MORN
Morningstar, Inc.
Nasdaq Investment Advice Large accelerated filer

Key Financials

Operating Income
$526.6M
↑ 8.6%
Net Income
$183.0M
↑ 33.7%
Revenue
$2.4B
↑ 7.5%
EPS (Diluted)
$8.87
↑ 3.4%
Total Assets
$3.6B
↑ 1.2%
Total Liabilities
$2.4B
↑ 22.7%
Cash & Equivalents
$474.5M
↓ 5.6%
Shareholders' Equity
$804.9M
↑ 15.6%

Recent SEC Filings

Form Type Filed Date Link
ARS 3/27/2026
DEFA14A 3/27/2026
DEF 14A 3/27/2026
SCHEDULE 13G/A 3/27/2026
DEFA14A 3/25/2026
8-K 3/25/2026
8-K 3/13/2026
4 3/4/2026
4 3/3/2026
4 3/3/2026

Company Information

Field Value
Ticker MORN
Company Name Morningstar, Inc.
CIK 1289419
Sector Investment Advice
Industry Large accelerated filer
Exchange Nasdaq
SIC Code 6282
SIC Description Investment Advice
Entity Type operating
Fiscal Year End 1231
State of Incorporation IL
Phone (312) 696-6000