Morningstar Inc.

301.76
0.25 (0.08%)
At close: Apr 02, 2025, 3:59 PM
299.19
-0.85%
After-hours: Apr 02, 2025, 07:40 PM EDT

Company Description

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia.

The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors.

It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors.

In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals.

Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions.

The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

Morningstar Inc.
Morningstar Inc. logo
Country United States
IPO Date May 3, 2005
Industry Financial - Data & Stock Exchanges
Sector Financial Services
Employees 11,085
CEO Michael John Holt C.F.A.

Contact Details

Address:
22 West Washington Street
Chicago, Illinois
United States
Website https://www.morningstar.com

Stock Details

Ticker Symbol MORN
Exchange NASDAQ
Fiscal Year January - December
Reporting Currency USD
CIK Code 0001289419
CUSIP Number 617700109
ISIN Number US6177001095
Employer ID 36-3297908
SIC Code 6282

Key Executives

Name Position
Kathleen Peacock Chief Legal Officer
Marie Trzupek Lynch Chief People Officer
Michael John Holt C.F.A. Chief Financial Officer
Conan Wiersema Chief Accounting Office & Principal Accounting Officer
Daniel E. Needham C.F.A. President of Morningstar Wealth
David W. Williams Chief Design Officer
Julie Willoughby Head of Global Sales
Sarah Bush Director of Investor Relations
Stephanie Lerdall Senior Manager of Media Relations
Thomas Mark Idzorek Head of Investment Methodology & Economic Research

Latest SEC Filings

Date Type Title
Mar 28, 2025 DEFA14A Filing
Mar 28, 2025 DEF 14A Filing
Mar 28, 2025 ARS Filing
Mar 25, 2025 DEFA14A Filing
Mar 25, 2025 8-K Current Report
Mar 17, 2025 4 Filing
Mar 14, 2025 8-K Current Report
Mar 13, 2025 4 Filing
Mar 06, 2025 4 Filing
Mar 04, 2025 4 Filing