Wall Street Numbers logo
Wall Street Numbers logo
Wall Street Numbers
Morningstar, Inc. company logo
Morningstar, Inc. logo

Morningstar, Inc. (MORN)

Summary

As of today, MORN price is $159.48, down -1.46% on
MORN price is currently -56.31% below its historical high of $365.00 set on
MORN current market cap is $7B, down -51.33% year-over-year
MORN current PE ratio is 17.90
MORN current annual revenue is $2.45B, up +7.49% year-over-year
The next earnings release for MORN is on

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$159.48
Price, 1D Change-1.46%
Market Cap$7B
TTM Dividend Yield1.17%
PE Ratio17.90
Beta0.86
Revenue$2B
Revenue, 1Y Change+7.49%
EPS$8.87
EPS, 1Y Change+3.32%

Chart

Add series to chart(max: 6)
Series
SUGGESTED SERIES
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

🔒 Log In To Unlock Full Data

Estimates

MORN Estimates
MetricDateValue
EPS$8.87
EPS EstimateN/A$11.36
EPS Est. ChangeN/A+28.14%
Revenue$2.45B
Revenue EstimateN/A$2.62B
Revenue Est. ChangeN/A+7.02%
Current Price$159.48
Price Target-$265.00
Price Tgt. Change-+66.17%

🔒 Log In To Unlock Full Data

EPS

MORN EPS reported versus estimate values
YearEstimateReportedSurprise / Exp.
$7.84$8.58+9.45%
$9.43$8.87-5.99%
$11.36N/A+28.14%
$12.98N/A+46.33%
MORN EPS reported versus estimate values chart

Revenue

MORN revenue reported versus estimate values chart
YearEstimateReportedSurprise / Exp.
$2.27B$2.28B+0.36%
$2.43B$2.45B+0.65%
$2.62BN/A+7.02%
$2.81BN/A+14.79%
MORN revenue reported versus estimate values chart

🔒 Log In To Unlock Full Data

Performance

MORN Performance
MetricDateValue
Price, 1Y-50.56%
Price, 3Y-32.38%
Market Cap, 1Y-51.33%
Market Cap, 3Y-32.86%
Revenue, 1Y+7.49%
Revenue, 3Y+31.08%
EPS, 1Y+3.32%
EPS, 3Y+439.57%

🔒 Log In To Unlock Full Data

Technical Indicators

MORN Technical Indicators
MetricDateValue
Current Price$159.48
SMA 200$245.63
SMA 200 vs Price+54.02%
SMA 50$200.12
SMA 50 vs Price+25.48%
Beta0.86
ATR$7.75
14-Day RSI27.21
10-Day Volatility36.14%
1-Year Volatility29.21%

Dividends

MORN Dividends
MetricDateValue
Last Paid$0.50
Upcoming$0.50
Dividend Yield1.14%
Total Dividend$1.82
$76.90M
20.55%

🔒 Log In To Unlock Full Data

Income & Profitability

MORN Income & Profitability
MetricDateValue
Revenue$2.45B
EPS$8.87
Gross Profit$1.30B
Gross Margin53.27%
Operating Profit$514.40M
Operating Margin21.48%
Net Income$374.20M
Net Margin15.22%
EBITDA$704.30M

🔒 Log In To Unlock Full Data

Financial Health

MORN Financial Health
MetricDateValue
Debt To Equity1.03
0.95
0.95
-
7
3.70

Valuations

MORN Valuations
MetricDateValue
PE Ratio17.90
2.75
5.50
10.37
N/A-

Balance Sheet

MORN Balance Sheet
MetricDateValue
Book Value$1.22B
$528.70M
$3.59B
$1.00B
$2.37B
$1.05B
Total Debt$1.26B
$41.80M
$97.90M

Expenses

MORN Expenses
MetricDateValue
$2.07B
$777.40M
$1.14B
$801.00M
$189.90M
$0.00
$121.50M

Cash Flow

MORN Cash Flow
MetricDateValue
$589.70M
-$139.30M
-$514.70M
Capex$147.10M
$442.60M

Recent analyst updates

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

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 1, 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 February 12, 2026

  • When does Morningstar, Inc. report earnings?

    The next expected earnings date for Morningstar, Inc. is April 29, 2026

Data Sources & References

  1. MORN Official Website www.morningstar.com
  2. Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1289419/000128941926000013/0001289419-26-000013-index.htm
  3. Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1289419/000128941926000013/0001289419-26-000013-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