MORNINGSTAR, INC. (MORN) Shareholder Equity
- 2026-06-30: Common Stock, Value, IssuedUSD $0.00; Additional Paid in Capital, Common StockUSD $915.10M; Treasury Stock, ValueUSD $2.19B; Accumulated Other Comprehensive Income (Loss), Foreign Currency Translation Adjustment, Net of TaxUSD $-85.50M.
- 2026-03-31: Common Stock, Value, IssuedUSD $0.00; Additional Paid in Capital, Common StockUSD $892.50M; Treasury Stock, ValueUSD $2.09B; Accumulated Other Comprehensive Income (Loss), Foreign Currency Translation Adjustment, Net of TaxUSD $-79.40M.
- 2025-12-31: Common Stock, Value, IssuedUSD $0.00; Additional Paid in Capital, Common StockUSD $869.50M; Treasury Stock, ValueUSD $1.79B; Accumulated Other Comprehensive Income (Loss), Foreign Currency Translation Adjustment, Net of TaxUSD $-68.10M.
- 2025-09-30: Common Stock, Value, IssuedUSD $0.00; Additional Paid in Capital, Common StockUSD $861.40M; Treasury Stock, ValueUSD $1.39B; Accumulated Other Comprehensive Income (Loss), Foreign Currency Translation Adjustment, Net of TaxUSD $-71.40M.
MORNINGSTAR, INC. Shareholder Equity
Filed components and totals, with each concept and unit kept separate. Components can overlap; they are not added together. Missing disclosures remain (m). Original concept pages retain their detailed breakdowns and history.
| Period end | Common Stock, Value, Issued USD | Additional Paid in Capital, Common Stock USD | Treasury Stock, Value USD | Accumulated Other Comprehensive Income (Loss), Foreign Currency Translation Adjustment, Net of Tax USD | AOCI, Debt Securities, Available-for-sale, Adjustment, after Tax USD | Accumulated Other Comprehensive Income (Loss), Net of Tax USD | Retained Earnings (Accumulated Deficit) USD | Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest USD | Treasury Stock, Common, Shares shares | Treasury Stock, Value, Acquired, Cost Method USD | APIC, Share-based Payment Arrangement, Restricted Stock Unit, Increase for Cost Recognition USD | APIC, Share-based Payment Arrangement, Increase for Cost Recognition USD | Stockholders' Equity Attributable to Parent USD | APIC, Share-based Payment Arrangement, Option, Increase for Cost Recognition USD | APIC, Share-based Payment Arrangement, Other, Increase for Cost Recognition USD | Noncontrolling Interest, Increase from Subsidiary Equity Issuance USD | Adjustments to Additional Paid in Capital, Income Tax Benefit from Share-based Compensation USD | Treasury Stock, Shares shares |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | $0.00 | $915.10M | $2.19B | $-85.50M | $0.00 | $-85.50M | $2.38B | $1.02B | 17.57M | 3 month · $100.90M | 3 month · $27.30M | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2026-03-31 | $0.00 | $892.50M | $2.09B | $-79.40M | (m) | $-79.40M | $2.29B | $1.02B | 17.00M | 3 month · $303.00M | 3 month · $10.80M | 3 month · $13.00M | (m) | (m) | (m) | (m) | (m) | (m) |
| 2025-12-31 | $0.00 | $869.50M | $1.79B | $-68.10M | $0.00 | $-68.10M | $2.21B | $1.22B | 15.28M | 12 month · $794.50M | 12 month · $56.40M | 12 month · $15.90M | (m) | (m) | (m) | (m) | (m) | (m) |
| 2025-09-30 | $0.00 | $861.40M | $1.39B | $-71.40M | $0.00 | $-71.40M | $2.11B | $1.51B | 13.46M | 3 month · $172.00M | 3 month · $18.60M | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2025-06-30 | $0.00 | $853.00M | $1.22B | $-60.70M | $0.00 | $-60.70M | $2.04B | $1.61B | 12.77M | 3 month · $112.60M | 3 month · $18.40M | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2025-03-31 | $0.00 | $847.80M | $1.10B | $-102.30M | $-100.00K | $-102.40M | $1.97B | $1.61B | 12.38M | 3 month · $110.70M | 3 month · $9.10M | 3 month · $16.00M | (m) | (m) | (m) | (m) | (m) | (m) |
| 2024-12-31 | $0.00 | $822.70M | $993.90M | $-119.30M | $-100.00K | $-119.40M | $1.91B | $1.62B | 12.01M | 12 month · $11.60M | 12 month · $54.70M | 12 month · $11.30M | (m) | (m) | (m) | (m) | (m) | (m) |
| 2024-09-30 | $0.00 | $809.80M | $981.60M | $-74.10M | $-100.00K | $-74.20M | $1.81B | $1.57B | 11.98M | 3 month · $17.40M | 3 month · $13.20M | 3 month · $100.00K | (m) | (m) | (m) | (m) | (m) | (m) |
| 2024-06-30 | $0.00 | $806.70M | $983.90M | $-98.40M | $-100.00K | $-98.50M | $1.71B | $1.43B | 11.98M | (m) | 3 month · $14.20M | 3 month · $400.00K | (m) | (m) | (m) | (m) | (m) | (m) |
| 2024-03-31 | $0.00 | $808.00M | $985.50M | $-97.00M | $-100.00K | $-97.10M | $1.66B | $1.38B | 11.99M | (m) | 3 month · $11.40M | 3 month · $10.80M | (m) | (m) | (m) | (m) | (m) | (m) |
| 2023-12-31 | $0.00 | $789.00M | $985.50M | $-86.40M | $-100.00K | $-86.50M | $1.61B | $1.33B | 11.99M | 12 month · $1.40M | 12 month · $52.80M | 12 month · $11.30M | (m) | (m) | (m) | (m) | (m) | (m) |
| 2023-09-30 | $0.00 | $782.60M | $985.90M | $-107.00M | $-200.00K | $-107.20M | $1.55B | $1.24B | 11.99M | 3 month · $16.00M | 3 month · $14.70M | 3 month · $0.00 | (m) | (m) | (m) | (m) | (m) | (m) |
| 2023-06-30 | $0.00 | $775.00M | $986.80M | $-84.00M | $-100.00K | $-84.10M | $1.53B | $1.24B | 11.99M | 3 month · $1.40M | 3 month · $14.80M | 3 month · $-100.00K | (m) | (m) | (m) | (m) | (m) | (m) |
| 2023-03-31 | $0.00 | $772.00M | $986.70M | $-91.90M | $-100.00K | $-92.00M | $1.51B | $1.20B | 11.99M | (m) | 3 month · $12.20M | 3 month · $11.40M | (m) | (m) | (m) | (m) | (m) | (m) |
| 2022-12-31 | $0.00 | $757.80M | $986.70M | $-99.00M | $0.00 | $-99.00M | $1.53B | $1.21B | 11.99M | 12 month · $226.00M | 12 month · $35.90M | 12 month · $19.20M | (m) | (m) | (m) | (m) | (m) | 11.99M |
| 2022-09-30 | $0.00 | $738.90M | $982.20M | $-140.70M | $0.00 | $-140.70M | $1.56B | $1.18B | (m) | 3 month · $17.10M | 3 month · $22.10M | 3 month · $-100.00K | (m) | (m) | (m) | (m) | (m) | 11.97M |
| 2022-06-30 | $0.00 | $724.50M | $966.00M | $-89.50M | $-200.00K | $-89.70M | $1.57B | $1.24B | (m) | 3 month · $92.50M | 3 month · $22.10M | 3 month · $-100.00K | (m) | (m) | (m) | (m) | (m) | 11.90M |
| 2022-03-31 | $0.00 | $715.20M | $874.90M | $-45.80M | $0.00 | $-45.80M | $1.56B | $1.35B | (m) | 3 month · $110.60M | 3 month · $13.90M | 3 month · $19.40M | (m) | (m) | (m) | (m) | (m) | 11.53M |
| 2021-12-31 | $0.00 | $689.00M | $764.30M | $-40.80M | $5.50M | $-35.30M | $1.53B | $1.42B | (m) | 12 month · $1.30M | 12 month · $25.80M | 12 month · $8.80M | (m) | (m) | (m) | (m) | (m) | 11.12M |
| 2021-09-30 | $0.00 | $685.50M | $764.30M | $-39.70M | $4.90M | $-34.80M | $1.50B | $1.39B | (m) | 3 month · $300.00K | 3 month · $11.10M | (m) | (m) | (m) | (m) | (m) | (m) | 11.12M |
| 2021-06-30 | $0.00 | $679.50M | $765.10M | $-21.10M | $6.40M | $-14.70M | $1.45B | $1.35B | (m) | 3 month · $0.00 | 3 month · $11.80M | 3 month · $100.00K | (m) | (m) | (m) | (m) | (m) | 11.13M |
| 2021-03-31 | $0.00 | $681.80M | $767.30M | $-28.70M | $4.80M | $-23.90M | $1.43B | $1.32B | (m) | 3 month · $0.00 | 3 month · $8.10M | 3 month · $8.70M | (m) | (m) | (m) | (m) | (m) | 11.14M |
| 2020-12-31 | $0.00 | $671.30M | $767.30M | $-25.70M | $3.70M | $-22.00M | $1.39B | $1.27B | (m) | 12 month · $41.90M | 12 month · $22.20M | 12 month · $6.10M | (m) | (m) | (m) | (m) | (m) | 11.14M |
| 2020-09-30 | $0.00 | $667.80M | $765.90M | $-66.30M | $1.00M | $-65.30M | $1.34B | $1.18B | (m) | 3 month · $19.30M | 3 month · $9.90M | 3 month · $100.00K | (m) | (m) | (m) | (m) | (m) | 11.12M |
| 2020-06-30 | $0.00 | $659.90M | $747.40M | $-90.60M | $700.00K | $-89.90M | $1.26B | $1.09B | (m) | 3 month · $0.00 | 3 month · $10.30M | 3 month · $300.00K | (m) | (m) | (m) | (m) | (m) | 11.01M |
| 2020-03-31 | $0.00 | $657.20M | $748.70M | $-103.40M | $-1.40M | $-104.80M | $1.23B | $1.03B | (m) | 3 month · $20.00M | 3 month · $7.30M | 3 month · $5.50M | (m) | (m) | (m) | (m) | (m) | 11.02M |
| 2019-12-31 | $0.00 | $655.00M | $728.70M | $-63.00M | $2.40M | $-60.60M | $1.22B | $1.08B | (m) | 12 month · $4.60M | 12 month · $20.40M | 12 month · $6.80M | (m) | (m) | (m) | (m) | (m) | 10.84M |
| 2019-09-30 | $0.00 | $646.90M | $729.40M | $-92.20M | $1.30M | $-90.90M | $1.22B | $1.04B | (m) | (m) | 3 month · $10.80M | (m) | (m) | (m) | (m) | (m) | (m) | 10.84M |
| 2019-06-30 | $0.00 | $640.10M | $730.40M | $-73.90M | $1.40M | $-72.50M | $1.17B | $1.00B | (m) | 3 month · $0.00 | 3 month · $12.50M | 3 month · $200.00K | (m) | (m) | (m) | (m) | (m) | 10.85M |
| 2019-03-31 | $0.00 | $633.70M | $731.40M | $-71.10M | $900.00K | $-70.20M | $1.14B | $968.20M | (m) | 3 month · $4.60M | 3 month · $10.00M | 3 month · $6.60M | (m) | (m) | (m) | (m) | (m) | 10.86M |
| 2018-12-31 | $0.00 | $621.70M | $726.80M | $-74.50M | $-500.00K | $-75.00M | $1.11B | $934.70M | (m) | 12 month · $20.90M | 12 month · $19.80M | 12 month · $4.50M | (m) | (m) | (m) | (m) | (m) | 10.82M |
| 2018-09-30 | $0.00 | $616.30M | $717.00M | $-68.10M | $1.40M | $-66.70M | $1.09B | $927.60M | (m) | 9 month · $10.50M | 3 month · $7.30M 9 month · $23.90M | 3 month · $-100.00K 9 month · $4.50M | (m) | (m) | (m) | (m) | (m) | 10.73M |
| 2018-06-30 | $0.00 | $611.70M | $717.50M | $-62.00M | $1.10M | $-60.90M | $1.04B | $871.40M | (m) | 3 month · $1.60M 6 month · $10.50M | 3 month · $10.00M 6 month · $16.60M | 3 month · $200.00K 6 month · $4.60M | (m) | (m) | (m) | (m) | (m) | 10.73M |
| 2018-03-31 | $0.00 | $607.90M | $717.10M | $-40.40M | $900.00K | $-39.50M | $1.01B | $858.30M | (m) | 3 month · $8.90M | 3 month · $6.60M | 3 month · $4.40M | $858.30M | (m) | (m) | (m) | (m) | 10.73M |
| 2018-01-01 | (m) | (m) | (m) | (m) | (m) | (m) | $17.00M | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2017-12-31 | $0.00 | $601.00M | $708.20M | $-47.90M | $1.30M | $-46.60M | $958.70M | $804.90M | (m) | 12 month · $41.90M | 12 month · $16.50M | (m) | $804.90M | (m) | (m) | (m) | (m) | 10.63M |
| 2017-09-30 | $0.00 | $595.40M | $707.50M | $-51.40M | $2.50M | $-48.90M | $940.20M | $779.20M | (m) | 9 month · $40.60M | 9 month · $16.50M | (m) | $779.20M | (m) | (m) | (m) | (m) | 10.63M |
| 2017-06-30 | $0.00 | $589.90M | $697.60M | $-61.40M | $1.90M | $-59.50M | $906.30M | $739.10M | (m) | 6 month · $30.70M | 6 month · $11.00M | (m) | $739.10M | (m) | (m) | (m) | (m) | 10.50M |
| 2017-03-31 | $0.00 | $589.30M | $668.10M | $-73.90M | $1.10M | $-72.80M | $870.00M | $718.70M | (m) | 3 month · $200.00K | 3 month · $5.30M | (m) | $718.40M | (m) | (m) | (m) | (m) | 10.11M |
| 2016-12-31 | $0.00 | $584.00M | $667.90M | $-81.30M | $-200.00K | $-81.50M | $861.90M | $696.80M | (m) | 12 month · $49.50M | 12 month · $14.60M | (m) | $696.50M | (m) | (m) | (m) | (m) | 10.11M |
| 2016-09-30 | $0.00 | $580.80M | $657.30M | $-63.30M | $0.00 | $-63.30M | $801.50M | $662.00M | (m) | 9 month · $38.80M | 9 month · $10.60M | (m) | $661.70M | (m) | (m) | (m) | (m) | 9.96M |
| 2016-06-30 | $0.00 | $578.00M | $657.30M | $-61.60M | $-800.00K | $-62.40M | $780.80M | $639.40M | (m) | 6 month · $38.80M | 6 month · $7.80M | (m) | $639.10M | (m) | (m) | (m) | (m) | 9.96M |
| 2016-03-31 | $0.00 | $579.90M | $658.60M | $-49.00M | $-500.00K | $-49.50M | $758.40M | $630.50M | (m) | 3 month · $38.80M | 3 month · $4.00M | (m) | $630.20M | (m) | (m) | (m) | (m) | 9.98M |
| 2015-12-31 | $0.00 | $575.50M | $619.80M | $-53.50M | $-1.10M | $-54.60M | $739.20M | $640.60M | (m) | 12 month · $97.00M | 12 month · $16.10M | (m) | $640.30M | 12 month · $200.00K | 12 month · $1.00M | (m) | 12 month · $2.60M | 9.48M |
| 2015-09-30 | $0.00 | $571.70M | $553.00M | $-49.10M | $-1.20M | $-50.30M | $711.40M | $680.10M | (m) | 9 month · $30.10M | 9 month · $13.50M | (m) | $679.80M | (m) | (m) | (m) | 9 month · $2.10M | 8.64M |
| 2015-06-30 | $0.00 | $569.00M | $550.60M | $-36.10M | $100.00K | $-36.00M | $686.40M | $669.90M | (m) | 6 month · $27.70M | 6 month · $8.90M | (m) | $668.80M | (m) | (m) | (m) | 6 month · $2.10M | 8.61M |
| 2015-03-31 | $0.00 | $568.30M | $526.60M | $-44.90M | $400.00K | $-44.50M | $662.80M | $661.00M | (m) | 3 month · $2.30M | 3 month · $4.30M | (m) | $660.00M | (m) | (m) | (m) | 3 month · $1.10M | 8.29M |
| 2014-12-31 | $0.00 | $561.10M | $524.30M | $-25.10M | $300.00K | $-24.80M | $641.50M | $654.40M | (m) | 12 month · $76.70M | 12 month · $16.30M | (m) | $653.50M | 12 month · $400.00K | 12 month · $500.00K | (m) | 12 month · $4.40M | 8.26M |
| 2014-09-30 | $5.00K | $553.17M | $493.64M | $-8.83M | $398.00K | $-8.44M | $618.48M | $670.52M | (m) | 9 month · $45.85M | 9 month · $13.25M | (m) | $669.58M | (m) | (m) | (m) | 9 month · $2.94M | 7.81M |
| 2014-06-30 | $5.00K | $545.62M | $484.56M | $9.92M | $742.00K | $10.66M | $595.91M | $668.66M | (m) | 6 month · $36.72M | 6 month · $8.30M | (m) | $667.64M | (m) | (m) | (m) | 6 month · $1.91M | 7.68M |
| 2014-03-31 | $5.00K | $545.36M | $470.75M | $7.06M | $695.00K | $7.75M | $613.33M | $696.72M | (m) | 3 month · $21.70M | 3 month · $3.69M | (m) | $695.69M | 3 month · $123.00K | (m) | (m) | 3 month · $573.00K | 7.49M |
| 2013-12-31 | $5.00K | $539.51M | $449.05M | $4.61M | $564.00K | $5.17M | $594.63M | $691.30M | (m) | 12 month · $148.80M | 12 month · $14.10M | (m) | $690.26M | 12 month · $500.00K | (m) | (m) | 12 month · $5.90M | 7.20M |
| 2013-09-30 | $5.00K | $533.15M | $358.62M | $4.13M | $1.85M | $5.98M | $576.83M | $758.48M | (m) | 9 month · $58.13M | 9 month · $10.49M | (m) | $757.34M | 9 month · $369.00K | (m) | (m) | 9 month · $4.09M | 6.02M |
| 2013-06-30 | $5.00K | $529.33M | $352.50M | $-7.13M | $1.05M | $-6.08M | $545.35M | $717.28M | (m) | 6 month · $51.95M | 6 month · $7.30M | (m) | $716.10M | 6 month · $246.00K | (m) | (m) | 6 month · $3.84M | 5.94M |
| 2013-03-31 | $5.00K | $528.75M | $312.41M | $-47.00K | $1.49M | $1.44M | $520.10M | $739.12M | (m) | 3 month · $10.57M | 3 month · $3.56M | (m) | $737.89M | 3 month · $123.00K | (m) | (m) | 3 month · $1.59M | 5.38M |
| 2012-12-31 | $5.00K | $521.28M | $301.84M | $8.93M | $787.00K | $9.71M | $496.35M | $726.90M | (m) | 12 month · $256.48M | 12 month · $13.45M | (m) | $725.52M | 12 month · $441.00K | (m) | 12 month · $0.00 | 12 month · $7.21M | 5.21M |
| 2012-09-30 | $5.00K | $509.90M | $232.69M | $7.55M | $1.10M | $8.65M | $469.30M | $756.73M | (m) | 9 month · $187.10M | 9 month · $9.94M | (m) | $755.16M | 9 month · $318.00K | (m) | (m) | 9 month · $5.01M | 4.13M |
| 2012-06-30 | $5.00K | $503.48M | $155.14M | $191.00K | $77.00K | $268.00K | $447.03M | $797.23M | (m) | 6 month · $109.46M | 6 month · $6.55M | (m) | $795.64M | 6 month · $164.00K | (m) | (m) | 6 month · $4.55M | 2.86M |
| 2012-03-31 | $5.00K | $502.49M | $73.48M | $8.98M | $640.00K | $9.62M | $424.09M | $864.27M | (m) | 3 month · $26.88M | 3 month · $3.28M | (m) | $862.73M | 3 month · $144.00K | (m) | (m) | 3 month · $3.31M | 1.42M |
| 2011-12-31 | $5.00K | $491.43M | $46.70M | $1.94M | $-324.00K | $1.61M | $409.02M | $857.02M | (m) | 12 month · $40.67M | 12 month · $12.77M | (m) | $855.37M | 12 month · $342.00K | (m) | 12 month · $262.00K | 12 month · $9.53M | 980.18K |
| 2011-09-30 | $5.00K | $483.82M | $38.32M | $4.43M | $-1.02M | $3.42M | $386.15M | $836.13M | (m) | (m) | (m) | (m) | $835.07M | (m) | (m) | (m) | (m) | 832.82K |
| 2011-06-30 | $5.00K | $476.46M | $6.39M | $17.07M | $762.00K | $17.83M | $367.31M | $856.22M | (m) | (m) | (m) | (m) | $855.21M | (m) | (m) | (m) | (m) | 266.33K |
| 2011-03-31 | $5.00K | $471.08M | $6.56M | $13.82M | $1.01M | $14.83M | $343.40M | $823.75M | (m) | (m) | (m) | 3 month · $2.79M | $822.76M | (m) | (m) | (m) | 3 month · $4.12M | 276.07K |
| 2010-12-31 | $5.00K | $458.43M | $6.64M | $4.50M | $615.00K | $5.12M | $323.41M | $781.42M | (m) | 12 month · $3.79M | 12 month · $12.54M | 12 month · $12.54M | $780.32M | (m) | (m) | (m) | 12 month · $7.51M | 279.46K |
| 2010-09-30 | $5.00K | $448.49M | $2.91M | $5.24M | $413.00K | $5.65M | $303.20M | $755.43M | (m) | (m) | (m) | 9 month · $9.56M | $754.43M | (m) | (m) | (m) | 9 month · $4.88M | 207.25K |
| 2010-06-30 | $5.00K | $446.31M | $2.94M | $-12.99M | $-217.00K | $-13.21M | $284.94M | $716.07M | (m) | (m) | (m) | 6 month · $6.28M | $715.10M | (m) | (m) | (m) | 6 month · $4.21M | 208.90K |
| 2009-12-31 | $5.00K | $428.14M | $3.13M | $-337.00K | $370.00K | $33.00K | $239.57M | $665.79M | (m) | (m) | 12 month · $10.59M | 12 month · $11.59M | $664.62M | 12 month · $1.00M | (m) | (m) | 12 month · $8.69M | 222.65K |
| 2008-12-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | $530.25M | (m) | (m) | (m) | 12 month · $11.28M | (m) | (m) | (m) | (m) | 12 month · $26.64M | (m) |
| 2007-12-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | $402.42M | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
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