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	$19.38
Price to Book	$5.94
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 AI Assistant Aims To Deepen Advisor Reliance On Direct Suite

Morningstar, Inc. (NasdaqGS:MORN) has introduced a new AI assistant within its Direct Advisory Suite platform. The tool is designed to streamline advisory workflows using natural language, automating portfolio analysis and proposal generation. Morningstar plans to roll out the assistant with enterprise-grade security for advisors in the US, with expansion to Canada expected over time. For you as an investor, this move sits at the intersection of data, software, and AI tools that many...

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Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share

CHICAGO, March 13, 2026--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in January. The dividend is payable April 30, 2026, to shareholders of record as of April 3, 2026. Please contact investors@morningstar.com with any questions.

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PitchBook Announces New Essential MCP Integration with Perplexity, Expanding Access to AI-Powered, Verifiable Market Intelligence

SEATTLE, March 12, 2026--PitchBook, the leading private capital market intelligence platform, today announced a new partnership with Perplexity, the leading AI-answer engine. Through Perplexity’s new PitchBook Essential MCP server, users can now access PitchBook’s trusted firmographic intelligence directly within Perplexity’s conversational interface.

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Morningstar Credit Analytics Launches Credit Models and ‘Bring Your Own Loan’ Analysis

CHICAGO, March 12, 2026--Morningstar Credit Analytics Launches Credit Models and ‘Bring Your Own Loan’ Analysis

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Morningstar, Intercontinental Exchange, and Fiserv Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after the Asset Management sector was muted amid lingering fears of bad loans and redemptions within the private credit sector.

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