MORNINGSTAR, INC.
Ownership & governance
Executives 5Directors 10Avg age 59Avg tenure 13.7y
KK
Kunal Kapoor
Chief Executive Officer
Age 50Since 2016-12-31Profile →
+14
Executives5
KK
Kunal Kapoor→
Chief Executive Officer
Age 50Since 2016-12-31
MH
Michael Holt→
Director of Finance/CFO
Age 46Since 2024-12-31
LK
Laura Kohl
Chief Tech/Sci/R&D Officer
Age 57—
DN
Daniel Needham
President
—Since 2015-02-01
SB
Sarah Bush
Investor Relations Contact
——
Board of directors10
JM
Joe Mansueto→
Chairman
Age 69Since 1984-05-15
CF
Cheryl Francis→
Director/Board Member
Age 72Since 2002-06-30
SK
Steven Kaplan→
Director/Board Member
Age 66Since 1998-12-31
WL
William Lyons→
Director/Board Member
Age 70Since 2007-08-31
KK
Kunal Kapoor→
Director/Board Member
Age 50Since 2016-12-31
RD
Robin Diamonte→
Director/Board Member
Age 61Since 2015-12-03
CT
Caroline Tsay→
Director/Board Member
Age 44Since 2017-05-14
SJ
Stephen Joynt→
Director/Board Member
Age 74Since 2019-12-05
Shareholders5
| Name | Stake | Shares |
|---|---|---|
| Joe Mansueto | 38.05 % | 14,471,167 |
| Daniel Mansueto | 9.88 % | 3,757,306 |
| BlackRock Advisors LLC | 5.874 % | 2,233,750 |
| Eaton Vance Management | 4.551 % | 1,730,549 |
| Wellington Trust Co., NA | 4.372 % | 1,662,405 |
Catalog · 2026-07-09
Registry officers32
| Name | Role | Since | Shares |
|---|---|---|---|
| Joe Mansueto | Chairman | 1984-05-15 | - |
| Anne Bramman | Director/Board Member | 2026-01-01 | - |
| Bill Lyons | Director or executive officer | 2007-01-01 | 12,123 |
| Bill Lyons | Director or executive officer | 2007-01-01 | 12,123 |
| Caroline Tsay | Director/Board Member | 2017-05-14 | - |
| Caroline Tsay | Director or executive officer | 2017-05-01 | 3,007 |
| Caroline Tsay | Director or executive officer | 2017-01-01 | 3,007 |
| Cheryl Francis | Director or executive officer | 2002-01-01 | 34,453 |
Registry · as of 2026-07-09
Group companies
| Name | Category |
|---|---|
| Praemium International Ltd. | Financial Conglomerates |
| Morningstar Investment Management Europe Ltd. | Investment Managers |
| Morningstar Investment Management Europe Ltd. | Investment Managers |
| Morningstar Investment Management South Africa (Pty) Ltd. | Investment Managers |
| Morningstar Funds Trust - Alternatives Fund | Investment Trusts/Mutual Funds |
Institutional (13F)
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Fund membership
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Street consensus
Consensus buyMean target 239Range 220–260Analysts 3
220Mean 239260
- Buy 2
- Hold 1
Broker actions18
| Firm | Action | To | Target | Date |
|---|---|---|---|---|
| BMO Capital | Maintained | Outperform | 237 | 2026-10-13 |
| UBS | Maintained | Buy | 260 | 2026-07-07 |
| BMO Capital | Maintained | Outperform | 193 | 2026-02-17 |
| UBS | Maintained | Buy | 320 | 2025-10-30 |
| BMO Capital | Maintained | Outperform | 325 | 2025-08-01 |
| BMO Capital | Maintained | Outperform | 343 | 2025-07-21 |
| BMO Capital | Maintained | Outperform | 355 | 2025-05-12 |
| BMO Capital | Maintained | Outperform | 370 | 2025-03-03 |
| Redburn Atlantic | Downgrade | Neutral | 340 | 2024-10-09 |
| UBS | Initiated | Buy | 390 | 2024-10-08 |
| BMO Capital | Maintained | Outperform | 352 | 2024-08-28 |
| BMO Capital | Initiated | Outperform | 352 | 2024-08-12 |
Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.