Morningstar, Inc.

MORN

Explore Our Financial Data > Companies > Morningstar, Inc.

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	$2.45 billion
Pre-Tax Income	$499.00 million
Net Income	$374.20 million
Net Income to Common	$374.20 million
EPS	$8.87

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Balance Sheet

Cash	$474.50 million
Assets	$3.59 billion
Liabilities	$2.37 billion
Common Equity	$1.22 billion
Liabilities & Equity	$3.59 billion

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Cash Flow Statement

Net Income	$374.20 million
Cash From Operating Activities	$589.70 million
Cash From Investing Activities	$-139.30 million
Cash From Financing Activities	$-514.70 million
Change in Cash	$-28.20 million

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Calculations

NOPAT	$398.38 million
EBITDA	$717.50 million
Price to Earnings	$17.77
Price to Book	$5.44
ROE	26.35%

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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:

Pello Companies to Acquire ByAllAccounts from Morningstar

SALT LAKE CITY & CHICAGO, April 09, 2026--Pello Companies, LLC, which focuses on open finance innovation, today announced the entry into a definitive agreement for the acquisition of ByAllAccounts, a provider of innovative data aggregation technology for financial applications, from Morningstar, Inc. (Nasdaq: MORN). Upon completion of the transaction, ByAllAccounts will operate as a standalone company. The acquisition is expected to close in the first half of 2026, subject to customary closing c

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PIMCO, Capital Group, Causeway top Morningstar manager awards

One of the asset management firms also took home the independent research firm's overall award for "exemplary stewardship."

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Morningstar Announces Winners for the 2026 US Morningstar Awards for Investing Excellence

CHICAGO, April 08, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners of the 2026 US Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that Morningstar believes exemplify long-term investment skill, thoughtful risk-taking, and a consistent commitment to serving investors’ best interests.

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Is It Time To Reconsider Morningstar (MORN) After A 30% One Year Share Price Decline

Are you wondering whether Morningstar's share price still reflects its underlying worth, or if the recent moves have opened up a potential opportunity for you? Morningstar closed at US$176.63, with a 7 day return of 4.5%, a 30 day return of a 7.1% decline, a year to date return of a 16.1% decline and a 1 year return of a 30.2% decline, which will naturally raise questions about how the stock is currently priced. Recent coverage has focused on how investors are reassessing companies in the...

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New Derivative Income ETFs Aren’t Worth the Risks

There are now a host of funds that use options to generate income from an individual stock. Here’s how they work—and why individual investors would be wise to steer clear.

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