Company Morningstar, Inc.

Equities

MORN

US6177001095

Professional Information Services

Market Closed - Nasdaq 04:00:00 2024-05-23 pm EDT 5-day change 1st Jan Change
294.2 USD -1.68% Intraday chart for Morningstar, Inc. -1.94% +2.76%

Business Summary

Morningstar, Inc. is a provider of independent investment insights. It operates through five segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. PitchBook segment provides investors with access to a collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. Morningstar Wealth segment brings together its model portfolios and wealth platform and practice and portfolio management software for registered investment advisers (RIAs). Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Retirement segment include managed retirement accounts and fiduciary services.

Number of employees: 11,334

Sales per Business

USD in Million2022Weight2023Weight Delta
License-based
74.4 %
1,332 71.2 % 1,518 74.4 % +13.95%
Asset-based
13.7 %
269 14.4 % 280 13.7 % +3.79%
Transaction-based
11.8 %
270 14.4 % 242 11.8 % -10.39%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
72.1 %
1,354 72.4 % 1,471 72.1 % +8.62%
Continental Europe
9.1 %
163 8.7 % 186 9.1 % +13.87%
United Kingdom
7.3 %
134 7.1 % 148 7.3 % +10.78%
Canada
5.7 %
110 5.9 % 116 5.7 % +5.92%
Australia
2.9 %
56 3.0 % 58 2.9 % +4.66%
Asia
2.4 %
45 2.4 % 49 2.4 % +10.04%
Other
0.5 %
10 0.5 % 11 0.5 % +7.14%

Managers

Managers TitleAgeSince
Founder 67 84-05-15
Chief Executive Officer 48 96-12-31
Director of Finance/CFO 50 17-07-23
Chief Tech/Sci/R&D Officer - 16-10-30
Investor Relations Contact - -
General Counsel - -
Sales & Marketing - -
Human Resources Officer - 20-12-31
Corporate Officer/Principal - -
Corporate Officer/Principal 55 19-07-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 64 97-12-31
Chief Executive Officer 48 96-12-31
Director/Board Member 70 02-06-30
Director/Board Member 68 07-08-31
Director/Board Member 72 19-12-05
Director/Board Member 59 15-12-03
Director/Board Member 71 13-05-13
Founder 67 84-05-15
Director/Board Member 42 17-05-14
Director/Board Member 50 21-05-13

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 54,733,078 25,553,841 ( 46.69 %) 11,987,495 ( 21.90 %) 46.69 %

Shareholders

NameEquities%Valuation
15,590,594 36.49 % 4 482 M $
Select Equity Group LP
6.984 %
2,984,115 6.984 % 858 M $
Select Equity Group LP
6.073 %
2,594,894 6.073 % 746 M $
Vanguard Fiduciary Trust Co.
6.040 %
2,580,713 6.040 % 742 M $
BlackRock Advisors LLC
5.520 %
2,358,408 5.520 % 678 M $
Atlanta Capital Management Co. LLC
4.533 %
1,936,979 4.533 % 557 M $
Merrill Lynch International
3.981 %
1,701,142 3.981 % 489 M $
BAMCO, Inc.
3.063 %
1,308,671 3.063 % 376 M $
Kayne Anderson Rudnick Investment Management LLC
2.871 %
1,226,820 2.871 % 353 M $
Massachusetts Financial Services Co.
2.562 %
1,094,680 2.562 % 315 M $

Holdings

NameEquities%Valuation
9,961,900 11.11% 41,274,443 $
6,951,124 3.26% 1,263,853 $
338,118 1.66% 333,046 $

Company contact information

Morningstar, Inc.

22 West Washington Street

60602, Chicago

+312 696 6000

http://www.morningstar.com
address Morningstar, Inc.(MORN)

Group companies

NameCategory and Sector
Financial Conglomerates
Morningstar Funds Trust - Total Return Bond Fund
Investment Trusts/Mutual Funds
Morningstar Funds Trust - Global Income Fund
Investment Trusts/Mutual Funds
Morningstar Funds Trust - Defensive Bond Fund
Investment Trusts/Mutual Funds
Morningstar Funds Trust - Global Opportunistic Equity Fund
Investment Trusts/Mutual Funds
Morningstar Funds Trust - Municipal Bond Fund
Investment Trusts/Mutual Funds
Morningstar Funds Trust - Alternatives Fund
Investment Trusts/Mutual Funds
Morningstar Funds Trust - US Equity Fund
Investment Trusts/Mutual Funds
Investment Trusts/Mutual Funds

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
1
Last Close Price
294.2 USD
Average target price
340 USD
Spread / Average Target
+15.59%
Consensus

Annual profits - Rate of surprise

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