Morningstar, Inc.

MORN

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Identification

Click on a field for details on how to access that data via Web API, Excel, or CSV Download.

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$14.73
Price to Book$5.82
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:

Morningstar, Inc. to Announce Second-Quarter 2026 Financial Results on July 29

CHICAGO, June 29, 2026--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2026 financial results after the market closes on Wednesday, July 29, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

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Morningstar (MORN) Integrates Investment Intelligence into Microsoft 365 (MSFT) Copilot Workflows

Microsoft Corporation (NASDAQ:MSFT) is one of the best long term stocks to buy according to hedge funds. On June 25, Morningstar (NASDAQ:MORN) announced that Microsoft is integrating Morningstar’s investment research into Microsoft 365, Copilot, and Excel to provide financial professionals with trusted data directly within their daily workflows. This allows users to access analyst-driven insights […]

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Morningstar (MORN) Brings Research To Microsoft 365 And Launches Daily CLO Indexes

Morningstar (NasdaqGS:MORN) is rolling out Microsoft 365 Copilot integrations that bring its research and analytics directly into tools like Outlook and Excel. The company is also launching new daily valuation indexes for the collateralized loan obligations market in collaboration with Houlihan Lokey. These developments aim to expand access to institutional-grade insights while adding new benchmarks for private credit investors. Morningstar enters this phase of product expansion with its...

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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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