Morningstar Inc. (MORN)
MORN trades on Nasdaq in Finance, Investment Managers. Numbers below come from the Nasdaq screener and SEC filings, each with its source.
Price · October 14, 2026
$204.37
+0.03% on the day
Market cap
$7.7B
Mid cap
Revenue · 2025
$2.4B
+7.5% on 2024
Net income · 2025
Net income not in SEC XBRL data
0.0% net margin
Price, change, market cap, sector and industry: Nasdaq stock screener, as of October 14, 2026. Revenue: SEC XBRL frames, calendar 2025.
Profile
| Field | Value |
|---|---|
| Ticker | MORN on Nasdaq |
| Sector | Finance |
| Industry | Investment Managers |
| Country | United States |
| IPO year | 2005 |
| SEC CIK | 0001289419 |
| SEC industry code | Investment Advice |
| Incorporated in | IL |
Financials · 2025
| Line | Value |
|---|---|
| Revenue | $2.4B |
| Net income | Not in SEC XBRL data |
| Operating income | $526.6M |
| Net margin | 0.0% |
| Operating margin | 21.5% |
| Revenue growth | +7.5% |
| Cash | $474.5M |
| Total assets | $3.6B |
| P/E (computed) | Net income was not positive |
| P/S (computed) | 3.1× |
Key SEC documents
| Document | Form | Filed |
|---|---|---|
| Latest annual report | 10-K | 2026-02-13 |
| Latest quarterly / interim | 10-Q | 2026-07-29 |
| Latest current report | 8-K | 2026-09-25 |
| Latest proxy | DEFA14A | 2026-03-27 |
Source: SEC EDGAR submissions feed, 1,000 recent filings. All filings on EDGAR.
Price moves
| Window | Return |
|---|---|
| 1 week | +1.3% |
| 1 month | +0.7% |
| 3 months | +16.8% |
| Year to date | -6.5% |
| 1 year | -10.1% |
| From 52-week high | -9.7% |
Source: Yahoo Finance daily closes, last bar 2026-10-14. Computed by Sophia Capital from daily closes; cap, sector and tier from the Nasdaq screener.
Peers in Investment Managers
| Ticker | Company | Price | Day | Market cap |
|---|---|---|---|---|
| VCTR | Victory Capital Holdings Inc. | $109.58 | -1.24% | $6.7B |
| HLI | Houlihan Lokey Inc. | $129.53 | -0.65% | $9.1B |
| AMG | Affiliated Managers Group Inc. | $379.01 | -0.74% | $9.8B |
| EVR | Evercore Inc. | $263.94 | -3.04% | $10.2B |
| PJT | PJT Partners Inc. | $136.95 | -1.15% | $5.6B |
| MAAS | Maase Inc. | $11.83 | +2.51% | $5.2B |
| STEP | StepStone Group Inc. | $42.24 | -3.65% | $5.1B |
| IVZ | Invesco Ltd | $28.92 | -1.16% | $12.8B |
The full dossier has every filing, three years of financials, private raises and the people who signed them.
Open the full dossier