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Morningstar Inc

MORN

272.420USD

-4.040-1.46%

Close 08/01, 16:00（ET）Quotes delayed by 15 min

11.51BMarket Cap

29.96P/E TTM



Morningstar Inc

272.420

-4.040-1.46%

Overview Company Financials

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.

Company Info

Ticker SymbolMORN

Company nameMorningstar Inc

IPO dateMay 03, 2005

Founded at1984

CEOMr. Kunal Kapoor

Number of employees11085

Security typeOrdinary Share

Fiscal year-endMay 03

Address22 West Washington Street

CityCHICAGO

Stock exchangeNASDAQ Global Select Consolidated

CountryUnited States of America

Postal code60602

Phone13126966000

Websitehttps://www.morningstar.com/

Ticker SymbolMORN

IPO dateMay 03, 2005

Founded at1984

Company Executives

Name

Name/Position

Position

Shareholding

Change

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

Name

Name/Position

Position

Shareholding

Change

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%

Revenue Breakdown

Currency: USDUpdated: Sun, Jul 6

FY2025Q1

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

FY2023Q4

FY2023Q3

FY2023Q2

FY2023Q1

FY2022

FY2022Q4

FY2022Q3

FY2022Q2

FY2022Q1

FY2021

FY2020

FY2019

FY2018

By BusinessUSD

Name

Revenue

Proportion

License-based

418.00M

71.83%

Asset-based

85.70M

14.73%

Transaction-based

78.20M

13.44%

By RegionUSD

Name

Revenue

Proportion

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%

Other

14.90M

2.56%

By Business

By Region

By BusinessUSD

Name

Revenue

Proportion

License-based

418.00M

71.83%

Asset-based

85.70M

14.73%

Transaction-based

78.20M

13.44%

Shareholding Stats

Updated: Thu, May 15

Shareholders

Shareholder Types

Shareholders

Proportion

Mansueto (Joseph D)

35.79%

The Vanguard Group, Inc.

6.28%

BlackRock Institutional Trust Company, N.A.

5.77%

Mansueto (Daniel)

5.66%

Atlanta Capital Management Company, L.L.C.

4.52%

Other

41.98%

Shareholders

Proportion

Mansueto (Joseph D)

35.79%

The Vanguard Group, Inc.

6.28%

BlackRock Institutional Trust Company, N.A.

5.77%

Mansueto (Daniel)

5.66%

Atlanta Capital Management Company, L.L.C.

4.52%

Other

41.98%

Shareholder Types

Shareholders

Proportion

Individual Investor

42.09%

Investment Advisor

29.82%

Investment Advisor/Hedge Fund

21.96%

Hedge Fund

4.12%

Holding Company

2.83%

Research Firm

2.67%

Pension Fund

0.96%

Sovereign Wealth Fund

0.83%

Bank and Trust

0.58%

Institutional Shareholding

Updated: Tue, Jul 1

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q2

823

44.74M

105.91%

+497.50K

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

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

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

BlackRock Institutional Trust Company, N.A.

2.44M

5.77%

-4.27K

-0.17%

Mar 31, 2025

Mansueto (Daniel)

2.39M

5.66%

+2.39M

Dec 04, 2024

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

Wellington Management Company, LLP

1.08M

2.56%

-794.00

-0.07%

Mar 31, 2025

Kayne Anderson Rudnick Investment Management, LLC

910.16K

2.15%

-65.04K

-6.67%

Mar 31, 2025

Related ETFs

Updated: 13 hours ago

Name

Proportion

Congress SMid Growth ETF

2.19%

Motley Fool Mid-Cap Growth ETF

2.03%

SPDR S&P Capital Markets ETF

1.64%

Invesco S&P MidCap Quality ETF

1.26%

Invesco S&P MidCap Low Volatility ETF

1.18%

First Trust Mid Cap US Equity Select ETF

1.02%

AdvisorShares Insider Advantage ETF

1.01%

First Trust Small Cap US Equity Select ETF

iShares U.S. Broker-Dealers & Securities Exchanges ETF

0.85%

First Trust Horizon Managed Vol Small/Mid ETF

0.68%

Congress SMid Growth ETF

Proportion2.19%

Motley Fool Mid-Cap Growth ETF

Proportion2.03%

SPDR S&P Capital Markets ETF

Proportion1.64%

Invesco S&P MidCap Quality ETF

Proportion1.26%

Invesco S&P MidCap Low Volatility ETF

Proportion1.18%

First Trust Mid Cap US Equity Select ETF

Proportion1.02%

AdvisorShares Insider Advantage ETF

Proportion1.01%

First Trust Small Cap US Equity Select ETF

Proportion1%

iShares U.S. Broker-Dealers & Securities Exchanges ETF

Proportion0.85%

First Trust Horizon Managed Vol Small/Mid ETF

Proportion0.68%

Dividend

A total of 300.30M USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

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

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

KeyAI

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