Morningstar, Inc.

MORN

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Identification

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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$2.57 billion
Pre-Tax Income$562.80 million
Net Income$421.60 million
Net Income to Common$421.60 million
EPS$10.52
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Balance Sheet
Cash$489.50 million
Assets$3.95 billion
Liabilities$2.92 billion
Common Equity$1.02 billion
Liabilities & Equity$3.95 billion
View All
Cash Flow Statement
Calculations
NOPAT$452.92 million
EBITDA$808.70 million
Price to Earnings$18.15
Price to Book$7.47
ROE31.96%
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:

CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?

CME Group earns a net margin of about 62% and carries little debt, and Morningstar trades at a lower valuation but has taken on debt while repurchasing shares and acquiring CRSP.

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14 Investment Must Reads for This Week (Oct. 13, 2026)

Investment news for financial advisors, including how asset managers are grappling with massive AI token bills, individual investor options trading has reached meme-stock levels, and other must reads.

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3 Financials Stocks with Impressive Fundamentals

Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. Still, investors are uneasy as companies face challenges from an unpredictable interest rate and inflation environment. These doubts have certainly contributed to the industry’s recent underperformance — over the past six months, its 5.2% gain has fallen behind the S&P 500’s 13.5% rise.

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Is Morningstar's (MORN) New AI Platform Quietly Rewriting Its Data Moat And Competitive Edge?

Morningstar, Inc. recently launched Morningstar Direct AI, a browser-based upgrade to its flagship platform that embeds three task-specific AI agents for product development, distribution support, and manager research, all powered by its proprietary datasets, analytics, and ratings across public and private markets. By also making its investment intelligence accessible through tools like Claude, Microsoft Copilot, and ChatGPT, Morningstar is extending its research and data into the everyday...

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Morningstar (MORN), Why Is It Getting Attention Today?

Morningstar Direct AI launch puts the spotlight on Morningstar stock Morningstar (MORN) just rolled out Morningstar Direct AI, an agent based upgrade to its flagship analytics platform, giving professionals new tools to handle research, product design, and distribution work. Morningstar stock has picked up speed recently, with a 7 day share price return of 8% and a 90 day gain of 19.84% from a last close of US$204.30. However, longer term total shareholder returns over 1, 3 and 5 years remain...

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