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    Morningstar Inc

    MORN
    Last price US$172.46
    Market cap US$6.3b
    12M price change -38.01%
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    Value Line IncVALU Industry peer Moodys CorporationMCO Industry peer Cboe Global Markets IncCBOE Industry peer Aflac IncAFL Sector peer
    Overview Earnings Report Price History News Competitors Earnings per Share Return on Equity Net Margin Share Buyback Leverage Financial Statements Financial Ratio
    Dashboard Funda..tals Prediction Screener Map

    Morningstar Inc Overview

    Industry: Financial Data & Stock Exchanges

    Sector: Financial Services

    Morningstar, Inc. provides independent investment insights in the United States, Canada, Asia, Australia, Europe, the United Kingdom, and internationally. The company provides investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index; environmental, social, and governance (ESG) rating, as well as indexes directly on its proprietary desktop or web-based software platforms, or through subscriptions, data feeds, and third-party distributors; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, private credit, and bank loans. It also provides Morningstar Data that offers data and research to asset managers, redistributors, and wealth managers; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service to reduce compliance risk, as well as offers asset-allocation services; Morningstar Advisor Workstation, a web-based research, investment planning, and portfolio analysis platform; and Morningstar.com, a data, editorial, and research content product, as well as Morningstar Office. In addition, the company offers Morningstar Enterprise Components; Morningstar Indexes for creating investment products and other portfolios; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, it provides Morningstar Research; DBRS Morningstar; and Morningstar Sustainalytics, as well as a mobile application, CRM integrations, excel plug-in, data feeds, and data solutions through PitchBook. The company serves financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors, as well as issuers of securities. Morningstar, Inc. was incorporated in 1984 and is based in Chicago, Illinois. Morningstar, Inc. provides independent investment insights in the United States, Canada, Asia, Australia, Europe, the United Kingdom, and internationally. The company provides investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and inde Read More

    Mavefund brings filings, fundamentals, valuation, price history and news for Morningstar Inc into one research view. The sections below show what strengthens or weakens the research case.

    Score

    Reported Results

    What the company reported, with filing details kept small.

    Filed Apr 29, 2026

    Quarterly result summary

    Revenue growth was +5.3% YoY.

    Revenue growth +5.3% YoY

    What changed

    • Revenue growth was +5.3% YoY.

    Guidance / outlook

    We expect these conditions to persist at least through 2026. We’re seeing pressure on the weakest Q&A with Detlef Scholz April 2026 © April 29, 2026. Morningstar.

    Earnings release Open filing

    Source: SEC EDGAR company-filed earnings materials. Dates are shown only for verification; review the source filing before relying on extracted report details.

    Other recent earnings materials
    SEC filing 8-K Apr 29, 2026 Earnings release Earnings release Apr 29, 2026 Earnings material Earnings release Apr 29, 2026 SEC filing 10-Q Apr 29, 2026 SEC filing 10-K Feb 13, 2026 Earnings release Earnings release Feb 12, 2026 SEC filing 8-K Feb 12, 2026 Earnings material Earnings release Feb 12, 2026 Earnings release Earnings release Feb 12, 2026 SEC filing 10-Q Oct 30, 2025 Earnings release Earnings release Oct 29, 2025

    Prediction-grade evidence

    Recent News

    Company-relevant articles from sources that pass the Mave Signal relevance and reliability checks.

    Earnings Per Share

    Score 3.00/5
    Morningstar Inc boasts a high score, as its Earnings Per Share (EPS) has demonstrated consistent growth over the past six years. Notable counterparts in the sector with high scores includes Aflac Inc Pathward Financial Inc T. Rowe Price Group Inc
    In Financial Data & Stock Exchanges industry , Value Line Inc , Moodys Corporation , Cboe Global Markets Inc are companies with high ratings.

    Return on Equity

    Score 4.47/5
    Morningstar Inc stands out with a superior score in the Return on Equity (ROE) section, surpassing the sector median value and showcasing its strong performance in this metric. The top companies in the same sector include Aflac Inc Pathward Financial Inc T. Rowe Price Group Inc
    Morningstar ... MORN US$6.3b
    Aflac Inc AFL US$62.2b
    Pathward Fin... CASH US$2.0b
    T. Rowe Pric... TROW US$25.9b

    Net Margin

    Score 3.90/5
    Morningstar Inc commands a high score, propelled by its net margin consistently outpacing the sector median value and exhibiting continuous growth in recent six years; noteworthy counterparts in the sector, boasting similarly high scores, include Aflac Inc Pathward Financial Inc T. Rowe Price Group Inc
    Morningstar ... MORN US$6.3b
    Aflac Inc AFL US$62.2b
    Pathward Fin... CASH US$2.0b
    T. Rowe Pric... TROW US$25.9b

    Share Buyback

    In Financial Data & Stock Exchanges industry , Value Line Inc , Moodys Corporation , Cboe Global Markets Inc are companies with high ratings.

    Leverage

    Score 3.02/5
    Morningstar Inc attains a commendable score in the category due to its lower leverage ratio over the past six years in comparison to the sector median value. Additionally, other notable companies in the same sector, such as Aflac Inc Pathward Financial Inc T. Rowe Price Group Inc , also exhibit high scores.
    Morningstar ... MORN US$6.3b
    Aflac Inc AFL US$62.2b
    Pathward Fin... CASH US$2.0b
    T. Rowe Pric... TROW US$25.9b

    Financial Statements

    Company-reported SEC EDGAR facts organized into the three core statements.

    Verified SEC statements load when this section enters view.

    Source: SEC EDGAR companyfacts. Values are standardized company filings for research support, not personalized financial advice.

    Financial Ratio

    Yearly Quarterly

    Financial
    Profitability
    Growth
    Cash Flow
    Financial Health
    Efficiency Ratios

    Morningstar Inc logo

    Morningstar Inc

    US$172.46

    US$156.02

    -9.5% vs price

    US$6.3b

    -0.04%

    -38.01%