Financials [ 6/12 ] | Capital Markets [ 33/74 ]
NASDAQ | Common Stock
Morningstar, Inc. provides independent investment insights in the United States, Asia.
Australia, Continental Europe, the United Kingdom, and internationally.
The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement.
The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice.
The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform.
It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets.
In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations.
Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights.
Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
| Reported date | EPSChange YoY | EstimateSurprise |
|---|---|---|
| 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% | - |
| Feb 22, 24 | 1.71 Increased by +194.71% | - |
| Oct 25, 23 | 1.28 Increased by +66.23% | - |
| Jul 26, 23 | 1.60 Increased by +36.75% | - |
| Apr 26, 23 | -0.56 Decreased by -139.72% | - |
| Feb 23, 23 | 0.58 Decreased by -55.04% | - |
| Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
|---|---|---|---|
| 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 | 570.50 M Increased by +13.04% | 69.10 M Increased by +91.41% | Increased by +12.11% Increased by +69.34% |
| Mar 31, 24 | 544.00 M Increased by +13.40% | 64.20 M Increased by +1.12 K% | Increased by +11.80% Increased by +998.60% |
| Dec 31, 23 | 542.40 M Increased by +14.19% | 73.50 M Increased by +2.13 K% | Increased by +13.55% Increased by +1.85 K% |
| Sep 30, 23 | 515.50 M Increased by +10.10% | 39.10 M Increased by +607.79% | Increased by +7.58% Increased by +561.20% |
| Jun 30, 23 | 504.70 M Increased by +7.29% | 36.10 M Increased by +19.93% | Increased by +7.15% Increased by +11.78% |
| Mar 31, 23 | 479.70 M Increased by +2.84 K% | -6.30 M Increased by +60.62% | Decreased by -1.31% Increased by +98.66% |
| Dec 31, 22 | 475.00 M Increased by +2.77% | 3.30 M Decreased by -94.16% | Increased by +0.69% Decreased by -94.32% |