Morningstar, Inc.

MORN

{{popupValue}}
{{popupSubtitle}}

Identification

Click on a field for details on how to access that data via Web API, Excel, or CSV Download.

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

Access This Data

Our team will help you customize a package that meets the needs of your business.

Request a Consultation

Standardized Financials

docs

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
View All
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$18.28
Price to Book$5.60
ROE26.35%
View All

Latest News

docs

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

Morningstar DBRS Marks 50 Years of Credit Ratings; Advances Global Methodology Program and Asia-Pacific Growth

TORONTO, April 07, 2026--Morningstar DBRS marks 50 years of credit ratings, advances global methodology program and Asia-Pacific growth.

Article Link

How the Average 401(k) Withdrawal Rate Could Impact Retirees and Their Financial Future

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's what the data shows.

Article Link

Morningstar, Inc. to Announce First-Quarter 2026 Financial Results on April 29

CHICAGO, April 06, 2026--Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2026 financial results after the market closes on Wednesday, April 29, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

Article Link

How spending shocks affect retirement planning

Market performance tends to dominate the conversation about risks to a retirement plan. In Morningstar’s research, we examined the implications of two major types of spending shocks: unanticipated early retirement and uninsured long-term care expenses at the end of life. The former may necessitate spending over a longer period, often with higher healthcare costs in the pre-Medicare years, while the latter can translate into an effective “balloon payment” toward the end of life.

Article Link

Lives of ETFs Get Shorter as More Funds Shutter Than Ever Before

The industry is still in growth mode, but getting more businesslike, said Bloomberg analyst Eric Balchunas.

Article Link