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$2.57 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
Calculations
NOPAT$452.92 million
EBITDA$808.70 million
Price to Earnings$18.05
Price to Book$7.43
ROE31.96%
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 Survey: Asset Owners Increase U.S. and Private Market Exposure as AI Risks Rise

CHICAGO, September 16, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fifth annual Asset Owner Perspectives Survey.

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CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?

CME's 62% net margin towers over Morningstar's 15.3%, but valuation metrics tell a different story for 2026 investors.

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Is Morningstar (MORN) Trading At A Premium To Its Returns?

Morningstar has seen its share price weaken over several years, even as investors react to new initiatives around its data assets, which raises a sharper question about whether the current valuation is still supported by the returns the business earns on its capital. With the stock now trading near recent levels after a mixed run, the key issue for you is how those returns compare with what the market is paying today. The share price has declined 23.4% over the past 5 years, which puts real...

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How Morningstar’s PitchBook Data Powering ChatGPT for Finance Could Reshape the MORN Investment Case

In September 2026, Morningstar’s PitchBook private markets data was integrated into OpenAI’s newly launched ChatGPT for Financial Services platform, enhancing AI-assisted analytical tools for finance professionals. This collaboration underscores the growing importance of high-quality private market datasets as foundational inputs for advanced AI models serving institutional investors. With this AI integration highlighting the value of Morningstar’s proprietary data, we’ll now examine how it...

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The VistaShares Artificial Intelligence Supercycle® ETF (AIS) Hits $1 Billion in Assets

Milestone highlights growing investor demand for the firm’s “Bill of Materials” approach to thematic investingBOSTON and SAN FRANCISCO, Sept. 15, 2026 (GLOBE NEWSWIRE) -- VistaShares, a leading issuer of actively-managed Liquid Alternative ETFs, is today celebrating the fact that its VistaShares Artificial Intelligence Supercycle® ETF (AIS) has passed $1 billion in assets under management. AIS, which ranked in the top 1% of its Morningstar category (U.S. Fund – Technology) for 2025*, is an activ

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