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Morningstar, Inc.

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Morningstar, Inc.

MORN·NASDAQ·Finance·CIK 0001289419

Morningstar, Inc. is a global provider of independent investment insights. The company's core competencies are data, research, design, and technology, which are used to create products that convey complex investment information. Morningstar serves a wide range of market participants through products and solutions structured around three key areas. Through its Morningstar Direct Platform and PitchBook segments and Morningstar Sustainalytics products, customers can access investment data, research, ratings, and tools. These are available on proprietary desktop or web-based software platforms, via direct data feeds and application programming interfaces (APIs), and through artificial intelligence (AI) integrations offering AI-ready access via Model Context Protocol (MCP) and intelligent agents. Access is also provided through third parties in the alliances and redistributors customer segment. Through its Morningstar Wealth and Morningstar Retirement segments, Morningstar provides investment management services to individuals and advisors. As of December 31, 2025, these segments had approximately $378.0 billion in assets under management and advisement (AUMA). Additionally, Morningstar offers a broad range of indexes through its Morningstar Indexes products, which can be used as performance benchmarks and as the basis for investment products and other portfolio strategies. Finally, through its Morningstar Credit segment, the company provides investors with credit ratings, research, data, and credit analytics solutions for international and domestic credit markets.

Morningstar, Inc. (NASDAQ:MORN) is a publicly traded company in the Finance sector. Wiseek monitors MORN SEC EDGAR filings and licensed market news in real time, scoring each submission for market-moving significance on a 1–10 scale. Items rated 7 or higher generate instant alerts.

Recent high-impact activity:

  • Morningstar Details Growth Strategies, Data Moat, and RPO in Investor Q&A
  • Morningstar Reports Strong Q1 Earnings, Driven by Double-Digit Revenue Growth and $300M Share Buyback
  • Morningstar Reports Strong Q1 2026 Results with 50% EPS Growth, $300M Share Buyback, and CRSP Acquisition Details
  • Morningstar Beats Q1 Revenue, EPS Estimates with 10.8% Growth
  • Morningstar Rebrands CRSP Indexes, Solidifying Position with $3 Trillion in Benchmarked Assets

Financial Snapshot

Fiscal year ended December 31, 2025
Revenue
$2.45B
Net Income
$374.2M
Diluted EPS
$8.87
Op. Cash Flow
$589.7M
Free Cash Flow
$442.6M
Gross Profit
$1.49B
Operating Income
$526.6M
Cash & Equivalents
$474.5M
Total Debt
$1.07B
Debt / Equity
0.88×
Net Margin
15.3%
Shares Outstanding
39.74M sh
Source: 10-K · filed 2026-02-13 · accession 0001289419-26-000013
Browse all tickers starting with M →
$175.3 +0.08% today
52-week range · as of 2026-05-22 $149.08 – $316.71
Market cap
$6.66B
Volume
504.2K (1.0× avg)
3-mo avg 527.5K
Live data · 2026-06-14 03:55 UTC · Market closed

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feed MORN - Latest Insights

MORN
May 22, 2026, 4:19 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $179.64
Real-time Price: $175.30 info
Change: -$4.34 (-2%) info
Market Cap: $6.663B info
MORN
Apr 29, 2026, 4:39 PM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $187.60
Real-time Price: $175.30 info
Change: -$12.30 (-7%) info
Market Cap: $6.663B info
MORN
Apr 29, 2026, 4:37 PM EDT
Filing Type: 10-Q
Importance Score:
8
Price at Filing: $187.60
Real-time Price: $175.30 info
Change: -$12.30 (-7%) info
Market Cap: $6.663B info
MORN
Apr 29, 2026, 4:33 PM EDT
Source: Reuters
Importance Score:
8
Price at Filing: $187.60
Real-time Price: $175.30 info
Change: -$12.30 (-7%) info
Market Cap: $6.663B info
MORN
Apr 29, 2026, 8:00 AM EDT
Source: Dow Jones Newswires
Importance Score:
8
Price at Filing: $183.73
Real-time Price: $175.30 info
Change: -$8.43 (-5%) info
Market Cap: $6.663B info
MORN
Apr 09, 2026, 4:15 PM EDT
Source: Dow Jones Newswires
Importance Score:
7
Price at Filing: $170.74
Real-time Price: $175.30 info
Change: +$4.56 (+3%) info
Market Cap: $6.663B info
MORN
Mar 27, 2026, 4:16 PM EDT
Filing Type: DEF 14A
Importance Score:
8
Price at Filing: $156.81
Real-time Price: $175.30 info
Change: +$18.49 (+12%) info
Market Cap: $6.663B info
MORN
Mar 25, 2026, 4:16 PM EDT
Filing Type: DEFA14A
Importance Score:
7
Price at Filing: $158.97
Real-time Price: $175.30 info
Change: +$16.33 (+10%) info
Market Cap: $6.663B info
MORN
Mar 25, 2026, 4:15 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $158.97
Real-time Price: $175.30 info
Change: +$16.33 (+10%) info
Market Cap: $6.663B info
MORN
Feb 13, 2026, 4:22 PM EST
Filing Type: 10-K
Importance Score:
7
Price at Filing: $160.03
Real-time Price: $175.30 info
Change: +$15.27 (+10%) info
Market Cap: $6.663B info
MORN
Feb 12, 2026, 4:34 PM EST
Filing Type: 8-K
Importance Score:
8
Price at Filing: $155.00
Real-time Price: $175.30 info
Change: +$20.30 (+13%) info
Market Cap: $6.663B info
MORN
Feb 02, 2026, 5:00 PM EST
Filing Type: 144
Importance Score:
8
Price at Filing: $198.29
Real-time Price: $175.30 info
Change: -$22.99 (-12%) info
Market Cap: $6.663B info