Morningstar, Inc.

MORN

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Identification

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Ticker
MORN
CIK0001289419
SIC6282
SectorFinance, Insurance, And Real Estate
Industry CategoryTrading
Industry GroupSecurity And Commodity Brokers, Dealers, Exchanges & Services

Contact

Address22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
Website morningstar.com
Phone(312) 696-6000
CEOKunal Kapoor
Employees12,200

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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$2.40 billion
Pre-Tax Income$511.00 million
Net Income$376.00 million
Net Income to Common$376.00 million
EPS$8.80
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Balance Sheet
Cash$474.20 million
Assets$3.56 billion
Liabilities$2.04 billion
Common Equity$1.51 billion
Liabilities & Equity$3.56 billion
View All
Cash Flow Statement
Calculations
NOPAT$410.56 million
EBITDA$725.20 million
Price to Earnings$23.40
Price to Book$5.81
ROE24.42%
View All

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’s New Generative AI Index Could Unlock Opportunities in OpenAI and Anthropic for Everyday ETF Investors

What I’m watching now after Morningstar debuted its PitchBook GenAI 20 Index on Jan. 15.

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Morningstar Launches Generative AI Index

The Morningstar PitchBook GenAI 20 Index tracks the largest generative AI companies as they move from the private into the public markets.

Article Link

Morningstar Launches First Pure-Play Generative AI Index

CHICAGO, January 15, 2026--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook GenAI 20 Index. This first-of-its-kind benchmark is designed to deliver exposure to pure-play GenAI companies, tracking eligible names throughout their entire lifecycle as they transition from private markets through public listing.

Article Link

Morningstar Appointed by PIMFA as New Sole Index Series Provider

LONDON, January 14, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, today announced an agreement with the Personal Investment Management and Financial Advice Association (PIMFA). Starting from 2nd March 2026, Morningstar will serve as the authorized index provider for PIMFA’s Private Investor Index Series and Equity Risk Index Series.

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Is Morningstar’s New Retirement Modeling Shift a Subtle Reboot of Its Core Value Proposition (MORN)?

Morningstar’s Center for Retirement & Policy Studies recently launched its 2026 Managed Accounts Research Series and the Defined Contribution Outcomes Model, a simulation framework built on millions of workplace retirement plan records to evaluate plan design interventions. The research finds that managed accounts could materially improve projected retirement wealth outcomes across different age and income groups, even when plans already use auto-enrollment and auto-escalation. Next, we’ll...

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