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MORNNASDAQ

Morningstar, Inc.

Morningstar, Inc.
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Recent & upcoming events

Jul 10
Ex-dividend Time TBD
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Oct 2
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KPI highlights

FY25
Revenue $2.45B YoY +7.5%
Operating income $527M margin 21.5%
Net income —
EPS $8.93 YoY +3.4%
P/E —
ROE —

Ownership over time

Share of total shares outstanding (disclosed major holdings + undisclosed)（2013–2026）

機関投資家 45.8%未開示 54.2%20132015201720192021202320252026
機関投資家 45.8%未開示 54.2%13Q114Q215Q316Q418Q119Q220Q321Q423Q124Q225Q426Q1
機関投資家その他未開示・浮動株

「国内機関」は信託銀行の名義口座（年金・パッシブ・一部海外資本を含む）を集計し、実質保有者へは分解していません。分類は開示名称からの推定です。

Top shareholders — rank & share

BlackRock, Inc. 4.7%BlackRock, Inc.MORGAN STANLEY 3.5%MORGAN STANLEYWELLINGTON MANAGEM 3.3%WELLINGTON MANAGEMENT GROUP LLPVANGUARD PORTFOLIO 2.1%VANGUARD PORTFOLIO MANAGEMENT LLCVANGUARD CAPITAL M 2%VANGUARD CAPITAL MANAGEMENT LLCTWO SIGMA INVESTME 1.7%TWO SIGMA INVESTMENTS, LPBAMCO INC /NY/ 1.5%BAMCO INC /NY/STATE STREET CORP 1.5%STATE STREET CORPLOS ANGELES CAPITA 1.3%LOS ANGELES CAPITAL MANAGEMENT LLCSelect Equity Grou 1.3%Select Equity Group, L.P.20132015201720192021202320252026
BlackRock, Inc. 4.7%BlackRock, Inc.MORGAN STANLEY 3.5%MORGAN STANLEYWELLINGTON MANAGEM 3.3%WELLINGTON MANAGEMENT GROUP LLPVANGUARD PORTFOLIO 2.1%VANGUARD PORTFOLIO MANAGEMENT LLCVANGUARD CAPITAL M 2%VANGUARD CAPITAL MANAGEMENT LLCTWO SIGMA INVESTME 1.7%TWO SIGMA INVESTMENTS, LPBAMCO INC /NY/ 1.5%BAMCO INC /NY/STATE STREET CORP 1.5%STATE STREET CORPLOS ANGELES CAPITA 1.3%LOS ANGELES CAPITAL MANAGEMENT LLCSelect Equity Grou 1.3%Select Equity Group, L.P.13Q114Q215Q316Q418Q119Q220Q321Q423Q124Q225Q426Q1

Top shareholders — actual figures (as of 2026)

Holder Shares held Ratio Source
その他機関投資家（13F 409社） 6,570,462 13.1% 13F
BlackRock, Inc. 2,338,218 4.7% 13F
MORGAN STANLEY 1,730,549 3.5% 13F
WELLINGTON MANAGEMENT GROUP LLP 1,662,405 3.3% 13F
VANGUARD PORTFOLIO MANAGEMENT LLC 1,051,820 2.1% 13F
VANGUARD CAPITAL MANAGEMENT LLC 989,467 2.0% 13F
TWO SIGMA INVESTMENTS, LP 859,459 1.7% 13F
BAMCO INC /NY/ 759,515 1.5% 13F
STATE STREET CORP 735,574 1.5% 13F
LOS ANGELES CAPITAL MANAGEMENT LLC 645,384 1.3% 13F
Select Equity Group, L.P. 637,723 1.3% 13F
AQR CAPITAL MANAGEMENT LLC 623,629 1.2% 13F
GEODE CAPITAL MANAGEMENT, LLC 599,222 1.2% 13F
DIMENSIONAL FUND ADVISORS LP 517,769 1.0% 13F
RENAISSANCE TECHNOLOGIES LLC 448,870 0.9% 13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 394,931 0.8% 13F
JANE STREET GROUP, LLC 333,861 0.7% 13F
MILLENNIUM MANAGEMENT LLC 323,006 0.6% 13F
Invesco Ltd. 285,130 0.6% 13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 254,739 0.5% 13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 213,823 0.4% 13F
GOLDMAN SACHS GROUP INC 210,402 0.4% 13F
SEI INVESTMENTS CO 189,302 0.4% 13F
Quantinno Capital Management LP 186,946 0.4% 13F
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 186,048 0.4% 13F
BANK OF AMERICA CORP /DE/ 183,575 0.4% 13F

Source：SEC EDGAR（DEF 14A・13D/G・13F）　Classification inferred from disclosed names

F-Score (Piotroski)

Banks, insurers, and other financial institutions are excluded from this score, as their financial structure differs fundamentally from typical operating companies.

Fact checklist

FY25
Equity ratio —
Current ratio 1.0×
Years of positive operating CF 12 of last 12 yrs
Payout ratio —
Latest fiscal year result —

Performance history

Last 10 years
$0.0B$0.6B$1.2B$1.8B$2.4B FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25

Income & assets

Unit: $1M
Item FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25
Revenue 7999121,0201,1791,3901,6991,8712,0392,2752,446
Operating income 181170216190215257168231485527
Ordinary income ——————————
Net income 161137183———————
Total assets 1,3511,4061,4542,3712,6962,8633,4753,4033,5493,590
Equity 697805————————

A “—” means data wasn't available for that period — it's not a display error or an unusual value.

Indicators & cash flow

Unit: $1M
Item FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25
EPS $3.74$3.21$4.30$3.56$5.22$4.50$1.65$3.31$8.64$8.93
ROE 23.1%17.0%————————
Operating CF 214250315334384450298316592590
Investing CF -274-60.8-49.9-746-124-168-799-81.9-21.3-139
Financing CF 124-158-189374-182-212415-278-384-515
FCF ——————————

A “—” means data wasn't available for that period — it's not a display error or an unusual value.

Source: SEC EDGAR (10-K, etc.) (fetched 2026-07-03) *Some metrics supplemented from additional sources

Is this information incorrect?

Data provided by Twelve Data