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Morningstar MORN Net investment gains (losses)
Net investment gains (losses) at other companies
Other financials
Where this comes from
Reported directly by Morningstar in its filing.
Tagged under the XBRL concept us-gaap:RealizedInvestmentGainsLosses.
The source filing: Morningstar’s 10-Q, filed July 31, 2025.
- Filed
- Jul 31, 2025
- Fiscal quarter
- Q2 FY2025
- Calendar quarter
- Q2 2025
- Accession
- 0001289419-25-000145
| (in millions, except per share amounts) | Three months ended June 30, 2025 | Three months ended June 30, 2024 | Six months ended June 30, 2025 | Six months ended June 30, 2024 |
|---|---|---|---|---|
| Operating income | 125.1 | 108.5 | 239.2 | 201.1 |
| Non-operating expense, net: | ||||
| Interest expense, net | (7.4) | (10.3) | (12.8) | (21.8) |
| Net realized gains on sale of investments, reclassified from other comprehensive income | 1.9 | 0.2 | 2.2 | 2.8 |
| Other expense, net | (3.1) | (8.9) | (3.6) | (5.6) |
| Non-operating expense, net | (8.6) | (19.0) | (14.2) | (24.6) |
| Income before income taxes and equity in investments of unconsolidated entities | 116.5 | 89.5 | 225.0 | 176.5 |
| Equity in investments of unconsolidated entities | (1.2) | (1.2) | (3.8) | (2.7) |
Item 1.Financial Statements
FAQ
- What is Morningstar's net investment gains (losses)?
- Morningstar (MORN) reported net investment gains (losses) of $1.9M in Q2 2025.
- How has Morningstar's net investment gains (losses) changed year-over-year?
- Morningstar's net investment gains (losses) increased by 850.0% year-over-year, from $200K to $1.9M.
- What is the long-term trend for Morningstar's net investment gains (losses)?
- Over 2 years (2022 to 2024), Morningstar's net investment gains (losses) has grown at a 34.5% compound annual growth rate (CAGR), from -$2.1M to $3.8M.
- What does net investment gains (losses) mean?
- Net realized and unrealized gains and losses on the company's investment portfolio, including equity securities, debt securities, and alternative investments.
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