Morningstar, Inc.

MORN

Explore Our Financial Data > Companies > Morningstar, Inc.

Identification

Click on a field for details on how to access that data via Web API, Excel, or CSV Download.

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

Access This Data

Our team will help you customize a package that meets the needs of your business.

Request a Consultation

Standardized Financials

docs

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

View All

Balance Sheet

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

View All

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

View All

Calculations

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

View All

Latest News

docs

Intrinio provides up-to-date news articles on every US company from various sources. Here are several examples:

Morningstar (MORN) Puts AI Portfolio Tools And Asset Owner Shifts In Focus

Morningstar (NasdaqGS:MORN) unit PitchBook launched Lumonic 12.0, an AI-powered, self-monitoring portfolio platform, in September 2026. Lumonic 12.0 uses natural-language workflows to track portfolio governance, data lineage and AI-driven decision trails for institutional investors. Morningstar's latest Asset Owner Perspectives Survey reports higher exposure to U.S. and private markets as investors respond to AI-related opportunities and risks. Lumonic 12.0 and the new asset owner survey...

Article Link

Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share

CHICAGO, September 18, 2026--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 30, 2026, to shareholders of record as of Oct. 2, 2026. Please contact investors@morningstar.com with any questions.

Article Link

PitchBook Named to 2026 Top 100 Inspiring Place to Work Lists for Global and North America, Marking Consecutive-Year Recognition

SEATTLE, September 18, 2026--PitchBook, the leading private capital market intelligence platform, today announced it has been named a 2026 Top 100 Global Inspiring Place to Work by Inspiring Workplaces Group (IW) for the second consecutive year. The company was also named a 2026 Top 100 Inspiring Place to Work in North America for the third consecutive year, ranking 41st on the list.

Article Link

Here’s Why Baron Capital is Bullish on Iron Mountain (IRM)

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 […]

Article Link

Here’s Why Baron Capital Reacquired BXP (BXP)

Article Link