Insider Chart Past 6 Months
Technical Chart
Filings by transaction date
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Market Stock UnitsNature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Market Stock UnitsNature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Market Stock UnitsNature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Market Stock UnitsNature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Common Stock (Restricted Units)Nature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Common Stock (Restricted Units)Nature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Common Stock (Restricted Units)Nature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Conmon Stock (Restricted Units)Nature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 12, 2024 (filed on Mar 14, 2024)Insider Name:Mansueto Joseph DOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:S - Open market or private sale# or value acquired/disposed of:-291Price:$310.25
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Mar 12, 2024 (filed on Mar 14, 2024)Insider Name:Mansueto Joseph DOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:S - Open market or private sale# or value acquired/disposed of:-2,571Price:$309.60
Filings by filing date
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Market Stock UnitsNature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Market Stock UnitsNature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Market Stock UnitsNature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Market Stock UnitsNature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Common Stock (Restricted Units)Nature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Common Stock (Restricted Units)Nature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Common Stock (Restricted Units)Nature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 18, 2024 (filed on Mar 18, 2024)Insider Name:Wiersema ConanOwnership Type:Direct OwnershipSecurities:Conmon Stock (Restricted Units)Nature of Transaction:Form 3 : Initial Statement of Beneficial Ownership of Securities# or value acquired/disposed of:--Price:--
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Mar 12, 2024 (filed on Mar 14, 2024)Insider Name:Mansueto Joseph DOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:S - Open market or private sale# or value acquired/disposed of:-291Price:$310.25
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Mar 12, 2024 (filed on Mar 14, 2024)Insider Name:Mansueto Joseph DOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:S - Open market or private sale# or value acquired/disposed of:-2,571Price:$309.60
News
Biz Brief
Sector: Industrials | Industry: Professional Information Services |
See Regulatory Filings on SEC |
Company Contact | |
Address: | 22 W Washington St CHICAGO IL 60602 |
Tel: | N/A |
Website: | https://www.morningstar.com |
IR: | See website |
Key People | ||
Joe Mansueto Executive Chairman of the Board | Kunal Kapoor Chief Executive Officer, Director | Jason Dubinsky Chief Financial Officer |
Conan Wiersema Principal Accounting Officer | Danny Dunn Chief Revenue Officer |
Business Overview |
Morningstar, Inc. is a provider of independent investment insights. It operates through five segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. PitchBook segment provides investors with access to a collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. Morningstar Wealth segment brings together its model portfolios and wealth platform and practice and portfolio management software for registered investment advisers (RIAs). Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Retirement segment include managed retirement accounts and fiduciary services. |
Financial Overview |
For the three months ended 31 March 2024, Morningstar Inc revenues increased 13% to $542.8M. Net income totaled $64.2M vs. loss of $7.6M. Revenues reflect United States segment increase of 13% to $390.9M, Continental Europe segment increase of 15% to $49.7M. Net Income reflects Selling, General & Administrative Expens decrease of 3% to $102.7M (expense). |
Employees: | 11,334 as of Dec 31, 2023 |
Reporting Currency: | U.S. Dollars |
Enterprise value: | $12,978M as of Mar 31, 2024 |
Annual revenue (TTM): | $2,102M as of Mar 31, 2024 |
EBITDA (TTM): | $514.80M as of Mar 31, 2024 |
Net annual income (TTM): | $212.90M as of Mar 31, 2024 |
Free cash flow (TTM): | $197.60M as of Mar 31, 2024 |
Net Debt Last Fiscal Year: | $540.30M as of Mar 31, 2024 |
Shares outstanding: | 42,745,583 as of Apr 19, 2024 |
Index Membership: | S&P 400 Mid Cap |
TTM: Trailing Twelve Months EBITDA: Earnings Before Interest, Taxes, Depreciation, & Amortization |