Morningstar

Morningstar Equity

The The Equity of Morningstar (MORN) as of Nov 3, 2026 is 1.22 B USD. In the previous year, The Equity was 1.62 B USD — a change of -24.51% (lower).

Equity

1.22 BUSD

YoY

-24.51%

Last updated:

In 2025, Morningstar's equity was 1.22 B USD, a -24.51% increase from the 1.62 B USD equity in the previous year.

The Morningstar Equity history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

Equity
Date
Equity
Jan 1, 2018
934.70 M USD
Jan 1, 2019
1.08 B USD
Jan 1, 2020
1.27 B USD
Jan 1, 2021
1.42 B USD
Jan 1, 2022
1.21 B USD
Jan 1, 2023
1.33 B USD
Jan 1, 2024
1.62 B USD
Jan 1, 2025
1.22 B USD
The Morningstar Equity history
YEAREquityYoY
1.22 BUSD-24.51%
1.62 BUSD+21.90%
1.33 BUSD+10.00%
1.21 BUSD-14.75%
1.42 BUSD+11.37%
1.27 BUSD+17.33%
1.08 BUSD+15.93%
934.70 MUSD+16.13%
804.90 MUSD+15.51%
696.80 MUSD+8.82%
640.30 MUSD-2.02%
653.50 MUSD—

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Morningstar Stock analysis

What does Morningstar do? Morningstar Inc is an international provider of financial data, investment research, and software solutions. The company was founded in 1984 and is headquartered in Chicago, Illinois. Morningstar's history began with the goal of democratizing asset management. The founders, Joe Mansueto and Brian D. Singerman, believed that every investor should have access to the same information and ratings as Wall Street professionals. Morningstar initially provided investment research products to banks and investment companies but quickly started selling directly to individual investors. The breakthrough came in the late 1980s when Morningstar introduced the star rating system, which rates investment funds based on their performance and risks from 1 to 5 stars, with 5 being the highest rating. Today, the star rating system is a globally recognized measure of the quality of investment funds. Morningstar continued to grow in the 1990s, expanding its product offerings to include data and analysis on stocks and bonds, Morningstar Analyst Ratings, Morningstar Quantitative Ratings, and more. The company also launched its own family of investment funds in 1995, which is now known as Morningstar Investment Management. Today, Morningstar is one of the largest providers of financial information worldwide, operating in 27 countries and employing over 6,000 people. The various divisions of Morningstar offer a wide range of products and services, including investment research, software platforms for institutional investors and financial advisors, investment management services, and financial data. Morningstar is one of the most popular companies on Eulerpool.

Equity Details

Analyzing Morningstar's Equity

Morningstar's equity represents the ownership interest in the company, calculated as the difference between total assets and total liabilities. It reflects the residual claim by shareholders on the company’s assets after all debts have been paid. Understanding Morningstar's equity is essential for assessing its financial health, stability, and value to shareholders.

Year-to-Year Comparison

Evaluating Morningstar's equity over successive years offers insights into the company's growth, profitability, and capital structure. Increasing equity indicates an enhancement in net assets and financial health, while decreasing equity could point to rising debts or operational challenges.

Impact on Investments

Morningstar's equity is a crucial element for investors, influencing the company's leverage, risk profile, and return on equity (ROE). Higher equity levels generally suggest lower risk and enhanced financial stability, making the company a potentially attractive investment opportunity.

Interpreting Equity Fluctuations

Fluctuations in Morningstar’s equity can arise from various factors, including changes in net income, dividend payments, and issuance or buyback of shares. Investors analyze these shifts to gauge the company's financial performance, operational efficiency, and strategic financial management.

Frequently Asked Questions about Morningstar stock

The Equity of Morningstar is 1.22 B USD in 2025.

The Equity of Morningstar changed from 1.62 B USD to 1.22 B USD, representing a -24.51% change. The value is lower than the previous year.

On Eulerpool you can find the complete historical development of The Equity Morningstar since 2006 – with annual values, charts, and detailed analysis.

The Equity's USD is a key factor for investors. Changes in this metric can signal improving or deteriorating fundamentals, directly impacting the stock price. On Eulerpool, you can track The Equity's Morningstar historically and in real time.

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Balance Sheet — Morningstar

All Key Metrics — Morningstar