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Morningstar, Inc. (MORN): Shareholders' Equity

Annual figures by period end, from SEC filings.

$1.22B
As of 2025-12-31
$1.02B
As of 2026-06-30
+0.4%
3-year compound annual growth
-0.8%
5-year compound annual growth
+6.7%
10-year compound annual growth
$1.62B2008-12-31: $530.25M2009-12-31: $665.79M2010-12-31: $781.42M2011-12-31: $857.02M2012-12-31: $726.89M2013-12-31: $691.30M2014-12-31: $654.40M2015-12-31: $640.60M2016-12-31: $696.80M2017-12-31: $804.90M2018-12-31: $934.70M2019-12-31: $1.08B2020-12-31: $1.27B2021-12-31: $1.42B2022-12-31: $1.21B2023-12-31: $1.33B2024-12-31: $1.62B2025-12-31: $1.22B$1.22B
2008-12-31 Shareholders' Equity (USD) 2025-12-31
Period endedShareholders' EquityChange YoYSource filing
2025-12-31$1.22B-24.5%2026-02-13, Balance as of period end
2024-12-31$1.62B+21.9%2026-02-13, Balance as of period end
2023-12-31$1.33B+10.0%2026-02-13, Balance as of period end
2022-12-31$1.21B-14.7%2025-02-28, Balance as of period end
2021-12-31$1.42B+11.4%2024-02-29, Balance as of period end
2020-12-31$1.27B+17.3%2023-02-24, Balance as of period end
2019-12-31$1.08B+15.9%2022-02-25, Balance as of period end
2018-12-31$934.70M+16.1%2021-02-26, Balance as of period end
2017-12-31$804.90M+15.5%2020-03-02, Balance as of period end
2016-12-31$696.80M+8.8%2019-03-01, Balance as of period end
2015-12-31$640.60M-2.1%2018-03-01, Balance as of period end
2014-12-31$654.40M-5.3%2017-03-01, Balance as of period end
2013-12-31$691.30M-4.9%2016-03-01, Balance as of period end
2012-12-31$726.89M-15.2%2015-02-27, Balance as of period end
2011-12-31$857.02M+9.7%2014-02-28, Balance as of period end
2010-12-31$781.42M+17.4%2013-02-28, Balance as of period end
2009-12-31$665.79M+25.6%2012-02-24, Balance as of period end
2008-12-31$530.25Mn/a2011-02-28, Balance as of period end

Shareholders' Equity at similar companies

Companies with the same SEC industry code (Investment Advice), reporting in the same currency, closest in revenue. Each shows its own latest fiscal year, so period ends differ.

CompanyYear endedShareholders' EquityChange YoY
Morningstar, Inc. (MORN)2025-12-31$1.22B-24.5%
Houlihan Lokey, Inc. (HLI)2026-03-31$2.34B+7.7%
Blue Owl Capital Inc. (OWL)2025-12-31$6.05B+4.3%
Affiliated Managers Group, Inc. (AMG)2025-12-31$4.18B-2.9%
StepStone Group Inc. (STEP)2026-03-31-$413.56Mn/m
Lazard, Inc. (LAZ)2025-12-31$910.75M+32.9%
Federated Hermes, Inc. (FHI)2025-12-31$1.20B+9.3%
PJT Partners Inc. (PJT)2025-12-31$308.25M+64.8%
Evercore Inc. (EVR)2025-12-31$2.32B+19.5%

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