Morningstar Inc (MORN) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Sep 30 2026 to Sep 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 third quarter of 2026 to the third quarter of 2025 and 5 Year Period

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

What is Morningstar Inc's ROI in the third quarter of 2026?
Morningstar inc achieved a return on average invested assets (ROI) of 15.64 % in its third 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 third quarter of 2026 are valued at $2 billion

ROI has improved compared to 15.23% in the second quarter of 2026, due to net income growth.

Within the Financial sector 53 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the second quarter of 2026 from 77 to 493.

Definition and Formula of Return on Investment


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Return On Investment (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 Investment Change TTM 7.72 % 6.25 % 5.24 % 3.83 % 4.88 %
Y / Y Net Income Change TTM 18.48 % 4.33 % 27.83 % 58.16 % 214.12 %
Investment (TTM) in Millions 2,936 2,965 2,956 2,537 2,612
Return On Investment (TTM) 15.64 % 15.23 % 14.9 % 14.21 % 14.22 %
MORN's Overall Ranking # 493 # 77 # 148 # 392 #
Seq. Investment Change TTM 2.92 % 2.37 % 2.67 % -0.42 % 1.52 %
Seq. Net Income Change TTM 5.67 % 4.67 % 7.64 % -0.48 % -6.95 %
Net Income (TTM) in Millions 446 422 403 374 376

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



Return On Investment MORN's Ranking
Within: No.
Industry # 13
Sector # 54
Overall # 493

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







Financial Statements
Morningstar Inc's III. Quarter Investments $ 2,936 Millions MORN's Balance sheet
Morningstar Inc's III. Quarter Income $ 116 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 Sep 30 2026, within Financial Sector ROI
Site Centers Corp   38.46 %
Brookfield Asset Management Ltd   30.81 %
Sei Investments Company  27.68 %
Exzeo Group Inc   26.72 %
Miami International Holdings Inc   24.06 %
Moody s Corporation  23.29 %
Artisan Partners Asset Management Inc   22.74 %
Erie Indemnity Company  22.54 %
Federated Hermes Inc   21.82 %
Ltc Properties Inc  21.37 %
Slide Insurance Holdings Inc   21.05 %
Cohen and Steers Inc   20.07 %
Cboe Global Markets Inc   17.86 %
Hamilton Lane Incorporated  17.03 %
Alexanders Inc  16.87 %
Hci Group Inc   16.69 %
Morningstar inc   15.61 %
Price T Rowe Group Inc  15.55 %
Greenlight Capital Re Ltd   11.84 %
Tradeweb Markets Inc   11.53 %
Paccar Inc  11.44 %
Marsh and Mclennan Companies Inc   11.21 %
Progressive Corp  10.98 %
Universal Insurance Holdings Inc   10.68 %
Affiliated Managers Group inc   10.26 %
Kingstone Companies Inc   10.22 %
Willis Towers Watson Plc  10.00 %
Aon Plc  9.96 %
Robinhood Markets Inc   9.86 %
S and p Global Inc   9.73 %

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



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