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Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

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TTENK/calls
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Home›MORN›Financials
Annual statements · SEC XBRL · FY2016 – FY2025

Morningstar, Inc. (MORN) financials

Income statement

Morningstar, Inc. (MORN) income statement, annual, from SEC filings
Fiscal yearFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue$799M$912M$1.02B$1.18B$1.39B$1.70B$1.87B$2.04B$2.28B$2.45B
Revenue growth—14.2%11.9%15.6%17.9%22.3%10.1%9.0%11.6%7.5%
Operating income$181M$170M$216M$190M$215M$257M$168M$231M$485M$527M
Operating margin22.6%18.6%21.2%16.1%15.5%15.1%9.0%11.3%21.3%21.5%
Net income$161M$137M$183M$152M$224M$193M$70.5M$141M$370M$374M
Net margin20.2%15.0%17.9%12.9%16.1%11.4%3.8%6.9%16.3%15.3%
EPS (diluted)$3.72$3.18$4.25$3.52$5.18$4.45$1.64$3.29$8.58$8.87

Cash flow

Morningstar, Inc. (MORN) cash flow, annual, from SEC filings
Fiscal yearFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Operating cash flow$214M$250M$315M$334M$384M$450M$298M$316M$592M$590M
Capital expenditures$62.8M$66.6M$76.1M$80.0M$76.7M$102M$130M$119M$143M$147M
Free cash flow$151M$184M$239M$254M$308M$348M$168M$197M$449M$443M
Share buybacks$48.8M$42.3M$20.9M$4.90M$41.9M$1.30M$226M$1.40M$11.6M$787M
Dividends paid$37.9M$39.3M$42.6M$47.8M$51.4M$54.2M$61.5M$63.9M$69.3M$76.9M

Balance sheet

Morningstar, Inc. (MORN) balance sheet, annual, from SEC filings
Fiscal yearFY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Cash & equivalents$259M$308M$369M$334M$423M$484M$377M$338M$503M$475M
Total assets$1.35B$1.41B$1.45B$2.37B$2.70B$2.86B$3.47B$3.40B$3.55B$3.59B
Total liabilities$654M$601M$519M$1.29B$1.42B$1.45B$2.27B$2.08B$1.93B$2.37B
Long-term debt——$70.0M$502M$449M$359M$1.11B$972M$699M$1.07B
Shareholders' equity$697M$805M$935M$1.08B$1.27B$1.42B$1.21B$1.33B$1.62B$1.22B
Retained earnings$862M$959M$1.11B$1.22B$1.39B$1.53B$1.53B$1.61B$1.91B$2.21B
Shares (wtd avg diluted)43.3M43.0M43.0M43.2M43.2M43.4M42.9M42.9M43.1M42.2M

Every figure is extracted from Morningstar, Inc.’s annual reports as filed with the SEC (XBRL company facts) — no third-party estimates. Fiscal years are labeled by period end; filers occasionally re-tag concepts, so a sparse cell means the company didn’t report that concept for that year. Free cash flow = operating cash flow − capital expenditures.

Common questions

What is Morningstar, Inc.'s annual revenue?
Morningstar, Inc. (MORN) reported $2.45B of revenue for fiscal year 2025 — up 7.5% from $2.28B in FY2024, per its annual report filed with the SEC.
Is Morningstar, Inc. profitable?
Yes — MORN earned $374M of net income in FY2025, a 15.3% net margin, per SEC filings.
What is Morningstar, Inc.'s free cash flow?
$443M in FY2025 (operating cash flow $590M minus $147M of capital expenditures), from the SEC cash-flow statement.
Does MORN pay a dividend?
Yes — Morningstar, Inc. paid $76.9M in cash dividends during FY2025, per its SEC cash-flow statement.
Full MORN analysis — verdict, score & filings →Is MORN a buy? →

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.