Morningstar, Inc.

MORN

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Identification

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Ticker	MORN
CIK	0001289419
SIC	6282
Sector	Finance, Insurance, And Real Estate
Industry Category	Trading
Industry Group	Security And Commodity Brokers, Dealers, Exchanges & Services

Contact

Address	22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
Website	morningstar.com
Phone	(312) 696-6000
CEO	Kunal Kapoor
Employees	12,200

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Standardized Financials

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Intrinio provides professional-grade historical financial data. This data is standardized, cleansed and verified to ensure the highest quality data sourced directly from the XBRL financial statements. The primary purpose of standardized financials are to facilitate comparability across a single company’s fundamentals and across all companies fundamentals.

For example, it is possible to compare total revenues between two companies as of a certain point in time, or within a single company across multiple time periods. This is not possible using the as reported financial statements because of the inherent complexity of reporting standards.

Below is a preview of several data points from each financial statement, as well as a sample of our many calculated metrics:

Income Statement

Revenue	$2.45 billion
Pre-Tax Income	$499.00 million
Net Income	$374.20 million
Net Income to Common	$374.20 million
EPS	$8.87

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Balance Sheet

Cash	$474.50 million
Assets	$3.59 billion
Liabilities	$2.37 billion
Common Equity	$1.22 billion
Liabilities & Equity	$3.59 billion

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Cash Flow Statement

Net Income	$374.20 million
Cash From Operating Activities	$589.70 million
Cash From Investing Activities	$-139.30 million
Cash From Financing Activities	$-514.70 million
Change in Cash	$-28.20 million

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Calculations

NOPAT	$398.38 million
EBITDA	$717.50 million
Price to Earnings	$18.65
Price to Book	$5.71
ROE	26.35%

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Latest News

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Intrinio provides up-to-date news articles on every US company from various sources. Here are several examples:

PitchBook LCD Introduces Default Predictor, a Forward-Looking Leveraged Loan Default Rate Indicator

SEATTLE, April 23, 2026--PitchBook, the leading private capital market intelligence platform, today introduced the PitchBook LCD Default Predictor, a new quantitative research tool that produces a monthly, forward-looking estimate of the aggregate default rate in the Morningstar LSTA US Leveraged Loan Index. The tool gives credit market participants a clearer view of where leveraged loan default rates may trend over the next six months, helping investors move from reactive analysis to proactive

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Morningstar Introduces Europe Modern Market 50 Index

CHICAGO, April 23, 2026--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook Europe Modern Market 50 Index. The Europe Modern Market 50 blends the largest and most significant Europe-based publicly listed and late-stage venture-backed private companies into a single index.

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Active Mutual Funds Owning at Least 1 ETF More Than Doubled

Even before the first active dual share class fund from Dimensional launched, active mutual funds and ETFs were already roommates rather than existing in separate silos. Ben Johnson, head of client solutions at Morningstar, revealed in a LinkedIn post that active managers are increasingly using ETFs as essential tools for building portfolios. “These funds’ managers [...]

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2 of Wall Street’s Favorite Stocks to Consider Right Now and 1 We Question

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

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Morningstar (MORN) Valuation Check As New Liquidity Screen Targets Faster Inclusion Of Very Large IPOs

Morningstar (MORN) is revising its index design approach after highlighting SpaceX’s potential listing, planning an alternative liquidity screen that could bring very large IPOs into its benchmarks more quickly. See our latest analysis for Morningstar. The index review comes as Morningstar’s share price has risen 9.11% over the last week, while its 1-year total shareholder return is down 30.56%, suggesting recent momentum following a weaker stretch. If you are looking beyond Morningstar and...

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