Morningstar Inc Long-term Investment Intensity
Morningstar Inc long-term investment intensity. Morningstar Inc (MORN) has a Long-term Investment Intensity of 1.3% as of March 2026. Long-term investments of $50.30 Million represent 1.3% of total assets of $3.99 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See MORN working capital efficiency to evaluate short-term liquidity relative to the company's equity base.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Long-term Investment Intensity of Morningstar Inc (2010–2025)
Long-term investment intensity of Morningstar Inc from 2010 to 2025. This chart shows how Morningstar Inc's Long-term Investment Intensity has evolved across 16 annual periods from 2010 to 2025. As of March 2026, the intensity stands at 1.3%, reflecting long-term investments of $50.30 Million against total assets of $3.99 Billion USD. See MORN defensive interval ratio to measure how many days the company can operate on defensive assets alone.
Morningstar Inc Long-term Investment Intensity by Year (2010–2025)
Morningstar Inc long-term investment intensity by year from 2010 to 2025. The table below presents the year-by-year Long-term Investment Intensity for Morningstar Inc from 2010 to 2025, covering 16 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see total assets of Morningstar Inc.
| Year | LT Investment Intensity | LT Investments (USD) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2025 | 1.4% | $50.30 Million | $3.59 Billion | ▼ -1.0 pp |
| 2024 | 2.4% | $85.30 Million | $3.55 Billion | ▼ -0.5 pp |
| 2023 | 2.9% | $100.20 Million | $3.40 Billion | ▲ +0.2 pp |
| 2022 | 2.8% | $96.00 Million | $3.47 Billion | ▲ +0.6 pp |
| 2021 | 2.2% | $63.30 Million | $2.86 Billion | ▲ +1.0 pp |
| 2020 | 1.2% | $32.60 Million | $2.70 Billion | ▼ -1.3 pp |
| 2019 | 2.5% | $59.60 Million | $2.37 Billion | ▼ -1.8 pp |
| 2018 | 4.3% | $63.10 Million | $1.45 Billion | ▼ -0.1 pp |
| 2017 | 4.4% | $62.00 Million | $1.41 Billion | ▲ +1.4 pp |
| 2016 | 3.0% | $40.30 Million | $1.35 Billion | ▼ -0.5 pp |
| 2015 | 3.5% | $35.60 Million | $1.03 Billion | ▲ +0.6 pp |
| 2014 | 2.8% | $28.80 Million | $1.02 Billion | ▼ -0.9 pp |
| 2013 | 3.8% | $38.71 Million | $1.03 Billion | ▲ +0.4 pp |
| 2012 | 3.4% | $35.30 Million | $1.04 Billion | ▲ +1.0 pp |
| 2011 | 2.4% | $27.64 Million | $1.17 Billion | ▲ +0.1 pp |
| 2010 | 2.2% | $24.26 Million | $1.09 Billion | — |