Morningstar Company Leadership

MORN Stock  USD 215.63  1.62  0.76%   
Morningstar employs about 11.2 K people. The company is managed by 21 executives with a total tenure of roughly 49 years, averaging almost 2.0 years of service per executive, having 531.14 employees per reported executive. Analysis of Morningstar's management performance can provide insight into the firm performance.
Joseph Mansueto  Chairman
Executive Chairman of the Board
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.
To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.

Morningstar's latest congressional trading

Congressional trading in companies like Morningstar, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Morningstar by those in governmental positions are based on the same information available to the general public.
2025-09-15Representative Lisa McClainAcquired Under $15KVerify
2025-09-03Representative April DelaneyAcquired $15K to $50KVerify

Morningstar Management Team Effectiveness

The company has return on total asset (ROA) of 0.0827 % which means that it generated a profit of $0.0827 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2442 %, meaning that it created $0.2442 on every $100 dollars invested by stockholders. Morningstar's management efficiency ratios could be used to measure how well Morningstar manages its routine affairs as well as how well it operates its assets and liabilities.
Morningstar maintains a total of 41.13 Million outstanding shares. Over half of Morningstar's outstanding shares are owned by institutional investors. These institutional investors are typically referred to as corporate investors that shop for positions in a given instrument to benefit from reduced trade commissions. Also note that almost three million two hundred eighty-two thousand one hundred ten invesors are currently shorting Morningstar expressing very little confidence in its future performance.
Some institutional investors establish a significant position in stocks such as Morningstar in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Morningstar, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Morningstar Workforce Comparison

Morningstar is regarded second in number of employees category among its peers. The total workforce of Financials industry is now estimated at about 60,267. Morningstar retains roughly 11,154 in number of employees claiming about 19% of equities under Financials industry.
The company has Profit Margin (PM) of 0.16 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.21 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.21.

Morningstar Insider Trading

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Morningstar insiders, such as employees or executives, is commonly permitted as long as it does not rely on Morningstar's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Morningstar insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Morningstar Notable Stakeholders

A Morningstar stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Morningstar often face trade-offs trying to please all of them. Morningstar's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Morningstar's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Joseph MansuetoExecutive Chairman of the BoardProfile
Daniel CFAPresident WealthProfile
Sarah BushDirector RelationsProfile
Tal NieburgManaging AfricaProfile
David WilliamsHead - Design and MarketingProfile
Jason DubinskyChief OfficerProfile
Kunal CFACEO DirectorProfile
Daniel DunnChief OfficerProfile
Kimberly McGarryChief Accounting Officer, Principal Accounting Officer, Global ControllerProfile
Conan WiersemaPrincipal OfficerProfile
Marie LynchChief OfficerProfile
Julie WilloughbyChief SalesProfile
Kathleen PeacockChief OfficerProfile
Michael CFAChief OfficerProfile
Chris BoruffManaging OperationsProfile
Steve BendtChief OfficerProfile
Patrick MaloneyGen SecProfile
Thomas IdzorekHead ResearchProfile
James RhodesChief Data OfficerProfile
Stephanie LerdallSenior RelationsProfile
Barbara CFAAnalystProfile
String symbol = request.getParameter("s");

About Morningstar Management Performance

The success or failure of an entity such as Morningstar often depends on how effective the management is. Morningstar management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Morningstar management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Morningstar management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company was incorporated in 1984 and is headquartered in Chicago, Illinois. Morningstar operates under Financial Data Stock Exchanges classification in the United States and is traded on NASDAQ Exchange. It employs 9556 people.

Morningstar Workforce Analysis

Traditionally, organizations such as Morningstar use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Morningstar within its industry.

Morningstar Manpower Efficiency

Return on Morningstar Manpower

Revenue Per Employee204K
Revenue Per Executive108.3M
Net Income Per Employee33.2K
Net Income Per Executive17.6M
Working Capital Per Employee4.2K
Working Capital Per Executive2.2M
When determining whether Morningstar offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Morningstar's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Morningstar Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Morningstar Stock:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.
To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.
You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Is Financial Exchanges & Data space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morningstar. If investors know Morningstar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morningstar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Morningstar is measured differently than its book value, which is the value of Morningstar that is recorded on the company's balance sheet. Investors also form their own opinion of Morningstar's value that differs from its market value or its book value, called intrinsic value, which is Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morningstar's market value can be influenced by many factors that don't directly affect Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.