Morningstar Inc (MORN) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Morningstar inc   (NASDAQ: MORN)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Morningstar Inc's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

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

What is Morningstar Inc's ROI in the second quarter of 2026?
Morningstar inc achieved a return on average invested assets (ROI) of 15.23 % in its second quarter of 2026, this is above MORN's average return on investment of 12.37%.
Morningstar Inc s investments during the 12 months ending in the second quarter of 2026 are valued at $2 billion

ROI has improved compared to 14.9% in the first quarter of 2026, due to net income growth.

Within the Financial sector 54 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 77 to 495.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM 6.25 % 5.24 % 3.83 % 4.88 % 2.49 %
Y / Y Net Income Change TTM 4.33 % 4.84 % 22.41 % 99.15 % 484.8 %
Investment (TTM) in Millions 2,965 2,956 2,537 2,612 2,710
Return On Investment (TTM) 15.23 % 14.9 % 14.21 % 14.22 % 15.51 %
MORN's Overall Ranking # 495 # 77 # 148 # 392 # 357
Seq. Investment Change TTM 2.37 % 2.67 % -0.42 % 1.52 % 1.4 %
Seq. Net Income Change TTM 4.67 % 7.64 % -0.48 % -6.95 % 5.18 %
Net Income (TTM) in Millions 422 403 374 376 404

MORN Company Profile >> Back to MORN Roi Comparisons >> See Annual MORN Return On Investment



Return On Investment MORN's Ranking
Within: No.
Industry # 12
Sector # 55
Overall # 495

Return On Investment Statistics
High Average Low
19.91 %
12.37 %
0.64 %
(Dec 31 2016)   (Mar 31 2023)







Financial Statements
Morningstar Inc's II. Quarter Investments $ 2,965 Millions MORN's Balance sheet
Morningstar Inc's II. Quarter Income $ 108 Millions Quarterly MORN's Income Statement
MORN's Income by Division See MORN's Income by Division


MORN Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 2,537 2,582 2,523 2,592 2,079
Y / Y Investment Growth -1.73 % 2.34 % -2.69 % 24.68 % 0.47 %
Net Income in Millions 374 370 141 71 193
Y / Y Net Income Growth 1.16 % 162.15 % 100.14 % -63.53 % -13.55 %
Annual Return On Investment 14.75 % 14.33 % 5.59 % 2.72 % 9.3 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 14.75 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
MORN's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for MORN's Competitors
Subscribers only: Roi for Morningstar Inc's Suppliers
Subscribers only: Return On Investment for MORN's Customers

Other Ratios
MORN's Roa MORN's Inventory Turnover Ratio MORN's Growth Rates MORN's Dividend Statistics
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 Investment at Jun 30 2026, within Financial Sector ROI
Abrdn Silver Etf Trust  38.14 %
Suro Capital Corp   34.86 %
Site Centers Corp   31.22 %
Corvel Corporation  29.42 %
Oscar Health Inc   27.79 %
Sei Investments Company  27.54 %
Lendingtree inc   24.24 %
Artisan Partners Asset Management Inc   23.45 %
Erie Indemnity Company  23.09 %
Gigcapital7 Corp   22.40 %
Moody s Corporation  21.89 %
Evercore Inc   21.62 %
Invesco Db Oil Fund  21.16 %
Brookfield Asset Management Ltd   21.04 %
Cohen and Steers Inc   21.03 %
Gcm Grosvenor Inc   21.03 %
Slide Insurance Holdings Inc   20.95 %
Oppfi Inc   20.81 %
Goosehead Insurance Inc   20.16 %
Hamilton Lane Incorporated  19.50 %
Moelis and Co  18.88 %
Graniteshares Gold Trust  18.57 %
Hamilton Insurance Group Ltd   18.36 %
Mntn Inc   18.07 %
Cboe Global Markets Inc   18.06 %
Spdr Gold Trust  17.35 %
Medalist Diversified inc   16.76 %
Abrdn Precious Metals Basket Etf Trust  16.58 %
Abrdn Gold Etf Trust  16.57 %
Allstate Corp  16.50 %

Date modified: 2026-09-08T21:00:45+00:00



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