MORN
Morningstar, Inc.
Set alert
226.19 USD +3.65 +1.64%
222.52 Day range 227.05
141.84 52-week range 226.19
- YTD
- +4.09%
- 1 year
- +5.48%
- Open
- 226.00
- Prev close
- 222.54
- Mkt cap
- 8.39B
- Vol
- 217.87K
- Avg vol
- 288.81K
- EPS
- 10.51
- P/E
- 21.52
- Div yield
- 0.90%
More statistics
- Low
- 222.52
- High
- 227.05
- Forward P/E
- 15.51
- Beta
- 0.00
- Short ratio
- 4.31
- Inst. own
- 67.01%
- Dividend
- 2.00
- Ex-div date
- Oct 1, 2026
- Earnings
- Feb 25, 2027
- 50-d avg
- 205.72
- 200-d avg
- 185.67
- 1y target
- 239.00
Ownership
Held by insiders 50.22%
Held by institutions 67.01%
Float held by institutions 134.61%
Institutions 573
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| BAMCO Inc. | 9.43% | 3,499,146 | 791.33M | Jun 29, 2026 |
| Blackrock Inc. | 5.61% | 2,081,736 | 470.78M | Jun 29, 2026 |
| Wellington Management Group, LLP | 4.02% | 1,493,037 | 337.65M | Jun 29, 2026 |
| Morgan Stanley | 4.00% | 1,484,135 | 335.64M | Jun 29, 2026 |
| AQR Capital Management, LLC | 3.52% | 1,304,388 | 294.99M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 2.56% | 950,075 | 214.86M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| BARON SELECT FUNDS-Baron Partners Fund | 5.10% | 1,892,591 | 428.01M | Jun 29, 2026 |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | 2.27% | 842,288 | 190.48M | Jun 29, 2026 |
| BARON SELECT FUNDS-Baron Focused Growth Fund | 1.96% | 728,184 | 164.68M | Jun 29, 2026 |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | 1.83% | 677,933 | 153.31M | Jul 30, 2026 |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 1.83% | 680,746 | 153.95M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.63% | 604,105 | 136.62M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| DIAMONTE ROBIN | Director | Stock Award(Grant) | May 14, 2026 | 11,338 |
| DUBINSKY JASON | Chief Financial Officer | Sale | Dec 12, 2024 | 17,304 |
| DUNN DANIEL JOSEPH | Officer | Conversion of Exercise of derivative security | Nov 13, 2025 | 14,851 |
| FRANCIS CHERYL A | Director | Stock Award(Grant) | May 14, 2026 | 36,934 |
| HOLT MICHAEL CFA | Chief Financial Officer | Sale | May 14, 2026 | 24,678 |
| JOYNT STEPHEN | Director | Stock Award(Grant) | May 14, 2026 | 6,282 |
Held by funds
218 US ETFs and mutual funds hold MORN · largest positions