Morningstar Inc
Statements
Balance Sheet
All figures as the change versus the prior period, in percent. Periods without a positive comparison base stay empty.
Tick rows to compare them in a chart (up to 4)
| Line item | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| – | +1.8% | -0.4% | +0.4% | +4.8% | -0.5% | +1.1% | +1.2% | -2.0% | +0.9% | +11.0% | -1.0% | |
| – | +7.6% | +1.8% | +5.4% | +16.8% | -0.9% | -0.2% | +3.0% | -6.1% | +6.0% | +2.4% | -2.7% | |
| – | +4.0% | +4.7% | +10.6% | +41.3% | -9.1% | +1.8% | -1.6% | -5.8% | +0.1% | +3.9% | -0.7% | |
| – | +7.0% | +5.2% | +7.4% | +37.0% | -8.4% | +1.5% | -3.1% | -5.0% | +2.8% | +0.7% | -1.6% | |
| – | +12.3% | -5.3% | +3.1% | -2.4% | +12.8% | -5.1% | +14.4% | -6.3% | +7.9% | +2.8% | -5.4% | |
| – | – | – | – | -4,400,000,100.0% | – | – | – | – | – | – | – | |
| – | +0.6% | -0.3% | -0.3% | +0.6% | -1.1% | +2.5% | +1.1% | -0.2% | -0.2% | +8.5% | -0.1% | |
| – | -2.2% | -4.3% | -4.4% | -2.4% | -5.5% | +2.8% | -1.7% | -4.2% | -4.2% | +55.9% | -3.8% | |
| – | -1.2% | -3.3% | -1.8% | +1.6% | -3.5% | +2.4% | +2.0% | +1.4% | +15.9% | +25.3% | -1.5% | |
| – | +8.8% | -3.9% | -1.1% | +7.0% | +8.0% | -5.7% | +1.0% | +2.7% | +11.4% | -2.1% | -4.9% | |
| – | +0.6% | -2.5% | -52.1% | +0.6% | +9.0% | +7.4% | +4.2% | +1.5% | +4.8% | +45.7% | -1.5% | |
| – | -68.7% | -8.2% | +7.1% | +4.3% | +8.6% | +6.1% | -2.6% | +0.2% | +8.3% | +6.8% | -12.1% | |
| – | -8.1% | -2.4% | -1.9% | -3.9% | -19.2% | +15.0% | +4.4% | +1.2% | +26.4% | +58.0% | +0.0% | |
| – | +6.7% | +4.2% | +3.7% | +9.2% | +3.4% | -0.6% | +0.3% | -6.2% | -19.3% | -16.6% | +0.5% | |
| – | +3.6% | +2.9% | +3.1% | +6.0% | +5.4% | +3.1% | +3.5% | +3.6% | +4.5% | +4.0% | +3.9% | |
| – | +0.2% | +0.0% | +0.2% | +0.2% | -0.2% | +0.0% | -0.7% | -0.5% | -4.5% | -3.4% | -3.1% |
Data as of: September 24, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.