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| Date | Value |
|---|---|
| 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 |