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Screen

MORN

QT57Morningstar, Inc.
NASDAQ·Financial Services·Financial - Data & Stock Exchanges·USA
Latest market price
153.68
-10.62-6.46%
OverviewShort InterestFilings
MORNQT57Morningstar, Inc.·NASDAQ
OverviewShort InterestFilings
153.68-6.46%
TA
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SPGI-1.70%$410.92CME-2.44%$246.38MCO-1.22%$450.67ICE-0.53%$133.88NDAQ-1.26%$82.24COIN-1.01%$163.26MSCI-2.63%$581.19FDS-3.07%$221.29
Snapshot
Index-P/E15.95EPS (ttm)9.82
Insider Own29.14%
Shs Outstand38.03M
Perf Week-13.25%
Market Cap6.25BForward P/E11.36EPS next Y13.53Insider Trans-0.52%Shs Float-Perf Month-10.55%
Enterprise Value7.66BPEG1.55EPS next Q2.82Inst Own-Short Float-Perf Quarter-16.87%
Income391.75MP/S2.49EPS this Y21.16%Inst Trans-Short Ratio-Perf Half Y-26.71%
Sales2.51BP/B6.31EPS next Y13.75%ROA10.10%Short Interest-Perf YTD-29.28%
Book/sh26.79P/C10.88EPS next 5Y20.55%ROE30.01%52W High316.74 -51.48%Perf Year-48.91%
Cash/sh13.99P/FCF14.28EPS past 3/5Y-ROIC14.28%52W Low149.07 3.09%Perf 3Y-
Dividend Est.2.00 (1.30%)EV/EBITDA9.91Sales past 3/5Y9.34% 11.97%Gross Margin61.71%Volatility2.55% 2.70%Perf 5Y-
Dividend TTM1.91 (1.24%)EV/Sales3.05EPS Y/Y TTM26.34%Oper. Margin22.66%ATR (14)7.65Perf 10Y-
Dividend Ex-DateJul 10, 2026Quick Ratio1.03Sales Y/Y TTM10.24%Profit Margin16.06%RSI (14)31.37Recom2.33
Dividend Gr. 3/5Y8.12% 3.74%Current Ratio1.03EPS Q/Q42.60%SMA20-13.89%Beta0.28Target Price227.67
Payout19.19%Debt/Eq1.87Sales Q/Q10.82%SMA50-13.02%Rel Volume1.53Prev Close164.30
Employees11,115LT Debt/Eq1.12EarningsJul 29SMA200-22.78%Avg Volume516.13KPrice153.68
IPO DateMay 03, 2005Option/ShortYes / YesEPS/Sales Surpr.31.95% 2.87%Net Debt/EBITDA1.83Volume789,280Change-6.46%
Analyst Ratings
DateActionAnalystRatingTarget
Jun-18-26ReiteratedRedburn PartnersNeutral$265 → $210
Feb-17-26ReiteratedBMO CapitalOutperform$250 → $193
Feb-13-26ReiteratedUBSBuy$320 → $280
Oct-30-25ReiteratedBMO CapitalOutperform$250
Oct-30-25ReiteratedUBSBuy$320
Mar-03-25ReiteratedCredit Suisse$387 → $370
Oct-09-24ReiteratedRedburn PartnersNeutral$340
Oct-09-24DowngradeRedburn AtlanticBuy → Neutral
Oct-30-23UpgradeRedburn AtlanticNeutral → Buy
Jan-11-23DowngradeRedburn PartnersBuy → Neutral
Latest News
Jun-17-26
Jun-17-2606:17PM
The case for applying an old-school dividend strategy to investing todayYahoo
03:05PM
Morningstar Wealth to Launch Public/Private Model PortfoliosYahoo
01:15PM
Snubbing Nvidia for Adobe Costs Florida Stock-Picker $50 BillionYahoo
12:05PM
StepStone and PitchBook Launch Deal-Level Benchmarking Solution, Adding StepStone's Institutional-Grade Fund and Deal Performance Data to PitchBook's Private Markets IntelligenceYahoo
11:00AM
Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model PortfoliosYahoo
10:00AM
Morningstar Teams Up With Apollo, Franklin Templeton and J.P. Morgan on Public/Private Model PortfoliosYahoo
07:22AM
Morningstar Wealth Division Teams With Apollo, Franklin Templeton And J.P. Morgan Asset Management To Develop Public And Private Model PortfoliosBenzinga
Jun-16-26
Jun-16-2603:46PM
What is an emerging market, and should you invest in them?Yahoo
01:00PM
PitchBook and Samaya AI Announce Premium LLM Partnership, Powering Private Market Workflows with Industry-Leading Data and AI AuditabilityYahoo
12:05PM
Morningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses SteamYahoo
05:59AM
China’s Property Stocks Tumble Back to Pre-2024 Stimulus LevelsYahoo
Jun-15-26
Jun-15-2609:22PM
ARK Buys Millions of SpaceX Shares. Cathie Wood Doubles Down on Elon Musk.Yahoo
11:04AM
Why Is Tesla Stock Surging On Monday?Benzinga
Jun-13-26
Jun-13-2607:11PM
Morningstar CME Deal Tests Index Franchise As Share Price Stays Under PressureYahoo
07:11AM
Private market data sector seen reaching $30bn TAM by 2030Yahoo
Company
Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
Line Item (USD, M)
TTM
—
FY 2025
12/31/2025
FY 2024
12/31/2024
FY 2023
12/31/2023
FY 2022
12/31/2022
FY 2021
12/31/2021
FY 2020
12/31/2020
FY 2019
12/31/2019
FY 2018
12/31/2018
Total Revenue2,5082,4462,275
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Cost of Goods Sold Incl. D&A961953896
Gross Profit1,5491,4931,379
Selling, General and Administrative Excl. Other811801768
Research and Development
000
Other Operating Expense168165127
Operating Income569527485
Interest Expense464050
Unusual Expense
———
Non-Operating Income (Expense)-11-12-56
Net Income Before Taxes532496474
Income Taxes128122104
Consolidated Net Income403374370
Net Income From Continuing Operations403374370
Net Income403374370
EPS (Recurring)9.878.938.64
EPS (Basic, Before Extraordinaries)9.878.938.64
EPS (Diluted)9.828.878.58
EBITDA773729732
Other After Tax Adjustments
———
Stock Option Compensation Expense
———
Price To Earnings Ratio15.6524.50—
Price To Sales Ratio2.393.73—
Gross Margin61.7661.0460.62
Operating Margin22.6921.5521.32
Net Margin16.0715.2916.26
Shares Outstanding394243
Market Capitalization5,9949,127—
Operating Lease Expense
———
Insider Trading Volume
$176.23$158.49$140.75$123.00$105.26● Close Price0.00M6.52M13.05M19.57M26.09MUSD Trades VolumeJunJulAugSepOctNovDec2026FebMarAprMayJun
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Lyons William MDirectorMay 27 '26Sale179.00700125,30013,904May 27 12:00 AM
Mansueto Joseph DExecutive ChairmanMay 22 '26Sale176.722,270401,1448,043,492May 22 12:00 AM
Mansueto Joseph DExecutive ChairmanMay 21 '26Sale172.537,2501,250,8408,045,762May 22 12:00 AM
Mansueto Joseph DExecutive ChairmanMay 20 '26Sale171.577,2501,243,8908,053,012May 20 12:00 AM
Mansueto Joseph DExecutive ChairmanMay 19 '26Sale178.336,7281,199,8048,060,262May 20 12:00 AM
Mansueto Joseph DExecutive ChairmanMay 18 '26Sale175.847,2501,274,8328,066,990May 20 12:00 AM
Kapoor KunalCEOMay 15 '26Option Exercise0.004,2160154,974May 19 12:00 AM
Holt MichaelChief Financial OfficerMay 15 '26Option Exercise0.00486012,596May 19 12:00 AM
Holt MichaelChief Financial OfficerMay 15 '26Sale166.0527044,83412,326May 19 12:00 AM
Wiersema ConanCAO & PAOMay 15 '26Option Exercise0.001300May 19 12:00 AM
Mansueto Joseph DExecutive ChairmanMay 15 '26Sale169.347,2501,227,6898,074,240May 15 12:00 AM
Mansueto Joseph DExecutive ChairmanMay 14 '26Sale167.997,2501,217,9268,081,490May 15 12:00 AM
Mansueto Joseph DExecutive ChairmanMay 12 '26Sale177.237,2501,284,9338,088,740May 12 12:00 AM
Mansueto Joseph DExecutive ChairmanMay 11 '26Sale175.967,2501,275,7018,095,990May 12 12:00 AM
Mansueto Joseph DExecutive ChairmanMay 08 '26Sale177.084,002708,6758,103,240May 12 12:00 AM
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