Morningstar, Inc. (MORN)

Sector: Financial Services
Industry: Investment Advice
Country: United States
Exchange: NASDAQ
Market cap: $7.61B
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's majority of the revenue is generated in the United States of America.
Latest financial period: June 30, 2026
Filed with the SEC: July 29, 2026
Estimated earnings date: November 4, 2026
Profit #255 of 1484 companies
| | Jun 26 | Mar 26 | Dec 25 | Sep 25 |
|---|
| ROIC | 21.4% | 20.7% | | 20.2% |
Growth #633 of 1484 companies
Payout #789 of 1484 companies
Safety #424 of 1484 companies
Price #351 of 1484 companies