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NASDAQFinancial ServicesFinancial - Data & Stock Exchanges
Latest quote
$209.4
−$6.36 · -2.95%
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.
Previous close
$209.4
−$6.36 · -2.95%
Regular session · ET · Market data may be delayed.
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.
Day range
Current $209.4
52-week range
Current $209.4
Regular session · ET · Market data may be delayed.
AI-powered factor overview
GoAI Score
Hold
Wait — insufficient conviction to act
Valuation
62
Undervalued
Sentiment
57
Mixed
Risk
61
High Risk
Momentum
35
Weakening
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.
Day range
Current $209.4
52-week range
Current $209.4
Profitability as a percentage of reported revenue.
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 2.45B USD | 2.28B USD | 2.04B USD | 1.87B USD | 1.7B USD |
| Cost of goods sold | 952.9M USD | 895.7M USD | 843.5M USD | 779.3M USD | 698.4M USD |
| Gross profit | 1.49B USD | 1.38B USD | 1.2B USD | 1.09B USD | 1B USD |
| Selling, general, and administrative | 801M USD | 768.2M USD | 779.6M USD | 756.9M USD | 593.2M USD |
| Operating expenses | 966M USD | 894.6M USD | 964.5M USD | 923.5M USD | 743.9M USD |
| Interest income | 11.4M USD | 12.2M USD | 9M USD | 1.7M USD | 1.7M USD |
| Interest expense | 40M USD | 49.9M USD | 51.7M USD | 28.4M USD | 8.7M USD |
| Depreciation and amortization | 189.9M USD | 190.4M USD | 184.9M USD | 166.6M USD | 150.7M USD |
| Operating income | 526.6M USD | 484.8M USD | 230.6M USD | 167.8M USD | 257M USD |
| Net income | 374.2M USD | 369.9M USD | 141.1M USD | 70.5M USD | 193.3M USD |
Company facts updated Sep 6, 2026.
Reported history and fiscal-year consensus
Reported history and fiscal-year consensus
Third-party consensus; not a GoAI recommendation.
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Core S&P Mid-Cap ETFIJH157.71M0.12%124.57B USD0.05%$75.85+0.13%
Vanguard Morningstar Total Stock Market ETFVTI116.76M0.01%2.3T USD0.03%$379.73-0.32%
Vanguard Morningstar Small-Cap ETFVB84.16M0.05%183.4B USD0.03%$300.01+0.05%
Vanguard Extended Market ETFVXF48.99M0.05%93.7B USD0.05%$242.66+0.14%
Vanguard Morningstar Small-Cap Growth ETFVBK48.3M0.11%43.8B USD0.05%$349.44+0.01%
State Street SPDR S&P MIDCAP 400 ETF TrustMDY35.02M0.13%26.57B USD0.23%$691.52+0.13%
Invesco S&P MidCap Quality ETFXMHQ32.49M0.58%5.61B USD0.30%$118.08-0.25%
State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD24.83M0.13%18.71B USD0.03%$66.47+0.15%iShares Core S&P Mid-Cap ETFIJHVanguard Morningstar Total Stock Market ETFVTIVanguard Morningstar Small-Cap ETFVBVanguard Extended Market ETFVXFVanguard Morningstar Small-Cap Growth ETFVBKState Street SPDR S&P MIDCAP 400 ETF TrustMDYInvesco S&P MidCap Quality ETFXMHQState Street SPDR Portfolio S&P 400 Mid Cap ETFSPMDAI-generated and delayed market data for informational and educational purposes only. Not investment advice.
