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	$2.51 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	$16.28
Price to Book	$6.44
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:

PitchBook Named Best Alternative Data Provider in Waters Technology Rankings 2026

SEATTLE, July 17, 2026--PitchBook, a leading private capital market intelligence platform, today announced it has been named "Best Alternative Data Provider" in the Waters Technology Rankings 2026. The award, presented by Waters Technology, a leading publication covering financial technology and data for global capital markets, was decided by crowd-sourced votes from industry professionals across the capital markets technology sector.

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Morningstar Announces New London Office

LONDON, July 15, 2026--Morningstar (Nasdaq: MORN) today announced it will relocate its London operations to One Millennium Bridge, bringing colleagues from across Morningstar and PitchBook, a Morningstar company, together in one location. Following a rigorous evaluation process conducted with CBRE, Morningstar plans to occupy approximately 75,000 square feet in the building, with plans to move in June 2027.

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How This Top-Performing Bond Fund Is Navigating a Tricky Market

The Frost Total Return Bond fund has completely dominated its Morningstar intermediate core-plus bond fund category over the past three, five, 10, and 15 years.

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Small-Caps Offer Rare Value as Sector Gaps Narrow

Small-cap stocks remain the cheapest corner of the U.S. market. That’s true even after posting their best first-half performance in more than three decades, according to Morningstar’s Q3 2026 stock market outlook. Key Takeaways: Small-cap stocks remain the market’s cheapest segment despite a record first-half rally. Morningstar now favors equal weighting across across broad market, [...]

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You just retired (or are about to). Now what?

If there’s one group likely to be experiencing the most consternation over inflation and economic uncertainty, it’s those who have just retired or are about to. People who have just retired or are about to are particularly vulnerable to sequence-of-returns risk, which means that a bad market shows up early in your retirement. Not only does that early retirement sell-off feel bad, it actually is bad because it imperils your portfolio’s ability to last throughout your retirement years.

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