Morningstar, Inc. Financial Summary

Quick Answer

Morningstar, Inc. reported Total Revenue of $2.45 billion for fiscal year 2025.

Morningstar, Inc. — Key Financials by Year

Metric 2025 2024 2023 2022 2021 2020
Total Revenue $2.45B
+7.5%
$2.28B
+11.6%
$2.04B
+9.0%
$1.87B
+10.1%
$1.70B
+22.3%
$1.39B
+17.9%
Net Income
Diluted EPS $8.87
+3.4%
$8.58
+160.8%
$3.29
+100.6%
$1.64
-63.1%
$4.45
-14.1%
$5.18
+47.2%
Total Assets $3.59B
+1.2%
$3.55B
+4.3%
$3.40B
-2.1%
$3.47B
+21.4%
$2.86B
+6.2%
$2.70B
+13.7%
Cash and Equivalents $474.50M
-5.6%
$502.70M
+48.8%
$337.90M
-10.3%
$376.60M
-22.2%
$483.80M
+14.5%
$422.50M
+26.5%
Stockholders Equity $1.22B
-24.5%
$1.62B
+21.9%
$1.33B
+10.0%
$1.21B
-14.7%
$1.42B
+11.4%
$1.27B
+17.3%
R&D Expense
Operating Income $526.60M
+8.6%
$484.80M
+110.2%
$230.60M
+37.4%
$167.80M
-34.7%
$257.00M
+19.4%
$215.20M
+13.5%
Shares Outstanding 39.74M
-7.3%
42.87M
+0.3%
42.73M
+0.6%
42.48M
-1.5%
43.14M
+0.6%
42.90M
+0.1%

Most Recent Quarter

Metric Quarter Ending Value YoY QoQ
Total Revenue September 30, 2025 $617.40M +8.4% +2.0%
Net Income September 30, 2016 $30.20M -9.9% -5.0%
Diluted EPS September 30, 2025 $2.17 -21.7% +3.8%
Total Assets September 30, 2025 $3.56B -0.2% -2.0%
Cash and Equivalents September 30, 2019 $321.80M -0.4% -16.2%
Long-Term Debt September 30, 2025 $848.90M -1.8% +1.2%
Stockholders Equity September 30, 2025 $1.51B -3.3% -6.2%
R&D Expense June 30, 2013 $14.15M +13.8% +3.8%
Operating Income September 30, 2025 $127.80M +10.6% +2.2%
Shares Outstanding September 30, 2025 41.51M -3.2% -1.6%
  • Morningstar, Inc. reported Total Revenue of $2.45 billion for fiscal year 2025.
  • Morningstar, Inc. showed an increase of +7.5% in Total Revenue compared to the prior fiscal year.
  • Morningstar, Inc. reported Net Income of $136.90 million for fiscal year 2017.
  • Morningstar, Inc. showed a decrease of -15.0% in Net Income compared to the prior fiscal year.
  • Morningstar, Inc. reported Diluted EPS of $8.87 per share for fiscal year 2025.
  • Morningstar, Inc. showed an increase of +3.4% in Diluted EPS compared to the prior fiscal year.
  • Morningstar, Inc. reported Total Assets of $3.59 billion for fiscal year 2025.
  • Morningstar, Inc. showed an increase of +1.2% in Total Assets compared to the prior fiscal year.
  • Morningstar, Inc. reported Cash and Equivalents of $474.50 million for fiscal year 2025.
  • Morningstar, Inc. showed a decrease of -5.6% in Cash and Equivalents compared to the prior fiscal year.
  • Morningstar, Inc. reported Stockholders Equity of $1.22 billion for fiscal year 2025.
  • Morningstar, Inc. showed a decrease of -24.5% in Stockholders Equity compared to the prior fiscal year.
  • Morningstar, Inc. reported R&D Expense of $51.44 million for fiscal year 2012.
  • Morningstar, Inc. showed a decrease of -3.2% in R&D Expense compared to the prior fiscal year.
  • Morningstar, Inc. reported Operating Income of $526.60 million for fiscal year 2025.
  • Morningstar, Inc. showed an increase of +8.6% in Operating Income compared to the prior fiscal year.
  • Morningstar, Inc. reported Shares Outstanding of 39.74 million shares for fiscal year 2025.
  • Morningstar, Inc. showed a decrease of -7.3% in Shares Outstanding compared to the prior fiscal year.
  • All figures are sourced from SEC EDGAR XBRL filings, last verified June 17, 2026.

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