Morningstar Inc (MORN)

Industry Financial Data & Stock Exchanges

This stock can be held in an Investment ISA and an Investment Account

Sell

$146.50

Buy

$211.22

arrow-down$-2.77 (-1.62%)

Prices updated at 10 Apr 2026, 12:34 EDT

Prices minimum 15 mins delay

Prices in USD

Morningstar Inc is a provider of independent investment research 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.

NASDAQ

0.35%

NASDAQ

Important documents: Please ensure that you have read the Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and

Our Investment Fees and Charges.

Income statement

Year chevron-l-regular chevron-r-regular	2024	2025
	2,275m	2,446m
	1,379m	1,493m
	421m	504m
	18.50	20.61
	370m	374m
	732m	729m
Sales, General and administrative	768m	801m
Interest expenses	50m	40m
Provision for income taxes	104m	122m
Operating expenses	959m	989m
Income before taxes	491m	499m
Net income available to common shareholders	370m	374m
	8.64	8.93
Net interest income	-38m	-29m
Advertising and promotion	-	-
Net investment income, net	-	-
Realised capital gains (losses), net	-	-
Total benefits, claims and expenses	-	-
Earnings per share (diluted)	8.58	8.87
Free cash flow per share	10.2933	9.2241
Book value/share	36.5226	38.0968
Debt equity ratio	0.536822	0.997872

Balance sheet

Year chevron-l-regular chevron-r-regular	2024	2025
Current assets	1,014m	1,038m
Current liabilities	967m	1,053m
Total capital	2,317m	2,295m
Total debt	904m	1,261m
Total equity	1,619m	1,222m
Total non current liabilities	-	-
Loans	699m	1,073m
Total assets	3,549m	3,590m
Total liabilities	-	-
Cash and cash equivalents	503m	475m
Common stock	43m	40m

Cash flow

Year chevron-l-regular chevron-r-regular	2024	2025
Cash at beginning of period	338m	503m
Cash dividends paid	-69m	-77m
	449m	443m
Investments (gains) losses	-21m	-139m
	503m	475m
Net income	-	-
	592m	590m
	-143m	-147m

The figures shown in the tables are quoted in the currency of the stock selected.

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.