Morningstar, Inc.

MORN

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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

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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$2.62 billion
Pre-Tax Income$592.10 million
Net Income$445.50 million
Net Income to Common$445.50 million
EPS$11.41
View All
Balance Sheet
Cash$496.70 million
Assets$3.95 billion
Liabilities$2.93 billion
Common Equity$1.03 billion
Liabilities & Equity$3.95 billion
View All
Cash Flow Statement
Calculations
NOPAT$482.98 million
EBITDA$854.70 million
Price to Earnings$20.51
Price to Book$8.91
ROE35.08%
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 Research Projects Universal Automated Savings Policies Could Improve Retirement-Income Adequacy

CHICAGO, November 12, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today released "From Access to Adequacy: Modeling Universal Automated Savings," a new analysis from Morningstar’s Center for Retirement & Policy Studies examining how federal savings policies could help more Americans prepare financially for retirement.

Article Link

Your Family’s Bills Are Still Rising — But the Government Can’t Tell You By How Much

A shutdown last fall left a hole in the government's inflation data, and the number most households use to judge their budgets is missing. Rebuilding it from the index levels that do exist reveals why the Fed and bond traders are on edge.

Article Link

T. Rowe Price October AUM Falls 1.6% Sequentially Amid Net Outflows

TROW's October AUM fell 1.6% sequentially to $1.83 trillion as $10.8 billion in net outflows and weaker equity assets weighed on growth.

Article Link

PitchBook's Year of Platform Innovation Connects Private Markets from Pre-seed to Public

SEATTLE, November 12, 2026--PitchBook, a leading private capital market intelligence provider, today marked a year of platform innovation designed to match the speed AI has brought to private markets with the grounded intelligence needed to act across every stage of the investment lifecycle. Since October, PitchBook has announced PitchBook Data MCP and new agentic functionality within PitchBook AI, which improve how investors access and act on its data. Most recently, PitchBook launched PitchBoo

Article Link

Morningstar vs. Nu: Which Financial Stock Is a Better Buy for 2027?

Nu's customer base has passed 131 million while Morningstar's data business quietly serves professionals worldwide, yet their valuations tell very different stories.

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