Morningstar, Inc. is a provider of investment research, data, analytics, and financial services. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides data, research, insights, and investment analysis solutions for investors and financial professionals. PitchBook provides data, research, analytics, and software covering private capital markets, including venture capital, private equity, private credit, bank loans, and mergers and acquisitions (M&A). Morningstar Credit provides credit ratings, research, data, and credit analytics solutions. Its Morningstar Wealth offers investment products, investor tools, and advisory platform solutions supported by research and data. Morningstar Retirement provides products and services designed to support retirement planning and investment management.
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Company Information
About this company
Key people
Joe Mansueto
Executive Chairman of the Board
Kunal Kapoor
Chief Executive Officer, Director
Michael Holt
Chief Financial Officer
Anne L. Bramman
Independent Director
Robin Diamonte
Independent Director
Cheryl A. Francis
Independent Director
Stephen Joynt
Independent Director
Steven N. Kaplan
Independent Director
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Key facts
- Shares in issue55.15m
- EPICMORN
- ISINUS6177001095
- LocationUnited States
- SectorFinancial
- IndustryInvestment Services
- Market cap$9.06bn
- Employees10,973
- ExchangeNASDAQ
- IndexS&P 400 Mid Cap, TR Equity United States Index
- Website
Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Overview data is sourced from Refinitiv.