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Morningstar Inc

MORN

248.880USD

+2.270+0.92%

Cierre 09/16, 16:00（ET）Cotizaciones retrasadas 15 min

10.50BCap. mercado

25.98P/E TTM



Morningstar Inc

248.880

+2.270+0.92%

Descripción general Compañía Finanzas Análisis

Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.

Información de la empresa

Símbolo de cotizaciónMORN

Nombre de la empresaMorningstar Inc

Fecha de salida a bolsaMay 03, 2005

Director ejecutivoMr. Kunal Kapoor

Número de empleados11085

Tipo de seguridadOrdinary Share

Fin del año fiscalMay 03

Dirección22 West Washington Street

CiudadCHICAGO

Bolsa de valoresNASDAQ Global Select Consolidated

PaísUnited States of America

Código postal60602

Teléfono13126966000

Sitio Webhttps://www.morningstar.com/

Símbolo de cotizaciónMORN

Fecha de salida a bolsaMay 03, 2005

Director ejecutivoMr. Kunal Kapoor

Ejecutivos de la empresa

Nombre

Nombre/Posición

Posición

Accionistas

Cambio

Mr. Kunal Kapoor

Chief Executive Officer, Director

125.53K

+3.93%

Dr. Steven N. (Steve) Kaplan, Ph.D.

Independent Director

40.49K

+1.56%

Ms. Cheryl A. Francis

Independent Director

34.34K

+1.84%

Mr. William M. (Bill) Lyons, J.D.

Independent Director

11.65K

+5.62%

Ms. Robin Diamonte

Independent Director

8.75K

+7.63%

Mr. Stephen (Steve) Joynt

Independent Director

3.69K

+20.18%

Ms. Caroline J. Tsay

Independent Director

2.82K

+17.51%

Ms. Gail Landis

Independent Director

Mr. Joe Mansueto

Executive Chairman of the Board

Mr. Conan Wiersema

Principal Accounting Officer

Nombre

Nombre/Posición

Posición

Accionistas

Cambio

Mr. Kunal Kapoor

Chief Executive Officer, Director

125.53K

+3.93%

Dr. Steven N. (Steve) Kaplan, Ph.D.

Independent Director

40.49K

+1.56%

Ms. Cheryl A. Francis

Independent Director

34.34K

+1.84%

Mr. William M. (Bill) Lyons, J.D.

Independent Director

11.65K

+5.62%

Ms. Robin Diamonte

Independent Director

8.75K

+7.63%

Mr. Stephen (Steve) Joynt

Independent Director

3.69K

+20.18%

Desglose de ingresos

Divisa: USDActualizado: dom., 6 de jul

FY2025Q1

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

FY2023Q4

FY2023Q3

FY2023Q2

FY2023Q1

FY2022

FY2022Q4

FY2022Q3

FY2022Q2

FY2022Q1

FY2021

FY2020

FY2019

FY2018

Por negocioUSD

Nombre

Ganancia

Proporción

License-based

418.00M

71.83%

Asset-based

85.70M

14.73%

Transaction-based

78.20M

13.44%

Por regiónUSD

Nombre

Ganancia

Proporción

United States

424.50M

72.95%

Continental Europe

50.60M

8.70%

United Kingdom

43.70M

7.51%

Canada

33.10M

5.69%

Australia

15.10M

2.59%

Otro

14.90M

2.56%

Por negocio

Por región

Por negocioUSD

Nombre

Ganancia

Proporción

License-based

418.00M

71.83%

Asset-based

85.70M

14.73%

Transaction-based

78.20M

13.44%

Estadísticas de accionistas

Actualizado: vie., 15 de ago

Accionistas

Tipos de accionistas

Accionistas

Proporción

Mansueto (Joseph D)

35.62%

The Vanguard Group, Inc.

6.23%

Mansueto (Daniel)

5.67%

BlackRock Institutional Trust Company, N.A.

5.36%

Atlanta Capital Management Company, L.L.C.

4.47%

Otro

42.65%

Accionistas

Proporción

Mansueto (Joseph D)

35.62%

The Vanguard Group, Inc.

6.23%

Mansueto (Daniel)

5.67%

BlackRock Institutional Trust Company, N.A.

5.36%

Atlanta Capital Management Company, L.L.C.

4.47%

Otro

42.65%

Tipos de accionistas

Accionistas

Proporción

Individual Investor

41.92%

Investment Advisor

29.61%

Investment Advisor/Hedge Fund

21.75%

Hedge Fund

4.94%

Research Firm

3.26%

Holding Company

2.84%

Pension Fund

0.96%

Sovereign Wealth Fund

0.75%

Bank and Trust

0.62%

Participación institucional

Actualizado: mar., 1 de jul

Periodo del informe

Número de instituciones

Acciones mantenidas

Proporción

Cambio

2025Q2

832

44.53M

105.52%

+443.64K

2025Q1

838

44.97M

105.97%

-3.02K

2024Q4

798

45.39M

105.93%

-28.29K

2024Q3

762

43.31M

101.10%

-2.17M

2024Q2

752

43.36M

101.43%

-2.27M

2024Q1

743

43.39M

101.49%

-1.97M

2023Q4

721

43.08M

100.90%

-3.67M

2023Q3

708

45.47M

106.63%

+2.75M

2023Q2

679

43.81M

102.97%

+1.66M

2023Q1

689

43.63M

102.55%

+1.53M

Actividad de los accionistas

Nombre

Acciones mantenidas

Proporción

Cambio

Cambio %

Fecha

Mansueto (Joseph D)

15.12M

35.79%

-15.00K

-0.10%

Jun 30, 2025

The Vanguard Group, Inc.

2.65M

6.28%

-143.30K

-5.12%

Mar 31, 2025

Mansueto (Daniel)

2.39M

5.66%

+2.39M

Dec 04, 2024

BlackRock Institutional Trust Company, N.A.

2.44M

5.77%

-4.27K

-0.17%

Mar 31, 2025

Atlanta Capital Management Company, L.L.C.

1.91M

4.52%

+59.01K

+3.19%

Mar 31, 2025

Baron Capital Management, Inc.

1.30M

3.08%

-5.65K

-0.43%

Mar 31, 2025

Bank of America Corp

1.20M

2.83%

-1.02M

-45.98%

Dec 31, 2023

Select Equity Group, L.P.

1.17M

2.78%

-201.87K

-14.69%

Mar 31, 2025

Kayne Anderson Rudnick Investment Management, LLC

910.16K

2.15%

-65.04K

-6.67%

Mar 31, 2025

BofA Global Research (US)

824.98K

1.95%

-389.78K

-32.09%

Mar 31, 2025

ETFs relacionados

Actualizado: sáb., 6 de sep

Nombre

Proporción

Dimensional US Large Cap Vector ETF

iShares Morningstar US Equity ETF

iShares US Industry Rotation Active ETF

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Rayliant Quantitative Developed Market Equity ETF

First Trust Multicap Growth Alphadex Fund

Timothy Plan US Large/Mid Cap Core Enhanced ETF

Goldman Sachs JUST U.S. Large Cap Equity ETF

Harbor Human Capital Factor Unconstrained ETF

WisdomTree US Efficient Core Fund

Dimensional US Large Cap Vector ETF

Proporción0%

iShares Morningstar US Equity ETF

Proporción0%

iShares US Industry Rotation Active ETF

Proporción0%

FlexShares Morningstar US Market Factor Tilt Index Fund

Proporción0%

Rayliant Quantitative Developed Market Equity ETF

Proporción0%

First Trust Multicap Growth Alphadex Fund

Proporción0%

Timothy Plan US Large/Mid Cap Core Enhanced ETF

Proporción0%

Goldman Sachs JUST U.S. Large Cap Equity ETF

Proporción0%

Harbor Human Capital Factor Unconstrained ETF

Proporción0%

WisdomTree US Efficient Core Fund

Proporción0%

Dividendos

Un total de 300.30M USD se ha distribuido en dividendos durante los últimos 5 años.

Fecha

Dividendos

Fecha de registro

Fecha de pago

Fecha ex-dividendo

Dec 06, 2024

MORN.NB Final Cash Dividend of gross USD 0.455 paid on Jan 31, 2025 going ex on Jan 03, 2025

Jan 03, 2025

Jan 31, 2025

Jan 03, 2025

Dec 01, 2023

MORN.NB Interim Cash Dividend of gross USD 0.405 paid on Oct 31, 2024 going ex on Oct 04, 2024

Oct 04, 2024

Oct 31, 2024

Oct 04, 2024

Dec 01, 2023

MORN.NB Interim Cash Dividend of gross USD 0.405 paid on Jul 31, 2024 going ex on Jul 12, 2024

Jul 12, 2024

Jul 31, 2024

Jul 12, 2024

Dec 01, 2023

MORN.NB Interim Cash Dividend of gross USD 0.405 paid on Apr 30, 2024 going ex on Apr 04, 2024

Apr 05, 2024

Apr 30, 2024

Apr 04, 2024

Dec 01, 2023

MORN.NB Final Cash Dividend of gross USD 0.405 paid on Jan 31, 2024 going ex on Jan 04, 2024

Jan 05, 2024

Jan 31, 2024

Jan 04, 2024

Dec 06, 2022

MORN.NB Interim Cash Dividend of gross USD 0.375 paid on Jul 31, 2023 going ex on Jul 06, 2023

Jul 07, 2023

Jul 31, 2023

Jul 06, 2023

Dec 06, 2022

MORN.NB Interim Cash Dividend of gross USD 0.375 paid on Apr 28, 2023 going ex on Apr 05, 2023

Apr 07, 2023

Apr 28, 2023

Apr 05, 2023

Dec 06, 2022

MORN.NB Interim Cash Dividend of gross USD 0.375 paid on Jan 31, 2023 going ex on Jan 05, 2023

Jan 06, 2023

Jan 31, 2023

Jan 05, 2023

Dec 06, 2022

MORN.NB Interim Cash Dividend of gross USD 0.375 paid on Oct 31, 2023 going ex on Oct 05, 2023

Oct 06, 2023

Oct 31, 2023

Oct 05, 2023

Dec 03, 2021

MORN.NB Final Cash Dividend of gross USD 0.36 paid on Oct 31, 2022 going ex on Oct 17, 2022

Oct 18, 2022

Oct 31, 2022

Oct 17, 2022

División de acciones

Fecha

Tipo

Relación

Sin datos

Fecha

Tipo

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