Morningstar Yönetim

Yönetim kriter kontrolleri 3/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Kunal Kapoor

İcra Kurulu Başkanı

US$7.3m

Toplam tazminat

CEO maaş yüzdesi	7.2%
CEO görev süresi	8yrs
CEO sahipliği	0.3%
Yönetim ortalama görev süresi	1.4yrs
Yönetim Kurulu ortalama görev süresi	10.4yrs

Son yönetim güncellemeleri

Recent updates

Morningstar, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Mar 03

Morningstar: Watching Out For Q4 Earnings

Feb 22

Morningstar declares $0.36 dividend

Oct 07

Morningstar: Wait For A Pullback

Sep 23

Morningstar: The Problem Is Still The Valuation

Jul 12

CEO Tazminat Analizi

Kunal Kapoor'un ücretlendirmesi Morningstar'un kazancına kıyasla nasıl değişti?
Tarih	Toplam Tazminat	Maaş	Şirket Kazançları
Sep 30 2024	n/a	n/a	US$327m
Jun 30 2024	n/a	n/a	US$246m
Mar 31 2024	n/a	n/a	US$213m
Dec 31 2023	US$7m	US$525k	US$141m
Sep 30 2023	n/a	n/a	US$71m
Jun 30 2023	n/a	n/a	US$23m
Mar 31 2023	n/a	n/a	US$17m
Dec 31 2022	US$6m	US$500k	US$71m
Sep 30 2022	n/a	n/a	US$124m
Jun 30 2022	n/a	n/a	US$182m
Mar 31 2022	n/a	n/a	US$185m
Dec 31 2021	US$6m	US$500k	US$193m
Sep 30 2021	n/a	n/a	US$212m
Jun 30 2021	n/a	n/a	US$239m
Mar 31 2021	n/a	n/a	US$255m
Dec 31 2020	US$8m	US$400k	US$224m
Sep 30 2020	n/a	n/a	US$176m
Jun 30 2020	n/a	n/a	US$149m
Mar 31 2020	n/a	n/a	US$143m
Dec 31 2019	US$4m	US$400k	US$152m
Sep 30 2019	n/a	n/a	US$167m
Jun 30 2019	n/a	n/a	US$175m
Mar 31 2019	n/a	n/a	US$174m
Dec 31 2018	US$3m	US$388k	US$183m

Tazminat ve Piyasa: Kunal 'nin toplam tazminatı ($USD 7.28M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 12.51M ).

Tazminat ve Kazançlar: Kunal 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Kunal Kapoor (49 yo)

8yrs

Görev süresi

US$7,277,421

Tazminat

Mr. Kunal Kapoor, CFA has been Chief Executive Officer of Morningstar, Inc. since January 1, 2017 and served as its President since October 2015. Mr. Kapoor is responsible for product development and innov...

Liderlik Ekibi

İsim	Pozisyon	Görev süresi	Tazminat	Sahiplik
Joseph Mansueto	Founder & Executive Chairman of the Board	40.7yrs	US$105.25k	35.3% $ 5.0b
Kunal Kapoor	CEO & Director	8yrs	US$7.28m	0.27% $ 38.4m
Daniel Dunn	Chief Revenue Officer	8yrs	US$1.98m	0.024% $ 3.3m
Jason Dubinsky	Consultant	less than a year	US$2.69m	0.031% $ 4.4m
Michael Holt	Chief Financial Officer	no data	Veri yok	0.011% $ 1.6m
Conan Wiersema	Principal Accounting Officer	less than a year	Veri yok	0.00047% $ 65.9k
Sarah Bush	Director of Investor Relations	no data	Veri yok	Veri yok
Kathleen Peacock	Chief Legal Officer	no data	Veri yok	Veri yok
Stephanie Lerdall	Senior Manager of Media Relations	no data	Veri yok	Veri yok
Julie Willoughby	Head of Global Sales	no data	Veri yok	Veri yok
Marie Lynch	Chief People Officer	2yrs	Veri yok	Veri yok
David Williams	Chief Design Officer	no data	US$346.96k	Veri yok

1.4yrs

Ortalama Görev Süresi

50yo

Ortalama Yaş

Deneyimli Yönetim: MORN 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.4 yıl), bu da yeni bir ekibin varlığını gösteriyor.

Yönetim Kurulu Üyeleri

İsim	Pozisyon	Görev süresi	Tazminat	Sahiplik
Joseph Mansueto	Founder & Executive Chairman of the Board	40.7yrs	US$105.25k	35.3% $ 5.0b
Kunal Kapoor	CEO & Director	8yrs	US$7.28m	0.27% $ 38.4m
Stephen Joynt	Director	5.1yrs	US$224.87k	0.0072% $ 1.0m
William Lyons	Independent Director	17.3yrs	US$239.87k	0.042% $ 5.9m
Cheryl Francis	Independent Director	22.5yrs	US$249.87k	0.079% $ 11.0m
Steven Kaplan	Independent Director	25.4yrs	US$239.87k	0.093% $ 13.0m
Gail Landis	Independent Director	11.7yrs	US$229.87k	0.0093% $ 1.3m
Robin Diamonte	Independent Director	9.1yrs	US$224.87k	0.019% $ 2.7m
Caroline Tsay	Independent Director	7.7yrs	US$224.87k	0.0058% $ 812.4k
Doniel Sutton	Independent Director	3.7yrs	US$224.87k	0.0041% $ 576.7k

10.4yrs

Ortalama Görev Süresi

66yo

Ortalama Yaş

Deneyimli Yönetim Kurulu: MORN 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 10.4 yıldır).

Şirket Analizi ve Finansal Veri Durumu

Veri	Son Güncelleme (UTC saati)
Şirket Analizi	2025/01/20 12:54
Gün Sonu Hisse Fiyatı	2025/01/17 00:00
Kazançlar	2024/09/30
Yıllık Kazançlar	2023/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

Paket	Veri	Zaman Çerçevesi	Örnek ABD Kaynağı ^*
Şirket Finansalları	10 yıl	Gelir tablosu Nakit akış tablosu Bilanço	SEC Form 10-K SEC Form 10-Q
Analist Konsensüs Tahminleri	+3 yıl	Finansal tahminler Analist fiyat hedefleri	Analist Araştırma Raporları Blue Matrix
Piyasa Fiyatları	30 yıl	Hisse senedi fiyatları Temettüler, Bölünmeler ve Eylemler	ICE Piyasa Verileri SEC Form S-1
Sahiplik	10 yıl	En büyük hissedarlar İçeriden öğrenenlerin ticareti	SEC Form 4 SEC Form 13D
Yönetim	10 yıl	Liderlik ekibi Yönetim Kurulu	SEC Form 10-K SEC Form DEF 14A
Önemli Gelişmeler	10 yıl	Şirket duyuruları	SEC Form 8-K

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Buradan daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları Github sayfamızda mevcuttur, ayrıca raporlarımızın nasıl kullanılacağına dair kılavuzlarımız ve Youtube'da eğitimlerimiz bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları 'da mevcuttur.

Analist Kaynakları

Morningstar, Inc. 4 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

Analist	Kurum
Jeffrey Silber	BMO Capital Markets Equity Research
Niamh Alexander	Keefe, Bruyette, & Woods
Russell Quelch	Redburn Atlantic

Morningstar Yönetim

Yönetim kriter kontrolleri 3/4

Anahtar bilgiler

Son yönetim güncellemeleri

Chief Financial Officer recently sold US$1.1m worth of stock

Morningstar, Inc. Appoints Michael Holt as Chief Financial Officer, Effective January 1, 2025

Key Executive notifies of intention to sell stock

Jason Dubinsky Step Down as Chief Financial Officer of Morningstar, Inc., Effective December 31, 2024

Key Executive notifies of intention to sell stock

Chief Financial Officer notifies of intention to sell stock

Recent updates

Morningstar Launches Direct Advisory Suite

Upcoming dividend of US$0.46 per share

Chief Financial Officer recently sold US$1.1m worth of stock

Third quarter dividend of US$0.46 announced

Morningstar, Inc. Appoints Michael Holt as Chief Financial Officer, Effective January 1, 2025

Morningstar, Inc. Declares Quarterly Dividend, Payable on January 31, 2025

AssetMark, Inc. completed the acquisition of Assets of Turnkey Asset Management Platform of Morningstar Wealth from Morningstar, Inc. (NasdaqGS:MORN).

Should You Be Adding Morningstar (NASDAQ:MORN) To Your Watchlist Today?

Why Retail Investors Might Be Interested In Morningstar

Key Executive notifies of intention to sell stock

Jason Dubinsky Step Down as Chief Financial Officer of Morningstar, Inc., Effective December 31, 2024

There's Reason For Concern Over Morningstar, Inc.'s (NASDAQ:MORN) Price

Morningstar Stock: Perpetually Overvalued

Second quarter dividend of US$0.41 announced

Morningstar, Inc. Declares Quarterly Dividend, October 31, 2024

Key Executive notifies of intention to sell stock

New minor risk - Insider selling

Morningstar Retirement Launches New Morningstar Model of US Retirement Outcomes

Second quarter 2024 earnings released: EPS: US$1.61 (vs US$0.85 in 2Q 2023)

New major risk - Revenue and earnings growth

Morningstar: Still Holding Up Well, But No Investment

Upcoming dividend of US$0.41 per share

Chief Financial Officer notifies of intention to sell stock

Morningstar, Inc. to Report Q2, 2024 Results on Jul 24, 2024

First quarter dividend of US$0.41 announced

Morningstar, Inc. Declares Quarterly Dividend, Payable on July 31, 2024

Morningstar, Inc. (NASDAQ:MORN) Not Lagging Industry On Growth Or Pricing

CEO & Director exercised options and sold US$1.7m worth of stock

Key Executive notifies of intention to sell stock

First quarter 2024 earnings released: EPS: US$1.50 (vs US$0.18 loss in 1Q 2023)

Morningstar, Inc., Annual General Meeting, May 10, 2024

Morningstar, Inc. to Report Q1, 2024 Results on Apr 24, 2024

Fourth quarter dividend of US$0.41 announced

Morningstar, Inc. Declares Quarterly Dividend, Payable on April 30, 2024

Morningstar, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Full year 2023 earnings: EPS exceeds analyst expectations

Morningstar: Watching Out For Q4 Earnings

Morningstar Appoints Shihan Abeyguna as Managing Director, South-East Asia

Key Executive notifies of intention to sell stock

Morningstar, Inc. to Report Q4, 2023 Results on Feb 22, 2024

Kimberly McGarry, Chief Accounting Officer (Principal Accounting Officer) of Morningstar, Inc. to Depart, Effective January 19, 2024

Upcoming dividend of US$0.41 per share at 0.5% yield

Morningstar, Inc. Announces Launch of Direct Web Service

Morningstar, Inc. Declares Quarterly Dividend Payable on Jan. 31, 2024

Key Executive notifies of intention to sell stock

Consensus EPS estimates increase by 20%

Price target increased by 42% to US$320

Third quarter 2023 earnings released: EPS: US$0.92 (vs US$0.21 loss in 3Q 2022)

New major risk - Revenue and earnings growth

Upcoming dividend of US$0.38 per share at 0.6% yield

Morningstar, Inc. to Report Q3, 2023 Results on Oct 25, 2023

Morningstar, Inc. Declares Quarterly Dividend, Payable on October 31, 2023

New minor risk - Insider selling

Consensus EPS estimates fall by 21%

Price target increased by 9.8% to US$225

Upcoming dividend of US$0.38 per share at 0.8% yield

Morningstar, Inc. to Report Q2, 2023 Results on Jul 26, 2023

Morningstar, Inc.(NasdaqGS:MORN) dropped from Russell 1000 Value-Defensive Index

Morningstar, Inc. Declares Quarterly Dividend, Payable on April 28, 2023

Key Executive notifies of intention to sell stock

Independent Director recently sold US$125k worth of stock

Independent Director notifies of intention to sell stock

Mo, an AI Chatbot Powered by Morningstar Intelligence Engine, Debuts in Morningstar Platforms

First quarter 2023 earnings released: US$0.18 loss per share (vs US$1.07 profit in 1Q 2022)

Upcoming dividend of US$0.38 per share at 0.8% yield

Full year 2022 earnings: EPS misses analyst expectations

Key Executive notifies of intention to sell stock

Sbi Global Asset Management Co., Ltd. agreed to acquire 11.15% stake in Morningstar Japan K.K. (TSE:4765) from Morningstar, Inc. (NasdaqGS:MORN) for ¥439 yen per share.

Morningstar, Inc. to Report Q4, 2022 Results on Feb 23, 2023