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	$18.18
Price to Book	$7.49
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:

Retail Trading Platforms Post Record Quarters as Investor Apps Multiply

Wall Street Investor News Commentary - Four publicly listed retail investing platforms now report more than 41 million funded accounts between them, and two of them reported record quarters this summer. The pattern is the same across all of them: more people are managing their own money from a phone, and the platforms competing for them are adding research, data and AI tools alongside the trade button. Active Companies from around the markets include: Robinhood Markets, Inc. (NASDAQ: HOOD), Webu

Article Link

Mall Values Up 13%, Yet $8.7B in Loans Sit in Special Servicing

Mall values rose 13% in a year, but Morningstar counts $8.7B of mall CMBS loans in special servicing as weaker centers struggle.

Article Link

Morningstar (MORN) Stock Is Up, What You Need To Know

Shares of investment research firm Morningstar (NASDAQ:MORN) jumped 4.4% in the afternoon session after the company launched Morningstar Direct AI, an agentic software platform built to help investment professionals perform analysis and answer high-value questions. According to a company press release, Morningstar Direct AI is live for users worldwide and adds a browser-based interface plus three purpose-built agents.A product-development agent helps asset managers judge category demand and laun

Article Link

Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights

CHICAGO, October 07, 2026--Morningstar, Inc., a leading provider of independent investment insights, today launched Morningstar Direct AI, a reimagined, agentic software experience for its flagship platform. Live today for global users, Direct AI is designed to allow investment professionals to uncover insights, explore opportunities, and perform analysis that was previously fragmented across tools, dependent on institutional knowledge, or required considerable manual workarounds.

Article Link

Why Morningstar (MORN) Stock Is Up Today

Shares of investment research firm Morningstar (NASDAQ:MORN) jumped 2.5% in the afternoon session after the company announced that its Morningstar Wealth division will make the Morningstar Public/Private Select Series available through Envestnet. According to a company press release, advisors on Envestnet will be able to use the series through its Fund Strategist Portfolios program. Morningstar Wealth built the portfolios with Apollo, Franklin Templeton, and J.P. Morgan Asset Management, and it

Article Link