Morningstar, Inc.

MORN

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Identification

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Ticker
MORN
CIK0001289419
SIC6282
SectorFinance, Insurance, And Real Estate
Industry CategoryTrading
Industry GroupSecurity And Commodity Brokers, Dealers, Exchanges & Services

Contact

Address22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
Website morningstar.com
Phone(312) 696-6000
CEOKunal Kapoor
Employees12,200

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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
View All
Cash Flow Statement
Calculations
NOPAT$398.38 million
EBITDA$717.50 million
Price to Earnings$18.98
Price to Book$5.81
ROE26.35%
View All

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, Intercontinental Exchange, and Fiserv Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after the Asset Management sector was muted amid lingering fears of bad loans and redemptions within the private credit sector.

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How to bust myths about private investments, per Morningstar

There's "no free lunch investing in private assets," the research firm said in its latest study of semiliquid assets — released a week before Blue Owl permanently shut the gate of a closely watched private credit fund.

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Morningstar Unveils Agenda for 2026 Morningstar Investment Conference

CHICAGO, March 10, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 38th annual Morningstar Investment Conference, taking place June 17-18, 2026, at Chicago’s iconic Navy Pier. Grounded in Morningstar’s independent perspective and brought to life by leading voices in the industry, the conference seeks to tackle today’s most pressing investment challenges with clear, actionable strategies and timely insights.

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Morningstar Introduces AI Assistant Built into the Advisor Workflow

CHICAGO, March 09, 2026--Morningstar today introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor platform.

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Morningstar Launches AI Assistant for Flagship Platform

The investment research giant rolls out artificial intelligence technology to help financial professionals streamline client work and research tasks.

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