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 fiscal year ended 31 December 2023, Morningstar Inc revenues increased 9% to $2.04B. Net income increased 100% to $141.1M. Revenues reflect United States segment increase of 9% to $1.47B, Continental Europe segment increase of 14% to $185.5M. Net income benefited from Stock Based Compensation-G&A decrease of 61% to $20.7M (expense), Other income (expense), net increase from $6.7M (expense) to $11.5M (income). |
Employees: | 11,334 as of Dec 31, 2023 |
Reporting Currency: | U.S. Dollars |
Enterprise value: | $13,536M as of Dec 31, 2023 |
Annual revenue (TTM): | $2,039M as of Dec 31, 2023 |
EBITDA (TTM): | $471.80M as of Dec 31, 2023 |
Net annual income (TTM): | $141.10M as of Dec 31, 2023 |
Free cash flow (TTM): | $133.40M as of Dec 31, 2023 |
Net Debt Last Fiscal Year: | $583.40M as of Dec 31, 2023 |
Shares outstanding: | 42,745,175 as of Mar 1, 2024 |
Index Membership: | S&P 400 Mid Cap |
TTM: Trailing Twelve Months EBITDA: Earnings Before Interest, Taxes, Depreciation, & Amortization |