Company / Shareholders' Equity
Morningstar, Inc. Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$1.2B
FY2025
5-year range
$1.1B / $1.6B
FY2021-FY2025
Trend
-24.5%
vs FY2024
Sector context
#264 of 399
Financials
What the data says
At $1.2B, Morningstar, Inc.'s shareholders' equity ranks #264 of 399 in the Financials sector. Shareholders' Equity has fluctuated over the past 10 years, ranging from $697M in FY2016 to $1.6B in FY2024.
Based on SEC 10-K filings.
$1.2B in FY2025 with a 5-year CAGR of +5.5%.
Declined from $1.3B to $1.2B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- -1.3%
- 5-Year CAGR
- +5.5%
- 10-Year CAGR
- -
Sector benchmark
#264 of 399 in FinancialsTop 66% of 399This company $1.2B Sector average $11.4B
▼
-89.3% below sector average
Key checks
Key Insights
- 5-year CAGR of +5.5%, indicating consistent growth.
- In FY2025, shareholders' equity decreased 24.5% year-over-year.
- Ranks #264 out of 399 companies in the Financials sector.
- Peak shareholders' equity was recorded in FY2024.
Company context
Key Data Points
- High earnings quality (cash-backed earnings)
- Strong return on equity: 24.8%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $1.2B | -24.5% |
| FY2024 | $1.6B | +21.9% |
| FY2023 | $1.3B | +4.4% |
| FY2022 | $1.3B | +17.3% |
| FY2021 | $1.1B | +15.9% |
| FY2020 | $934.7M | +16.1% |
| FY2019 | $804.9M | -13.9% |
| FY2018 | $934.7M | +16.1% |
| FY2017 | $804.9M | +15.6% |
| FY2016 | $696.5M | +8.8% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026