Morningstar Inc (MORN)

Industry Financial Data & Stock Exchanges

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

Sell

$200.00

Buy

$243.87

arrow-up$0.35 (+0.16%)

Prices updated at 12 Dec 2025, 23:12 EST

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

-1.69%

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	2023	2024
	2,039m	2,275m
	1,195m	1,379m
	231m	421m
	11.31	18.50
	141m	370m
	427m	732m
Sales, General and administrative	780m	768m
Interest expenses	61m	50m
Provision for income taxes	33m	104m
Operating expenses	965m	959m
Income before taxes	182m	491m
Net income available to common shareholders	141m	370m
	3.31	8.64
Net interest income	-52m	-38m
Advertising and promotion	-	-
Net investment income, net	-	-
Realised capital gains (losses), net	-	-
Total benefits, claims and expenses	-	-
Earnings per share (diluted)	3.29	8.58
Free cash flow per share	3.6702	10.2933
Book value/share	29.1166	36.5226
Debt equity ratio	0.822187	0.536822

Balance sheet

Year chevron-l-regular chevron-r-regular	2023	2024
Current assets	816m	1,014m
Current liabilities	881m	967m
Total capital	2,268m	2,317m
Total debt	1,160m	904m
Total equity	1,328m	1,619m
Total non current liabilities	-	-
Loans	940m	699m
Total assets	3,403m	3,549m
Total liabilities	-	-
Cash and cash equivalents	338m	503m
Common stock	43m	43m

Cash flow

Year chevron-l-regular chevron-r-regular	2023	2024
Cash at beginning of period	377m	338m
Cash dividends paid	-64m	-69m
	197m	449m
Investments (gains) losses	-82m	-21m
	338m	503m
Net income	-	-
	316m	592m
	-119m	-143m

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.