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	$2.40 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

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Cash Flow Statement

Net Income	$376.00 million
Cash From Operating Activities	$539.10 million
Cash From Investing Activities	$-103.50 million
Cash From Financing Activities	$-519.80 million
Change in Cash	$-78.70 million

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Calculations

NOPAT	$410.56 million
EBITDA	$725.20 million
Price to Earnings	$23.00
Price to Book	$5.71
ROE	24.42%

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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:

How Morningstar's New US Evergreen Fund Indexes (MORN) Are Shaping Private Market Transparency

In November 2025, Morningstar, Inc. announced the upcoming launch of the Morningstar PitchBook US Evergreen Fund Indexes, aiming for a full rollout in the first quarter of 2026 to provide benchmarks for nontraded semiliquid or evergreen funds across key private market asset classes. This initiative reflects the evolution of evergreen funds, now managing approximately US$450 billion in net assets in the U.S., and addresses growing investor demand for diversification and transparency in...

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Morningstar Unleashes AI-Ready Investing Insights in Microsoft AI Tools

CHICAGO, November 18, 2025--Morningstar has launched integrations that enable licensed users and firms to access its AI-ready data and research from within Microsoft’s AI tools.

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Vanguard Funds, Others Are Issuing Capital Gains for 2025. This Is Gonna Hurt.

For mutual fund investors, the final months of a big up year for the stock market can carry a hidden barb.

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Morningstar (MORN) Fell Due to a Pullback in the Information Services Sector

Baron Funds, an investment management company, released its “Baron FinTech Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund fell 4.29% (Institutional Shares) compared to a 1.90% decline for the FactSet Global FinTech Index (Benchmark). Since its inception, the fund has appreciated at an […]

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Morningstar's 2026 Outlook Report Delivers Global and Regional Insights for Durable Portfolios

CHICAGO, November 17, 2025--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its 2026 Outlook, offering an overview of key challenges and opportunities for the year ahead. In a market defined by uncertainty, this year’s report emphasizes the value of preparation over prediction, equipping investors with strategies to focus on fundamentals and help build resilient portfolios that withstand both booms and busts.

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