Unlock stock picks and a broker-level newsfeed that powers Wall Street. Upgrade Now
NasdaqGS - Delayed Quote USD

Morningstar, Inc. (MORN)

Compare
322.58
-4.47
(-1.37%)
At close: February 21 at 4:00:02 PM EST
322.58
0.00
(0.00%)
After hours: February 21 at 4:18:02 PM EST

Key Executives

Amounts are as of December 31, 2023 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.
NameTitlePayExercisedYear Born
Mr. Joseph D. Mansueto Founder & Executive Chairman of the Board 105.25k -- 1956
Mr. Kunal Kapoor CFA CEO & Director 2.08M -- 1975
Mr. Daniel Dunn Chief Revenue Officer 778.48k -- 1976
Mr. Jason M. Dubinsky Consultant 1.09M -- 1973
Mr. Michael John Holt C.F.A. Chief Financial Officer -- -- --
Mr. Conan Wiersema Principal Accounting Officer -- -- 1979
Sarah Bush Director of Investor Relations -- -- --
Ms. Kathleen Peacock Chief Legal Officer -- -- --
Stephanie Lerdall Senior Manager of Media Relations -- -- --
Julie Willoughby Head of Global Sales -- -- --

Morningstar, Inc.

22 West Washington Street
Chicago, IL 60602
United States
312 696 6000 https://www.morningstar.com
Full Time Employees: 
11,149

Description

Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.

Corporate Governance

Morningstar, Inc.’s ISS Governance QualityScore as of February 1, 2025 is 5. The pillar scores are Audit: 9; Board: 9; Shareholder Rights: 2; Compensation: 2.
Corporate governance scores courtesy of Institutional Shareholder Services (ISS) Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.

Upcoming Events

February 26, 2025 at 9:00 PM UTC

Morningstar, Inc. Earnings Date

April 4, 2025 at 12:00 AM UTC

Ex-Dividend Date

October 31, 2025 at 12:00 AM UTC

Dividend Date

Recent Events

January 31, 2025 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

December 13, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

December 10, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

December 6, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

November 12, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

October 25, 2024 at 12:00 AM UTC

10-Q: Periodic Financial Reports

October 23, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

October 1, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

September 18, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

August 26, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

Related Tickers