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Morningstar MORN Morningstar Wealth Segment — Goodwill

Other segment segments

PitchBook Segment
$628.7M-0.2%
Morningstar Data and Analytics Segment
$605.3M+1.1%
Corporate and Other
$209.6M+202%
Morningstar Credit Segment
$118.7M+2.1%
Morningstar Retirement Segment
$93.5M0.0%

Similar metrics at other companies

Northern Trust logo
NTRSWealth Management Segment — Goodwill
$80.4M+0.1%
BK
BKMarket and Wealth Services — Goodwill
$1.54B+4.1%
Voya Financial logo
VOYAWealth Solutions Segment — Goodwill
$73M—
Commerce Bancshares logo
CBSHWealth segment — Goodwill
$108.01M+14,379%
F.N.B. Corporation logo
FNBWealth Manage- ment — Goodwill
$8M0.0%
BOK Financial logo
BOKFWealth Management — Goodwill
$90.7M0.0%

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:Goodwill.

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 — goodwill?
Morningstar (MORN) reported morningstar wealth segment — goodwill of $91.4M in Q1 2026.
How has Morningstar's morningstar wealth segment — goodwill changed year-over-year?
Morningstar's morningstar wealth segment — goodwill decreased by 1.8% year-over-year, from $93.1M to $91.4M.
What does morningstar wealth segment — goodwill mean?
Represents the total carrying value of goodwill associated with the Wealth segment, reflecting the premium paid over the fair value of net identifiable assets during acquisitions. This metric indicates the long-term value attributed to the segment's brand, customer relationships, and intellectual property. It is a key indicator of historical inorganic growth and potential impairment risk.