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	$2.35 billion
Pre-Tax Income	$539.80 million
Net Income	$404.10 million
Net Income to Common	$404.10 million
EPS	$9.40

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Balance Sheet

Cash	$503.50 million
Assets	$3.63 billion
Liabilities	$2.02 billion
Common Equity	$1.61 billion
Liabilities & Equity	$3.63 billion

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Cash Flow Statement

Net Income	$404.10 million
Cash From Operating Activities	$535.30 million
Cash From Investing Activities	$-56.40 million
Cash From Financing Activities	$-391.90 million
Change in Cash	$112.30 million

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Calculations

NOPAT	$409.37 million
EBITDA	$754.60 million
Price to Earnings	$26.82
Price to Book	$6.71
ROE	26.51%

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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) Launches Innovative Index Blending Public And Private Equity

Morningstar (MORN) recently introduced the Morningstar PitchBook US Modern Market 100 Index, aiming to bridge public and private equities within their product lineup. This innovative benchmark is designed to offer investors enhanced diversification, notably within technology-driven sectors. Over the past week, Morningstar's stock movement was flat, aligning with the broader market trend. With major indices such as the S&P 500 and Nasdaq hitting all-time highs, the introduction of the new...

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Financial Services Roundup: Market Talk

Find insight on ANZ Group, Malaysia’s banking sector and more in the latest Market Talks covering Financial Services.

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Introducing the Morningstar PitchBook US Modern Market 100: The First Benchmark to Track Public & Private Market Companies in a Single Index

CHICAGO, September 10, 2025--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, has introduced the Morningstar PitchBook US Modern Market 100 Index (‘Modern Market 100’). With the growth of private capital markets, this new benchmark is the first to bridge public and private equity exposure in a single index. The index provides a unified framework to benchmark performance and serves as the basis for investable products.

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No Gold in Morningstar’s First Batch of Semiliquid Ratings

Two Pimco funds earned silver and bronze medalist ratings among the six the firm evaluated.

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Morningstar Publishes First Medalist Ratings for Semiliquid Funds

CHICAGO, September 03, 2025--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its first-ever Morningstar Medalist RatingsTM for Semiliquid Funds. These forward-looking, qualitative ratings assess the performance potential of semiliquid strategies compared to their relevant peers and traditional mutual funds and exchange-traded funds (ETFs).

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