Quick Answer
Morningstar, Inc. reported Stockholders Equity of $1.22 billion for fiscal year 2025.
Morningstar, Inc. Stockholders Equity — Annual History
| Fiscal Year | Stockholders Equity | YoY Change |
|---|---|---|
| 2025 | $1.22B | -24.5% |
| 2024 | $1.62B | +21.9% |
| 2023 | $1.33B | +10.0% |
| 2022 | $1.21B | -14.7% |
| 2021 | $1.42B | +11.4% |
| 2020 | $1.27B | +17.3% |
| 2019 | $1.08B | +15.9% |
| 2018 | $934.70M | +16.1% |
| 2017 | $804.90M | +15.6% |
| 2016 | $696.50M | +8.8% |
| 2015 | $640.30M | -2.0% |
| 2014 | $653.50M | -5.3% |
| 2013 | $690.26M | -4.9% |
| 2012 | $725.52M | -15.2% |
| 2011 | $855.37M | +9.6% |
| 2010 | $780.32M | +17.4% |
| 2009 | $664.62M | +25.3% |
| 2008 | $530.25M | +31.8% |
| 2007 | $402.42M | — |
Quarterly Stockholders Equity
| Quarter Ending | Stockholders Equity | YoY | QoQ |
|---|---|---|---|
| September 30, 2025 | $1.51B | -3.3% | -6.2% |
| June 30, 2025 | $1.61B | +12.6% | +0.3% |
| March 31, 2025 | $1.61B | +16.3% | -0.6% |
| December 31, 2024 | $1.62B | +21.9% | +3.4% |
| September 30, 2024 | $1.57B | +25.9% | +9.2% |
| June 30, 2024 | $1.43B | +16.0% | +3.7% |
| March 31, 2024 | $1.38B | +14.8% | +4.2% |
| December 31, 2023 | $1.33B | +10.0% | +6.7% |
- Morningstar, Inc. showed a decrease of -24.5% in Stockholders Equity compared to the prior fiscal year.
- Over the 2007–2025 period, Morningstar, Inc.’s stockholders equity has grown by 203.6% (from $402.42 million to $1.22 billion).
- The most recent figure is from Morningstar, Inc.’s fiscal year 2025 report (Form 10-K), filed with the SEC on February 13, 2026.
- All figures are sourced from SEC EDGAR XBRL filings, last verified June 17, 2026.
Last verified: