Morningstar, Inc. company logo
Morningstar, Inc. logo

Morningstar, Inc. (MORN)

Profile

Company profile for Morningstar, Inc. (MORN)
MetricValue
Full NameMorningstar, Inc.
TickerNASDAQ: MORN
ExchangeNASDAQ
SectorFinancial Services
IndustryFinancial Data & Stock Exchanges
CountryUnited States
IPO
IndexesNot included
Websitemorningstar.com
Employees11,064

Key Metrics

Morningstar, Inc. Key Details
MetricDateValue
Price$202.09
Price, 1D Change+0.42%
Market Cap$9B
TTM Dividend Yield0.92%
PE Ratio22.98
Beta0.85
Revenue$2B
Revenue, 1Y Change+10.11%
EPS$8.58
EPS, 1Y Change+160.94%

Chart

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Morningstar, Inc. chart

Events

Morningstar, Inc. Events
MetricDateValue
Next Earnings
Last Qtr. Earnings
Last Ann. Earnings
Last Ex-Dividend$0.50
Next Ex-Dividend$0.50
Last SplitN/AN/A
Next SplitN/AN/A
Last Ticker ChangeN/AN/A
Next Ticker ChangeN/AN/A

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Estimates

MORN Estimates
MetricDateValue
EPS$8.58
EPS Estimate$9.43
EPS Est. Change+9.91%
Revenue$2.28B
Revenue Estimate$2.43B
Revenue Est. Change+6.79%
Current Price$202.09
Price Target-$265.00
Price Tgt. Change-+31.13%

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EPS

MORN EPS reported versus estimate values
YearEstimateReportedSurprise / Exp.
$4.62$3.29-28.81%
$7.84$8.58+9.45%
$9.43N/A+9.91%
$10.83N/A+26.15%
MORN EPS reported versus estimate values chart

Revenue

MORN revenue reported versus estimate values chart
YearEstimateReportedSurprise / Exp.
$2.02B$2.07B+2.23%
$2.27B$2.28B+0.36%
$2.43BN/A+6.79%
$2.61BN/A+14.84%
MORN revenue reported versus estimate values chart

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Performance

MORN Performance
MetricDateValue
Price, 1Y-38.86%
Price, 3Y-15.12%
Market Cap, 1Y-39.85%
Market Cap, 3Y-15.72%
Revenue, 1Y+10.11%
Revenue, 3Y+28.98%
EPS, 1Y+160.94%
EPS, 3Y+92.69%

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Technical Indicators

MORN Technical Indicators
MetricDateValue
Current Price$202.09
SMA 200$253.62
SMA 200 vs Price+25.50%
SMA 50$213.46
SMA 50 vs Price+5.63%
Beta0.85
ATR$6.09
14-Day RSI37.73
10-Day Volatility30.41%
1-Year Volatility26.47%

Dividends

MORN Dividends
MetricDateValue
Last Paid$0.50
Upcoming$0.50
Dividend Yield0.80%
Total Dividend$1.62
$69.30M
18.73%

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Income & Profitability

MORN Income & Profitability
MetricDateValue
Revenue$2.28B
EPS$8.58
Gross Profit$1.19B
Gross Margin52.26%
Operating Profit$420.80M
Operating Margin18.87%
Net Income$369.90M
Net Margin16.26%
EBITDA$731.60M

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Financial Health

MORN Financial Health
MetricDateValue
Debt To Equity0.43
1.01
1.01
-
8
4.55

Valuations

MORN Valuations
MetricDateValue
PE Ratio22.98
3.56
5.63
13.31
N/A-

Balance Sheet

MORN Balance Sheet
MetricDateValue
Book Value$1.62B
$551.00M
$3.55B
$974.90M
$1.93B
$967.30M
Total Debt$904.00M
$35.10M
$87.30M

Expenses

MORN Expenses
MetricDateValue
$1.91B
$759.70M
$1.09B
$768.20M
$190.40M
$0.00
$104.00M

Cash Flow

MORN Cash Flow
MetricDateValue
$591.60M
-$21.30M
-$384.40M
Capex$142.70M
$448.90M

Recent analyst updates

MORN Recent analyst updates
MetricDateValue
UBS
BMO Capital
BMO Capital
BMO Capital
BMO Capital
Redburn Atlantic
UBS
BMO Capital
BMO Capital
Redburn Atlantic

Analyst sentiment

Sentiment over the past month
MORN analyst sentiment distribution chart

Institutional ownership

Largest institutional holders by ownership percentage
MORN institutional ownership distribution chart

Screeners with MORN

FAQ

  • 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 $0.50, with an ex-dividend date on January 2, 2026

  • 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. 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. last earnings report?

    Morningstar, Inc.'s most recent earnings report was on October 29, 2025

  • When does Morningstar, Inc. report earnings?

    The next expected earnings date for Morningstar, Inc. is February 12, 2026

Data Sources & References

  1. MORN Official Website www.morningstar.com
  2. Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1289419/000128941925000168/0001289419-25-000168-index.htm
  3. Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1289419/000128941925000041/0001289419-25-000041-index.htm
  4. MORN Profile on Yahoo Finance finance.yahoo.com/quote/MORN
  5. MORN Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/morn