Company / Assets per Share
Morningstar, Inc. Assets per Share History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Assets per Share
$83.75
FY2025
5-year range
$66.73 / $83.75
FY2021-FY2025
Trend
+0.8%
vs FY2024
Sector context
#291 of 381
Financials
What the data says
Morningstar, Inc.'s assets per share of $83.75 is lower than 76% of companies in the Financials sector (FY2025). Improved from $80.12 to $83.75 over the past 2 years.
Based on SEC 10-K filings.
83.75 in FY2025 with a 5-year CAGR of +5.9%.
Improved from $80.12 to $83.75 over the past 2 years.
Financials sector context is included.
Assets per Share over time
Growth rates
- 3-Year CAGR
- +1.3%
- 5-Year CAGR
- +5.9%
- 10-Year CAGR
- -
Sector benchmark
Bottom 24% in FinancialsTop 76% of 381This company $83.75 Sector average $9697.57
▼
-99.1% below sector average
Key checks
Key Insights
- In FY2025, assets per share increased 0.8% year-over-year.
- Ranks #291 out of 381 companies in the Financials sector.
- Lowest assets per share in the period was in FY2016.
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 | Assets per ShareValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $83.75 | +0.8% |
| FY2024 | $83.06 | +3.7% |
| FY2023 | $80.12 | -0.5% |
| FY2022 | $80.55 | +20.7% |
| FY2021 | $66.73 | +6.1% |
| FY2020 | $62.92 | +23.7% |
| FY2019 | $50.85 | +48.8% |
| FY2018 | $34.17 | +4.4% |
| FY2017 | $32.74 | +5.2% |
| FY2016 | $31.12 | +34.1% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026