Skip to content

Morningstar MORN Payments to Acquire Other Investments

Payments to Acquire Other Investments at other companies

Equitable Holdings logo
Equitable HoldingsEQH
Corebridge Financial logo
Corebridge FinancialCRBG
Lincoln National logo
Lincoln NationalLNC

Other financials

Income statement

See full
Revenue$644.8M+10.8%
Gross profit$405.9M+15.8%
Operating income$155.9M+36.6%
Net income$107.1M+36.4%
EPS (diluted)$2.73+50.0%

Balance sheet

See full
Cash & equivalents$492.8M-3.7%
Total debt$1.9B+91.9%
Total equity$1.0B-36.7%
Total assets$4.0B+11.2%

Cash flow

See full
Operating cash flow$91.5M+0.5%
CapEx$37.9M+17.7%
Free cash flow$53.6M-8.8%

Valuation

See full
Market cap$5.84B-49.2%
Enterprise value$7.28B-40.4%
P/E14.5×-15.5×
P/S2.3×-2.6×

Profitability

See full
Gross margin61.7%+1.0pp
Operating margin22.7%+0.8pp
Net margin16.1%-0.5pp
FCF margin17.4%-1.9pp

Returns & leverage

See full
Return on equity30.7%+5.0pp
Debt / equity1.9×+1.3×
Current ratio-0.1×

Where this comes from

Reported directly by Morningstar in its filing.

Tagged under the XBRL concept us-gaap:PaymentsToAcquireOtherInvestments.

The official record: Morningstar’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

Ask your AI about Morningstar's payments to acquire other investments.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Morningstar's payments to acquire other investments?
Morningstar (MORN) reported payments to acquire other investments of $100K in Q1 2026.
How has Morningstar's payments to acquire other investments changed year-over-year?
Morningstar's payments to acquire other investments decreased by 91.7% year-over-year, from $1.2M to $100K.
What is the long-term trend for Morningstar's payments to acquire other investments?
Over 4 years (2021 to 2025), Morningstar's payments to acquire other investments has grown at a -39.1% compound annual growth rate (CAGR), from $29.8M to $4.1M.