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Morningstar Inc

MORN
160.680USD
+1.710+1.08%
āļ›āļīāļ” 03/26, 16:00ETāļĢāļēāļ„āļēāļĨāđˆāļēāļŠāđ‰āļē 15 āļ™āļēāļ—āļĩ
8.02BāļĄāļđāļĨāļ„āđˆāļēāļ•āļĨāļēāļ”
17.99P/E TTM
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āļĢāļēāļĒāļĨāļ°āđ€āļ­āļĩāļĒāļ”āđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄāļ‚āļ­āļ‡ Morningstar Inc āļšāļĢāļīāļĐāļąāļ—

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.

āļ‚āđ‰āļ­āļĄāļđāļĨ Morningstar Inc

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āļŠāļąāļāļĨāļąāļāļĐāļ“āđŒāļĒāđˆāļ­āļ‚āļ­āļ‡āļŦāļļāđ‰āļ™MORN
āļŠāļ·āđˆāļ­āļšāļĢāļīāļĐāļąāļ—Morningstar Inc
āļ§āļąāļ™āļ—āļĩāđˆāđ€āļŠāļ™āļ­āļ‚āļēāļĒāļ„āļĢāļąāđ‰āļ‡āđāļĢāļMay 03, 2005
āļ‹āļĩāļ­āļĩāđ‚āļ­Kapoor (Kunal)
āļˆāļģāļ™āļ§āļ™āļžāļ™āļąāļāļ‡āļēāļ™11085
āļ›āļĢāļ°āđ€āļ āļ—āļāļēāļĢāļĢāļąāļāļĐāļēāļ„āļ§āļēāļĄāļ›āļĨāļ­āļ”āļ āļąāļĒOrdinary Share
āļŠāļīāđ‰āļ™āļ›āļĩāļ‡āļšāļ›āļĢāļ°āļĄāļēāļ“May 03
āļ—āļĩāđˆāļ­āļĒāļđāđˆ22 West Washington Street
āđ€āļĄāļ·āļ­āļ‡CHICAGO
āļ•āļĨāļēāļ”āļŦāļĨāļąāļāļ—āļĢāļąāļžāļĒāđŒNASDAQ OMX - NASDAQ BASIC
āļ›āļĢāļ°āđ€āļ—āļĻUnited States of America
āļĢāļŦāļąāļŠāđ„āļ›āļĢāļĐāļ“āļĩāļĒāđŒ60602
āđ‚āļ—āļĢāļĻāļąāļžāļ—āđŒ13126966000
āđ€āļ§āđ‡āļšāđ„āļ‹āļ•āđŒhttps://www.morningstar.com/
āļŠāļąāļāļĨāļąāļāļĐāļ“āđŒāļĒāđˆāļ­āļ‚āļ­āļ‡āļŦāļļāđ‰āļ™MORN
āļ§āļąāļ™āļ—āļĩāđˆāđ€āļŠāļ™āļ­āļ‚āļēāļĒāļ„āļĢāļąāđ‰āļ‡āđāļĢāļMay 03, 2005
āļ‹āļĩāļ­āļĩāđ‚āļ­Kapoor (Kunal)

āļœāļđāđ‰āļšāļĢāļīāļŦāļēāļĢāļšāļĢāļīāļĐāļąāļ—āļ‚āļ­āļ‡ Morningstar Inc

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āļŠāļ·āđˆāļ­
āļŠāļ·āđˆāļ­/āļ•āļģāđāļŦāļ™āđˆāļ‡
āļ•āļģāđāļŦāļ™āđˆāļ‡
āļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
Mr. Kunal Kapoor
Mr. Kunal Kapoor
Chief Executive Officer, Director
Chief Executive Officer, Director
126.56K
+0.82%
Dr. Steven N. (Steve) Kaplan, Ph.D.
Dr. Steven N. (Steve) Kaplan, Ph.D.
Independent Director
Independent Director
40.49K
+1.53%
Ms. Cheryl A. Francis
Ms. Cheryl A. Francis
Independent Director
Independent Director
34.34K
+1.81%
Mr. William M. (Bill) Lyons, J.D.
Mr. William M. (Bill) Lyons, J.D.
Independent Director
Independent Director
11.65K
+5.32%
Ms. Robin Diamonte
Ms. Robin Diamonte
Independent Director
Independent Director
8.75K
+7.09%
Mr. Stephen (Steve) Joynt
Mr. Stephen (Steve) Joynt
Independent Director
Independent Director
3.69K
+16.79%
Ms. Caroline J. Tsay
Ms. Caroline J. Tsay
Independent Director
Independent Director
2.22K
-27.05%
Mr. Joe Mansueto
Mr. Joe Mansueto
Executive Chairman of the Board
Executive Chairman of the Board
--
--
Ms. Gail Landis
Ms. Gail Landis
Independent Director
Independent Director
--
--
Ms. Doniel N. Sutton
Ms. Doniel N. Sutton
Independent Director
Independent Director
--
--
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ
āļŠāļ·āđˆāļ­
āļŠāļ·āđˆāļ­/āļ•āļģāđāļŦāļ™āđˆāļ‡
āļ•āļģāđāļŦāļ™āđˆāļ‡
āļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
Mr. Kunal Kapoor
Mr. Kunal Kapoor
Chief Executive Officer, Director
Chief Executive Officer, Director
126.56K
+0.82%
Dr. Steven N. (Steve) Kaplan, Ph.D.
Dr. Steven N. (Steve) Kaplan, Ph.D.
Independent Director
Independent Director
40.49K
+1.53%
Ms. Cheryl A. Francis
Ms. Cheryl A. Francis
Independent Director
Independent Director
34.34K
+1.81%
Mr. William M. (Bill) Lyons, J.D.
Mr. William M. (Bill) Lyons, J.D.
Independent Director
Independent Director
11.65K
+5.32%
Ms. Robin Diamonte
Ms. Robin Diamonte
Independent Director
Independent Director
8.75K
+7.09%
Mr. Stephen (Steve) Joynt
Mr. Stephen (Steve) Joynt
Independent Director
Independent Director
3.69K
+16.79%

āļŠāļąāļ”āļŠāđˆāļ§āļ™āļ‚āļ­āļ‡āļĢāļēāļĒāđ„āļ”āđ‰

āļŠāļāļļāļĨāđ€āļ‡āļīāļ™: USDāļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļ­āļąāļ‡āļ„āļēāļĢāļ—āļĩāđˆ 6 āļĄ.āļ„.
āļŠāļāļļāļĨāđ€āļ‡āļīāļ™: USDāļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļ­āļąāļ‡āļ„āļēāļĢāļ—āļĩāđˆ 6 āļĄ.āļ„.
FY2025Q3
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2022Q1
FY2021
FY2020
FY2019
FY2018
āļ•āļēāļĄāļ˜āļļāļĢāļāļīāļˆUSD
āļŠāļ·āđˆāļ­
āļĢāļēāļĒāđ„āļ”āđ‰
āļŠāļąāļ”āļŠāđˆāļ§āļ™
License-based
402.10M
70.85%
Transaction-based
96.40M
16.99%
Asset-based
69.00M
12.16%
āļ•āļēāļĄāļ āļđāļĄāļīāļ āļēāļ„USD
āļŠāļ·āđˆāļ­
āļĢāļēāļĒāđ„āļ”āđ‰
āļŠāļąāļ”āļŠāđˆāļ§āļ™
United States
440.70M
77.66%
Continental Europe
55.10M
9.71%
United Kingdom
48.20M
8.49%
Canada
41.00M
7.22%
Australia
16.70M
2.94%
āļ­āļ·āđˆāļ™ āđ†
-34.20M
-6.03%
āļ•āļēāļĄāļ˜āļļāļĢāļāļīāļˆ
āļ•āļēāļĄāļ āļđāļĄāļīāļ āļēāļ„
āļ•āļēāļĄāļ˜āļļāļĢāļāļīāļˆUSD
āļŠāļ·āđˆāļ­
āļĢāļēāļĒāđ„āļ”āđ‰
āļŠāļąāļ”āļŠāđˆāļ§āļ™
License-based
402.10M
70.85%
Transaction-based
96.40M
16.99%
Asset-based
69.00M
12.16%

āļŠāļ–āļīāļ•āļīāļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™

āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āđ€āļŠāļēāļĢāđŒāļ—āļĩāđˆ 21 āļ.āļž.
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āđ€āļŠāļēāļĢāđŒāļ—āļĩāđˆ 21 āļ.āļž.
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļ›āļĢāļ°āđ€āļ āļ—āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Mansueto (Joseph D)
37.41%
Mansueto (Daniel)
9.49%
The Vanguard Group, Inc.
5.98%
BlackRock Institutional Trust Company, N.A.
5.22%
Atlanta Capital Management Company, L.L.C.
4.49%
āļ­āļ·āđˆāļ™ āđ†
37.40%
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Mansueto (Joseph D)
37.41%
Mansueto (Daniel)
9.49%
The Vanguard Group, Inc.
5.98%
BlackRock Institutional Trust Company, N.A.
5.22%
Atlanta Capital Management Company, L.L.C.
4.49%
āļ­āļ·āđˆāļ™ āđ†
37.40%
āļ›āļĢāļ°āđ€āļ āļ—āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Individual Investor
47.59%
Investment Advisor
28.24%
Investment Advisor/Hedge Fund
24.13%
Hedge Fund
6.33%
Research Firm
1.85%
Pension Fund
0.87%
Sovereign Wealth Fund
0.74%
Bank and Trust
0.50%
Family Office
0.19%

āļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™āļ‚āļ­āļ‡āļŠāļ–āļēāļšāļąāļ™

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āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļžāļĪāļŦāļąāļŠāļ—āļĩāđˆ 1 āļĄ.āļ„.
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļžāļĪāļŦāļąāļŠāļ—āļĩāđˆ 1 āļĄ.āļ„.
āļŠāđˆāļ§āļ‡āđ€āļ§āļĨāļēāļāļēāļĢāļĢāļēāļĒāļ‡āļēāļ™
āļˆāļģāļ™āļ§āļ™āļŠāļ–āļēāļšāļąāļ™
āļŦāļļāđ‰āļ™āļ—āļĩāđˆāļ–āļ·āļ­āļ„āļĢāļ­āļ‡
āļŠāļąāļ”āļŠāđˆāļ§āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
2025Q4
897
25.59M
62.22%
-928.54K
2025Q3
840
25.62M
62.30%
-457.63K
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
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ

āļāļīāļˆāļāļĢāļĢāļĄāļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™

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āļŠāļ·āđˆāļ­
āļŦāļļāđ‰āļ™āļ—āļĩāđˆāļ–āļ·āļ­āļ„āļĢāļ­āļ‡
āļŠāļąāļ”āļŠāđˆāļ§āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™%
āļ§āļąāļ™āļ—āļĩāđˆ
Mansueto (Joseph D)
14.91M
36.25%
-27.77K
-0.19%
Dec 12, 2025
Mansueto (Daniel)
3.42M
8.32%
+1.03M
+43.17%
Sep 30, 2025
The Vanguard Group, Inc.
2.60M
6.33%
-23.80K
-0.91%
Sep 30, 2025
BlackRock Institutional Trust Company, N.A.
2.13M
5.19%
-126.32K
-5.59%
Sep 30, 2025
Atlanta Capital Management Company, L.L.C.
1.77M
4.31%
-114.49K
-6.07%
Sep 30, 2025
Select Equity Group, L.P.
2.10M
5.11%
+990.40K
+88.96%
Sep 30, 2025
Baron Capital Management, Inc.
1.41M
3.44%
+118.98K
+9.19%
Sep 30, 2025
Wellington Management Company, LLP
612.83K
1.49%
-168.01K
-21.52%
Sep 30, 2025
AQR Capital Management, LLC
608.24K
1.48%
+314.27K
+106.91%
Sep 30, 2025
State Street Investment Management (US)
763.22K
1.86%
-20.95K
-2.67%
Sep 30, 2025
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ

ETF āļ—āļĩāđˆāđ€āļāļĩāđˆāļĒāļ§āļ‚āđ‰āļ­āļ‡

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āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āđ€āļŠāļēāļĢāđŒāļ—āļĩāđˆ 6 āļ˜.āļ„.
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āđ€āļŠāļēāļĢāđŒāļ—āļĩāđˆ 6 āļ˜.āļ„.
āļŠāļ·āđˆāļ­
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Congress SMid Growth ETF
1.42%
Motley Fool Mid-Cap Growth ETF
1.41%
SPDR S&P Capital Markets ETF
1.4%
First Trust Small Cap US Equity Select ETF
1.02%
First Trust Mid Cap US Equity Select ETF
1%
Invesco S&P MidCap Low Volatility ETF
0.88%
Invesco S&P MidCap Quality ETF
0.85%
Pacer Lunt MidCap Multi-Factor Alternator ETF
0.85%
First Trust Financials AlphaDEX Fund
0.57%
First Trust Horizon Managed Vol Small/Mid ETF
0.57%
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ
Congress SMid Growth ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™1.42%
Motley Fool Mid-Cap Growth ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™1.41%
SPDR S&P Capital Markets ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™1.4%
First Trust Small Cap US Equity Select ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™1.02%
First Trust Mid Cap US Equity Select ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™1%
Invesco S&P MidCap Low Volatility ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.88%
Invesco S&P MidCap Quality ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.85%
Pacer Lunt MidCap Multi-Factor Alternator ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.85%
First Trust Financials AlphaDEX Fund
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.57%
First Trust Horizon Managed Vol Small/Mid ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.57%

āđ€āļ‡āļīāļ™āļ›āļąāļ™āļœāļĨ

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āļĄāļĩāļāļēāļĢāļˆāđˆāļēāļĒāđ€āļ‡āļīāļ™āļ›āļąāļ™āļœāļĨāđ€āļ›āđ‡āļ™āļˆāļģāļ™āļ§āļ™āļĢāļ§āļĄ 248.90M USD āđƒāļ™āļŠāđˆāļ§āļ‡ 5 āļ›āļĩāļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
āļ§āļąāļ™āļ—āļĩāđˆ
āđ€āļ‡āļīāļ™āļ›āļąāļ™āļœāļĨ
āļ§āļąāļ™āļ—āļĩāđˆāļšāļąāļ™āļ—āļķāļ
āļ§āļąāļ™āļ—āļĩāđˆāļŠāļģāļĢāļ°āđ€āļ‡āļīāļ™
āļ§āļąāļ™āļ—āļĩāđˆāđ„āļĄāđˆāđ„āļ”āđ‰āļĢāļąāļšāļŠāļīāļ—āļ˜āļīāļ›āļąāļ™āļœāļĨ
Dec 05, 2025
MORN.NB Interim Cash Dividend of gross USD 0.5 paid on Apr 30, 2026 going ex on Apr 02, 2026
Apr 03, 2026
Apr 30, 2026
Apr 02, 2026
Dec 05, 2025
MORN.NB Final Cash Dividend of gross USD 0.5 paid on Jan 30, 2026 going ex on Jan 02, 2026
Jan 02, 2026
Jan 30, 2026
Jan 02, 2026
Dec 06, 2024
MORN.NB Interim Cash Dividend of gross USD 0.455 paid on Jul 31, 2025 going ex on Jul 11, 2025
Jul 11, 2025
Jul 31, 2025
Jul 11, 2025
Dec 06, 2024
MORN.NB Interim Cash Dividend of gross USD 0.455 paid on Apr 30, 2025 going ex on Apr 04, 2025
Apr 04, 2025
Apr 30, 2025
Apr 04, 2025
Dec 06, 2024
MORN.NB Interim Cash Dividend of gross USD 0.455 paid on Oct 31, 2025 going ex on Oct 03, 2025
Oct 03, 2025
Oct 31, 2025
Oct 03, 2025
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
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