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$2.51 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
View All
Cash Flow Statement
Calculations
NOPAT$430.97 million
EBITDA$763.50 million
Price to Earnings$14.60
Price to Book$5.77
ROE30.66%
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:

The Real Engine Behind S&P Global Stock Is Not What You Think

While investors fixate on the company's famous Ratings business, its high-margin Indices division is delivering a powerful and timely boost.

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ETFs lead growth in loan fund AUM as outlook on lending rates shifts

Leveraged loan fund assets under management rose by $1.3 billion in May, building on April’s gains after eight consecutive months of declines, according to Morningstar data. ETFs accounted for $1 billion of the growth, while mutual funds added roughly $300 million and closed-end fund assets declined slightly. The flow of assets has steadied after a rockier Q1, and broadly speaking, even the cumulative $9.5 billion drawdown in February and March was moderate relative to more drastic single-month

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MU Stock Slips Premarket: Analyst Warns Revenue Could Halve By 2030 — But Retail Still Targets $1,500 In A Year

Morningstar said AI supply deals are “not ironclad” and memory chips still “trade like commodities.”

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Morningstar Expands AI Integrations with Microsoft to Bring Trusted Investment Intelligence into Enterprise Workflows

CHICAGO, June 25, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a suite of integrations with Microsoft technologies designed to bring Morningstar’s trusted investment intelligence directly into AI-powered workflows used by financial services firms.

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PitchBook Expands Premium AI Integrations with Microsoft 365 Copilot and Copilot in Excel

SEATTLE, June 25, 2026--PitchBook, a leading private capital market intelligence platform, today announced a new federated Copilot connector with Microsoft, bringing trusted private capital market data into Microsoft 365 Copilot — including Copilot in Excel, Copilot Chat, and Researcher. The connector brings trusted private capital market data into secure enterprise AI environments and enables licensed users to interact with PitchBook intelligence directly within the Microsoft 365 Suite.

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