 2015 526.60 Mn
Mar 31, 2015 8.29 Mn
Dec 31, 2014 655,934.00
Dec 31, 2014 655,934.00
Dec 31, 2014 524.30 Mn
Dec 31, 2014 524.30 Mn
Sep 30, 2014 493.64 Mn
Sep 30, 2014 493.64 Mn
Sep 30, 2014 664,709.00
Sep 30, 2014 664,709.00
Jun 30, 2014 677,506.00
Jun 30, 2014 677,506.00
Jun 30, 2014 484.56 Mn
Jun 30, 2014 484.56 Mn
Mar 31, 2014 673,738.00
Mar 31, 2014 470.75 Mn
Mar 31, 2014 470.75 Mn
Mar 31, 2014 673,738.00
Dec 31, 2013 449.05 Mn
Dec 31, 2013 680,002.00
Dec 31, 2013 680,002.00
Dec 31, 2013 449.05 Mn
Sep 30, 2013 358.62 Mn
Sep 30, 2013 6.02 Mn
Sep 30, 2013 6.02 Mn
Sep 30, 2013 358.62 Mn
Jun 30, 2013 697,747.00
Jun 30, 2013 352.50 Mn
Jun 30, 2013 352.50 Mn
Jun 30, 2013 697,747.00
Mar 31, 2013 715,059.00
Mar 31, 2013 715,059.00
Mar 31, 2013 312.41 Mn
Mar 31, 2013 312.41 Mn
Dec 31, 2012 301.84 Mn
Dec 31, 2012 727,145.00
Dec 31, 2012 727,145.00
Dec 31, 2012 301.84 Mn
Sep 30, 2012 232.69 Mn
Sep 30, 2012 4.13 Mn
Sep 30, 2012 4.13 Mn
Sep 30, 2012 232.69 Mn
Jun 30, 2012 2.86 Mn
Jun 30, 2012 155.14 Mn
Jun 30, 2012 155.14 Mn
Jun 30, 2012 2.86 Mn
Mar 31, 2012 1.42 Mn
Mar 31, 2012 73.48 Mn
Mar 31, 2012 73.48 Mn
Mar 31, 2012 1.42 Mn
Dec 31, 2011 46.70 Mn
Dec 31, 2011 741,043.00
Dec 31, 2011 741,043.00
Dec 31, 2011 46.70 Mn
Sep 30, 2011 38.32 Mn
Sep 30, 2011 832,820.00
Sep 30, 2011 832,820.00
Sep 30, 2011 38.32 Mn
Jun 30, 2011 6.39 Mn
Jun 30, 2011 6.39 Mn
Jun 30, 2011 266,334.00
Jun 30, 2011 266,334.00
Mar 31, 2011 6.56 Mn
Mar 31, 2011 276,073.00
Mar 31, 2011 276,073.00
Mar 31, 2011 6.56 Mn
Dec 31, 2010 777,666.00
Dec 31, 2010 6.64 Mn
Dec 31, 2010 6.64 Mn
Dec 31, 2010 777,666.00
Sep 30, 2010 207,254.00
Sep 30, 2010 2.91 Mn
Sep 30, 2010 2.91 Mn
Sep 30, 2010 207,254.00
Jun 30, 2010 2.94 Mn
Jun 30, 2010 760,511.00
Jun 30, 2010 2.94 Mn
Jun 30, 2010 760,511.00
Dec 31, 2009 681,425.00
Dec 31, 2009 3.13 Mn
Dec 31, 2009 3.13 Mn
Dec 31, 2009 681,425.00