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	$2.35 billion
Pre-Tax Income	$539.80 million
Net Income	$404.10 million
Net Income to Common	$404.10 million
EPS	$9.40

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Balance Sheet

Cash	$503.50 million
Assets	$3.63 billion
Liabilities	$2.02 billion
Common Equity	$1.61 billion
Liabilities & Equity	$3.63 billion

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Cash Flow Statement

Net Income	$404.10 million
Cash From Operating Activities	$535.30 million
Cash From Investing Activities	$-56.40 million
Cash From Financing Activities	$-391.90 million
Change in Cash	$112.30 million

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Calculations

NOPAT	$409.37 million
EBITDA	$754.60 million
Price to Earnings	$22.91
Price to Book	$5.74
ROE	26.51%

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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:

Morningstar Retirement and NPPG Announce Strategic Integration to Expand Access to Personalized Retirement Services

CHICAGO, October 22, 2025--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC, a related company of National Professional Planning Group, Inc. (NPPG), a leading Pooled Plan Provider (PPP) and intermediary fiduciary, to deliver personalized retirement offerings to employers through Pooled Employer Plans (PEPs).

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This might be the worst dividend ETF in the world

Traditional dividend ETFs are designed to offer stability, regular income and long-term capital growth. Even the ones that push the limits of good faith in what it means to be a dividend ETF at least bear some resemblance to one. But one ETF is the worst representation of a dividend ETF that I’ve ...

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Will Morningstar’s (MORN) New HSA Insights Reinforce Its Edge in Financial Data Leadership?

Morningstar, Inc. has published its ninth annual Health Savings Account (HSA) Landscape Report, analyzing industry developments and assessing top HSA providers as of October 2025. This influential report highlights sweeping regulatory changes and shifts in industry leadership, with potential consequences for millions of participants and related financial service providers. We'll explore how the increased visibility from Morningstar's HSA industry analysis shapes the company's broader...

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Morningstar: Short-Term Active Fund Outperformance Is Often Random

A study spanning from 2021 to 2024 found few actively-managed funds stayed in the top quartile for performance longer than a year.

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Morningstar Publishes 2025 Health Savings Account Landscape With New Provider Assessments and Market Insights

CHICAGO, October 16, 2025--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its ninth annual Health Savings Account (HSA) Landscape Report, offering an in-depth analysis of industry trends and assessments of the top HSA providers available to individuals. The report evaluates 11 providers on two use cases: as spending accounts for current medical costs and as long-term investment accounts.

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