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$2.22 billion
Pre-Tax Income$418.70 million
Net Income$326.50 million
Net Income to Common$326.50 million
EPS$7.58
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Balance Sheet
Cash$552.90 million
Assets$3.57 billion
Liabilities$2.00 billion
Common Equity$1.57 billion
Liabilities & Equity$3.57 billion
View All
Cash Flow Statement
Calculations
NOPAT$328.35 million
EBITDA$649.40 million
Price to Earnings$44.76
Price to Book$9.33
ROE23.24%
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 Appoints Michael Holt as Chief Financial Officer

CHICAGO, December 10, 2024--Morningstar, Inc. (Nasdaq: MORN), a global provider of independent investment insights, today announced the appointment of Michael Holt as chief financial officer, effective January 1, 2025. The company previously announced that Jason Dubinsky would step down at the end of the year and assume a consulting role through a transition period.

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Why Few Bond Funds Are Passively Managed—and How to Create Your Own

The main fixed-income index is an easy benchmark for managers to beat and allows them to charge more for doing so. Solution: Do it yourself.

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Morningstar, Inc. Increases Quarterly Dividend to 45.5 Cents Per Share

CHICAGO, December 06, 2024--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 45.5 cents per share, payable Jan. 31, 2025, to shareholders of record as of Jan. 3, 2025. The five-cent, or 12.3%, increase from the prior quarterly rate of 40.5 cents per share results in an expected annualized dividend of $1.82 per share compared with the prior annualized rate of $1.62 per share.

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Morningstar's (NASDAQ:MORN) investors will be pleased with their stellar 141% return over the last five years

The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...

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The Best Books and Podcasts in 2024 About Aging and Retirement

“It’s difficult to be happy or even content if you’re worrying about money,” Christine Benz writes. Benz, director of personal-finance and retirement planning at Morningstar interviews 20 experts in aging and retirement, and goes beyond economic topics of retirement to include psychological, medical, emotional and practical issues that can affect your decision-making. In another she looks at how flexibility is required throughout one’s retirement to accommodate changing interests and life events.

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