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	$2.57 billion
Pre-Tax Income	$562.80 million
Net Income	$421.60 million
Net Income to Common	$421.60 million
EPS	$10.52

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Balance Sheet

Cash	$489.50 million
Assets	$3.95 billion
Liabilities	$2.92 billion
Common Equity	$1.02 billion
Liabilities & Equity	$3.95 billion

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Cash Flow Statement

Net Income	$421.60 million
Cash From Operating Activities	$646.90 million
Cash From Investing Activities	$-455.10 million
Cash From Financing Activities	$-195.80 million
Change in Cash	$-14.00 million

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Calculations

NOPAT	$452.92 million
EBITDA	$808.70 million
Price to Earnings	$18.14
Price to Book	$7.47
ROE	31.96%

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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:

Lumonic Launches Self-Monitoring Portfolio, Lumonic 12.0

SEATTLE, September 17, 2026--Lumonic, a PitchBook company, today launched Lumonic 12.0, a platform update that enables firms to direct Lumonic using natural-language instructions. The platform update ensures governance and traceability by recording every action an agent takes, requiring human approval before any data is written, and tracing every value back to its source document. The release begins with data extraction, which reads documents from portfolio companies and borrowers and converts t

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Strong Execution Strengthens Macerich (MAC) in Q2

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

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Here’s Why Why Baron Capital Bought Alexandria (ARE)

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Morningstar Survey: Asset Owners Increase U.S. and Private Market Exposure as AI Risks Rise

CHICAGO, September 16, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fifth annual Asset Owner Perspectives Survey.

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CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?

CME's 62% net margin towers over Morningstar's 15.3%, but valuation metrics tell a different story for 2026 investors.

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