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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$218.51
Price, 1D Change+0.78%
Market Cap$9B
TTM Dividend Yield0.85%
PE Ratio24.85
Beta0.83
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$218.51
Price Target-$265.00
Price Tgt. Change-+21.28%

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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-30.83%
Price, 3Y-8.61%
Market Cap, 1Y-33.64%
Market Cap, 3Y-11.52%
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$218.51
SMA 200$258.37
SMA 200 vs Price+18.24%
SMA 50$214.28
SMA 50 vs Price-1.94%
Beta0.83
ATR$5.49
14-Day RSI55.24
10-Day Volatility23.71%
1-Year Volatility25.86%

Dividends

MORN Dividends
MetricDateValue
Last Paid$0.50
Upcoming$0.50
Dividend Yield0.74%
Total Dividend$1.62
Dividends Paid$69.30M
Payout Ratio18.73%

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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
Current Ratio1.01
Quick Ratio1.01
-
F-Score8
Altman Z-Score4.69

Valuations

MORN Valuations
MetricDateValue
PE Ratio24.85
PS Ratio3.75
PB Ratio5.94
EV/EBITDA13.99
Enterprise ValueN/A-

Balance Sheet

MORN Balance Sheet
MetricDateValue
Book Value$1.62B
Cash & Equivalents$551.00M
Total Assets$3.55B
Current Assets$974.90M
Total Liabilities$1.93B
Current Liabilities$967.30M
Total Debt$904.00M
Short Term Debt$35.10M
Accounts Payable$87.30M

Expenses

MORN Expenses
MetricDateValue
Total Expenses$1.91B
Operating Expenses$759.70M
Cost Of Goods Sold$1.09B
SG&A$768.20M
D&A$190.40M
Interest Expense$0.00
Income Tax$104.00M

Cash Flow

MORN Cash Flow
MetricDateValue
CFO$591.60M
CFI-$21.30M
CFF-$384.40M
Capex$142.70M
Free Cash Flow$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

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

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 25, 2026