Morningstar, Inc.
MORNAs of the close on Sep 25, 2026
Price
$195.98
Market cap
—
The latest share count on file is too old
P/E (diluted TTM)
18.6
EPS (TTM)
$10.52
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Morningstar, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 27, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Bare Financial Services, Inc | 2026-03-31 | 20 | $3.38K | SEC filing |
| Owl Creek Wealth Partners LLC | 2026-03-31 | 95 | $16.1K | SEC filing |
| Capula Management Ltd | 2026-03-31 | 2,760 | $467K | SEC filing |
| Private Wealth Management Group, LLC | 2026-03-31 | 6 | $1.02K | SEC filing |
| US BANCORP \DE\ | 2026-03-31 | 6,685 | $1.13M | SEC filing |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2026-03-31 | 84,286 | $13.9M | SEC filing |
| QUADRANT CAPITAL GROUP LLC | 2026-03-31 | 880 | $149K | SEC filing |
| MEEDER ASSET MANAGEMENT INC | 2026-03-31 | 55,614 | $9.4M | SEC filing |
| CBIZ Investment Advisory Services, LLC | 2026-03-31 | 16 | $2.71K | SEC filing |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2026-03-31 | 1,927 | $326K | SEC filing |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2026-03-31 | 8,075 | $1.37M | SEC filing |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2026-03-31 | 7,770 | Not shown | SEC filing |
| Swiss Life Asset Management Ltd | 2026-03-31 | 2,519 | $426K | SEC filing |
| AMERICAN CAPITAL MANAGEMENT INC | 2026-03-31 | 108,340 | $18.3M | SEC filing |
| TD PRIVATE CLIENT WEALTH LLC | 2026-03-31 | 23 | $3.89K | SEC filing |
| AdvisorShares Investments LLC | 2026-03-31 | 2,720 | $460K | SEC filing |
| Eurizon Capital SGR S.p.A. | 2026-03-31 | 448 | $74.1K | SEC filing |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2026-03-31 | 6,737 | $1.14M | SEC filing |
| MidFirst Bank | 2026-03-31 | 18,802 | $3.18M | SEC filing |
| BANK OF NOVA SCOTIA | 2026-03-31 | 28,000 | $4.73M | SEC filing |
- Each value is checked against Morningstar, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Morningstar, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Morningstar, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-21 · Mansueto Joseph D: Larger than 190 of the 204 other insider sales of Common Stock on file. SEC filing
- 2026-05-20 · Mansueto Joseph D: Larger than 194 of the 204 other insider sales of Common Stock on file. SEC filing
- 2026-05-15 · Mansueto Joseph D: Larger than 187 of the 204 other insider sales of Common Stock on file. SEC filing
- 2026-05-11 · Mansueto Joseph D: Larger than all 204 other insider sales of Common Stock on file. SEC filing
- 2026-05-06 · Mansueto Joseph D: Larger than 196 of the 204 other insider sales of Common Stock on file. SEC filing
- 2026-05-05 · Mansueto Joseph D: Larger than 186 of the 204 other insider sales of Common Stock on file. SEC filing
- 2026-05-01 · Mansueto Joseph D: Larger than 189 of the 204 other insider sales of Common Stock on file. SEC filing
- 2026-02-27 · Mansueto Joseph D: Larger than 202 of the 204 other insider sales of Common Stock on file. SEC filing
- 2026-02-20 · Mansueto Joseph D: Larger than 191 of the 204 other insider sales of Common Stock on file. SEC filing
- 2026-02-19 · Mansueto Joseph D: Larger than 203 of the 204 other insider sales of Common Stock on file. SEC filing
- 2026-02-18 · Mansueto Joseph D: Larger than 185 of the 204 other insider sales of Common Stock on file. SEC filing
- 2026-02-12 · Mansueto Joseph D: Larger than 197 of the 204 other insider sales of Common Stock on file. SEC filing
- 2025-11-19 · Mansueto Joseph D: Larger than 198 of the 204 other insider sales of Common Stock on file. SEC filing
- 2025-11-14 · Mansueto Joseph D: Larger than 201 of the 204 other insider sales of Common Stock on file. SEC filing
- 2025-11-13 · Mansueto Joseph D: Larger than 200 of the 204 other insider sales of Common Stock on file. SEC filing
- 2025-11-12 · Mansueto Joseph D: Larger than 188 of the 204 other insider sales of Common Stock on file. SEC filing
- 2025-11-10 · Mansueto Joseph D: Larger than 192 of the 204 other insider sales of Common Stock on file. SEC filing
- 2025-11-05 · Mansueto Joseph D: Larger than 199 of the 204 other insider sales of Common Stock on file. SEC filing
- 2025-11-04 · Mansueto Joseph D: Larger than 184 of the 204 other insider sales of Common Stock on file. SEC filing
- 2025-11-03 · Mansueto Joseph D: Larger than 193 of the 204 other insider sales of Common Stock on file. SEC filing
- 2025-08-27 · Mansueto Joseph D: Larger than 195 of the 204 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-27 | Lyons William M · Director | Common Stock | S — Open market or private sale | −700 | 179.00 | SEC filing |
| 2026-05-22 | Mansueto Joseph D · Executive Chairman | Common Stock | S — Open market or private sale | −578 | 177.08 | SEC filing |
| 2026-05-22 | Mansueto Joseph D · Executive Chairman | Common Stock | S — Open market or private sale | −293 | 178.39 | SEC filing |
| 2026-05-22 | Mansueto Joseph D · Executive Chairman | Common Stock | S — Open market or private sale | −741 | 176.30 | SEC filing |
| 2026-05-22 | Mansueto Joseph D · Executive Chairman | Common Stock | S — Open market or private sale | −317 | 174.09 | SEC filing |
| 2026-05-22 | Mansueto Joseph D · Executive Chairman | Common Stock | S — Open market or private sale | −114 | 174.98 | SEC filing |
| 2026-05-22 | Mansueto Joseph D · Executive Chairman | Common Stock | S — Open market or private sale | −227 | 179.52 | SEC filing |
| 2026-05-21 | Mansueto Joseph D · Executive Chairman | Common Stock | S — Open market or private sale | −234 | 174.07 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-15 | Kapoor Kunal · CEO | Common Stock | M — Exercise or conversion of derivative security | +2,108 | SEC filing |
| 2026-05-15 | Wiersema Conan · CAO & PAO | Market Stock Units | M — Exercise or conversion of derivative security | −13 | SEC filing |
| 2026-05-15 | Holt Michael · Chief Financial Officer | Market Stock Units | M — Exercise or conversion of derivative security | −243 | SEC filing |
| 2026-05-15 | Kapoor Kunal · CEO | Market Stock Units | M — Exercise or conversion of derivative security | −2,108 | SEC filing |
| 2026-05-15 | Holt Michael · Chief Financial Officer | Common Stock | M — Exercise or conversion of derivative security | +243 | SEC filing |
| 2026-05-15 | JOYNT STEPHEN · Director | Common Stock (Restricted Stock Units) | A — Grant, award, or other acquisition | +1,144 | SEC filing |
| 2026-05-15 | Kapoor Kunal · CEO | Market Stock Units | A — Grant, award, or other acquisition | +17,039 | SEC filing |
| 2026-05-15 | Diamonte Robin · Director | Common Stock (Restricted Stock Units) | A — Grant, award, or other acquisition | +1,144 | SEC filing |
Showing 8 of 29 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.