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NASDAQ | Common Stock
Morningstar, Inc. provides independent investment insights in the United States, Canada, Asia, Australia, Europe, the United Kingdom, and internationally.
The company provides investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index; environmental, social, and governance (ESG) rating, as well as indexes directly on its proprietary desktop or web-based software platforms, or through subscriptions, data feeds, and third-party distributors; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, private credit, and bank loans.
It also provides Morningstar Data that offers data and research to asset managers, redistributors, and wealth managers; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service to reduce compliance risk, as well as offers asset-allocation services; Morningstar Advisor Workstation, a web-based research, investment planning, and portfolio analysis platform; and Morningstar.com, a data, editorial, and research content product, as well as Morningstar Office.
In addition, the company offers Morningstar Enterprise Components; Morningstar Indexes for creating investment products and other portfolios; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals.
Further, it provides Morningstar Research; DBRS Morningstar; and Morningstar Sustainalytics, as well as a mobile application, CRM integrations, excel plug-in, data feeds, and data solutions through PitchBook.
The company serves financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors, as well as issuers of securities.
Morningstar, Inc. was incorporated in 1984 and is based in Chicago, Illinois.
| Reported date | EPSChange YoY | EstimateSurprise |
|---|---|---|
| Jul 24, 24 | 1.60 Increased by +0.20% | - |
| Apr 24, 24 | 1.49 Increased by +366.61% | - |
| Feb 22, 24 | 1.71 Increased by +194.71% | - |
| Oct 25, 23 | 1.28 Increased by +66.23% | - |
| Jul 26, 23 | 1.60 Increased by +36.75% | - |
| Apr 26, 23 | -0.56 Decreased by -139.72% | - |
| Feb 23, 23 | 0.58 Decreased by -55.04% | - |
| Oct 25, 22 | 0.77 Decreased by -44.20% | - |
| Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
|---|---|---|---|
| Sep 30, 23 | 515.50 M Increased by +10.10% | 39.10 M Increased by +607.79% | Increased by +7.58% Increased by +561.20% |
| Jun 30, 23 | 504.70 M Increased by +7.29% | 36.10 M Increased by +19.93% | Increased by +7.15% Increased by +11.78% |
| Mar 31, 23 | 479.70 M Increased by +2.84 K% | -6.30 M Increased by +60.62% | Decreased by -1.31% Increased by +98.66% |
| Dec 31, 22 | 475.00 M Increased by +2.77% | 3.30 M Decreased by -94.16% | Increased by +0.69% Decreased by -94.32% |
| Sep 30, 22 | 468.20 M Increased by +2.23 K% | -7.70 M Increased by +78.43% | Decreased by -1.64% Increased by +99.07% |
| Jun 30, 22 | 470.40 M Increased by +13.24% | 30.10 M Decreased by -8.51% | Increased by +6.40% Decreased by -19.21% |
| Mar 31, 22 | 16.30 M Decreased by -95.85% | -16.00 M Decreased by -129.14% | Decreased by -98.16% Decreased by -802.31% |
| Dec 31, 21 | 462.20 M Increased by +21.50% | 56.50 M Decreased by -24.97% | Increased by +12.22% Decreased by -38.25% |