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	$14.60
Price to Book	$5.77
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:

Morningstar (MORN) Brings Research To Microsoft 365 And Launches Daily CLO Indexes

Morningstar (NasdaqGS:MORN) is rolling out Microsoft 365 Copilot integrations that bring its research and analytics directly into tools like Outlook and Excel. The company is also launching new daily valuation indexes for the collateralized loan obligations market in collaboration with Houlihan Lokey. These developments aim to expand access to institutional-grade insights while adding new benchmarks for private credit investors. Morningstar enters this phase of product expansion with its...

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The Real Engine Behind S&P Global Stock Is Not What You Think

While investors fixate on the company's famous Ratings business, its high-margin Indices division is delivering a powerful and timely boost.

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ETFs lead growth in loan fund AUM as outlook on lending rates shifts

Leveraged loan fund assets under management rose by $1.3 billion in May, building on April’s gains after eight consecutive months of declines, according to Morningstar data. ETFs accounted for $1 billion of the growth, while mutual funds added roughly $300 million and closed-end fund assets declined slightly. The flow of assets has steadied after a rockier Q1, and broadly speaking, even the cumulative $9.5 billion drawdown in February and March was moderate relative to more drastic single-month

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MU Stock Slips Premarket: Analyst Warns Revenue Could Halve By 2030 — But Retail Still Targets $1,500 In A Year

Morningstar said AI supply deals are “not ironclad” and memory chips still “trade like commodities.”

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Morningstar Expands AI Integrations with Microsoft to Bring Trusted Investment Intelligence into Enterprise Workflows

CHICAGO, June 25, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a suite of integrations with Microsoft technologies designed to bring Morningstar’s trusted investment intelligence directly into AI-powered workflows used by financial services firms.

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