Company Morningstar, Inc. Börse Stuttgart

Equities

MRS

US6177001095

Professional Information Services

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Sales per Business

Sales per region

Managers

Members of the board

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Ratings for Morningstar, Inc.

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Market Closed - Börse Stuttgart Other stock markets 04:45:21 31/05/2024 pm IST			5-day change	1st Jan Change
264 ^EUR	-.--%		-2.94%	+1.54%

23/05	Morningstar Insider Sold Shares Worth $3,890,140, According to a Recent SEC Filing	MT
21/05	Morningstar Insider Sold Shares Worth $2,853,561, According to a Recent SEC Filing	MT

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.

USD in Million	2022	Weight	2023	Weight	Delta
License-based 74.4 %	1,332	71.2 %	1,518	74.4 %	+13.95%
Asset-based 13.7 %	269	14.4 %	280	13.7 %	+3.79%
Transaction-based 11.8 %	270	14.4 %	242	11.8 %	-10.39%

USD in Million	2022	Weight	2023	Weight	Delta
United States 72.1 %	1,354	72.4 %	1,471	72.1 %	+8.62%
Continental Europe 9.1 %	163	8.7 %	186	9.1 %	+13.87%
United Kingdom 7.3 %	134	7.1 %	148	7.3 %	+10.78%
Canada 5.7 %	110	5.9 %	116	5.7 %	+5.92%
Australia 2.9 %	56	3.0 %	58	2.9 %	+4.66%
Asia 2.4 %	45	2.4 %	49	2.4 %	+10.04%
Other 0.5 %	10	0.5 %	11	0.5 %	+7.14%

Managers	Title	Age	Since
Joe Mansueto FOU	Founder	67	16/84/16
Kunal Kapoor CEO	Chief Executive Officer	48	01/97/01
Jason Dubinsky DFI	Director of Finance/CFO	50	24/17/24
Sarah Bush IRC	Investor Relations Contact	-	-
Frannie Besztery HRO	Human Resources Officer	-	01/21/01
Paul Justice PRN	Corporate Officer/Principal	-	-
Detlef Scholz PRN	Corporate Officer/Principal	55	01/19/01
Noel G. Abat SAM	Sales & Marketing	-	01/06/01
Marie Trzupek Lynch HRO	Human Resources Officer	-	-
Daniel Dunn PRN	Corporate Officer/Principal	54	01/16/01

Members of the board	Title	Age	Since
Steven Kaplan BRD	Director/Board Member	64	01/98/01
Kunal Kapoor CEO	Chief Executive Officer	48	01/97/01
Cheryl Francis BRD	Director/Board Member	70	01/02/01
William Lyons BRD	Director/Board Member	68	01/07/01
Stephen Joynt BRD	Director/Board Member	72	06/19/06
Robin Diamonte BRD	Director/Board Member	59	04/15/04
Gail Landis BRD	Director/Board Member	71	14/13/14
Joe Mansueto FOU	Founder	67	16/84/16
Caroline Tsay BRD	Director/Board Member	42	15/17/15
Doniel Sutton BRD	Director/Board Member	50	14/21/14

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	54,733,078	25,573,047 ( 46.72 %)	11,987,495 ( 21.90 %)	46.72 %

Name	Equities	%	Valuation
Joe Mansueto 36.44 %	15,571,152	36.44 %	4 476 M €
Select Equity Group LP 6.073 %	2,594,894	6.073 %	746 M €
Vanguard Fiduciary Trust Co. 6.040 %	2,580,713	6.040 %	742 M €
BlackRock Advisors LLC 5.520 %	2,358,408	5.520 %	678 M €
Atlanta Capital Management Co. LLC 4.533 %	1,936,979	4.533 %	557 M €
Merrill Lynch International 3.981 %	1,701,142	3.981 %	489 M €
BAMCO, Inc. 3.063 %	1,308,671	3.063 %	376 M €
Kayne Anderson Rudnick Investment Management LLC 2.871 %	1,226,820	2.871 %	353 M €
Massachusetts Financial Services Co. 2.562 %	1,094,680	2.562 %	315 M €
Wellington Management Co. LLP 1.849 %	790,041	1.849 %	227 M €

Name	Equities	%	Valuation
SBI GLOBAL ASSET MANAGEMENT CO., LTD. 11.11%	9,961,900	11.11%	41,274,443 $
NOVA MINERALS LIMITED 3.26%	6,951,124	3.26%	1,263,853 $
SNOW LAKE RESOURCES LTD. 1.66%	338,118	1.66%	333,046 $

Morningstar, Inc.

22 West Washington Street

60602, Chicago

+312 696 6000

http://www.morningstar.com

Name	Category and Sector
Praemium International Ltd. Praemium International Ltd. Financial ConglomeratesFinance Part of Praemium Ltd., Praemium International Ltd. is a British company that provides investment services. The company is based in Saint Helier, UK.	Financial Conglomerates
Morningstar Associates, Inc. Morningstar Associates, Inc. Investment ManagersFinance Part of Morningstar, Inc., Morningstar Associates, Inc. provides investment advice. The company is based in Toronto, Canada. The Canadian company was founded in 2000. Scott Campbell MacKenzie has been the CEO of the company since 2000.	Investment Managers
Morningstar Funds Trust - Global Income Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Defensive Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Global Opportunistic Equity Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Municipal Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Alternatives Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - US Equity Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL.	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Multisector Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Total Return Bond Fund	Investment Trusts/Mutual Funds
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.	Investment Managers
Morningstar Investment Management Europe Ltd. Morningstar Investment Management Europe Ltd. Investment ManagersFinance Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.	Investment Managers
Morningstar Investment Consulting France SAS Morningstar Investment Consulting France SAS Investment ManagersFinance Part of Morningstar, Inc., Morningstar Investment Consulting France SAS is a French company that provides investment advice. The company is based in Paris, France and was founded in 2002.	Investment Managers
DBRS, Inc. DBRS, Inc. Financial Publishing/ServicesCommercial Services DBRS, Inc. provides credit reporting agency services. The company is headquartered in New York, NY.	Financial Publishing/Services
DBRS Ratings Ltd. DBRS Ratings Ltd. Financial Publishing/ServicesCommercial Services Part of Morningstar, Inc., DBRS Ratings Ltd. is a credit rating agency. The company is based in London, UK. DBRS Ratings was founded in 2010.	Financial Publishing/Services
DBRS Ltd. DBRS Ltd. Financial Publishing/ServicesCommercial Services DBRS Ltd. operates as credit ratings agency. The firm provides tools that helps the investors in making investment decisions. It offers web subscriptions, DBRS Viewpoint, DBRS Product Manual, and RatingsNow. The company was founded by Walter Schroeder in 1976 and is headquartered in Toronto, Canada.	Financial Publishing/Services
DBRS Ratings GmbH
Morningstar India Pvt Ltd. Morningstar India Pvt Ltd. Investment ManagersFinance Part of Morningstar, Inc., Morningstar India Pvt Ltd. provides investment research. The company is based in Navi Mumbai, India. The company was founded in 2004. Aditya Agarwal has been the CEO of the Indian company since 2008.	Investment Managers
Morningstar Investment Management South Africa (Pty) Ltd. Morningstar Investment Management South Africa (Pty) Ltd. Investment ManagersFinance Morningstar Investment Management South Africa (Pty) Ltd. (Morningstar South Africa) is an investment management firm headquartered in Cape Town, South Africa. The firm is a subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Morningstar South Africa offers investment management and advisory services to advisors and financial institutions around the world.	Investment Managers
Morningstar Funds Trust - International Equity Fund	Investment Trusts/Mutual Funds

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ESG Refinitiv

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BUY

Number of Analysts

Last Close Price

288.2 USD

Average target price

340 USD

Spread / Average Target

+17.95%

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