Morningstar Inc - Company Profile
Powered by 
All the sales intelligence you need on Morningstar Inc in one solution.
- Save hours of research time with a comprehensive
Sales Intelligence Solution.
- Understand how Morningstar Inc fits into your total
addressable market and Ideal Customer Profile.
- Gain competitive edge with triggers that tell you
when and how to engage with Morningstar Inc.
Get in touch about GlobalData Company reports
Contact the team or request a demo to find out how our data can drive your business forward
Morningstar Inc (Morningstar) is a global provider of independent investment insights. The company focuses on providing data, research, design, and technology solutions to support investment decision-making. It offers investment management, investment advisory, advertising services, equity research services, and asset management services. The company caters its products to individual and institutional investors, financial advisors, asset managers, and retirement plan providers. Morningstar's distribution network includes direct data feeds, web-based platforms, and application programming interfaces (APIs). The company operates across North America, Europe, Australia, and Asia. Morningstar is headquartered in Chicago, Illinois, US.
Headquarters
United States of America
Address
22 West Washington Street, Chicago, Illinois, 60602
Website
www.morningstar.com
Telephone
1 312 6966000
No of Employees
10,973
Industry
Business and Consumer Services
Ticker Symbol & Exchange
MORN (NASD)
Revenue (2024)
$2.4B
7.5%
(2024 vs 2023)
EPS
XYZ
Net Income (2024)
XYZ
1.2%
(2024 vs 2023)
Market Cap*
$6.3B
Net Profit Margin (2024)
XYZ
-5.9%
(2024 vs 2023)
* As of and is in US$
Morningstar Inc premium industry data and analytics
Products and Services
| Products | Services | Brands |
|---|---|---|
| Managed Investment Products | Investment Research | Morningstar Advisor Workstation |
| Market and Equity Data | Investment Management | Morningstar Plan Advantage |
| Private Capital Markets | Investment Advisory | Morningstar Analyst Rating |
| XYZ | XYZ | XYZ |
| XYZ | XYZ | XYZ |
| XYZ | XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2026 | Contracts/Agreements | In June, the company and CME Group entered into a licensing agreement to introduce derivative products based on its equity index benchmarks. |
| 2026 | New Products/Services | In May, Morningstar Credit Analytics introduced Corporate Credit Analytics. |
| 2026 | Contracts/Agreements | In April, the company entered into an agreement to sell ByAllAccounts to Pello Companies, LLC, a business consulting and services provider. |
Competitor Comparison
| Key Parameters | Morningstar Inc | Aviva Plc | FMR LLC | BlackRock Inc | LPL Financial Holdings Inc |
|---|---|---|---|---|---|
| Headquarters | United States of America | United Kingdom | United States of America | United States of America | United States of America |
| City | Chicago | London | Boston | New York | San Diego |
| State/Province | Illinois | England | Massachusetts | New York | California |
| No. of Employees | 10,973 | 39,359 | - | 21,100 | 9,901 |
| Entity Type | Public | Public | Private | Public | Public |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Joe Mansueto | Chairman | Executive Board | 2017 | 68 |
| Kunal Kapoor | Chief Executive Officer; Director | Executive Board | 2017 | 49 |
| Michael Holt | Chief Financial Officer | Senior Management | 2025 | 45 |
| Elizabeth Collins | Chief Strategy Officer | Senior Management | 2025 | - |
| Kathleen Peacock | Chief Legal Officer | Senior Management | 2022 | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
Still looking?
Have you found what you were looking for? From start-ups to market leaders, uncover what they do and how they do it.
Explorer
Access more premium companies when you subscribe to Explorer