Morningstar Inc - Company Profile
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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, advertising services, investment advisory, equity research services, and asset management services. The company provides comprehensive software and data feeds, including Morningstar Direct, Morningstar Advisor Workstation, and the private-market platform PitchBook. 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, the 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*
$8.1B
Net Profit Margin (2024)
XYZ
-5.9%
(2024 vs 2023)
* As of and is in US$
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 |
| Real-Time Global Market Data | 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 August, DBRS, Inc signed an agreement to acquire 27 properties from H&R Real Estate Investment Trust. |
| 2026 | Plans/Strategy | In July, the company announced its plans to move its Frankfurt office to FOUR Frankfurt T1 in 2028. |
| 2026 | Others | In July, the company launched the Morningstar US Capital Allocation Leaders Index, a research-driven index. |
Competitor Comparison
| Key Parameters | Morningstar Inc | FMR LLC | Aviva Plc | BlackRock Inc | LPL Financial Holdings Inc |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United Kingdom | United States of America | United States of America |
| City | Chicago | Boston | London | New York | San Diego |
| State/Province | Illinois | Massachusetts | England | New York | California |
| No. of Employees | 10,973 | - | 39,359 | 26,200 | 10,081 |
| Entity Type | Public | Private | Public | Public | Public |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Joe Mansueto | Chairman | Executive Board | 2017 | 69 |
| Kunal Kapoor | Director; Chief Executive Officer | Executive Board | 2017 | 50 |
| Michael Holt | Chief Financial Officer | Senior Management | 2025 | 46 |
| 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 |
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