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Morningstar MORN Morningstar Wealth Segment — Consolidated revenue

Other segment segments

Morningstar Data and Analytics Segment
$215.2M+8.0%
PitchBook Segment
$172.4M+5.3%
Corporate and Other
$59.4M+14.7%
Morningstar Credit Segment
$58M-5.4%
Morningstar Retirement Segment
$38.8M+17.9%

Similar metrics at other companies

Northern Trust logo
NTRSWealth Management Segment — Revenues, Net of Interest Expense
$891M+8.6%
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WFCWealth And Investment Management — Revenues, Net of Interest Expense
$3.88B+13.8%
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NTRSWealth Management Segment — Percentage of Consolidated Net Income
47%-12.0pp
Voya Financial logo
VOYAWealth Solutions — Revenue
$185M+18.4%
Morgan Stanley logo
MSWealth Management1 — Net revenues
$8.52B+16.3%
Voya Financial logo
VOYAWealth Solutions Segment — Adjusted operating revenues
$821M+2.9%

Other financials

Income statement

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Revenue$644.8M+10.8%
Gross profit$405.9M+15.8%
Operating income$155.9M+36.6%
Net income$107.1M+36.4%
EPS (diluted)$2.73+50.0%

Balance sheet

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Cash & equivalents$492.8M-3.7%
Total debt$1.9B+91.9%
Total equity$1.0B-36.7%
Total assets$4.0B+11.2%

Cash flow

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Operating cash flow$91.5M+0.5%
CapEx$37.9M+17.7%
Free cash flow$53.6M-8.8%

Valuation

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Market cap$5.84B-49.2%
Enterprise value$7.28B-40.4%
P/E14.5×-15.5×
P/S2.3×-2.6×

Profitability

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Gross margin61.7%+1.0pp
Operating margin22.7%+0.8pp
Net margin16.1%-0.5pp
FCF margin17.4%-1.9pp

Returns & leverage

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Return on equity30.7%+5.0pp
Debt / equity1.9×+1.3×
Current ratio1×-0.1×

Where this comes from

Reported directly by Morningstar in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Morningstar’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Morningstar's morningstar wealth segment — consolidated revenue?
Morningstar (MORN) reported morningstar wealth segment — consolidated revenue of $101M in Q1 2026.
How has Morningstar's morningstar wealth segment — consolidated revenue changed year-over-year?
Morningstar's morningstar wealth segment — consolidated revenue increased by 38.4% year-over-year, from $73M to $101M.
What is the long-term trend for Morningstar's morningstar wealth segment — consolidated revenue?
Over 4 years (2021 to 2025), Morningstar's morningstar wealth segment — consolidated revenue has grown at a 7.0% compound annual growth rate (CAGR), from $238.4M to $312.8M.
What does morningstar wealth segment — consolidated revenue mean?
Represents the total gross income generated by the Wealth segment from its core business activities, including research, data, and advisory services. This is the primary indicator of the segment's market demand and top-line growth trajectory. It serves as the baseline for evaluating the segment's scale and competitive positioning.