Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.
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
Conan Wiersema
Principal Accounting Officer
Julie Willoughby
Chief Revenue Officer
Anne L. Bramman
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 issue54.58m
- EPICMORN
- ISINUS6177001095
- LocationUnited States
- SectorFinancial
- IndustryInvestment Services
- Market cap$8.87bn
- Employees11,085
- 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.