MORN — Morningstar, Inc. stock price, charts and financials

QT42Morningstar, Inc.

Morningstar, Inc. (NASDAQ: MORN) is a Financial Services company in the Financial - Data & Stock Exchanges industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.

Latest market price
200.25
+1.32+0.66%
OverviewShort InterestFilings
MORNQT42Morningstar, Inc.·NASDAQ
200.25+0.66%
News
Up 0.7% — Morningstar: Undervalued With A Differentiated Business Model (seekingalpha.com).
Medium confidence
TA
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Signal & projected range
Insider open-market saleHistorical pattern — not a prediction
Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)
Horizon
0%Past 3 monthsToday
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Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Unlock with Premium to see the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands of historical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

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FDS+1.78%$274.49COIN+2.89%$150.73MSCI-0.52%$571.47NDAQ-0.55%$93.62ICE-1.71%$149.20MCO+0.06%$483.67CME-1.33%$262.63SPGI-0.89%$412.53
Snapshot
Index-P/E18.96EPS (ttm)10.56Insider Own29.50%Shs Outstand37.51MPerf Week3.16%
Market Cap7.51BForward P/E14.51EPS next Y13.80Insider Trans-1.81%Shs Float19.23MPerf Month20.36%
Enterprise Value8.85BPEG1.91EPS next Q2.97Inst Own-Short Float7.61%Perf Quarter19.43%
Income422.00MP/S2.93EPS this Y15.54%Inst Trans-Short Ratio2.87Perf Half Y0.99%
Sales2.57BP/B7.34EPS next Y13.12%ROA10.69%Short Interest1.46MPerf YTD-7.85%
Book/sh27.30P/C14.34EPS next 5Y9.93%ROE35.29%52W High276.44 -27.56%Perf Year-26.49%
Cash/sh13.97P/FCF14.52EPS past 3/5Y75.53% 11.36%ROIC14.97%52W Low141.49 41.53%Perf 3Y-14.99%
Dividend Est.2.00 (1.00%)EV/EBITDA10.90Sales past 3/5Y9.34% 11.97%Gross Margin62.24%Volatility4.64% 4.02%Perf 5Y-18.02%
Dividend TTM1.96 (0.98%)EV/Sales3.45EPS Y/Y TTM23.08%Oper. Margin23.53%ATR (14)8.33Perf 10Y136.90%
Dividend Ex-DateOct 02, 2026Quick Ratio1.06Sales Y/Y TTM12.79%Profit Margin16.43%RSI (14)69.35Recom2.67
Dividend Gr. 3/5Y8.12% 3.74%Current Ratio1.06EPS Q/Q29.17%SMA2012.50%Beta0.99Target Price227.33
Payout18.26%Debt/Eq1.12Sales Q/Q9.59%SMA5015.18%Rel Volume0.64Prev Close198.93
Employees10,973LT Debt/Eq1.12EarningsOct 28SMA2006.20%Avg Volume487.77KPrice200.25
IPO DateMay 03, 2005Option/ShortYes / YesEPS/Sales Surpr.9.56% 2.08%Net Debt/EBITDA1.74Volume313,054Change0.66%
Analyst Ratings
DateActionAnalystRatingTarget
Jul-07-26ReiteratedUBSBuy$280 → $260
Jun-26-26ReiteratedBMO CapitalOutperform$193 → $212
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
Latest News
Aug-03-26
Aug-03-2607:51AM
Morningstar: Undervalued With A Differentiated Business Modelseekingalpha.com
Jul-31-26
Jul-31-2602:25PM
Morningstar DBRS Confirms “A” Rating to WSFS Bank; WSFS Financial Corporation Receives “A (low)” Rating with Stable Outlookbusinesswire.com
10:13AM
Study Finds That A $1.2 Million Retirement and a $4 Million Retirement Look Almost Identical In Terms Of Spending247wallst.com
Jul-29-26
Jul-29-2611:34PM
Morningstar (NASDAQ:MORN) Beats Q2 Earnings Estimates as Revenue Meets TargetsChartMill
04:15PM
Morningstar, Inc. Reports Second-Quarter 2026 Financial Resultsbusinesswire.com
Jul-28-26
Jul-28-2609:00AM
Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexesgurufocus.com
05:28AM
American Capital Management Inc. Reduces Holdings in Morningstar, Inc. $MORNdefenseworld.net
Jul-27-26
Jul-27-2604:33AM
Epoch Investment Partners Inc. Decreases Stock Holdings in Morningstar, Inc. $MORNdefenseworld.net
Jul-26-26
Jul-26-2604:21AM
Morningstar, Inc. $MORN Position Trimmed by CI Investments Inc.defenseworld.net
Jul-23-26
Jul-23-2601:30PM
PitchBook and Madrona to Talk AI and Capital Concentration at Seattle Tech WeekYahoo
Jul-22-26
Jul-22-2610:53AM
Nike Continues a Troubled 2026 But Has Potential to Double According to Morningstar247wallst.com
10:00AM
Morningstar Launches US Capital Allocation Leaders Index, Providing Exposure to Companies with Exemplary Capital Allocation Practicesgurufocus.com
Jul-21-26
Jul-21-2608:18PM
Is Morningstar Inc (MORN) a Bargain After 3.5% Drop? GF Value Says Undervaluedgurufocus.com
Jul-17-26
Jul-17-2609:00AM
PitchBook Named Best Alternative Data Provider in Waters Technology Rankings 2026businesswire.com
Jul-15-26
Jul-15-2605:20AM
Morningstar Announces New London Officebusinesswire.com
Company

Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.

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 Revenue2,5662,4462,2752,0391,8711,6991,3901,1791,020
Cost of Goods Sold Incl. D&A969953896844779698556483411
Gross Profit1,5981,4931,3791,1951,0911,001833696609
Selling, General and Administrative Excl. Other826801768780757593478389296
Research and Development
000000000
Other Operating Expense16716512718516715114011797
Operating Income605527485231168257215190216
Interest Expense534050522891192
Unusual Expense
—————————
Non-Operating Income (Expense)13939-5-128791717
Net Income Before Taxes564496474174127256283198231
Income Taxes140122104335763604648
Consolidated Net Income42237437014171193224152183
Net Income From Continuing Operations42337437014171193224152183
Net Income42237437014171193224152183
EPS (Recurring)10.618.938.643.311.654.505.223.564.30
EPS (Basic, Before Extraordinaries)10.618.938.643.311.654.505.223.564.30
EPS (Diluted)10.568.878.583.291.644.455.183.524.26
EBITDA812729732418326410434325331
Other After Tax Adjustments
—————————
Stock Option Compensation Expense
—————————
Price To Earnings Ratio18.9624.5039.2587.00132.0776.8544.7042.9925.78
Price To Sales Ratio2.973.736.376.044.988.667.165.524.63
Gross Margin62.2861.0460.6258.6158.3158.9259.9359.0359.71
Operating Margin23.5821.5521.3211.338.9815.1315.4716.1221.18
Net Margin16.4515.2916.266.923.7911.3616.1212.8917.94
Shares Outstanding384243434343434343
Market Capitalization7,6109,12714,48112,3089,31314,7069,9586,5064,723
Operating Lease Expense
—————————
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Insider Trading Volume
$339.74$283.81$227.88$171.96$116.03● Close Price0.00M6.52M13.05M19.57M26.09MUSD Trades VolumeAugSepOctNovDec2026FebMarAprMayJunJulAug
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Lyons William MDirectorAug 03 '26Sale199.001,000199,00012,904Aug 03
Lyons William MDirectorMay 27 '26Sale179.00700125,30013,904May 27
Mansueto Joseph DExecutive ChairmanMay 22 '26Sale176.722,270401,1448,043,492May 22
Mansueto Joseph DExecutive ChairmanMay 21 '26Sale172.537,2501,250,8408,045,762May 22
Mansueto Joseph DExecutive ChairmanMay 20 '26Sale171.577,2501,243,8908,053,012May 20
Mansueto Joseph DExecutive ChairmanMay 19 '26Sale178.336,7281,199,8048,060,262May 20
Mansueto Joseph DExecutive ChairmanMay 18 '26Sale175.847,2501,274,8328,066,990May 20
Kapoor KunalCEOMay 15 '26Option Exercise0.002,1080154,974May 19
Holt MichaelChief Financial OfficerMay 15 '26Option Exercise0.00243012,596May 19
Holt MichaelChief Financial OfficerMay 15 '26Sale166.0527044,83412,326May 19
Wiersema ConanCAO & PAOMay 15 '26Option Exercise0.001300May 19
Mansueto Joseph DExecutive ChairmanMay 15 '26Sale169.347,2501,227,6898,074,240May 15
Mansueto Joseph DExecutive ChairmanMay 14 '26Sale167.997,2501,217,9268,081,490May 15
Mansueto Joseph DExecutive ChairmanMay 12 '26Sale177.237,2501,284,9338,088,740May 12
Mansueto Joseph DExecutive ChairmanMay 11 '26Sale175.967,2501,275,7018,095,990May 12
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QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.