Morningstar, Inc. company logo
Morningstar, Inc. logo

Morningstar, Inc. (MORN) Retained Earnings

Annual Retained Earnings

$1.91B$298.40M+18.52%

Summary

Current Value
As of today, MORN annual retained earnings is $1.91B, up +18.52% on
Historical Performance
MORN annual retained earnings is up +25.07% over the past 3 years, and up +56.76% over the past 5 years
All-Time High Comparison
MORN annual retained earnings is currently at its all-time high
3-Year Low Comparison
MORN annual retained earnings is +24.38% above its 3-year low of $1.54B reached on an earlier date
Sector Comparison
MORN annual retained earnings is higher than 86.51% of companies in Financial Services sector

Retained Earnings Chart

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Performance

MORN Performance
MetricDateValue1Y3Y5Y15Y
Annual Retained Earnings$1.91B+18.5%+25.1%+56.8%+673.8%
Quarterly Retained Earnings$2.11B+16.5%+35.0%+57.5%+596.2%
Price$218.51-30.8%-8.6%-1.8%+310.3%
Annual Net Income$369.90M+162.2%+91.4%+143.4%+349.3%
Annual Dividends Paid$69.30M+8.4%+27.9%+45.0%+100.0%
Annual Shareholders Equity$1.62B+21.9%+14.3%+49.4%+139.5%
Annual Revenue$2.28B+10.1%+29.0%+93.0%+375.0%
Annual EPS$8.58+160.9%+92.7%+143.9%+417.0%

Retained Earnings Highs

MORN Annual Retained Earnings Highs Comparison
PeriodHighDateCurrent
3Y$1.91Bat high
5Y$1.91Bat high
All$1.91Bat high

Retained Earnings Lows

MORN Annual Retained Earnings Lows Comparison
PeriodLowDateCurrent
3Y$1.54BN/A+24.4%
5Y$1.39BN/A+37.4%
All-$90.53M+2208.8%

Retained Earnings History

YearValueChange
$1.91B+18.5%
$1.61B+4.9%
$1.54B+0.6%
$1.53B+9.9%
$1.39B+14.1%
$1.22B+9.2%
$1.11B+16.3%
$958.70M+11.2%
$861.90M+16.6%
$739.20M+15.2%
$641.53M+7.9%
$594.63M+19.8%
YearValueChange
$496.35M+21.4%
$409.02M+26.5%
$323.41M+31.1%
$246.75M+50.2%
$164.29M+129.0%
$71.76M+6,118.1%
$1.15M+102.3%
-$50.61M+38.1%
-$81.73M+9.7%
-$90.53M-15.1%
-$78.64M-

FAQ

  • What is the current annual retained earnings of MORN?

    As of today, MORN annual retained earnings is $1.91B

  • What is 1-year change in MORN annual retained earnings?

    MORN annual retained earnings is up +18.52% year-over-year

  • What is 3-year change in MORN annual retained earnings?

    MORN annual retained earnings is up +25.07% over the past 3 years

  • How far is MORN annual retained earnings from its all-time high?

    MORN annual retained earnings is currently at its all-time high

  • How does MORN annual retained earnings rank versus sector peers?

    MORN annual retained earnings is higher than 86.51% of companies in Financial Services sector

  • When is MORN next annual earnings release?

    The next annual earnings release for MORN is on

Retained Earnings Formula

Retained Earnings = Retained Earnings (start of the period) + Net Income

Data Sources & References

  1. MORN Official Website www.morningstar.com
  2. Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1289419/000128941925000168/0001289419-25-000168-index.htm
  3. Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1289419/000128941925000041/0001289419-25-000041-index.htm
  4. MORN Profile on Yahoo Finance finance.yahoo.com/quote/MORN
  5. MORN Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/morn