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Morningstar, Inc. (MORN)

Profile

Full Name

Morningstar, Inc.

Ticker

NASDAQ: MORN

Exchange

NASDAQ

Sector

Financial Services

Industry

Financial Data & Stock Exchanges

Country

United States

IPO

May 3, 2005

Indexes

Not included

Website

http://www.morningstar.com

Employees

11115

Key Details

Price

$293.88(-1.71%)

Market cap

Last Dividend

$0.46

TTM Dividend yield

0.60%

Annual revenue

$2.28B(+11.60% YoY)

Annual EPS

$8.58(+160.79% YoY)

PE ratio

33.02

Next earnings date

Jul 30, 2025

Next ex-dividend date

Oct 3, 2025

Next split date

N/A

Quick Search

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    Analyst ratings

    Price

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    Current Price

    $293.88
    MORN price is $293.88

    30-Day Relative Volume

    0.69
    MORN 30-day relative volume is 0.69

    Price Performance

    Price Most recent change

    -1.71%
    MORN price was down -1.71% on Jul 11, 2025

    Price YTD change

    -12.73%
    MORN price is down -12.73% since January 1st

    Price 1-year change

    -2.22%
    MORN price is down -2.22% year-on-year

    Price 3-year change

    +24.31%
    MORN price is up +24.31% over the past 3 years

    Price Range

    Price All-time high

    $365.00
    MORN price is currently -19.48% below its historical high of $365.00

    Price 3-year low

    $163.28
    MORN price is currently +79.99% above its 3-year low

    Capitalization

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    Market cap

    Market cap

    $12.42B
    MORN market capitalization is $12.42 billion

    Market cap 3-year change

    +23.6%
    MORN market capitalization is up +23.6% over the past 3 years

    Market cap All-time high

    $15.40B
    MORN market capitalization is currently -19.35% below its historical high of $15.40 billion

    Market cap sector rank

    86.72%
    MORN market capitalization is higher than 86.72% of companies in Financial Services sector

    Shares Outstanding

    Shares Outstanding 1-Year Change

    -1.38%
    MORN shares outstanding is down -1.38% year-on-year

    Shares Outstanding 3-Year Change

    -0.57%
    MORN shares outstanding is down -0.57% over the past 3 years

    Technical Indicators

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    Beta

    0.88
    MORN beta is 0.88

    200-day SMA

    $317.22
    MORN price is currently -7.36% below its 200-day simple moving average

    50-day SMA

    $304.71
    MORN price is currently -3.56% below its 50-day simple moving average

    RSI

    34.54
    MORN 14-day relative strength index is 34.54

    Volume

    0.69
    MORN 30-day relative volume is 0.69

    ATR

    $5.70
    MORN average true range is $5.70

    10-day Historical Volatility

    14.43%
    MORN 10-day historical volatility is 14.43%

    Dividend

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    Events

    Last Paid Dividend

    $0.46
    MORN last dividend was $0.46 per share, with an ex-dividend date of July 11, 2025

    Next Dividend

    $0.46
    MORN has announced a dividend of $0.46 per share, with an ex-dividend date set for October 3, 2025

    Dividend per share

    Dividend per share

    $1.62
    MORN annual dividend per share is $1.62

    Dividend per share Sector Rank

    77.39%
    MORN annual dividend per share is higher than 77.39% of companies in Financial Services sector

    Dividend per share 1-Year Change

    +8%
    MORN annual dividend per share is up +8% year-on-year

    Dividend per share 3-Year Change

    +28.57%
    MORN annual dividend per share is up +28.57% over the past 3 years

    Dividend yield

    Dividend yield

    0.55%
    MORN annual dividend yield is 0.55%

    Dividend yield Sector Rank

    2.66%
    MORN annual dividend yield is higher than 2.66% of companies in Financial Services sector

    Other

    Payout ratio

    18.73%
    MORN annual payout ratio is 18.73%

    Dividends paid

    $69.30M
    MORN annual dividends paid is $69.30 million

    Free cash flow

    $448.90M
    MORN annual free cash flow is $448.90 million

    Income Statement

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    Revenue

    Revenue

    $2.28B
    MORN annual revenue is $2.28 billion

    Revenue Analysts estimate

    $2.41B
    MORN annual revenue is currently -5.48% lower than the consensus analysts' forecast

    Revenue 1-year change

    +11.6%
    MORN annual revenue is up +11.6% year-on-year

    Revenue Sector rank

    83.88%
    MORN annual revenue is higher than 83.88% of companies in Financial Services sector

    EPS

    EPS

    $8.58
    MORN annual earnings per share is $8.58

    EPS Analysts estimate

    $9.06
    MORN annual earnings per share is currently -5.28% lower than the consensus analysts' forecast

    EPS 1-year change

    +160.79%
    MORN annual earnings per share is up +160.79% year-on-year

    EPS Sector rank

    91.68%
    MORN annual earnings per share is higher than 91.68% of companies in Financial Services sector

    Profit

    Gross profit

    $1.38B
    MORN annual gross profit is $1.38 billion

    Gross margin

    60.63%
    MORN annual gross profit margin is 60.63%

    Operating profit

    $420.80M
    MORN annual operating income is $420.80 million

    Operating margin

    18.50%
    MORN annual operating profit margin is 18.50%

    Net income

    $369.90M
    MORN annual net profit is $369.90 million

    Net margin

    16.26%
    MORN annual net profit margin is 16.26%

    Expenses

    Total expenses

    $1.85B
    MORN annual total expenses is $1.85 billion

    Operating expenses

    $958.60M
    MORN annual total operating expenses is $958.60 million

    Cost of goods sold

    $895.70M
    MORN annual cost of goods sold is $895.70 million

    Selling, general & administrative expenses

    $768.20M
    MORN annual SGA is $768.20 million

    Depreciation and amortization

    $190.40M
    MORN annual depreciation & amortization is $190.40 million

    Interest expense

    $49.90M
    MORN annual interest expense is $49.90 million

    Income tax

    $104.00M
    MORN annual income tax is $104.00 million

    EBIT & EBITDA

    EBIT

    $541.20M
    MORN annual earnings before interest & taxes is $541.20 million

    EBITDA

    $731.60M
    MORN annual EBITDA is $731.60 million

    Balance Sheet

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    Assets

    Total assets

    $3.55B
    MORN annual total assets is $3.55 billion

    Non current assets

    $2.53B
    MORN annual long term assets is $2.53 billion

    Current assets

    $1.01B
    MORN annual total current assets is $1.01 billion

    Cash and cash equivalents

    $502.70M
    MORN annual cash & cash equivalents is $502.70 million

    Accounts receivable

    $358.10M
    MORN annual accounts receivable is $358.10 million

    Inventory

    -
    MORN annual inventory value is unknown

    Liabilities

    Total liabilities

    $1.93B
    MORN annual total liabilities is $1.93 billion

    Long term liabilities

    $963.00M
    MORN annual total long term liabilities is $963.00 million

    Current liabilities

    $967.30M
    MORN annual total current liabilities is $967.30 million

    Accounts payable

    $87.30M
    MORN annual accounts payable is $87.30 million

    Debt

    Total debt

    $904.00M
    MORN annual total debt is $904.00 million

    Total debt 1-year change

    -22.08%
    MORN annual total debt is down -22.08% year-on-year

    Long term debt

    $868.90M
    MORN annual long term debt is $868.90 million

    Short term debt

    $35.10M
    MORN annual short term debt is $35.10 million

    Equity & Capital

    Shareholders equity

    $1.62B
    MORN annual stockholders equity is $1.62 billion

    Book value

    $1.62B
    MORN annual book value is $1.62 billion

    Retained earnings

    $1.91B
    MORN annual retained earnings is $1.91 billion

    Working capital

    $46.80M
    MORN annual working capital is $46.80 million

    Cash Flow Statement

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    Cashflow Activities

    Cash from operations

    $591.60M
    MORN annual cash flow from operations is $591.60 million

    Cash from operations 1-year change

    +86.98%
    MORN annual cash flow from operations is up +86.98% year-on-year

    Cash from investing

    -$21.30M
    MORN annual cash flow from investing activities is -$21.30 million

    Cash from investing 1-year change

    +73.99%
    MORN annual cash flow from investing activities is up +73.99% year-on-year

    Cash from financing

    -$384.40M
    MORN annual cash flow from financing activities is -$384.40 million

    Cash from financing 1-year change

    -38.07%
    MORN annual cash flow from financing activities is down -38.07% year-on-year

    CAPEX

    CAPEX

    $142.70M
    MORN annual capital expenditures is $142.70 million

    CAPEX 1-year change

    +19.82%
    MORN annual capital expenditures is up +19.82% year-on-year

    Free Cash Flow

    Free cash flow

    $448.90M
    MORN annual free cash flow is $448.90 million

    Free cash flow 1-year change

    +127.52%
    MORN annual free cash flow is up +127.52% year-on-year

    Profitability Ratios

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    Margins

    Gross margin

    60.63%
    MORN annual gross profit margin is 60.63%

    Operating margin

    18.50%
    MORN annual operating profit margin is 18.50%

    Net margin

    16.26%
    MORN annual net profit margin is 16.26%

    ROA & ROE

    ROA

    10.64%
    MORN annual return on assets is 10.64%

    ROE

    25.11%
    MORN annual return on equity is 25.11%

    Valuation

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    PE Ratio

    PE ratio

    33.02
    MORN price to earnings ratio is 33.02

    PE ratio Sector rank

    78.49%
    MORN price to earnings ratio is higher than 78.49% of companies in Financial Services sector

    PB Ratio

    PB ratio

    7.72
    MORN price to book ratio is 7.72

    PB ratio Sector rank

    94.36%
    MORN price to book ratio is higher than 94.36% of companies in Financial Services sector

    PS Ratio

    PS ratio

    5.37
    MORN price to sales ratio is 5.37

    PS ratio Sector rank

    80.65%
    MORN price to sales ratio is higher than 80.65% of companies in Financial Services sector

    Enterprise value

    Enterprise value

    $12.91B
    MORN enterprise value is $12.91 billion

    Enterprise value Sector rank

    85.92%
    MORN enterprise value is higher than 85.92% of companies in Financial Services sector

    EV/EBITDA

    EV/EBITDA

    17.25
    MORN EV/EBITDA is 17.25

    EV/EBITDA Sector rank

    89.08%
    MORN EV/EBITDA is higher than 89.08% of companies in Financial Services sector

    Financial Health

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    Liquidity

    Current ratio

    1.05
    MORN annual current ratio is 1.05

    Quick ratio

    -
    MORN annual quick ratio value is unknown

    Leverage

    Debt to equity

    0.43
    MORN annual debt to equity ratio is 0.43

    Interest coverage ratio

    10.85
    MORN annual interest coverage ratio is 10.85

    Risk & Stability

    Piotroski F-Score

    9
    MORN piotroski f-score is 9

    Altman Z-Score

    5.77
    MORN altman z-score is 5.77

    Analyst ratings

    Recent major analysts updates

    May 12, 25 BMO Capital
    Outperform
    Mar 3, 25 BMO Capital
    Outperform
    Oct 9, 24 Redburn Atlantic
    Neutral
    Oct 8, 24 UBS
    Buy
    Aug 28, 24 BMO Capital
    Outperform
    Aug 12, 24 BMO Capital
    Outperform
    Oct 30, 23 Redburn Atlantic
    Buy
    Jan 11, 23 Redburn Partners
    Neutral
    Sep 20, 22 Redburn Partners
    Buy
    Apr 23, 15 Keefe, Bruyette & Woods
    Market Perform

    Institutional Ownership

    Screeners with MORN included

    US stocks
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    Stocks below SMA 200
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    Best performing stocks last 5 years
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    Companies with growing dividends
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    Financial services sector
    • What is the ticker symbol for Morningstar, Inc.?
    • Does Morningstar, Inc. pay dividends?
    • What sector is Morningstar, Inc. in?
    • What industry is Morningstar, Inc. in?
    • What country is Morningstar, Inc. based in?
    • When did Morningstar, Inc. go public?
    • Is Morningstar, Inc. in the S&P 500?
    • Is Morningstar, Inc. in the NASDAQ 100?
    • Is Morningstar, Inc. in the Dow Jones?
    • When was Morningstar, Inc.'s last earnings report?
    • When does Morningstar, Inc. report earnings?

    What is the ticker symbol for Morningstar, Inc.?

    The ticker symbol for Morningstar, Inc. is NASDAQ:MORN

    Does Morningstar, Inc. pay dividends?

    Yes, Morningstar, Inc. pays dividends. The last payment was $0.46, with an ex-dividend date on July 11, 2025

    What sector is Morningstar, Inc. in?

    Morningstar, Inc. is in the Financial Services sector

    What industry is Morningstar, Inc. in?

    Morningstar, Inc. is in the Financial Data & Stock Exchanges industry

    What country is Morningstar, Inc. based in?

    Morningstar, Inc. is headquartered in United States

    When did Morningstar, Inc. go public?

    Morningstar, Inc.'s initial public offering (IPO) was on May 3, 2005

    Is Morningstar, Inc. in the S&P 500?

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

    Is Morningstar, Inc. in the NASDAQ 100?

    No, Morningstar, Inc. is not included in the NASDAQ 100 index

    Is Morningstar, Inc. in the Dow Jones?

    No, Morningstar, Inc. is not included in the Dow Jones index

    When was Morningstar, Inc.'s last earnings report?

    Morningstar, Inc.'s most recent earnings report was on April 30, 2025

    When does Morningstar, Inc. report earnings?

    The next expected earnings date for Morningstar, Inc. is July 30, 2025
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