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	$2.45 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	$20.11
Price to Book	$6.16
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:

Morningstar Contributes Nearly $5 Million to University of Illinois Gies College of Business to Bring Real-World Investing Closer to the Classroom

CHICAGO, March 05, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights, today announced a multiyear, nearly $5 million strategic collaboration with the University of Illinois’ Gies College of Business that brings real-world investing directly into the classroom and strengthens the Midwest’s future finance talent pipeline. The collaboration includes an in-kind contribution from Morningstar that provides students with professional grade access to Morningstar Direct,

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AI Megadeals and Capital Concentration Define 2025 for Female Founders Across US and Europe

SEATTLE, March 05, 2026--PitchBook, the leading private capital market intelligence provider, today released its 2025 US and European editions of the All In: Female Founders in the VC Ecosystem reports, offering a comprehensive analysis of venture capital (VC) activity for companies with at least one female founder. Together, the findings reveal a venture market defined by capital concentration, rising valuations for scaled companies, and an outsized influence from artificial intelligence (AI).

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Morningstar Expands ESG Data And Retirement Platforms With New Leadership

Morningstar Sustainalytics released a comprehensive ESG Data Survey, highlighting how investors and institutions are using ESG information in decision-making and regulatory reporting. Morningstar appointed Scott Brown as President, Direct Platform, adding leadership focused on data platforms and AI across its ecosystem. Morningstar Retirement launched Foundation Series CITs through a new alliance with leading asset managers, widening access to institutional-style offerings for retirement...

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The 4% rule is done — 5 signs your $1 million retirement portfolio can survive the new withdrawal reality

Here’s what financial planners know but many retirees discover too late.

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PE deals topped $1T. So why are returns and liquidity under pressure?

The sales pitch that private equity funds outperform publicly available investments is drawing much more skepticism. Here are the murky signals in the sector.

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