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$ 38.1MCurrent Investments
VS
Market
80
Sector
60
Industry
42
History
35
$ 223.63Close
$ 223.63 - $ 358.78 52-Week Range
Ticker Information

Ticker

MORN

Company Name

MORNINGSTAR INC

Sector

Financial Services

Industry

Financial Data & Stock Exchanges

Exchange

NASDAQ

MORNINGSTAR INC - Current Investments Chart Analysis (TTM)

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MORN - InvestmentsC Historical data
DateCurrent Investments
6/30/2025$ 38.1M
3/31/2025$ 47.7M
12/31/2024$ 48.3M
9/30/2024$ 48.8M
6/30/2024$ 48M
3/31/2024$ 55.4M
12/31/2023$ 51.1M
9/30/2023$ 38.7M
6/30/2023$ 34.9M
3/31/2023$ 33.2M
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Key Performance Insights, Last 5 Years

  • MORNINGSTAR INC's latest trailing twelve months (TTM) InvestmentsC stands at $ 26.7M.
  • Over the past 5 years, MORNINGSTAR INC's average InvestmentsC has been $ 45.85M.
  • The median InvestmentsC for MORNINGSTAR INC during this period was $ 47.85M
  • MORNINGSTAR INC reached its highest InvestmentsC over the past 5 years at $ 62.3M.
  • The lowest InvestmentsC recorded by MORNINGSTAR INC in the same timeframe $ 26.7M

MORNINGSTAR INC's InvestmentsC vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

InvestmentsC Benchmarks
CompanyInvestmentsC
FDS : FACTSET RESEARCH SYSTEMS INC $ 7.68MDNB : DUN & BRADSTREET HOLDINGS INC $ 0COOP : MR COOPER GROUP INC -SEIC : SEI INVESTMENTS CO $ 31.68MFRHC : FREEDOM HOLDING CORP -HLI : HOULIHAN LOKEY INC -EWBC : EAST WEST BANCORP INC -WBS : WEBSTER FINANCIAL CORP -KNSL : KINSALE CAPITAL GROUP INC -SSB : SOUTHSTATE BANK CORP -

Definition of Current Investments

[Balance Sheet] The current (short-term) portion of [Investments] typically held with the intent to be liquidated quickly.

MORN - Current Investments, Last 5 years

$ 26.7M

Minimum

Sep 30, 2020

$ 62.3M

Maximum

Dec 31, 2021

$ 45.85M

Average

$ 47.85M

Median

InvestmentsC Benchmark Analysis

The chart above depicts the distribution of InvestmentsC for companies in the Total Stock Market. The average InvestmentsC of the companies is $ 277.36M with a standard deviation of $ 3.34B.
The following table provides additional summary stats:
InvestmentsC in the Market:
filtered constituents3.62K
min$ 0
max$ 142.28B
average$ 277.36M
median$ 0
std$ 3.34B