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	$16.30
Price to Book	$6.44
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:

PitchBook and Madrona to Talk AI and Capital Concentration at Seattle Tech Week

SEATTLE, July 23, 2026--PitchBook, the leading private capital market intelligence platform, today announced it will co-host a live recording of Madrona’s Founded & Funded podcast during the fourth annual Seattle Tech Week. The conversation will feature PitchBook Executive Vice President of Research & Market Intelligence Nizar Tarhuni and Madrona Partner Sabrina Albert. The event brings together two homegrown Seattle institutions, underscoring the region's continued momentum in tech and venture

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Lumonic Launches MCP Server, Bringing Audit-Ready Portfolio Data to Leading AI Assistants

SEATTLE, July 23, 2026--Lumonic, an AI-powered portfolio monitoring platform for private credit and private equity firms and a PitchBook company, today announced the general availability of its Model Context Protocol (MCP) server for all customers. The server connects Claude, ChatGPT, and any MCP-enabled assistant a firm has approved to its Lumonic workspace. This connection enables users to query Lumonic portfolio data directly from their preferred workspace, including which companies have not

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A Popular Corporate Bond Fund Is Trading at a 12-Month Low

A fund capturing a broad swath of investment grade U.S. corporate bonds was at a level not seen in more than a year. BlackRock's $35 billion iShares iBoxx $ Investment Grade Corporate Bond ETF is currently at $106.74. Effective yield on the ICE BofA U.S. Corporate Index, a benchmark for investment grade bonds, has been trending higher.

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Morningstar Launches US Capital Allocation Leaders Index, Providing Exposure to Companies with Exemplary Capital Allocation Practices

CHICAGO, July 22, 2026--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights and market data, today introduced the Morningstar US Capital Allocation Leaders Index, a research-driven index designed to identify companies whose management teams have been assessed by Morningstar’s equity research team as having an established a track record of shareholder-friendly capital allocation decisions. The new index combines Morningstar’s independent, forward-looking equity

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Global X Announces Adoption of New Morningstar Index for Fund Enhancements

NEW YORK, July 22, 2026--The renamed Global X Morningstar Capital Allocation Leaders ETF (CPTL) aims to invest in companies that exhibit strong capital allocation practices.

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