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	$18.19
Price to Book	$7.49
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:

Morningstar (MORN) Stock Is Up, What You Need To Know

Shares of investment research firm Morningstar (NASDAQ:MORN) jumped 4.4% in the afternoon session after the company launched Morningstar Direct AI, an agentic software platform built to help investment professionals perform analysis and answer high-value questions. According to a company press release, Morningstar Direct AI is live for users worldwide and adds a browser-based interface plus three purpose-built agents.A product-development agent helps asset managers judge category demand and laun

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Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights

CHICAGO, October 07, 2026--Morningstar, Inc., a leading provider of independent investment insights, today launched Morningstar Direct AI, a reimagined, agentic software experience for its flagship platform. Live today for global users, Direct AI is designed to allow investment professionals to uncover insights, explore opportunities, and perform analysis that was previously fragmented across tools, dependent on institutional knowledge, or required considerable manual workarounds.

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Why Morningstar (MORN) Stock Is Up Today

Shares of investment research firm Morningstar (NASDAQ:MORN) jumped 2.5% in the afternoon session after the company announced that its Morningstar Wealth division will make the Morningstar Public/Private Select Series available through Envestnet. According to a company press release, advisors on Envestnet will be able to use the series through its Fund Strategist Portfolios program. Morningstar Wealth built the portfolios with Apollo, Franklin Templeton, and J.P. Morgan Asset Management, and it

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Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets

CHICAGO, October 06, 2026--Morningstar (Nasdaq: MORN) today announced that its Morningstar Wealth division will make the Morningstar Public/Private Select Series available through Envestnet, giving financial advisors a streamlined way to implement professionally constructed portfolios spanning public and private markets.

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Morningstar: Geopolitical Tensions, Inflation Top List of Advisors’ Market Concerns

This year’s survey of advisor sentiment showed less optimism about market conditions and a modest increase in the adoption of alternative investments.

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