annual ROE:
25.11%+13.98%(+125.61%)Summary
- As of today (August 20, 2025), MORN annual return on equity is 25.11%, with the most recent change of +13.98% (+125.61%) on December 31, 2024.
- During the last 3 years, MORN annual ROE has risen by +10.72% (+74.50%).
- MORN annual ROE is now at all-time high.
Performance
MORN ROE Chart
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Range
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quarterly ROE:
25.77%+0.53%(+2.10%)Summary
- As of today (August 20, 2025), MORN quarterly return on equity is 25.77%, with the most recent change of +0.53% (+2.10%) on June 30, 2025.
- Over the past year, MORN quarterly ROE has increased by +7.21% (+38.85%).
- MORN quarterly ROE is now -5.15% below its all-time high of 27.17%, reached on March 31, 2006.
Performance
MORN quarterly ROE Chart
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ROE Formula
ROE = Net Income
Shareholders Equity ✕ 100%
Shareholders Equity ✕ 100%
MORN ROE Trends
| PeriodPeriod | AnnualAnnual | QuarterlyQuarterly |
|---|---|---|
| 1 y1 year | +125.6% | +38.9% |
| 3 y3 years | +74.5% | +91.3% |
| 5 y5 years | +66.7% | +81.7% |
MORN ROE Highs & Lows
| PeriodPeriod | Annual vs highAnnual vs high | Annual vs lowAnnual vs low | Quarter. vs highQuarter. vs high | Quarter. vs lowQuarter. vs low | |
|---|---|---|---|---|---|
| 3 y | 3-year | at high | +366.7% | at high | +1794.8% |
| 5 y | 5-year | at high | +366.7% | at high | +1794.8% |
| alltime | all time | at high | +133.4% | -5.2% | +197.1% |
MORN ROE History
| Date | Annual | Quarterly |
|---|---|---|
| Jun 2025 | - | 25.77%(+2.1%) |
| Mar 2025 | - | 25.24%(0.0%) |
| Dec 2024 | 25.11%(+125.6%) | 25.24%(+7.5%) |
| Sep 2024 | - | 23.47%(+26.5%) |
| Jun 2024 | - | 18.56%(+11.5%) |
| Mar 2024 | - | 16.65%(+46.8%) |
| Dec 2023 | 11.13%(+106.9%) | 11.34%(+94.2%) |
| Sep 2023 | - | 5.84%(+210.6%) |
| Jun 2023 | - | 1.88%(+38.2%) |
| Mar 2023 | - | 1.36%(-75.3%) |
| Dec 2022 | 5.38%(-62.6%) | 5.51%(-41.4%) |
| Sep 2022 | - | 9.41%(-30.1%) |
| Jun 2022 | - | 13.47%(-0.4%) |
| Mar 2022 | - | 13.52%(-5.7%) |
| Dec 2021 | 14.39%(-24.2%) | 14.33%(-12.1%) |
| Sep 2021 | - | 16.30%(-15.5%) |
| Jun 2021 | - | 19.28%(-10.8%) |
| Mar 2021 | - | 21.61%(+9.3%) |
| Dec 2020 | 18.99%(+26.1%) | 19.78%(+21.9%) |
| Sep 2020 | - | 16.22%(+14.4%) |
| Jun 2020 | - | 14.18%(+1.9%) |
| Mar 2020 | - | 13.91%(-7.9%) |
| Dec 2019 | 15.06%(-28.4%) | 15.10%(-11.7%) |
| Sep 2019 | - | 17.10%(-7.8%) |
| Jun 2019 | - | 18.55%(-2.9%) |
| Mar 2019 | - | 19.11%(-8.2%) |
| Dec 2018 | 21.04%(+15.4%) | 20.81%(-1.7%) |
| Sep 2018 | - | 21.16%(+9.6%) |
| Jun 2018 | - | 19.31%(-6.3%) |
| Mar 2018 | - | 20.61%(+12.6%) |
| Dec 2017 | 18.23%(-24.3%) | 18.31%(-21.8%) |
| Sep 2017 | - | 23.40%(-1.7%) |
| Jun 2017 | - | 23.81%(+6.1%) |
| Mar 2017 | - | 22.45%(-8.8%) |
| Dec 2016 | 24.08%(+17.4%) | 24.62%(+25.1%) |
| Sep 2016 | - | 19.68%(-2.2%) |
| Jun 2016 | - | 20.13%(+0.3%) |
| Mar 2016 | - | 20.06%(-0.1%) |
| Dec 2015 | 20.51%(+76.4%) | 20.08%(+5.5%) |
| Sep 2015 | - | 19.04%(+2.4%) |
| Jun 2015 | - | 18.60%(+52.6%) |
| Mar 2015 | - | 12.19%(+5.4%) |
| Dec 2014 | 11.63% | 11.57%(+3.4%) |
| Sep 2014 | - | 11.19%(-0.3%) |
| Jun 2014 | - | 11.22%(-32.7%) |
| Date | Annual | Quarterly |
|---|---|---|
| Mar 2014 | - | 16.67%(-1.8%) |
| Dec 2013 | 17.40%(+34.1%) | 16.98%(+4.7%) |
| Sep 2013 | - | 16.22%(+4.9%) |
| Jun 2013 | - | 15.46%(+7.0%) |
| Mar 2013 | - | 14.45%(+12.5%) |
| Dec 2012 | 12.98%(+8.5%) | 12.84%(+3.0%) |
| Sep 2012 | - | 12.47%(+8.3%) |
| Jun 2012 | - | 11.51%(+2.0%) |
| Mar 2012 | - | 11.28%(-4.3%) |
| Dec 2011 | 11.96%(+1.3%) | 11.79%(-2.2%) |
| Sep 2011 | - | 12.06%(-2.3%) |
| Jun 2011 | - | 12.34%(+5.1%) |
| Mar 2011 | - | 11.74%(-1.4%) |
| Dec 2010 | 11.81%(-13.0%) | 11.91%(+13.8%) |
| Sep 2010 | - | 10.47%(-6.2%) |
| Jun 2010 | - | 11.16%(-7.6%) |
| Mar 2010 | - | 12.08%(-10.8%) |
| Dec 2009 | 13.58%(-30.7%) | 13.54%(-10.3%) |
| Sep 2009 | - | 15.09%(-5.0%) |
| Jun 2009 | - | 15.89%(-13.5%) |
| Mar 2009 | - | 18.38%(-4.0%) |
| Dec 2008 | 19.61%(-10.1%) | 19.15%(-8.2%) |
| Sep 2008 | - | 20.86%(-6.8%) |
| Jun 2008 | - | 22.39%(+0.4%) |
| Mar 2008 | - | 22.29%(-0.9%) |
| Dec 2007 | 21.81%(-6.2%) | 22.50%(-1.7%) |
| Sep 2007 | - | 22.90%(+0.1%) |
| Jun 2007 | - | 22.88%(+2.6%) |
| Mar 2007 | - | 22.29%(-4.9%) |
| Dec 2006 | 23.24%(+3.8%) | 23.44%(-3.6%) |
| Sep 2006 | - | 24.32%(+3.3%) |
| Jun 2006 | - | 23.55%(-13.3%) |
| Mar 2006 | - | 27.17%(+13.4%) |
| Dec 2005 | 22.39%(+89.4%) | 23.95%(+29.8%) |
| Sep 2005 | - | 18.45%(+7.0%) |
| Jun 2005 | - | 17.24%(+64.3%) |
| Mar 2005 | - | 10.49%(-15.7%) |
| Dec 2004 | 11.82%(-146.2%) | 12.45%(-17.9%) |
| Sep 2004 | - | 15.17%(+153.3%) |
| Jun 2004 | - | 5.99%(-261.0%) |
| Mar 2004 | - | -3.72%(-86.0%) |
| Dec 2003 | -25.60%(-2585.4%) | - |
| Dec 2003 | - | -26.54% |
| Dec 2002 | 1.03%(-104.1%) | - |
| Dec 2001 | -25.12%(-66.6%) | - |
| Dec 2000 | -75.27% | - |
FAQ
- What is Morningstar, Inc. annual return on equity?
- What is the all time high annual ROE for Morningstar, Inc.?
- What is Morningstar, Inc. annual ROE year-on-year change?
- What is Morningstar, Inc. quarterly return on equity?
- What is the all time high quarterly ROE for Morningstar, Inc.?
- What is Morningstar, Inc. quarterly ROE year-on-year change?
What is Morningstar, Inc. annual return on equity?
The current annual ROE of MORN is 25.11%
What is the all time high annual ROE for Morningstar, Inc.?
Morningstar, Inc. all-time high annual return on equity is 25.11%
What is Morningstar, Inc. annual ROE year-on-year change?
Over the past year, MORN annual return on equity has changed by +13.98% (+125.61%)
What is Morningstar, Inc. quarterly return on equity?
The current quarterly ROE of MORN is 25.77%
What is the all time high quarterly ROE for Morningstar, Inc.?
Morningstar, Inc. all-time high quarterly return on equity is 27.17%
What is Morningstar, Inc. quarterly ROE year-on-year change?
Over the past year, MORN quarterly return on equity has changed by +7.21% (+38.85%)