Equities
FinancialsFinance and Credit Services
  • Price (USD)286.63
  • Today's Change-7.60 / -2.58%
  • Shares traded271.85k
  • 1 Year change-6.19%
  • Beta0.9726
Data delayed at least 15 minutes, as of Jul 15 2025 20:54 BST.
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About the company

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.

  • Revenue in USD (TTM)2.31bn
  • Net income in USD384.20m
  • Incorporated1984
  • Employees11.09k
  • Location
    Morningstar Inc22 West Washington StreetCHICAGO 60602United StatesUSA
  • Phone+1 (312) 696-6000
  • Fax+1 (312) 696-6009
  • Websitehttps://www.morningstar.com/
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
MORN:NSQ since
announced
Transaction
value
Lumonic IncDeal completed03 Mar 202503 Mar 2025Deal completed-8.64%--
Data delayed at least 15 minutes, as of Jul 15 2025 20:54 BST.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Air Lease Corp2.81bn639.38m6.61bn165.0010.350.84023.662.355.715.7125.1070.380.0888----17,021,990.002.201.382.421.49----24.7716.03--2.010.716624.151.816.27-35.06-8.340.79549.50
BOK Financial Corp2.61bn554.06m6.73bn5.03k12.021.1710.113.218.728.7233.0089.82--------1.111.09--------26.6826.82------27.5612.5511.47-1.500.8321-14.912.01
Prosperity Bancshares Inc1.63bn499.19m7.10bn3.92k14.250.944813.295.815.235.2312.8178.91--------1.291.34--------40.8543.00------39.3012.4014.2814.337.592.611.48
Marketaxess Holdings Inc815.36m216.63m8.15bn891.0037.736.0628.059.995.765.7621.6935.860.4286--1.19915,101.0011.3917.0516.1924.4988.9790.3826.5736.45----0.0038.638.569.826.256.0010.277.73
Zions Bancorporation NA4.27bn758.00m8.40bn9.41k11.061.349.452.645.155.1521.6242.88--------0.91520.9384--------25.1626.75------30.738.779.8613.55-1.24-3.685.34
UMB Financial Corp2.39bn410.31m8.51bn3.70k14.101.2817.784.747.957.9533.7388.89--------0.7190.9462--------22.9826.11------18.9518.0720.2726.0612.62-19.665.39
Pinnacle Financial Partners Inc2.72bn476.33m9.23bn3.57k19.341.4615.945.216.156.1522.9384.32--------0.9531.20--------27.7532.74------13.1214.6520.37-15.922.7818.146.58
Western Alliance Bancorporation4.58bn796.60m9.41bn3.52k11.711.4210.242.937.287.2829.3462.68--------1.011.39--------25.2034.46------17.8412.5329.969.209.1918.9824.41
Federal National Mortgage Association152.61bn13.00m10.57bn8.20k4,131.22----0.06930.00220.002225.9384.890.0352----18,611,220.000.37610.39130.37710.392316.5320.5210.6913.15----0.97730.007.884.560.00-56.43----
Morningstar Inc2.31bn384.20m12.43bn11.09k33.037.7720.965.378.918.9153.6637.860.6635--6.20208,768.6011.556.6315.448.8960.7259.7217.4011.01--15.190.333130.7611.6014.05162.1519.4712.277.94
Factset Research Systems Inc2.29bn532.92m16.64bn12.58k31.767.7323.347.2713.8513.8559.4456.930.5459--8.93184,468.0012.7214.4114.8316.5653.3352.9423.3023.59--14.240.398930.325.648.9514.738.987.618.23
TransUnion4.26bn367.30m17.97bn13.40k49.374.1019.374.221.871.8721.6322.480.3876--5.14317,783.603.512.043.852.2759.7863.649.046.13--4.560.533237.979.2011.18238.39-0.98969.736.96
Data as of Jul 15 2025. Currency figures normalised to Morningstar Inc's reporting currency: US Dollar USD

Institutional shareholders

32.27%Per cent of shares held by top holders
HolderShares% Held
The Vanguard Group, Inc.as of 31 Mar 20252.62m6.10%
BlackRock Fund Advisorsas of 31 Mar 20252.44m5.68%
Atlanta Capital Management Co. LLCas of 31 Mar 20251.91m4.46%
BAMCO, Inc.as of 31 Mar 20251.30m3.03%
Select Equity Group LPas of 31 Mar 20251.17m2.73%
Wellington Management Co. LLPas of 31 Mar 20251.06m2.47%
Kayne Anderson Rudnick Investment Management LLCas of 31 Mar 2025910.16k2.12%
SSgA Funds Management, Inc.as of 31 Mar 2025850.01k1.98%
Bank of America, NA (Private Banking)as of 31 Mar 2025800.85k1.87%
Massachusetts Financial Services Co.as of 31 Mar 2025782.35k1.82%
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Data from 31 Mar 2025 - 31 Mar 2025Source: FactSet Research Systems Inc.
Data Provided by LSEG
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