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	$17.91
Price to Book	$4.45
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:

Morningstar And PitchBook Target Semiliquid Private Funds As Valuation Questions Linger

Morningstar (NasdaqGS:MORN) is partnering with PitchBook to create new indexes for semiliquid private market funds. The collaboration focuses on building benchmarks that reflect the use of private assets in vehicles that offer periodic liquidity. The new indexes aim to give investors and asset managers clearer reference points for performance and risk in this part of the market. For you as an investor, this move sits at the intersection of public and private markets. Morningstar is widely...

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Victory Capital Holdings Inc (VCTR) Q4 2025 Earnings Call Highlights: Record Revenue and ...

Victory Capital Holdings Inc (VCTR) achieves over $1 billion in annual revenue and strong ETF growth, while navigating net flow challenges and integration efforts.

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These New Indexes Track Private Market Funds. Performance Is Mixed.

Morningstar and PitchBook have developed a series of indexes to track the performance of the growing number of semiliquid funds investing in private markets.

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Utilities face cost-recovery risk as infrastructure costs, demand rise: Morningstar

With metal costs soaring, utilities will pay more for key grid parts such as transmission lines, distribution feeders and transformers, analysts with the ratings agency said.

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Want Better Relationships with Clients? Advisors Are Asking AI for Help

AI tools can take care of a lot of the prep and post-work for meetings, allowing for better, more thoughtful dialogues between advisors and clients.

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