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.

Sector

Financial Services

Industry

Financial Data & Stock Exchanges

Chairman

Mr. Joseph D. Mansueto

CEO

Mr. Kunal Kapoor

Most recent earnings

31 Dec 2024

Fiscal year end

31 Dec 2024

Employees

11,085

Head office

22 West Washington Street

Chicago

United States

60602

+1 312 696-6000

investors@morningstar.com

Company website

Key personnel

Owner name chevron-l-regular chevron-r-regular	Salary
Ms. Julie Willoughby Chief Revenue Officer	-
Professor Dr. Steven N. Kaplan, PhD Independent Director	0.08m
Ms. Cheryl A. Francis Independent Director	0.09m
Mr. Joseph D. Mansueto Executive Chairman of the Board	0.10m
Mr. William M. Lyons Independent Director	0.08m
Mr. Kunal Kapoor Director and Chief Executive Officer	0.53m
Mr. Stephen William Joynt Independent Director	0.06m
Ms. Gail Landis Independent Director	0.07m
Ms. Caroline J. Tsay Independent Director	0.06m
Ms. Robin Diamonte Independent Director	0.06m
Ms. Doniel N. Sutton Independent Director	0.06m
Mr. Conan Wiersema Principal Accounting Officer	-
Mr. Michael Holt Chief Financial Officer	-

Top 5 shareholders

Owner name chevron-l-regular chevron-r-regular	No. of shares
Vanguard Group Inc	2,633,801
BlackRock Inc	2,394,828
Select Equity Group LP	2,103,702
Morgan Stanley - Brokerage Accounts	1,958,965
BAMCO Inc	1,414,305

Director dealings

Date chevron-l-regular chevron-r-regular	Action
26 Dec 2024	-
13 Dec 2024	-
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06 Dec 2024	-
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06 Dec 2024	-
02 Dec 2024	-
29 Nov 2024	-
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29 Nov 2024	-
02 Dec 2024	-
02 Dec 2024	-
27 Nov 2024	-
27 Nov 2024	-
27 Nov 2024	-
27 Nov 2024	-
26 Nov 2024	-

Please note that past performance is not a reliable indicator of future returns.

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.