Morningstar (MORN) Stock Insights
MORN$215.90+0.12 +0.05%
$8.10B
Market Cap
21.23
P/E
17.46
Forward P/E
54
Score
Morningstar (MORN) Stock Insights
MORN price $215.90 +0.12 +0.05%
- Ticker
- MORN
- Price
- $215.90
- Change
- +0.12 +0.05%
- Market cap ?
- $8.10B
- P/E ?
- 21.23
- Forward P/E ?
- 17.46
- Dividend yield ?
- 0.89%
- Beta ?
- 1.02
- Sector
- Financial Services
- Industry
- Financial - Data & Stock Exchanges
- Stocklytics score
- 54
- Value
- 57
- Quality
- 54
- Growth
- 50
Stocklytics score rationale: value 57, quality 54, growth 50.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 798600000 | 911700000 | 1019900000 | 1179000000 | 1389500000 | 1699300000 | 1870600000 | 2038600000 | 2275100000 | 2445500000 |
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets…
Fair value
MORN fair value $443.78. Price $215.90. Price is 51% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 90% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 497.50M. Growth 14.29%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 9.92% (beta 1.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 37.51M. Net debt 933.30M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-28 | — | 3.04 | — | 664.75M |
| 2026-07-29 | 3.10 | 2.83 | 663.20M | 649.71M |
| 2026-04-29 | 3.18 | 2.41 | 644.80M | 626.91M |
| 2026-02-12 | 2.71 | 2.36 | 641.10M | 634.43M |
| 2025-10-29 | 2.55 | 2.34 | 617.40M | 634.43M |
| 2025-07-30 | 2.40 | 2.21 | 605.10M | 605.84M |
| 2025-04-30 | 2.23 | 2.06 | 581.90M | 585.83M |
| 2025-02-26 | 2.14 | 2.06 | 591.00M | 580.84M |
| 2024-10-23 | 2.00 | 2.01 | 569.40M | 576.60M |
| 2024-07-24 | 2.01 | — | 570.50M | — |
| 2024-04-24 | 1.73 | — | 544.00M | 2.30B |
| 2024-02-22 | 1.97 | — | 542.40M | — |
| 2023-10-25 | 1.28 | — | 515.50M | — |
| 2023-07-26 | 1.60 | — | 504.70M | — |
| 2023-04-26 | 0.56 | — | 479.70M | — |
| 2023-02-23 | 0.58 | — | 475.00M | — |
| 2022-10-26 | 0.77 | — | 468.20M | — |
| 2022-07-27 | 1.17 | — | 470.40M | — |
| 2022-04-28 | -80.00 | — | 16.30M | — |
| 2022-04-27 | 1.41 | — | 457.00M | — |
| 2022-02-24 | 1.50 | — | 462.20M | — |
| 2021-10-28 | -71.40 | — | 20.10M | — |
| 2021-10-27 | 1.38 | — | 428.90M | — |
| 2021-07-28 | 1.76 | — | 415.40M | — |
| 2021-04-28 | 1.73 | — | 392.80M | — |
| 2021-02-18 | 1.57 | — | 380.40M | — |
| 2020-10-28 | 1.55 | — | 357.20M | — |
| 2020-07-29 | 1.43 | — | 327.90M | — |
| 2020-04-29 | 0.84 | — | 324.00M | — |
| 2020-02-20 | 0.94 | — | 332.40M | — |
| 2019-10-23 | 1.39 | — | 313.80M | — |
| 2019-07-25 | 0.98 | — | 273.90M | — |
| 2019-04-24 | 0.77 | — | 258.90M | — |
| 2019-02-21 | 0.99 | — | 262.70M | — |
| 2018-10-24 | 1.13 | — | 261.30M | — |
| 2018-07-25 | 0.97 | — | 252.40M | — |
| 2018-04-25 | 0.72 | — | 243.50M | — |
| 2018-02-20 | 0.91 | — | 243.10M | — |
| 2017-10-25 | 0.79 | — | 229.90M | — |
| 2017-07-25 | 0.65 | — | 229.20M | — |
Dividends
Yield 0.93%. Payout ratio 18.26%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 18% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 17 separate years. Yield is 0.9%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-10-02 | $0.50 | 2026-10-02 | 2026-10-30 | Quarterly |
| 2026-07-10 | $0.50 | 2026-07-10 | 2026-07-31 | Quarterly |
| 2026-04-02 | $0.50 | 2026-04-03 | 2026-04-30 | Quarterly |
| 2026-01-02 | $0.50 | 2026-01-02 | 2026-01-30 | Quarterly |
| 2025-10-03 | $0.46 | 2025-10-03 | 2025-10-31 | Quarterly |
| 2025-07-11 | $0.46 | 2025-07-11 | 2025-07-31 | Quarterly |
| 2025-04-04 | $0.46 | 2025-04-04 | 2025-04-30 | Quarterly |
| 2025-01-03 | $0.46 | 2025-01-03 | 2025-01-31 | Quarterly |
| 2024-10-04 | $0.41 | 2024-10-04 | 2024-10-31 | Quarterly |
| 2024-07-12 | $0.41 | 2024-07-12 | 2024-07-31 | Quarterly |
| 2024-04-04 | $0.41 | 2024-04-05 | 2024-04-30 | Quarterly |
| 2024-01-04 | $0.41 | 2024-01-05 | 2024-01-31 | Quarterly |
| 2023-10-05 | $0.38 | 2023-10-06 | 2023-10-31 | Quarterly |
| 2023-07-06 | $0.38 | 2023-07-07 | 2023-07-31 | Quarterly |
| 2023-04-05 | $0.38 | 2023-04-07 | 2023-04-28 | Quarterly |
| 2023-01-05 | $0.38 | 2023-01-06 | 2023-01-31 | Quarterly |
| 2022-10-17 | $0.36 | 2022-10-18 | 2022-10-31 | Quarterly |
| 2022-06-30 | $0.36 | 2022-07-01 | 2022-07-29 | Quarterly |
| 2022-03-31 | $0.36 | 2022-04-01 | 2022-04-29 | Quarterly |
| 2022-01-06 | $0.36 | 2022-01-07 | 2022-01-31 | Quarterly |
| 2021-10-18 | $0.32 | 2021-10-19 | 2021-10-29 | Quarterly |
| 2021-07-08 | $0.32 | 2021-07-09 | 2021-07-30 | Quarterly |
| 2021-04-08 | $0.32 | 2021-04-09 | 2021-04-30 | Quarterly |
| 2020-12-31 | $0.32 | 2021-01-04 | 2021-01-29 | Quarterly |
| 2020-10-15 | $0.30 | 2020-10-16 | 2020-10-30 | Quarterly |
| 2020-07-01 | $0.30 | 2020-07-02 | 2020-07-31 | Quarterly |
| 2020-04-02 | $0.30 | 2020-04-03 | 2020-04-30 | Quarterly |
| 2020-01-02 | $0.30 | 2020-01-03 | 2020-01-31 | Quarterly |
| 2019-10-17 | $0.28 | 2019-10-18 | 2019-10-31 | Quarterly |
| 2019-07-03 | $0.28 | 2019-07-05 | 2019-07-31 | Quarterly |
| 2019-04-04 | $0.28 | 2019-04-05 | 2019-04-30 | Quarterly |
| 2019-01-03 | $0.28 | 2019-01-04 | 2019-01-31 | Quarterly |
| 2018-10-16 | $0.25 | 2018-10-17 | 2018-10-31 | Quarterly |
| 2018-07-05 | $0.25 | 2018-07-06 | 2018-07-27 | Quarterly |
| 2018-04-05 | $0.25 | 2018-04-06 | 2018-04-27 | Quarterly |
| 2018-01-04 | $0.25 | 2018-01-05 | 2018-01-31 | Quarterly |
| 2017-10-17 | $0.23 | 2017-10-18 | 2017-10-31 | Quarterly |
| 2017-07-05 | $0.23 | 2017-07-07 | 2017-07-28 | Quarterly |
| 2017-04-05 | $0.23 | 2017-04-07 | 2017-04-28 | Quarterly |
| 2017-01-04 | $0.23 | 2017-01-06 | 2017-01-31 | Quarterly |
| 2016-10-06 | $0.22 | 2016-10-11 | 2016-10-28 | Quarterly |
| 2016-07-06 | $0.22 | 2016-07-08 | 2016-07-29 | Quarterly |
| 2016-04-06 | $0.22 | 2016-04-08 | 2016-04-29 | Quarterly |
| 2016-01-06 | $0.22 | 2016-01-08 | 2016-01-29 | Quarterly |
| 2015-10-07 | $0.19 | 2015-10-09 | 2015-10-30 | Quarterly |
| 2015-07-08 | $0.19 | 2015-07-10 | 2015-07-31 | Quarterly |
| 2015-04-08 | $0.19 | 2015-04-10 | 2015-04-30 | Quarterly |
| 2015-01-07 | $0.19 | 2015-01-09 | 2015-01-30 | Quarterly |
| 2014-10-08 | $0.17 | 2014-10-10 | 2014-10-31 | Quarterly |
| 2014-07-09 | $0.17 | 2014-07-11 | 2014-07-31 | Quarterly |
| 2014-04-09 | $0.17 | 2014-04-11 | 2014-04-30 | Quarterly |
| 2014-01-08 | $0.17 | 2014-01-10 | 2014-01-31 | Quarterly |
| 2013-10-09 | $0.12 | 2013-10-14 | 2013-10-31 | Quarterly |
| 2013-07-10 | $0.12 | 2013-07-12 | 2013-07-31 | Quarterly |
| 2013-04-10 | $0.12 | 2013-04-12 | 2013-04-30 | Quarterly |
| 2012-12-13 | $0.12 | 2012-12-17 | 2012-12-28 | Quarterly |
| 2012-10-10 | $0.10 | 2012-10-12 | 2012-10-31 | Quarterly |
| 2012-07-11 | $0.10 | 2012-07-13 | 2012-07-31 | Quarterly |
| 2012-04-11 | $0.10 | 2012-04-13 | 2012-04-30 | Quarterly |
| 2012-01-11 | $0.10 | 2012-01-13 | 2012-01-31 | Quarterly |
| 2011-10-12 | $0.05 | 2011-10-14 | 2011-10-31 | Quarterly |
| 2011-07-13 | $0.05 | 2011-07-15 | 2011-07-29 | Quarterly |
| 2011-04-13 | $0.05 | 2011-04-15 | 2011-04-29 | Quarterly |
| 2010-12-29 | $0.05 | 2010-12-31 | 2011-01-14 | Irregular |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-30 | Mansueto Daniel | Sell | 657.78K | — | — |
| 2026-09-22 | Mansueto Daniel | Other | 0 | — | — |
| 2026-09-22 | Mansueto Daniel | Other | 0 | — | — |
| 2026-09-01 | Wiersema Conan | Sell | 29 | $218.94 | 6.35K |
| 2026-09-01 | Holt Michael | Sell | 54 | $218.94 | 11.82K |
| 2026-08-24 | Mansueto Daniel | Sell | 376.97K | — | — |
| 2026-08-24 | Mansueto Joseph D | Sell | 220 | $216.01 | 47.52K |
| 2026-08-24 | Mansueto Joseph D | Sell | 1.18K | $217.26 | 256.58K |
| 2026-08-24 | Mansueto Joseph D | Sell | 1.74K | $218.43 | 380.07K |
| 2026-08-24 | Mansueto Joseph D | Sell | 978 | $219.44 | 214.61K |
| 2026-08-24 | Mansueto Joseph D | Sell | 1.31K | $220.42 | 289.64K |
| 2026-08-24 | Mansueto Joseph D | Sell | 226 | $221.12 | 49.97K |
| 2026-08-21 | Mansueto Joseph D | Sell | 3.83K | $216.70 | 829.30K |
| 2026-08-21 | Mansueto Joseph D | Sell | 268 | $217.57 | 58.31K |
| 2026-08-20 | Mansueto Joseph D | Sell | 3.16K | $212.87 | 672.02K |
| 2026-08-20 | Mansueto Joseph D | Sell | 1.36K | $214.16 | 291.05K |
| 2026-08-20 | Mansueto Joseph D | Sell | 1.94K | $215.18 | 417.01K |
| 2026-08-20 | Mansueto Joseph D | Sell | 295 | $216.16 | 63.77K |
| 2026-08-20 | Mansueto Joseph D | Sell | 501 | $217.13 | 108.78K |
| 2026-08-19 | Mansueto Joseph D | Sell | 114 | $208.21 | 23.74K |
| 2026-08-19 | Mansueto Joseph D | Sell | 680 | $210.24 | 142.97K |
| 2026-08-19 | Mansueto Joseph D | Sell | 426 | $211.52 | 90.11K |
| 2026-08-19 | Mansueto Joseph D | Sell | 3.03K | $213.96 | 648.51K |
| 2026-08-19 | Mansueto Joseph D | Sell | 1.78K | $214.81 | 383.44K |
| 2026-08-19 | Mansueto Joseph D | Sell | 369 | $215.93 | 79.68K |
| 2026-08-19 | Mansueto Joseph D | Sell | 189 | $217.01 | 41.02K |
| 2026-08-18 | Mansueto Joseph D | Sell | 913 | $208.13 | 190.02K |
| 2026-08-18 | Mansueto Joseph D | Sell | 1.94K | $209.48 | 405.35K |
| 2026-08-18 | Mansueto Joseph D | Sell | 2.71K | $210.32 | 569.55K |
| 2026-08-18 | Mansueto Joseph D | Sell | 1.59K | $211.26 | 335.48K |
| 2026-08-18 | Mansueto Joseph D | Sell | 106 | $212.20 | 22.49K |
| 2026-08-18 | Mansueto Joseph D | Sell | 656 | $212.53 | 139.42K |
| 2026-08-17 | Mansueto Joseph D | Sell | 5.75K | $206.84 | 1.19M |
| 2026-08-17 | Mansueto Joseph D | Sell | 1.50K | $207.81 | 311.93K |
| 2026-08-14 | Mansueto Joseph D | Sell | 3.92K | $206.28 | 809.45K |
| 2026-08-14 | Mansueto Joseph D | Sell | 2.81K | $207.33 | 582.39K |
| 2026-08-14 | Mansueto Joseph D | Sell | 240 | $208.45 | 50.03K |
| 2026-08-14 | Mansueto Joseph D | Sell | 277 | $209.38 | 58.00K |
| 2026-08-13 | Mansueto Joseph D | Sell | 3.50K | $197.06 | 689.33K |
| 2026-08-13 | Mansueto Joseph D | Sell | 2.94K | $197.88 | 580.96K |
| 2026-08-13 | Mansueto Joseph D | Sell | 430 | $198.96 | 85.55K |
| 2026-08-13 | Mansueto Joseph D | Sell | 26 | $199.75 | 5.19K |
| 2026-08-13 | Mansueto Joseph D | Sell | 52 | $202.09 | 10.51K |
| 2026-08-13 | Mansueto Joseph D | Sell | 78 | $203.79 | 15.90K |
| 2026-08-13 | Mansueto Joseph D | Sell | 52 | $205.66 | 10.69K |
| 2026-08-13 | Mansueto Joseph D | Sell | 178 | $206.78 | 36.81K |
| 2026-08-12 | Mansueto Joseph D | Sell | 5.03K | $194.96 | 980.04K |
| 2026-08-12 | Mansueto Joseph D | Sell | 1.91K | $195.77 | 373.14K |
| 2026-08-12 | Mansueto Joseph D | Sell | 291 | $197.09 | 57.35K |
| 2026-08-12 | Mansueto Joseph D | Sell | 26 | $197.63 | 5.14K |
| 2026-08-11 | Mansueto Joseph D | Sell | 974 | $200.32 | 195.11K |
| 2026-08-10 | Mansueto Joseph D | Sell | 7.25K | $201.84 | 1.46M |
| 2026-08-07 | Mansueto Joseph D | Sell | 166 | $196.16 | 32.56K |
| 2026-08-07 | Mansueto Joseph D | Sell | 1.45K | $198.49 | 288.41K |
| 2026-08-07 | Mansueto Joseph D | Sell | 2.56K | $199.34 | 510.11K |
| 2026-08-07 | Mansueto Joseph D | Sell | 2.57K | $200.40 | 514.23K |
| 2026-08-07 | Mansueto Joseph D | Sell | 506 | $201.53 | 101.97K |
| 2026-08-06 | Mansueto Joseph D | Sell | 2.27K | $198.38 | 450.73K |
| 2026-08-05 | Mansueto Joseph D | Sell | 1.25K | $199.58 | 248.68K |
| 2026-08-05 | Mansueto Joseph D | Sell | 4.31K | $201.12 | 866.83K |
| 2026-08-05 | Mansueto Joseph D | Sell | 1.66K | $201.98 | 336.10K |
| 2026-08-05 | Mansueto Joseph D | Sell | 30 | $202.51 | 6.08K |
| 2026-08-04 | Mansueto Joseph D | Sell | 997 | $198.06 | 197.47K |
| 2026-08-04 | Mansueto Joseph D | Sell | 3.84K | $199.51 | 766.11K |
| 2026-08-04 | Mansueto Joseph D | Sell | 2.35K | $200.57 | 471.14K |
| 2026-08-04 | Mansueto Joseph D | Sell | 64 | $201.15 | 12.87K |
| 2026-08-03 | Mansueto Joseph D | Sell | 5.30K | — | — |
| 2026-08-03 | Mansueto Joseph D | Sell | 40 | $196.72 | 7.87K |
| 2026-08-03 | Mansueto Joseph D | Sell | 573 | $197.72 | 113.30K |
| 2026-08-03 | Mansueto Joseph D | Sell | 4.04K | $199.06 | 804.81K |
| 2026-08-03 | Mansueto Joseph D | Sell | 2.57K | $199.78 | 513.02K |
| 2026-08-03 | Mansueto Joseph D | Sell | 26 | $200.87 | 5.22K |
| 2026-08-03 | Lyons William M | Sell | 1.00K | $199.00 | 199.00K |
| 2026-07-29 | Mansueto Daniel | Other | 0 | — | — |
| 2026-07-29 | Mansueto Daniel | Other | 0 | — | — |
| 2026-05-27 | Lyons William M | Sell | 700 | $179.00 | 125.30K |
| 2026-05-22 | Mansueto Joseph D | Sell | 317 | $174.09 | 55.19K |
| 2026-05-22 | Mansueto Joseph D | Sell | 114 | $174.98 | 19.95K |
| 2026-05-22 | Mansueto Joseph D | Sell | 741 | $176.30 | 130.64K |
| 2026-05-22 | Mansueto Joseph D | Sell | 578 | $177.08 | 102.35K |
| 2026-05-22 | Mansueto Joseph D | Sell | 293 | $178.39 | 52.27K |
| 2026-05-22 | Mansueto Joseph D | Sell | 227 | $179.52 | 40.75K |
| 2026-05-21 | Mansueto Joseph D | Sell | 5.08K | $172.33 | 875.59K |
| 2026-05-21 | Mansueto Joseph D | Sell | 1.94K | $172.87 | 334.51K |
| 2026-05-21 | Mansueto Joseph D | Sell | 234 | $174.07 | 40.73K |
| 2026-05-20 | Mansueto Joseph D | Sell | 5.70K | $171.32 | 977.24K |
| 2026-05-20 | Mansueto Joseph D | Sell | 1.25K | $172.33 | 216.28K |
| 2026-05-20 | Mansueto Joseph D | Sell | 291 | $173.11 | 50.38K |
| 2026-05-19 | Mansueto Joseph D | Sell | 2.63K | $176.66 | 464.45K |
| 2026-05-19 | Mansueto Joseph D | Sell | 1.45K | $178.06 | 257.48K |
| 2026-05-19 | Mansueto Joseph D | Sell | 676 | $179.08 | 121.06K |
| 2026-05-19 | Mansueto Joseph D | Sell | 1.73K | $180.39 | 311.35K |
| 2026-05-19 | Mansueto Joseph D | Sell | 227 | $181.05 | 41.10K |
| 2026-05-19 | Mansueto Joseph D | Sell | 24 | $182.13 | 4.37K |
| 2026-05-18 | Mansueto Joseph D | Sell | 559 | $171.33 | 95.78K |
| 2026-05-18 | Mansueto Joseph D | Sell | 300 | $172.43 | 51.73K |
| 2026-05-18 | Mansueto Joseph D | Sell | 116 | $173.38 | 20.11K |
| 2026-05-18 | Mansueto Joseph D | Sell | 500 | $174.51 | 87.26K |
| 2026-05-18 | Mansueto Joseph D | Sell | 1.62K | $175.80 | 284.80K |
| 2026-05-18 | Mansueto Joseph D | Sell | 3.52K | $176.85 | 621.61K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 426, holders -28 vs prior quarter. Ownership 64.74%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BAMCO INC /NY/ | 3.50M | 2.74M | +360.71% | 545.94M |
| BLACKROCK, INC. | 2.08M | -256.48K | -10.97% | 324.79M |
| WELLINGTON MANAGEMENT GROUP LLP | 1.49M | -169.37K | -10.19% | 232.94M |
| MORGAN STANLEY | 1.48M | -246.41K | -14.24% | 231.56M |
| AQR CAPITAL MANAGEMENT LLC | 1.30M | 680.76K | +109.16% | 203.51M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 950.08K | -101.75K | -9.67% | 148.23M |
| VANGUARD CAPITAL MANAGEMENT LLC | 894.41K | -95.06K | -9.61% | 139.55M |
| STATE STREET CORP | 716.47K | -19.10K | -2.60% | 111.78M |
| GEODE CAPITAL MANAGEMENT, LLC | 578.32K | -20.91K | -3.49% | 90.24M |
| DIMENSIONAL FUND ADVISORS LP | 561.86K | 44.09K | +8.51% | 87.66M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 557.96K | -87.43K | -13.55% | 87.05M |
| TWO SIGMA INVESTMENTS, LP | 484.25K | -375.21K | -43.66% | 75.55M |
| JANE STREET GROUP, LLC | 431.30K | 97.44K | +29.19% | 67.29M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 420.74K | 25.81K | +6.54% | 65.64M |
| KENSICO CAPITAL MANAGEMENT CORP | 284.10K | 149.10K | +110.44% | 44.33M |
| INVESCO LTD. | 259.29K | -25.84K | -9.06% | 40.45M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 244.32K | -10.41K | -4.09% | 37.94M |
| RENAISSANCE TECHNOLOGIES LLC | 238.77K | -210.10K | -46.81% | 37.25M |
| JPMORGAN CHASE & CO | 236.32K | -193.74K | -45.05% | 36.98M |
| BANK OF NEW YORK MELLON CORP | 232.48K | 57.48K | +32.84% | 36.27M |
| COPELAND CAPITAL MANAGEMENT, LLC | 229.55K | 94.33K | +69.76% | 35.81M |
| UBS GROUP AG | 209.07K | 139.13K | +198.93% | 32.62M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 206.14K | 206.14K | New | 32.16M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 206.14K | -7.69K | -3.60% | 32.16M |
| QUANTINNO CAPITAL MANAGEMENT LP | 203.22K | 16.27K | +8.71% | 31.71M |
Insights
- Revenue by product
- Revenue by region
| Period | Value |
|---|---|
| FY2011 | Corporate Elimination: 0.0, Investment Information: 500909000.0, Investment Management: 130491000.0 |
| FY2012 | Intersegment Elimination: 0.0, Investment Information: 529984000.0, Investment Management: 128304000.0 |
| FY2013 | Investment Information: 555642000.0, Investment Management: 142624000.0 |
| FY2014 | Investment Information: 597046000.0, Investment Management: 163025000.0 |
| FY2018 | Asset-Based: 200400000.0, Licensed-Based: 751600000.0, Transaction-Based: 67900000.0 |
| FY2019 | Asset-Based: 211600000.0, Licensed-Based: 812700000.0, Transaction-Based: 154700000.0 |
| FY2020 | Asset-Based: 223800000.0, Licensed-Based: 934900000.0, Transaction-Based: 230800000.0 |
| FY2021 | Asset-Based: 264899999.99999997, Licensed-Based: 1131700000.0, Transaction-Based: 302700000.0 |
| FY2022 | Asset-Based: 269400000.0, Licensed-Based: 1331700000.0, Transaction-Based: 269500000.0 |
| FY2023 | Asset-Based: 279600000.0, Licensed-Based: 1517500000.0, Transaction-Based: 241500000.0 |
| FY2024 | Asset-Based: 333200000.0, Licensed-Based: 1625100000.0, Transaction-Based: 316800000.0 |
| FY2025 | Asset-Based: 343000000.0, Licensed-Based: 1719200000.0, Transaction-Based: 383300000.0 |
| Period | Value |
|---|---|
| FY2011 | JAPAN: 3948000.0, Segment, Geographical, Groups of Countries, Group One: 49507000.0, Segment, Geographical, Groups of Countries, Group Two: 9240000.0, UNITED STATES: 446470000.0 |
| FY2012 | JAPAN: 3831000.0, Segment, Geographical, Groups of Countries, Group One: 49844000.0, Segment, Geographical, Groups of Countries, Group Two: 9934000.0, UNITED STATES: 466947000.0 |
| FY2013 | Asia excluding Japan: 13860000.0, UNITED STATES: 500730000.0 |
| FY2014 | Asia excluding Japan: 15830000.0, Non United States: 209331000.0, UNITED STATES: 550740000.0 |
| FY2015 | Non United States: 203700000.0, UNITED STATES: 585100000.0 |
| FY2016 | Non United States: 208100000.0, UNITED STATES: 590500000.0 |
| FY2017 | Non United States: 224700000.0, UNITED STATES: 687000000.0 |
| FY2018 | Non United States: 255700000.0, UNITED STATES: 764200000.0 |
| FY2019 | Non United States: 312600000.0, UNITED STATES: 866400000.0 |
| FY2020 | Non United States: 418700000.0, UNITED STATES: 970800000.0 |
| FY2021 | Non United States: 515000000.0, UNITED STATES: 1184300000.0 |
| FY2022 | Non United States: 516700000.0, UNITED STATES: 1353900000.0 |
| FY2023 | Non United States: 568000000.0, UNITED STATES: 1470600000.0 |
| FY2024 | Non United States: 636300000.0, UNITED STATES: 1638800000.0 |
| FY2025 | Asia: 48000000.0, AUSTRALIA: 65300000.0, CANADA: 154900000.0, Europe excluding the United Kingdom: 219600000.0, Non United States: 690600000.0, Segment, Geographical, Group of Other Countries: 13000000.0, UNITED STATES: 1754900000.0 |
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