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	$2.57 billion
Pre-Tax Income	$562.80 million
Net Income	$421.60 million
Net Income to Common	$421.60 million
EPS	$10.52

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Balance Sheet

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

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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

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Calculations

NOPAT	$452.92 million
EBITDA	$808.70 million
Price to Earnings	$17.95
Price to Book	$7.39
ROE	31.96%

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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:

Why Morningstar (MORN) Stock Is Trading Up Today

Shares of investment research firm Morningstar (NASDAQ:MORN) jumped 4.4% in the afternoon session after investors continued to bid up on OpenAI launch of ChatGPT for Financial Services, a new enterprise platform that natively incorporates indexed private market data from Morningstar's PitchBook unit. According to press releases from both OpenAI and PitchBook, the new platform is powered by the GPT-6 Astra model and is designed to assist investment analysts with core tasks such as financial model

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This Popular Withdrawal Strategy Could Increase Your Retirement Tax Bill

If you're planning on making tax-deferred retirement accounts the last pot of money you tap after retirement, you've got a lot of company. And why not? The idea that your 401(k) or traditional IRA can keep growing and churning out … Continue reading → The post Want to Minimize Retirement Taxes? Don't Follow This Popular Strategy appeared first on SmartAsset Blog.

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Prediction: Morningstar (MORN) Stock Will Be Worth More Than $13 Billion by 2031 -- 73% Higher Than Its Recent Value. Here's the Math.

Morningstar has been growing at a respectable clip -- and its shares seem undervalued.

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PitchBook's Private Market Intelligence Now Accessible Within ChatGPT for Financial Services

SEATTLE, September 10, 2026--PitchBook, the leading private capital market intelligence platform and a business unit of Morningstar (NASDAQ: MORN), today announced it is now a data partner for ChatGPT for Financial Services. ChatGPT for Financial Services is a tailored ChatGPT experience that combines built-in financial data with GPT-6 Astra’s reasoning to help teams develop research, financial models, and client materials in their firm’s formats. Through PitchBook's expanded Essential dataset,

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Investors Need Real Talk About Interval Funds

Stressed interval funds have been in the headlines lately, but prorated withdrawals have always been a part of the bargain.

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