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Morningstar (Morningstar) Total Equity : $1,383 Mil (As of Mar. 2024)


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What is Morningstar Total Equity?

Morningstar's total equity for the quarter that ended in Mar. 2024 was $1,383 Mil.

This is Residual interest, including minority interest, that remains in the assets of the enterprise after deducting its liabilities. Equity is increased by owners’ investments and by comprehensive income, and it is reduced by distributions to the owners.


Morningstar Total Equity Historical Data

The historical data trend for Morningstar's Total Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Morningstar Total Equity Chart

Morningstar Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Total Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1,083.60 1,271.40 1,415.90 1,207.10 1,327.80

Morningstar Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Total Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1,204.70 1,235.60 1,244.10 1,327.80 1,383.10

Morningstar Total Equity Calculation

Total Equity and Total Liabilities are the two components for Total Assets.

Morningstar's Total Equity for the fiscal year that ended in Dec. 2023 is calculated as

Total Equity=Total Assets(Q: Dec. 2023 )-Total Liabilities(Q: Dec. 2023 )
=3403.4-2075.6
=1,328

Morningstar's Total Equity for the quarter that ended in Mar. 2024 is calculated as

Total Equity=Total Assets(Q: Mar. 2024 )-Total Liabilities(Q: Mar. 2024 )
=3389.4-2006.3
=1,383

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Morningstar Total Equity Related Terms

Thank you for viewing the detailed overview of Morningstar's Total Equity provided by GuruFocus.com. Please click on the following links to see related term pages.


Morningstar (Morningstar) Business Description

Traded in Other Exchanges
Address
22 West Washington Street, Chicago, IL, USA, 60602
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, and currency exchanges and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.
Executives
Joseph D Mansueto director, 10 percent owner, officer: Executive Chairman C/O MORNINGSTAR, INC., 225 WEST WACKER DRIVE, CHICAGO IL 60606
Robin Diamonte director C/O MORNINGSTAR, INC., 22 WEST WASHINGTON ST., CHICAGO IL 60602
Gail S Landis director MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Daniel Joseph Dunn officer: Chief Revenue Officer C/O MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Caroline J Tsay director C/O ROSETTA STONE INC., 1919 NORTH LYNN STREET, 7TH FLOOR, ARLINGTON VA 22209
Bevin Desmond officer: Head of Talent and Culture C/O MORNINGSTAR, INC., 225 WEST WACKER DRIVE, CHICAGO IL 60606
William M Lyons director 225 WEST WACKER DRIVE, CHICAGO IL 60606
Cheryl A Francis director 8237 GREYSTONE COURT, BURR RIDGE IL 60527
Doniel Sutton director C/O MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Steven N Kaplan director 1101 EAST 58TH STREET, CHICAGO IL 60637
Stephen Joynt director C/O MORNINGSTAR, INC., 22 W. WASHINGTON STREET, CHICAGO IL 60602
Kimberly J Mcgarry officer: Global Controller & CAO 22 WEST WASHINGTON STREET, 6TH FLOOR, CHICAGO IL 60602
Jason Dubinsky officer: Chief Financial Officer C/O MORNINGSTAR, INC., 22 W. WASHINGTON STREET, CHICAGO IL 60602
Kunal Kapoor director, officer: CEO MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Jack Noonan director 17000 GULF BLVD, UNIT B, N. REDINGTON BEACH FL 33708