Morningstar, Inc.

MORN

Explore Our Financial Data > Companies > Morningstar, Inc.

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	$2.51 billion
Pre-Tax Income	$532.30 million
Net Income	$402.80 million
Net Income to Common	$402.80 million
EPS	$9.78

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Balance Sheet

Cash	$492.80 million
Assets	$3.99 billion
Liabilities	$2.97 billion
Common Equity	$1.02 billion
Liabilities & Equity	$3.99 billion

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Cash Flow Statement

Net Income	$402.80 million
Cash From Operating Activities	$590.20 million
Cash From Investing Activities	$-453.00 million
Cash From Financing Activities	$-173.70 million
Change in Cash	$-18.70 million

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Calculations

NOPAT	$430.97 million
EBITDA	$763.50 million
Price to Earnings	$16.80
Price to Book	$6.64
ROE	30.66%

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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:

StepStone Group and PitchBook Announce Partnership to Deliver Deal-Level Performance & Operating Metrics to Private Market Participants

Brings institutional-grade deal-level benchmarking into private market workflowsDelivers greater transparency into private markets performance and operating metrics NEW YORK, May 06, 2026 (GLOBE NEWSWIRE) -- StepStone Group (Nasdaq: STEP), a leading private market investment firm, and PitchBook, a leading private capital markets intelligence provider and Morningstar (Nasdaq: MORN) company, today announced a partnership to provide access to StepStone’s deal-level benchmarks through the PitchBook

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These 4 Dividend Growers Have Already Declared 10% Dividend Increases

Morningstar’s Investing Insights podcast recently spotlighted four S&P 500 stocks that have already declared dividend increases of 10% or more, effectively locking in their place on next year’s Dividend Growers screen, which requires companies to grow dividends at least 10% annually. The host’s framing was simple: “Dividends are paid out from earnings. So companies that ... These 4 Dividend Growers Have Already Declared 10% Dividend Increases

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This retirement portfolio beat the stock market in 2025

Morningstar researchers found that an 11-item investment portfolio beat both the stock market and the classic 60/40 asset mix in 2025.

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Morningstar CEO: I agree with the SEC on ending quarterly reporting—with conditions

The SEC's proposed shift to semiannual reporting is right—but it will take some steps to make sure investors don't lose out.

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60% of Americans say trust matters most in a financial advisor — here are the red flags you're missing

No matter how much you like your advisor, if they’re not keeping you on track financially, it might be time to move on.

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