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Morningstar Inc

MORN

215.410USD

+6.480+3.10%

收盤 12/19, 16:00（美東）報價延遲15分鐘

8.94B總市值

24.36本益比TTM

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Morningstar Inc

215.410

+6.480+3.10%

概覽公司財務分析

概覽

公司

財務

分析

關於 Morningstar Inc 公司

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簡介

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公司代碼MORN

公司名稱Morningstar Inc

上市日期May 03, 2005

CEOKapoor (Kunal)

員工數量11085

證券類型Ordinary Share

年結日May 03

公司地址22 West Washington Street

城市CHICAGO

上市交易所NASDAQ OMX - NASDAQ BASIC

國家United States of America

郵編60602

電話13126966000

網址https://www.morningstar.com/

公司代碼MORN

上市日期May 03, 2005

CEOKapoor (Kunal)

Morningstar Inc公司高管

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名稱

名稱/職務

職務

持股

持股變動

Mr. Kunal Kapoor

Chief Executive Officer, Director

126.56K

+0.82%

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

名稱

名稱/職務

職務

持股

持股變動

Mr. Kunal Kapoor

Chief Executive Officer, Director

126.56K

+0.82%

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%

收入明細

單位: USD更新時間: 10月6日週一

FY2025Q2

FY2025Q1

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

FY2023Q4

FY2023Q3

FY2023Q2

FY2023Q1

FY2022

FY2022Q4

FY2022Q3

FY2022Q2

FY2022Q1

FY2021

FY2020

FY2019

FY2018

業務USD

名稱

營收

佔比

License-based

428.40M

70.80%

Transaction-based

94.30M

15.58%

Asset-based

82.40M

13.62%

地區USD

名稱

營收

佔比

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%

其他

15.50M

2.56%

業務

地區

業務USD

名稱

營收

佔比

License-based

428.40M

70.80%

Transaction-based

94.30M

15.58%

Asset-based

82.40M

13.62%

股東統計

更新時間: 11月16日週日

持股股東

股東類型

持股股東

佔比

Mansueto (Joseph D)

36.25%

Mansueto (Daniel)

8.32%

The Vanguard Group, Inc.

6.33%

BlackRock Institutional Trust Company, N.A.

5.19%

Select Equity Group, L.P.

5.11%

其他

38.79%

持股股東

佔比

Mansueto (Joseph D)

36.25%

Mansueto (Daniel)

8.32%

The Vanguard Group, Inc.

6.33%

BlackRock Institutional Trust Company, N.A.

5.19%

Select Equity Group, L.P.

5.11%

其他

38.79%

股東類型

持股股東

佔比

Individual Investor

45.22%

Investment Advisor

30.24%

Investment Advisor/Hedge Fund

23.70%

Hedge Fund

5.33%

Research Firm

1.14%

Pension Fund

1.02%

Sovereign Wealth Fund

0.77%

Bank and Trust

0.41%

Family Office

0.05%

機構持股

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更新時間: 10月1日週三

報告期間

機構數

持股數

持股佔比

持股變動

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

2023Q2

679

43.81M

102.97%

+1.66M

股東持股明細

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名稱

持股數

佔比

持股變動

變動比例

公告日期

Mansueto (Joseph D)

15.02M

35.62%

-100.00K

-0.66%

Aug 27, 2025

Mansueto (Daniel)

2.39M

5.67%

+2.39M

Dec 04, 2024

The Vanguard Group, Inc.

2.63M

6.23%

-26.66K

-1.00%

Jun 30, 2025

BlackRock Institutional Trust Company, N.A.

2.26M

5.36%

-175.14K

-7.19%

Jun 30, 2025

Select Equity Group, L.P.

1.11M

2.64%

-59.27K

-5.05%

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

Kayne Anderson Rudnick Investment Management, LLC

848.57K

2.01%

-61.59K

-6.77%

Jun 30, 2025

State Street Investment Management (US)

784.17K

1.86%

-65.83K

-7.74%

Jun 30, 2025

Geode Capital Management, L.L.C.

626.94K

1.49%

+11.41K

+1.85%

Jun 30, 2025

持股ETF

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更新時間: 12月6日週六

機構名稱

佔比

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

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%

Congress SMid Growth ETF

佔比1.42%

Motley Fool Mid-Cap Growth ETF

佔比1.41%

SPDR S&P Capital Markets ETF

佔比1.4%

First Trust Small Cap US Equity Select ETF

佔比1.02%

First Trust Mid Cap US Equity Select ETF

佔比1%

Invesco S&P MidCap Low Volatility ETF

佔比0.88%

Invesco S&P MidCap Quality ETF

佔比0.85%

Pacer Lunt MidCap Multi-Factor Alternator ETF

佔比0.85%

First Trust Financials AlphaDEX Fund

佔比0.57%

First Trust Horizon Managed Vol Small/Mid ETF

佔比0.57%

分紅派息

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近5年累計派現 300.30M 美元

公告日期

分紅計劃

股權登記日

現金發放日

除權除息日

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

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

拆合股

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公告日期

類型

比率

暫無數據

公告日期

類型

比率

暫無數據

常見問題

Morningstar Inc的前五大股東是誰？

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Morningstar Inc的前五大股東如下：
Mansueto (Joseph D)
持有股份：15.02M
佔總股份比例：35.62%。
Mansueto (Daniel)
持有股份：2.39M
佔總股份比例：5.67%。
The Vanguard Group, Inc.
持有股份：2.63M
佔總股份比例：6.23%。
BlackRock Institutional Trust Company, N.A.
持有股份：2.26M
佔總股份比例：5.36%。
Select Equity Group, L.P.
持有股份：1.11M
佔總股份比例：2.64%。