Screener
Morningstar MORN Morningstar Wealth Segment — Consolidated revenue
Other segment segments
Similar metrics at other companies
Other financials
Where this comes from
Reported directly by Morningstar in its filing.
Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
The source filing: Morningstar’s 10-Q, filed July 29, 2026.
- Filed
- Jul 29, 2026, 4:27 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001289419-26-000041
| (in millions) | Morningstar Direct Platform | Pitch Book | Morningstar Credit | Morningstar Wealth | Morningstar Retirement | Total Reportable Segments |
|---|---|---|---|---|---|---|
| License-based | $220.6 | $172.7 | $6.4 | $13.5 | $0.4 | $413.6 |
| Asset-based | — | — | — | 37.6 | 37.5 | 75.1 |
| Transaction-based | 1.5 | 2.0 | 98.5 | 9.2 | — | 111.2 |
| Total segment revenue | 222.1 | 174.7 | 104.9 | 60.3 | 37.9 | 599.9 |
| Less: | ||||||
| Compensation expense(1) | 64.6 | 79.3 | 49.9 | 24.8 | 12.4 | |
| Other segment items(2) | 57.2 | 42.4 | 16.5 | 27.6 | 6.1 | |
| Adjusted operating income | $100.3 | $53.0 | $38.5 | $7.9 | $19.4 | $219.1 |
Item 1.Financial Statements
FAQ
- What is Morningstar's morningstar wealth segment — consolidated revenue?
- Morningstar (MORN) reported morningstar wealth segment — consolidated revenue of $104.9M in Q2 2026.
- How has Morningstar's morningstar wealth segment — consolidated revenue changed year-over-year?
- Morningstar's morningstar wealth segment — consolidated revenue increased by 23.4% year-over-year, from $85M to $104.9M.
- 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.
Ask your AI about Morningstar's morningstar wealth segment — consolidated revenue.
Connect your AI assistant and compare segments, right in your chat.
Connect your AI
Claude