Company Description
Morningstar, Inc. provides independent investment insights in the United States, Asia.
Australia, 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 managing 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 platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice.
The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform.
It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets.
In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations.
Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights.
Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
| Country | United States |
| Founded | 1984 |
| IPO Date | May 3, 2005 |
| Industry | Financial Data & Stock Exchanges |
| Sector | Financials |
| Employees | 11,334 |
| 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 |
| 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 |
| Jason M. Dubinsky | Chief Financial Officer |
| Daniel Dunn | Chief Revenue Officer |
| Conan Wiersema | 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 |
|---|---|---|
| Nov 14, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Nov 12, 2024 | 8-K | Current Report |
| Nov 12, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Nov 12, 2024 | 144 | Filing |
| Nov 1, 2024 | 144 | Filing |
| Oct 30, 2024 | 144 | Filing |
| Oct 25, 2024 | 10-Q | Quarterly Report |
| Oct 23, 2024 | 8-K | Current Report |
| Oct 1, 2024 | 8-K | Current Report |
| Sep 30, 2024 | 144 | Filing |