Morningstar, Inc. (ETR:MRS)
| Market Cap | 6.73B -16.5% |
| Revenue (ttm) | 2.25B +9.3% |
| Net Income | 369.03M +4.3% |
| EPS | 9.19 +11.7% |
| Shares Out | n/a |
| PE Ratio | 18.22 |
| Forward PE | 15.30 |
| Dividend | 1.74 (0.98%) |
| Ex-Dividend Date | Oct 2, 2026 |
| Volume | n/a |
| Open | 173.50 |
| Previous Close | 173.95 |
| Day's Range | 173.50 - 177.10 |
| 52-Week Range | 131.25 - 190.10 |
| Beta | n/a |
| Analysts | n/a |
| Price Target | n/a |
| Earnings Date | Oct 28, 2026 |
About Morningstar
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investmen... [Read more]
Financial Performance
In 2025, Morningstar's revenue was $2.45 billion, an increase of 7.49% compared to the previous year's $2.28 billion. Earnings were $374.20 million, an increase of 1.16%.
Financial numbers in USD Financial StatementsNews
Active ETF Inflows Hit Record $576 Billion Through September
Active ETFs pulled in $60.1 billion in September, pushing their 2026 total to a record $576.2 billion. Key Takeaways: Active ETF inflows hit a record $576.2 billion through September, even as stocks a...
Morningstar launches Direct AI agentic platform
Morningstar (MORN) launched Morningstar Direct AI, a reimagined, agentic software experience for its flagship platform. Live today for global users, Direct AI is designed to allow investment professio...
Morningstar Wealth, Envestnet expand advisor access to public, private markets
Morningstar (MORN) announced that its Morningstar Wealth division will make the Morningstar Public/Private Select Series available through Envestnet. Morningstar CEO Kunal Kapoor said: “The value of p...
Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets
CHICAGO--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN) today announced that its Morningstar Wealth division will make the Morningstar Public/Private Select Series available through Envestnet, giving fin...
Advisors Adopt AI Fast, but Still Aren't Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today released its annual Morningstar Investors Perspectives Advisor study, the third ...
Morningstar announces new global headquarters
Morningstar (MORN) announced plans to relocate its global headquarters to the Thompson Center and commit an additional $5M in funding over five years to Chicago nonprofits. Together, the investments r...
Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced plans to relocate its global headquarters to the Thompson Center and ...
Morningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2026 financial results after the market closes on Wednesday, Oct. 28, 2026. The company does not hold anal...
Morningstar Completes Quarterly Reconstitution for Morningstar Market Indexes
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, announced the completion of the third quarter reconstitution for the Morningstar Mark...
Morningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry Trends
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today published its 10th annual Health Savings Account (HSA) Landscape Report, offerin...
Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share
CHICAGO--(BUSINESS WIRE)--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, ...
Morningstar Survey: Asset Owners Increase U.S. and Private Market Exposure as AI Risks Rise
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fifth annual Asset Owner Perspectives Survey. Lindsey Stewart, di...
Morningstar Says “Game On” to Helping Investors Make Sense of the Public-Private Market Reality
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today launched Game On, a U.S. brand campaign about a complex challenge facing investo...
Morningstar’s PitchBook data partner for ChatGPT for Financial Services
PitchBook, a private capital market intelligence platform and a business unit of Morningstar (MORN), announced it is now a data partner for ChatGPT for Financial Services. “ChatGPT for Financial Servi...
PitchBook's Private Market Intelligence Now Accessible Within ChatGPT for Financial Services
SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform and a business unit of Morningstar (NASDAQ: MORN), today announced it is now a data partner for ChatGPT fo...
Morningstar's AI Academy Earns Multiple Brandon Hall Group™ HCM Excellence Awards®
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today announced that its AI Academy has received three Brandon Hall Group™ HCM Excelle...
Morningstar reports Q2 adjusted EPS $3.10, two estimates $2.83
Reports Q2 revenue $663.2M, two estimates $649.71M. “We are continuing to deliver profitable growth with meaningful increases in operating and free cash flows,” said Kunal Kapoor, Morningstar’s (MORN)...
Morningstar, Inc. Reports Second-Quarter 2026 Financial Results
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported growth in revenue, operating and adjusted operating income, and margins in t...
Morningstar Slides: Q2 2026
Morningstar has posted slides in relation to its Q2 2026 quarterly earnings report, which was published on July 29, 2026.
Morningstar Shareholder letter: Q2 2026
Morningstar has published a letter to shareholders covering Q2 2026, which was released on July 29, 2026.
Morningstar Quarterly report: Q2 2026
Morningstar has published its Q2 2026 quarterly earnings report on July 29, 2026.
Morningstar Earnings release: Q2 2026
Morningstar released its Q2 2026 earnings on July 29, 2026, summarizing the period's financial results.
Morningstar completes rebrand of CRSP Market Indexes
Morningstar (MORN) announced the completion of the rebrand of the CRSP Market Indexes to the Morningstar Market Indexes, marking an important milestone in the company’s strategy to expand its global…
Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the completion of the rebrand of the CRSP Market Indexes to the Morni...
Morningstar Launches US Capital Allocation Leaders Index, Providing Exposure to Companies with Exemplary Capital Allocation Practices
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights and market data, today introduced the Morningstar US Capital Allocation Leaders Index,...