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	$2.45 billion
Pre-Tax Income	$499.00 million
Net Income	$374.20 million
Net Income to Common	$374.20 million
EPS	$8.87

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Balance Sheet

Cash	$474.50 million
Assets	$3.59 billion
Liabilities	$2.37 billion
Common Equity	$1.22 billion
Liabilities & Equity	$3.59 billion

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Cash Flow Statement

Net Income	$374.20 million
Cash From Operating Activities	$589.70 million
Cash From Investing Activities	$-139.30 million
Cash From Financing Activities	$-514.70 million
Change in Cash	$-28.20 million

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Calculations

NOPAT	$398.38 million
EBITDA	$717.50 million
Price to Earnings	$16.59
Price to Book	$5.08
ROE	26.35%

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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:

Fund With Anthropic Stake Slides in Post-Listing Reversal

(Bloomberg) -- Shares of the Fundrise Innovation Fund fell sharply for a second straight day Friday, though remain well above the underlying value of its holdings in private tech firms including the potentially IPO-bound SpaceX and Anthropic PBC.The closed-end fund sank 34% to $173 in New York, extending the prior day’s 31% slump. The pullback capped a wild week of trading since shares listed on the New York Stock Exchange on March 19. Gains in each of its first five sessions saw the stock price

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Leveraged loan fund AUM declines at steepest clip since April 2025

Assets under management at leveraged loan funds fell by $5.6 billion in February, to $97.2 billion, in the steepest monthly decline since April 2025, when markets sold off from the “Liberation Day” tariffs. It was the seventh consecutive monthly decline, leaving loan fund AUM below $100 billion for the first time since December 2023, according to Morningstar data. Software story Retail investors pulled $4.1 billion from loan funds in February as loan prices slid. The weighted average bid of the

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How Much Should Retirees Keep in Stocks, Bonds and Cash?

There are many different approaches and strategies for retirement investing that might appeal to you. But how do you tell if a certain strategy works for your situation? When evaluating different approaches, consider how each strategy is put together and … Continue reading → The post Here's How Much to Keep in Stocks, Bonds and Cash in Retirement appeared first on SmartAsset Blog.

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Tech, Media & Telecom Roundup: Market Talk

Find insight on Waymo, memory companies and more in the latest Market Talks covering technology, media and telecom.

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Evergreen Funds Hit $534.6 Billion Despite Headwinds

Despite some challenges, the funds delivered healthy net returns. But dispersion between the best and worst performers was much wider than in public markets.

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