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Morningstar, Inc. MORN

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Price alert · MORN

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238.73 USD +12.54 +5.54%

At close · Nov 2

238.73 0.00 0.00%

After hours · Nov 2, 4:33 PM ET

Bid
238.57 × 2
Ask
238.71 × 2
226.23 Day range 240.54
141.49 52-week range 240.54
YTD
+9.86%
1 year
+12.45%
Open
226.23
Prev close
226.19
Mkt cap
8.86B
Vol
283.66K
Avg vol
285.21K
EPS
11.40
P/E
20.94
Div yield
0.88%
More statistics
Low
226.23
High
240.54
Forward P/E
16.37
Beta
0.90
Short ratio
4.31
Inst. own
67.04%
Dividend
2.00
Ex-div date
Oct 1, 2026
Earnings
Feb 25, 2027
50-d avg
205.90
200-d avg
185.71
1y target
246.00

2Y chart

Chart tools
Interval

Events in this range
  • Jan 3, 2025Dividend: 0.455
  • Apr 4, 2025Dividend: 0.455
  • Jul 11, 2025Dividend: 0.455
  • Jul 21, 2025Rating: BMO Capital · Outperform → Outperform
  • Aug 1, 2025Rating: BMO Capital · Outperform → Outperform
  • Oct 3, 2025Dividend: 0.455
  • Oct 29, 2025Earnings: 2.55; estimate 2.34; surprise 8.97%
  • Oct 30, 2025Rating: UBS · Buy → Buy
  • Jan 2, 2026Dividend: 0.5
  • Feb 12, 2026Earnings: 2.71; estimate 2.36; surprise 14.83%
  • Feb 17, 2026Rating: BMO Capital · Outperform → Outperform
  • Apr 2, 2026Dividend: 0.5
  • Apr 29, 2026Earnings: 3.18; estimate 2.41; surprise 31.95%
  • Jul 7, 2026Rating: UBS · Buy → Buy
  • Jul 10, 2026Dividend: 0.5
  • Jul 29, 2026Earnings: 3.1; estimate 2.83; surprise 9.54%
  • Oct 2, 2026Dividend: 0.5
  • Oct 13, 2026Rating: BMO Capital · Outperform → Outperform
  • Oct 28, 2026Earnings: 3.48; estimate 3.04; surprise 14.47%
Signals (92)
NameDateAgo
RSI: OverboughtNov 2, 20267 hours ago
RSI: OverboughtOct 22, 20261 week ago
SMA: BullishOct 8, 20263 weeks ago
MACD: Buy SignalOct 7, 20263 weeks ago
SMA: BullishOct 5, 20264 weeks ago
SMA: BearishOct 2, 20261 month ago
SMA: BullishSep 30, 20261 month ago
SMA: BearishSep 29, 20261 month ago
SMA: BearishSep 24, 20261 month ago
SMA: BullishSep 23, 20261 month ago
SMA: BearishSep 22, 20261 month ago
SMA: BullishSep 14, 20261 month ago
SMA: BearishSep 11, 20261 month ago
MACD: Sell SignalAug 28, 20262 months ago
RSI: OverboughtAug 19, 20262 months ago
RSI: OverboughtJul 29, 20263 months ago
SMA: BullishJul 28, 20263 months ago
SMA: BullishJul 24, 20263 months ago
SMA: BearishJul 21, 20263 months ago
SMA: BullishJul 16, 20263 months ago
SMA: BearishJul 14, 20263 months ago
SMA: BullishJul 13, 20263 months ago
MACD: Buy SignalJul 2, 20264 months ago
RSI: OversoldJun 25, 20264 months ago
SMA: BearishJun 11, 20264 months ago
MACD: Sell SignalJun 11, 20264 months ago
SMA: BullishMay 22, 20265 months ago
MACD: Buy SignalMay 21, 20265 months ago
SMA: BearishMay 19, 20265 months ago
SMA: BullishMay 18, 20265 months ago
SMA: BearishMay 8, 20265 months ago
SMA: BullishMay 7, 20265 months ago
SMA: BearishApr 30, 20266 months ago
MACD: Sell SignalApr 30, 20266 months ago
SMA: BullishApr 15, 20266 months ago
SMA: BearishApr 14, 20266 months ago
SMA: BullishApr 13, 20266 months ago
SMA: BearishApr 8, 20266 months ago
SMA: BullishApr 7, 20266 months ago
MACD: Buy SignalApr 6, 20267 months ago
RSI: OversoldMar 27, 20267 months ago
RSI: OversoldMar 25, 20267 months ago
MACD: Sell SignalMar 23, 20267 months ago
MACD: Buy SignalFeb 24, 20268 months ago
RSI: OversoldFeb 3, 20269 months ago
MACD: Sell SignalJan 20, 20269 months ago
SMA: BearishJan 16, 20269 months ago
MACD: Buy SignalJan 12, 20269 months ago
SMA: BullishJan 9, 20269 months ago
SMA: BearishJan 7, 20269 months ago
SMA: BullishJan 6, 202610 months ago
MACD: Sell SignalJan 5, 202610 months ago
SMA: BearishJan 2, 202610 months ago
MACD: Buy SignalDec 22, 202510 months ago
SMA: BullishDec 19, 202510 months ago
MACD: Sell SignalDec 16, 202510 months ago
SMA: BearishDec 8, 202510 months ago
SMA: BullishDec 5, 202511 months ago
RSI: OversoldOct 29, 20251 year ago
MACD: Buy SignalOct 21, 20251 year ago
MACD: Sell SignalOct 16, 20251 year ago
RSI: OversoldOct 15, 20251 year ago
MACD: Buy SignalOct 8, 20251 year ago
RSI: OversoldOct 1, 20251 year ago
RSI: OversoldSep 25, 20251 year ago
RSI: OversoldSep 18, 20251 year ago
MACD: Sell SignalSep 16, 20251 year ago
MACD: Buy SignalAug 19, 20251 year ago
RSI: OversoldAug 14, 20251 year ago
RSI: OversoldAug 4, 20251 year ago
RSI: OversoldJul 21, 20251 year ago
RSI: OversoldJul 15, 20251 year ago
SMA: BearishJul 9, 20251 year ago
MACD: Sell SignalJul 7, 20251 year ago
MACD: Buy SignalJun 26, 20251 year ago
MACD: Sell SignalMay 28, 20251 year ago
SMA: BullishMay 2, 20251 year ago
MACD: Buy SignalApr 22, 20251 year ago
MACD: Sell SignalApr 21, 20251 year ago
MACD: Buy SignalApr 15, 20251 year ago
MACD: Sell SignalApr 4, 20251 year ago
RSI: OversoldApr 4, 20251 year ago
MACD: Buy SignalMar 19, 20251 year ago
RSI: OversoldMar 6, 20251 year ago
RSI: OversoldMar 4, 20251 year ago
MACD: Sell SignalFeb 26, 20251 year ago
MACD: Buy SignalFeb 13, 20251 year ago
MACD: Sell SignalFeb 11, 20251 year ago
MACD: Buy SignalJan 21, 20251 year ago
RSI: OversoldJan 10, 20251 year ago
RSI: OversoldJan 7, 20251 year ago
RSI: OverboughtNov 26, 20241 year ago

Key statistics

Market cap
8.86B
Enterprise value
9.73B
Trailing P/E
20.94
Forward P/E
16.37
PEG ratio
2.31
Price / sales
3.38
Price / book
8.64
EPS (TTM)
11.40
Beta
0.90
Dividend yield
0.88%
Payout ratio
17.54%
Profit margin
17.00%
Revenue (TTM)
2.62B
Revenue growth
8.90%
Free cash flow
464.82M
Total cash
524.60M
Total debt
1.86B
Return on equity
35.08%
Shares outstanding
37.10M
Short % of float
5.64%
50-day average
205.90
200-day average
185.71

Analyst view

Consensus: buy

Buy
Price target (mean) 246.00 +3.0% upside
Target (low)
220.00
Target (mean)
246.00
Target (high)
260.00
Ratings (0m) 3 2 buy · 1 hold · 0 sell
  • Strong buy0
  • Buy2
  • Hold1
  • Sell0
  • Strong sell0

Next earnings

Feb 25, 2027

Expected Feb 25, 2027. Consensus EPS estimate 3.36.

Earnings history

Financials — quick view

All financials
MORN Revenue — quarterly 672.10M
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
MORN Net income — quarterly 115.50M
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
MORN EPS — quarterly 3.09
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026

Earnings

MORN recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Feb 25, 2027Dec 30, 20263.36———
Oct 28, 2026Sep 30, 20263.043.48+0.44+14.47%
Jul 29, 2026Jun 30, 20262.833.10+0.27+9.54%
Apr 29, 2026Mar 31, 20262.413.18+0.77+31.95%
Feb 12, 2026Dec 31, 20252.362.71+0.35+14.83%
Oct 29, 2025Sep 30, 20252.342.55+0.21+8.97%

Upgrades / downgrades

MORN analyst upgrades and downgrades
DateFirmActionFromTo
Oct 13, 2026BMO CapitalmainOutperformOutperform
Jul 7, 2026UBSmainBuyBuy
Feb 17, 2026BMO CapitalmainOutperformOutperform
Oct 30, 2025UBSmainBuyBuy
Aug 1, 2025BMO CapitalmainOutperformOutperform
Jul 21, 2025BMO CapitalmainOutperformOutperform

About Morningstar, Inc.

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

Sector
Financial Services
Industry
Financial Data & Stock Exchanges
Country
United States

News

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Insider holders

MORN insider holders
InsiderRelationLatest transactionDateShares held
DIAMONTE ROBINDirectorStock Award(Grant)May 14, 202611,338
DUBINSKY JASONChief Financial OfficerSaleDec 12, 202417,304
DUNN DANIEL JOSEPHOfficerConversion of Exercise of derivative securityNov 13, 202514,851
FRANCIS CHERYL ADirectorStock Award(Grant)May 14, 202636,934
HOLT MICHAEL CFAChief Financial OfficerSaleMay 14, 202624,678
JOYNT STEPHENDirectorStock Award(Grant)May 14, 20266,282

Institution ownership

MORN institution ownership
Holder% heldSharesValueReported
BAMCO Inc.9.43%3,499,146835.35MJun 29, 2026
Blackrock Inc.5.61%2,081,736496.97MJun 29, 2026
Wellington Management Group, LLP4.02%1,493,037356.43MJun 29, 2026
Morgan Stanley4.00%1,484,135354.31MJun 29, 2026
AQR Capital Management, LLC3.52%1,304,388311.40MJun 29, 2026
Vanguard Portfolio Management LLC2.56%950,075226.81MJun 29, 2026

Fund ownership

MORN fund ownership
Holder% heldSharesValueReported
BARON SELECT FUNDS-Baron Partners Fund5.10%1,892,591451.82MJun 29, 2026
Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund2.27%842,288201.08MJun 29, 2026
BARON SELECT FUNDS-Baron Focused Growth Fund1.96%728,184173.84MJun 29, 2026
VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund1.83%677,933161.84MJul 30, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF1.83%680,746162.51MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund1.63%604,105144.22MJun 29, 2026
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