Morningstar, Inc. company logo
Morningstar, Inc. logo

Morningstar, Inc. (MORN)

Summary

Current Price
As of today, MORN price is $215.97, down -0.70% on
Current Price All-Time High
MORN price is currently -40.83% below its historical high of $365.00 set on
Market Cap
MORN current market cap is $8B, down -25.74% year-over-year
PE Ratio
MORN current PE ratio is 20.47
Revenue
MORN current annual revenue is $2.45B, up +7.49% year-over-year
Next Earnings
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
MetricValueDate
Price$215.97
Price, 1D Change-0.70%
Market Cap$8B
TTM Dividend Yield0.91%
PE Ratio20.47
Beta0.08
Revenue$2.45B
Revenue, 1Y Change+7.49%
EPS$8.87
EPS, 1Y Change+3.32%

Chart

SUGGESTED SERIES
Morningstar, Inc. chart

Events

Morningstar, Inc. Events
MetricValueDate
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
MetricValueDate
EPS$8.87
EPS Estimate$12.32N/A
EPS Est. Change+38.89%N/A
Revenue$2.45B
Revenue Estimate$2.65BN/A
Revenue Est. Change+8.31%N/A
Current Price$215.97
Price Target$230.00-
Price Tgt. Change+6.50%-

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EPS

MORN EPS reported versus estimate values
YearEstimateReportedSurprise / Exp.
$7.84$8.58+9.45%
$9.43$8.87-5.99%
$12.32N/A+38.89%
$13.94N/A+57.18%
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%
$2.65BN/A+8.31%
$2.80BN/A+14.52%
MORN revenue reported versus estimate values chart

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Performance

MORN Performance
MetricValueDate
Price, 1Y-16.51%
Price, 3Y+0.52%
Market Cap, 1Y-25.74%
Market Cap, 3Y-11.59%
Revenue, 1Y+7.49%
Revenue, 3Y+31.08%
EPS, 1Y+3.32%
EPS, 3Y+439.57%

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Technicals

MORN Technical Indicators
MetricValueDate
Current Price$215.97
SMA 200$187.86
SMA 50$179.60
EMA 200$195.60
EMA 50$188.22
$9.78
Beta0.08
ATR$7.40
14-Day RSI71.84
10-Day Volatility31.90%

Dividends

MORN Dividends
MetricValueDate
Last Paid$0.50
Upcoming$0.50
Dividend Yield0.84%
Total Dividend$1.82
$76.90M
20.55%

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Income & Profitability

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

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Financial Health

MORN Financial Health
MetricValueDate
Debt To Equity1.03
0.95
0.95
-
7
4.05

Valuations

MORN Valuations
MetricValueDate
PE Ratio20.47
3.16
7.91
11.90
-N/A

Balance Sheet

MORN Balance Sheet
MetricValueDate
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
MetricValueDate
$2.07B
$777.40M
$1.14B
$801.00M
$189.90M
$0.00
$121.50M

Cash Flow

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

Recent analyst updates

MORN Recent analyst updates
MetricValueDate
UBS
BMO Capital
UBS
BMO Capital
BMO Capital
BMO Capital
BMO Capital
Redburn Atlantic
UBS
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 July 10, 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 July 29, 2026
When does Morningstar, Inc. report earnings?
The next expected earnings date for Morningstar, Inc. is October 28, 2026

Data Sources & References

  1. MORN Official Website www.morningstar.com
  2. Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1289419/000128941926000013/0001289419-26-000013-index.htm
  3. MORN Profile on Yahoo Finance finance.yahoo.com/quote/MORN
  4. MORN Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/morn