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Morningstar (MORN) Stock

Profile

Country:

United States

IPO:

03 May 2005

Indexes:

Not included

Description:

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides a wide range of services in investment research and investment management. It offers its customers databases, reviews, educational courses, analytical tools, and software. The agency monitors around 8,000 funds operating in the US (most of which are mutual funds). It provides information on mutual funds, as well as online quotes for 13 million stocks, indexes, futures, and options, currency exchange rates, and treasury bonds for leading American business media such as CNN, The New York Times, The Wall Street Journal, Money, Yahoo.com, and SmartMoney.com.

Key Details

Price

$356.00

TTM Dividend Yield

0.46%(-14.81% YoY)

Annual Revenue

$2.04 B(+8.98% YoY)

Annual EPS

$3.29(+100.61% YoY)

PE Ratio

47.03(-72.21% YoY)

Beta

0.75

Events Calendar

Earnings

Next earnings date:

Feb 21, 2025

Recent quarterly earnings:

Oct 23, 2024

Recent annual earnings:

Feb 22, 2024
Dividend

Next ex-dividend date:

N/A

Recent ex-dividend date:

Oct 04, 2024
Splits

Next split:

N/A

Recent split:

N/A

Analyst ratings

Recent major analysts updates

09 Oct '24 Redburn Atlantic
Neutral
08 Oct '24 UBS
Buy
28 Aug '24 BMO Capital
Outperform
12 Aug '24 BMO Capital
Outperform
30 Oct '23 Redburn Atlantic
Buy
11 Jan '23 Redburn Partners
Neutral
20 Sept '22 Redburn Partners
Buy
23 Apr '15 Keefe, Bruyette & Woods
Market Perform
23 Apr '15 Keefe Bruyette & Woods
Market Perform
12 Feb '15 Keefe, Bruyette & Woods
Market Perform

Market Data

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Institutional Ownership

Why Retail Investors Might Be Interested In Morningstar
Why Retail Investors Might Be Interested In Morningstar
Why Retail Investors Might Be Interested In Morningstar
MORN
seekingalpha.com19 November 2024

Morningstar excels in wealth management tools, offering top-rated products like Direct and Workstation for portfolio management and risk assessment. Despite lower net profit margins, Morningstar's diverse product lines show consistent growth, with significant potential in high-margin segments like Morningstar Credit. Key risks include cybersecurity, regulatory challenges, and economic downturns, which could impact the demand for financial data products.

Everything is pointing green for Applied Materials, says Morningstar's William Kerwin
Everything is pointing green for Applied Materials, says Morningstar's William Kerwin
Everything is pointing green for Applied Materials, says Morningstar's William Kerwin
MORN
youtube.com14 November 2024

William Kerwin, Morningstar analyst, joins 'Closing Bell: Overtime' to discuss Applied Materials earnings and outlook.

McDonald's current stock price is 'as good as it gets': Morningstar
McDonald's current stock price is 'as good as it gets': Morningstar
McDonald's current stock price is 'as good as it gets': Morningstar
MORN
youtube.com31 October 2024

Sean Dunlop of Morningstar shares his outlook for McDonald's.

Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
MORN
zacks.com07 October 2024

The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
MORN
zacks.com30 September 2024

Launched on 06/28/2004, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.

Micron's Momentum Can Keep Going, Morningstar's Kerwin Says
Micron's Momentum Can Keep Going, Morningstar's Kerwin Says
Micron's Momentum Can Keep Going, Morningstar's Kerwin Says
MORN
youtube.com25 September 2024

Morningstar Technology Equity Analyst William Kerwin reacts to Micron Technology giving surprisingly strong sales and profit forecasts. Micron said fiscal first-quarter revenue will be about $8.7 billion.

Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
MORN
businesswire.com18 September 2024

CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2024, to shareholders of record as of Oct. 4, 2024. Please contact [email protected] with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North.

Broadridge's Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation
Broadridge's Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation
Broadridge's Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation
MORN
prnewswire.com15 September 2024

The collaboration enables independent advisors to deliver holistic advisory services across the full balance sheet with integrated SBL capabilities to see the borrowing power for portfolios. NEW YORK , Sept.

AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors
AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors
AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors
MORN
globenewswire.com12 September 2024

A suite of new strategies added to AssetMark platform to help advisors serve their clients. A suite of new strategies added to AssetMark platform to help advisors serve their clients.

CI Financial Requests Morningstar DBRS to Withdraw Credit Ratings
CI Financial Requests Morningstar DBRS to Withdraw Credit Ratings
CI Financial Requests Morningstar DBRS to Withdraw Credit Ratings
MORN
businesswire.com11 September 2024

TORONTO--(BUSINESS WIRE)---- $CIX #CIFinancial--CI Financial announces that it has asked Morningstar DBRS to withdraw its issuer credit rating and debenture ratings on CI and its debt.

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FAQ

  • What is the primary business of Morningstar?
  • What is the ticker symbol for Morningstar?
  • Does Morningstar pay dividends?
  • What sector is Morningstar in?
  • What industry is Morningstar in?
  • What country is Morningstar based in?
  • When did Morningstar go public?
  • Is Morningstar in the S&P 500?
  • Is Morningstar in the NASDAQ 100?
  • Is Morningstar in the Dow Jones?
  • When was Morningstar's last earnings report?
  • When does Morningstar report earnings?
  • Should I buy Morningstar stock now?

What is the primary business of Morningstar?

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides a wide range of services in investment research and investment management. It offers its customers databases, reviews, educational courses, analytical tools, and software. The agency monitors around 8,000 funds operating in the US (most of which are mutual funds). It provides information on mutual funds, as well as online quotes for 13 million stocks, indexes, futures, and options, currency exchange rates, and treasury bonds for leading American business media such as CNN, The New York Times, The Wall Street Journal, Money, Yahoo.com, and SmartMoney.com.

What is the ticker symbol for Morningstar?

The ticker symbol for Morningstar is NASDAQ:MORN

Does Morningstar pay dividends?

Yes, Morningstar pays dividends. The last payment was $0.41, with an ex-dividend date on 04 October 2024

What sector is Morningstar in?

Morningstar is in the Financial Services sector

What industry is Morningstar in?

Morningstar is in the Financial Data & Stock Exchanges industry

What country is Morningstar based in?

Morningstar is headquartered in United States

When did Morningstar go public?

Morningstar's initial public offering (IPO) was on 03 May 2005

Is Morningstar in the S&P 500?

No, Morningstar is not included in the S&P 500 index

Is Morningstar in the NASDAQ 100?

No, Morningstar is not included in the NASDAQ 100 index

Is Morningstar in the Dow Jones?

No, Morningstar is not included in the Dow Jones index

When was Morningstar's last earnings report?

Morningstar's most recent earnings report was on 23 October 2024

When does Morningstar report earnings?

The next expected earnings date for Morningstar is 21 February 2025

Should I buy Morningstar stock now?

As of today, analysts generally recommend a 'Buy' rating. However, it's important to do your own research and consider your financial situation before making any investment decisions