Morningstar Inc 's ROA from the third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics

What is Morningstar Inc 's ROA in the third quarter of 2026?
Morningstar inc achieved a return on average assets (ROA) of 11.48 % in its third quarter of 2026, this is above MORN's average return on assets of 9.3%.
Morningstar Inc s assets during the 12 months ending in the third quarter of 2026 are valued at $3 billion

ROA has improved compared to 11.09% in the second quarter of 2026, due to net income growth.

However, within the Financial sector 71 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Sep 30 2026 quarter, so far to 567, from total ROA ranking in the second quarter of 2026 at 662.

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Return On Assets	(Sep 30 2026) III. Quarter	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter
Y / Y Total Assets Change	8.86 %	5.08 %	10.21 %	0.17 %	32.38 %
Y / Y Net Income Change	26.09 %	21.12 %	36.43 %	-1.54 %	-23.48 %
Net Income (TTM) in million	446	422	403	374	376
Return On Assets (TTM)	11.48 %	11.09 %	10.73 %	10.22 %	10.28 %
MORN's Total Ranking	# 567	# 662	# 584	# 524	# 544
Total Assets (TTM) in million	3,951	3,896	4,037	3,641	3,629
Seq. Total Assets Change	1.42 %	-3.49 %	10.88 %	0.31 %	-2.11 %
Seq. Net Income Change	7.14 %	0.65 %	-6.95 %	25.66 %	2.92 %

MORN's 5 Years Annual ROA >> Back to MORN Management Effectiveness >> Compare MORN ROA to its Competitors

Return On Assets Company Ranking
Within:	No.
Industry	# 21
Sector	# 72
Overall	# 517

Return On Assets Statistics
High	Average	Low
14.33 %	9.3 %	0.49 %
(Dec 31 2016)		(Mar 31 2023)

Financial Statements
Morningstar Inc 's Assets	$ 3,951 million	MORN's Balance sheet
Morningstar Inc 's Income	$ 116 million	Quarterly MORN's Income Statement
MORN's Income by Division		See MORN's Income by Division

Annual Return On Assets	(Dec 31 2025) FY 2025	(Dec 31 2024) FY 2024	(Dec 31 2023) FY 2023	(Dec 31 2022) FY 2022	(Dec 31 2021) FY 2021
Y / Y Total Assets Change	0.17 %	3.73 %	-1.88 %	24.74 %	6.18 %
Total Assets in million	3,641	3,634	3,504	3,571	2,863
Y / Y Net Income Change	1.16 %	162.15 %	100.14 %	-63.53 %	-13.55 %
Net Income in million	374	370	141	71	193
Annual Return On Assets	10.28 %	10.18 %	4.03 %	1.97 %	6.75 %

MORN's 5 Years Annual ROA >> Back to MORN Management Effectiveness >> Compare MORN ROA to its Competitors

Comment on MORN's ROA in the fiscal year ending 2025

In the fiscal year 2025 ROA improved to 10.28 % compared to prior year, due to annual net income growth of 1.16 % to $374.20 million, while value of Morningstar Inc 's overall assets grew just by 0.17 % to $3,640.50 million, compared to $3,640.50 a year before.

More Return On Assets Ratios
MORN's' Return on Assets at Yahoo Finance
Investment Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
MORN's Roa Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for MORN's Competitors
Subscribers only: Roa for Morningstar Inc 's Suppliers
Subscribers only: Return On Assets for MORN's Customers

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	MORN's Profitability Ratios	MORN's Asset Turnover Ratio	MORN's Dividend Growth
MORN's Roe	MORN's Valuation Ratios	MORN's Financial Strength Ratios	MORN's Dividend Payout Ratio

Companies with similar Return On Assets at Sep 30 2026, within Financial Sector	ROA
Brookfield Asset Management Ltd	26.05 %
Artisan Partners Asset Management Inc	24.14 %
Exzeo Group Inc	23.30 %
Ltc Properties Inc	22.32 %
Miami International Holdings Inc	20.19 %
Moody s Corporation	19.21 %
Cohen and Steers Inc	18.80 %
Federated Hermes Inc	18.68 %
Slide Insurance Holdings Inc	18.23 %
Hamilton Lane Incorporated	17.67 %
Alexanders Inc	16.60 %
Erie Indemnity Company	16.52 %
Price T Rowe Group Inc	14.96 %
Alliancebernstein Holding L p	14.59 %
Cboe Global Markets Inc	14.00 %
Hci Group Inc	13.51 %
Tradeweb Markets Inc	12.11 %
Morningstar inc	11.52 %
Houlihan Lokey Inc	10.16 %
Paccar Inc	10.09 %
Affiliated Managers Group inc	9.94 %
Tiptree Inc	9.67 %
Progressive Corp	9.34 %
Victory Capital Holdings Inc	9.28 %
Kingstone Companies Inc	8.91 %
S and p Global Inc	8.90 %
Pagaya Technologies Ltd	8.69 %
Public Storage	8.56 %
Sba Communications Corporation	8.43 %
Kinsale Capital Group Inc	8.36 %

Date modified: 2026-10-29T10:05:28+00:00

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