Morningstar, Inc. MORN
Set alert
At close · Nov 2
After hours · Nov 2, 4:33 PM ET
- 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
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)
| Name | Date | Ago |
|---|---|---|
| RSI: Overbought | Nov 2, 2026 | 7 hours ago |
| RSI: Overbought | Oct 22, 2026 | 1 week ago |
| SMA: Bullish | Oct 8, 2026 | 3 weeks ago |
| MACD: Buy Signal | Oct 7, 2026 | 3 weeks ago |
| SMA: Bullish | Oct 5, 2026 | 4 weeks ago |
| SMA: Bearish | Oct 2, 2026 | 1 month ago |
| SMA: Bullish | Sep 30, 2026 | 1 month ago |
| SMA: Bearish | Sep 29, 2026 | 1 month ago |
| SMA: Bearish | Sep 24, 2026 | 1 month ago |
| SMA: Bullish | Sep 23, 2026 | 1 month ago |
| SMA: Bearish | Sep 22, 2026 | 1 month ago |
| SMA: Bullish | Sep 14, 2026 | 1 month ago |
| SMA: Bearish | Sep 11, 2026 | 1 month ago |
| MACD: Sell Signal | Aug 28, 2026 | 2 months ago |
| RSI: Overbought | Aug 19, 2026 | 2 months ago |
| RSI: Overbought | Jul 29, 2026 | 3 months ago |
| SMA: Bullish | Jul 28, 2026 | 3 months ago |
| SMA: Bullish | Jul 24, 2026 | 3 months ago |
| SMA: Bearish | Jul 21, 2026 | 3 months ago |
| SMA: Bullish | Jul 16, 2026 | 3 months ago |
| SMA: Bearish | Jul 14, 2026 | 3 months ago |
| SMA: Bullish | Jul 13, 2026 | 3 months ago |
| MACD: Buy Signal | Jul 2, 2026 | 4 months ago |
| RSI: Oversold | Jun 25, 2026 | 4 months ago |
| SMA: Bearish | Jun 11, 2026 | 4 months ago |
| MACD: Sell Signal | Jun 11, 2026 | 4 months ago |
| SMA: Bullish | May 22, 2026 | 5 months ago |
| MACD: Buy Signal | May 21, 2026 | 5 months ago |
| SMA: Bearish | May 19, 2026 | 5 months ago |
| SMA: Bullish | May 18, 2026 | 5 months ago |
| SMA: Bearish | May 8, 2026 | 5 months ago |
| SMA: Bullish | May 7, 2026 | 5 months ago |
| SMA: Bearish | Apr 30, 2026 | 6 months ago |
| MACD: Sell Signal | Apr 30, 2026 | 6 months ago |
| SMA: Bullish | Apr 15, 2026 | 6 months ago |
| SMA: Bearish | Apr 14, 2026 | 6 months ago |
| SMA: Bullish | Apr 13, 2026 | 6 months ago |
| SMA: Bearish | Apr 8, 2026 | 6 months ago |
| SMA: Bullish | Apr 7, 2026 | 6 months ago |
| MACD: Buy Signal | Apr 6, 2026 | 7 months ago |
| RSI: Oversold | Mar 27, 2026 | 7 months ago |
| RSI: Oversold | Mar 25, 2026 | 7 months ago |
| MACD: Sell Signal | Mar 23, 2026 | 7 months ago |
| MACD: Buy Signal | Feb 24, 2026 | 8 months ago |
| RSI: Oversold | Feb 3, 2026 | 9 months ago |
| MACD: Sell Signal | Jan 20, 2026 | 9 months ago |
| SMA: Bearish | Jan 16, 2026 | 9 months ago |
| MACD: Buy Signal | Jan 12, 2026 | 9 months ago |
| SMA: Bullish | Jan 9, 2026 | 9 months ago |
| SMA: Bearish | Jan 7, 2026 | 9 months ago |
| SMA: Bullish | Jan 6, 2026 | 10 months ago |
| MACD: Sell Signal | Jan 5, 2026 | 10 months ago |
| SMA: Bearish | Jan 2, 2026 | 10 months ago |
| MACD: Buy Signal | Dec 22, 2025 | 10 months ago |
| SMA: Bullish | Dec 19, 2025 | 10 months ago |
| MACD: Sell Signal | Dec 16, 2025 | 10 months ago |
| SMA: Bearish | Dec 8, 2025 | 10 months ago |
| SMA: Bullish | Dec 5, 2025 | 11 months ago |
| RSI: Oversold | Oct 29, 2025 | 1 year ago |
| MACD: Buy Signal | Oct 21, 2025 | 1 year ago |
| MACD: Sell Signal | Oct 16, 2025 | 1 year ago |
| RSI: Oversold | Oct 15, 2025 | 1 year ago |
| MACD: Buy Signal | Oct 8, 2025 | 1 year ago |
| RSI: Oversold | Oct 1, 2025 | 1 year ago |
| RSI: Oversold | Sep 25, 2025 | 1 year ago |
| RSI: Oversold | Sep 18, 2025 | 1 year ago |
| MACD: Sell Signal | Sep 16, 2025 | 1 year ago |
| MACD: Buy Signal | Aug 19, 2025 | 1 year ago |
| RSI: Oversold | Aug 14, 2025 | 1 year ago |
| RSI: Oversold | Aug 4, 2025 | 1 year ago |
| RSI: Oversold | Jul 21, 2025 | 1 year ago |
| RSI: Oversold | Jul 15, 2025 | 1 year ago |
| SMA: Bearish | Jul 9, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 7, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 26, 2025 | 1 year ago |
| MACD: Sell Signal | May 28, 2025 | 1 year ago |
| SMA: Bullish | May 2, 2025 | 1 year ago |
| MACD: Buy Signal | Apr 22, 2025 | 1 year ago |
| MACD: Sell Signal | Apr 21, 2025 | 1 year ago |
| MACD: Buy Signal | Apr 15, 2025 | 1 year ago |
| MACD: Sell Signal | Apr 4, 2025 | 1 year ago |
| RSI: Oversold | Apr 4, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 19, 2025 | 1 year ago |
| RSI: Oversold | Mar 6, 2025 | 1 year ago |
| RSI: Oversold | Mar 4, 2025 | 1 year ago |
| MACD: Sell Signal | Feb 26, 2025 | 1 year ago |
| MACD: Buy Signal | Feb 13, 2025 | 1 year ago |
| MACD: Sell Signal | Feb 11, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 21, 2025 | 1 year ago |
| RSI: Oversold | Jan 10, 2025 | 1 year ago |
| RSI: Oversold | Jan 7, 2025 | 1 year ago |
| RSI: Overbought | Nov 26, 2024 | 1 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
- Target (low)
- 220.00
- Target (mean)
- 246.00
- Target (high)
- 260.00
- Strong buy0
- Buy2
- Hold1
- Sell0
- Strong sell0
Next earnings
Feb 25, 2027
Expected Feb 25, 2027. Consensus EPS estimate 3.36.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Feb 25, 2027 | Dec 30, 2026 | 3.36 | — | — | — |
| Oct 28, 2026 | Sep 30, 2026 | 3.04 | 3.48 | +0.44 | +14.47% |
| Jul 29, 2026 | Jun 30, 2026 | 2.83 | 3.10 | +0.27 | +9.54% |
| Apr 29, 2026 | Mar 31, 2026 | 2.41 | 3.18 | +0.77 | +31.95% |
| Feb 12, 2026 | Dec 31, 2025 | 2.36 | 2.71 | +0.35 | +14.83% |
| Oct 29, 2025 | Sep 30, 2025 | 2.34 | 2.55 | +0.21 | +8.97% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 13, 2026 | BMO Capital | main | Outperform | Outperform |
| Jul 7, 2026 | UBS | main | Buy | Buy |
| Feb 17, 2026 | BMO Capital | main | Outperform | Outperform |
| Oct 30, 2025 | UBS | main | Buy | Buy |
| Aug 1, 2025 | BMO Capital | main | Outperform | Outperform |
| Jul 21, 2025 | BMO Capital | main | Outperform | Outperform |
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
- Website
- morningstar.com
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Insider holders
| 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 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| BAMCO Inc. | 9.43% | 3,499,146 | 835.35M | Jun 29, 2026 |
| Blackrock Inc. | 5.61% | 2,081,736 | 496.97M | Jun 29, 2026 |
| Wellington Management Group, LLP | 4.02% | 1,493,037 | 356.43M | Jun 29, 2026 |
| Morgan Stanley | 4.00% | 1,484,135 | 354.31M | Jun 29, 2026 |
| AQR Capital Management, LLC | 3.52% | 1,304,388 | 311.40M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 2.56% | 950,075 | 226.81M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| BARON SELECT FUNDS-Baron Partners Fund | 5.10% | 1,892,591 | 451.82M | Jun 29, 2026 |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | 2.27% | 842,288 | 201.08M | Jun 29, 2026 |
| BARON SELECT FUNDS-Baron Focused Growth Fund | 1.96% | 728,184 | 173.84M | Jun 29, 2026 |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | 1.83% | 677,933 | 161.84M | Jul 30, 2026 |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 1.83% | 680,746 | 162.51M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.63% | 604,105 | 144.22M | Jun 29, 2026 |