MORNNasdaqInvestment AdviceFiscal year ends December 31

Morningstar, Inc.

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026

$205.66−1.71 (-0.82%)

Close on Oct 19, 2026

Market cap: $7.84B
P/E (TTM): 23.2
Dividend yield: 0.88%

Fundamental chart

Pick a measure to chart its full history

$2.45BFY2025, +10.2% a year since FY2011

Where these numbers come from

Parsed from the XBRL in Morningstar's annual and quarterly filings with the SEC
Fourth quarters derived from the annual report minus nine months
Every figure in the statements links to its source filing

Against peers

Trailing twelve months. Peers are matched on business description, industry and size. Ticks are peers, the dot is MORN.

Revenue growth9.3% · median 24.0%

Operating margin23.5% · median 33.0%

Company	Revenue	Growth
TROW	$7.59B	+7.0%
MORN	$2.57B	+9.3%
STEP	$2.01B	+48.5%
VCTR	$1.56B	+51.5%
APAM	$1.25B	+9.8%
HLNE	$858.37M	+24.0%

Company

Next earnings (est.): Oct 28, 2026, after close
Exchange: Nasdaq
Industry: Investment Advice
Fiscal year ends: December 31
Employees: 10,973
Held by institutions: 64.6%
Auditor: KPMG LLP
SEC CIK: 1289419

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