Morningstar Inc
MORN212.300USD
-2.130-0.99%
Close 10/31, 16:00（ET）Quotes delayed by 15 min
8.95BMarket Cap
23.81P/E TTM
More Details of Morningstar Inc Company
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.
Morningstar Inc Info
Ticker SymbolMORN
Company nameMorningstar Inc
IPO dateMay 03, 2005
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
CEOMr. Kunal Kapoor
Company Executives of Morningstar Inc
Name
Name/Position
Position
Shareholding
Change
Mr. Kunal Kapoor
Mr. Kunal Kapoor
Chief Executive Officer, Director
Chief Executive Officer, Director
125.53K
+3.93%
Dr. Steven N. (Steve) Kaplan, Ph.D.
Dr. Steven N. (Steve) Kaplan, Ph.D.
Independent Director
Independent Director
40.49K
+1.56%
Ms. Cheryl A. Francis
Ms. Cheryl A. Francis
Independent Director
Independent Director
34.34K
+1.84%
Mr. William M. (Bill) Lyons, J.D.
Mr. William M. (Bill) Lyons, J.D.
Independent Director
Independent Director
11.65K
+5.62%
Ms. Robin Diamonte
Ms. Robin Diamonte
Independent Director
Independent Director
8.75K
+7.63%
Mr. Stephen (Steve) Joynt
Mr. Stephen (Steve) Joynt
Independent Director
Independent Director
3.69K
+20.18%
Ms. Caroline J. Tsay
Ms. Caroline J. Tsay
Independent Director
Independent Director
2.82K
+17.51%
Ms. Gail Landis
Ms. Gail Landis
Independent Director
Independent Director
--
--
Mr. Joe Mansueto
Mr. Joe Mansueto
Executive Chairman of the Board
Executive Chairman of the Board
--
--
Mr. Conan Wiersema
Mr. Conan Wiersema
Principal Accounting Officer
Principal Accounting Officer
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Kunal Kapoor
Mr. Kunal Kapoor
Chief Executive Officer, Director
Chief Executive Officer, Director
125.53K
+3.93%
Dr. Steven N. (Steve) Kaplan, Ph.D.
Dr. Steven N. (Steve) Kaplan, Ph.D.
Independent Director
Independent Director
40.49K
+1.56%
Ms. Cheryl A. Francis
Ms. Cheryl A. Francis
Independent Director
Independent Director
34.34K
+1.84%
Mr. William M. (Bill) Lyons, J.D.
Mr. William M. (Bill) Lyons, J.D.
Independent Director
Independent Director
11.65K
+5.62%
Ms. Robin Diamonte
Ms. Robin Diamonte
Independent Director
Independent Director
8.75K
+7.63%
Mr. Stephen (Steve) Joynt
Mr. Stephen (Steve) Joynt
Independent Director
Independent Director
3.69K
+20.18%
Revenue Breakdown
Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
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
428.40M
70.80%
Transaction-based
94.30M
15.58%
Asset-based
82.40M
13.62%
By RegionUSD
Name
Revenue
Proportion
United States
431.60M
71.33%
Continental Europe
55.00M
9.09%
United Kingdom
48.20M
7.97%
Canada
38.60M
6.38%
Australia
16.20M
2.68%
Other
15.50M
2.56%
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
License-based
428.40M
70.80%
Transaction-based
94.30M
15.58%
Asset-based
82.40M
13.62%
Shareholding Stats
Updated: Thu, Oct 2
Updated: Thu, Oct 2
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
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%
Other
42.65%
Shareholders
Shareholders
Proportion
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%
Other
42.65%
Shareholder Types
Shareholders
Proportion
Individual Investor
41.92%
Investment Advisor
29.62%
Investment Advisor/Hedge Fund
20.70%
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%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
840
25.68M
60.90%
-428.86K
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
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Mansueto (Joseph D)
15.02M
35.62%
-100.00K
-0.66%
Aug 27, 2025
The Vanguard Group, Inc.
2.63M
6.23%
-26.66K
-1.00%
Jun 30, 2025
Mansueto (Daniel)
2.39M
5.67%
+2.39M
--
Dec 04, 2024
BlackRock Institutional Trust Company, N.A.
2.26M
5.36%
-175.14K
-7.19%
Jun 30, 2025
Atlanta Capital Management Company, L.L.C.
1.89M
4.47%
-25.23K
-1.32%
Jun 30, 2025
Baron Capital Management, Inc.
1.30M
3.07%
-4.18K
-0.32%
Jun 30, 2025
Select Equity Group, L.P.
1.11M
2.64%
-59.27K
-5.05%
Jun 30, 2025
Kayne Anderson Rudnick Investment Management, LLC
848.57K
2.01%
-61.59K
-6.77%
Jun 30, 2025
BofA Global Research (US)
826.86K
1.96%
+1.88K
+0.23%
Jun 30, 2025
Millennium Management LLC
811.16K
1.92%
+270.36K
+49.99%
Jun 30, 2025
View more
Related ETFs
Updated: Mon, Oct 6
Updated: Mon, Oct 6
Name
Proportion
Motley Fool Mid-Cap Growth ETF
2.89%
Congress SMid Growth ETF
1.71%
SPDR S&P Capital Markets ETF
1.29%
Invesco S&P MidCap Low Volatility ETF
1.11%
Invesco S&P MidCap Quality ETF
1%
AdvisorShares Insider Advantage ETF
0.95%
First Trust Mid Cap US Equity Select ETF
0.91%
First Trust Small Cap US Equity Select ETF
0.85%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
0.69%
First Trust Horizon Managed Vol Small/Mid ETF
0.55%
View more
Motley Fool Mid-Cap Growth ETF
Proportion2.89%
Congress SMid Growth ETF
Proportion1.71%
SPDR S&P Capital Markets ETF
Proportion1.29%
Invesco S&P MidCap Low Volatility ETF
Proportion1.11%
Invesco S&P MidCap Quality ETF
Proportion1%
AdvisorShares Insider Advantage ETF
Proportion0.95%
First Trust Mid Cap US Equity Select ETF
Proportion0.91%
First Trust Small Cap US Equity Select ETF
Proportion0.85%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Proportion0.69%
First Trust Horizon Managed Vol Small/Mid ETF
Proportion0.55%
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
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Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
