Financials [ 10/12 ] | Capital Markets [ 48/75 ]
NASDAQ | Common Stock
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.
It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement.
The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients.
It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site.
In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies.
Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies.
The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
| Reported date | EPSChange YoY | EstimateSurprise |
|---|---|---|
| Feb 12, 26 | 2.71 Decreased by -0.08% | 2.17 Increased by +24.88% |
| Oct 29, 25 | 2.55 Increased by +27.50% | 2.42 Increased by +5.37% |
| Jul 22, 25 | 2.40 Increased by +49.70% | 2.09 Increased by +14.83% |
| Apr 22, 25 | 2.23 Increased by +49.36% | 2.06 Increased by +8.31% |
| Feb 20, 25 | 2.71 Increased by +58.68% | 2.06 Increased by +31.51% |
| Oct 23, 24 | 2.00 Increased by +56.25% | 2.01 Decreased by -0.50% |
| Jul 24, 24 | 1.60 Increased by +0.20% | - |
| Apr 24, 24 | 1.49 Increased by +366.61% | 1.73 Decreased by -13.70% |
| Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
|---|---|---|---|
| Dec 31, 25 | 641.10 M Increased by +8.48% | 115.10 M Decreased by -1.54% | Increased by +17.95% Decreased by -9.23% |
| Sep 30, 25 | 617.40 M Increased by +8.43% | 91.60 M Decreased by -23.48% | Increased by +14.84% Decreased by -29.42% |
| Jun 30, 25 | 605.10 M Increased by +5.81% | 89.00 M Increased by +28.80% | Increased by +14.71% Increased by +21.73% |
| Mar 31, 25 | 581.90 M Increased by +7.20% | 78.50 M Increased by +22.27% | Increased by +13.49% Increased by +14.06% |
| Dec 31, 24 | 591.00 M Increased by +9.71% | 116.90 M Increased by +59.05% | Increased by +19.78% Increased by +44.97% |
| Sep 30, 24 | 569.40 M Increased by +10.46% | 119.70 M Increased by +206.14% | Increased by +21.02% Increased by +177.16% |
| Jun 30, 24 | 571.90 M Increased by +13.31% | 69.10 M Increased by +91.41% | Increased by +12.08% Increased by +68.92% |
| Mar 31, 24 | 542.80 M Increased by +13.15% | 64.20 M Increased by +944.74% | Increased by +11.83% Increased by +846.54% |