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	$21.80
Price to Book	$5.46
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 DBRS Expands into Asia Pacific with New Australia Regional Hub

SYDNEY, October 28, 2025--Morningstar DBRS, one of the four largest credit rating agencies globally, today announced its official entry into the Asia Pacific region with a new regional hub in Australia. Morningstar DBRS’ strategic expansion builds on the Canada-founded agency’s 50-year track record in rating borrowers around the world and its commitment to advancing transparency, and investor choice in credit ratings across the region.

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Morningstar (MORN) Collaborates With NPPG Plan Professionals

Morningstar, Inc. (NASDAQ:MORN) is one of the Best 52-Week Low Mid Cap Stocks to Buy Now. On October 22, Morningstar Retirement, which is part of Morningstar, Inc. (NASDAQ:MORN) announced a strategic collaboration with NPPG Plan Professionals, LLC to deliver personalized retirement offerings. NPPG Plan Professionals, LLC is a company of National Professional Planning Group, which […]

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Morningstar (MORN) Reports Earnings Tomorrow: What To Expect

Investment research firm Morningstar (NASDAQ:MORN) will be reporting earnings this Wednesday afternoon. Here’s what investors should know.

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Morningstar Retirement and NPPG Announce Strategic Integration to Expand Access to Personalized Retirement Services

CHICAGO, October 22, 2025--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC, a related company of National Professional Planning Group, Inc. (NPPG), a leading Pooled Plan Provider (PPP) and intermediary fiduciary, to deliver personalized retirement offerings to employers through Pooled Employer Plans (PEPs).

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This might be the worst dividend ETF in the world

Traditional dividend ETFs are designed to offer stability, regular income and long-term capital growth. Even the ones that push the limits of good faith in what it means to be a dividend ETF at least bear some resemblance to one. But one ETF is the worst representation of a dividend ETF that I’ve ...

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