Morningstar, Inc. (MORN)
NASDAQ: MORN · Real-Time Price · USD
295.36
+2.17 (0.74%)
May 5, 2025, 4:00 PM EDT - Market closed

Company Description

Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.

The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement.

The company offers managed investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting application; Morningstar Advisor Workstation, a suite of tools to provide advice to clients.

It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities through the PitchBook platform; model portfolios and wealth platforms; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds, as well as build and monitor portfolios and markets.

In addition, the company offers credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential and commercial mortgage-backed securities, and collateralized loan obligations.

Further, it provides managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Sustainalytics provides environmental, social and governance data, research, and ratings; and Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies.

Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.

Morningstar, Inc.
Morningstar logo
Country United States
Founded 1984
IPO Date May 3, 2005
Industry Financial Data & Stock Exchanges
Sector Financials
Employees 11,085
CEO Kunal Kapoor

Contact Details

Address:
22 West Washington Street
Chicago, Illinois 60602
United States
Phone 312 696 6000
Website morningstar.com

Stock Details

Ticker Symbol MORN
Exchange NASDAQ
Stock Type Common Stock
Fiscal Year January - December
Reporting Currency USD
CIK Code 0001289419
CUSIP Number 617700109
ISIN Number US6177001095
Employer ID 36-3297908
SIC Code 6282

Key Executives

Name Position
Kunal Kapoor CFA Chief Executive Officer and Director
Joseph D. Mansueto Founder and Executive Chairman of the Board
Daniel Dunn Chief Revenue Officer
Michael John Holt C.F.A. Chief Financial Officer
Conan Wiersema Chief Accounting Office and Principal Accounting Officer
Sarah Bush Director of Investor Relations
Kathleen Peacock Chief Legal Officer
Stephanie Lerdall Senior Manager of Media Relations
Julie Willoughby Head of Global Sales
Marie Trzupek Lynch Chief People Officer

Latest SEC Filings

Date Type Title
May 1, 2025 144 Filing
May 1, 2025 10-Q Quarterly Report
Apr 30, 2025 8-K Current Report
Apr 29, 2025 8-K Current Report
Mar 28, 2025 DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material
Mar 28, 2025 DEF 14A Other definitive proxy statements
Mar 28, 2025 ARS Filing
Mar 25, 2025 DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material
Mar 25, 2025 8-K Current Report
Mar 14, 2025 8-K Current Report