Morningstar (MORN) Stock Price, News & Analysis

Company Overview

Morningstar, Inc. is a global provider of independent investment research, data, and analytical services. The company serves individual investors, financial advisors, asset managers, institutions, and retirement plan providers through information and tools designed to support investment research, portfolio construction, wealth management, and financial planning.

Its offerings include ratings and research on mutual funds, exchange-traded funds, stocks, bonds, and other investments; portfolio management and investment research platforms such as Morningstar Direct and Morningstar Advisor Workstation; and data, analytics, and software for asset managers and financial institutions. Morningstar also provides sustainability research through Sustainalytics and private-market research and data through PitchBook. Its credit ratings business operates under the Morningstar DBRS brand.

Founded in 1984 by Joe Mansueto, Morningstar serves clients and investors across North America, Europe, Asia-Pacific, and other international markets. Joe Mansueto remains the company’s executive chairman, while Kunal Kapoor serves as chief executive officer.

Key Stats

• Today's Range: $206.54 to $210.00
• 50-Day Range: $183.55 to $218.94
• 52-Week Range: $141.49 to $223.79
• Volume: 216,708 shs
• Average Volume: 293,031 shs
• Market Capitalization: $7.85 billion
• P/E Ratio: 19.81
• Dividend Yield: 0.96%
• Price Target: $235.67
• Consensus Rating: Moderate Buy

Morningstar Stock Analysis - MarketRank™

Morningstar scored higher than 68% of companies evaluated by MarketBeat, and ranked 450th out of 847 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.7 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Morningstar has received a consensus rating of Moderate Buy. The company's average rating score is 2.67, and is based on no strong buy ratings, 2 buy ratings, 1 hold rating, and no sell ratings.

Upside Potential

Morningstar has a consensus price target of $235.67, representing about 12.6% upside from its current price of $209.24.

Amount of Analyst Coverage

Morningstar has only been the subject of 2 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of Morningstar is 19.81, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 41.21.

Price to Earnings Ratio vs. Sector

The P/E ratio of Morningstar is 19.81, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 22.55.

Price to Book Value per Share Ratio

Morningstar has a P/B Ratio of 7.04. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

6.20% of the float of Morningstar has been sold short.

Short Interest Ratio / Days to Cover

Morningstar has a short interest ratio ("days to cover") of 4.51.

Change versus previous month

Short interest in Morningstar has recently decreased by 0.73%, indicating that investor sentiment is improving.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Morningstar has a dividend yield of 0.98%, which is in the bottom 25% of all stocks that pay dividends.

Dividend Growth

Morningstar has been increasing its dividend for 16 years.

Dividend Coverage

The dividend payout ratio of Morningstar is 18.94%. This payout ratio is at a healthy, sustainable level, below 75%.

News and Social Media

• Score: 3.6 / 5
• News Sentiment: 0.81

News Sentiment

Morningstar has a news sentiment score of 0.81. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.66 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 15 news articles for Morningstar this week, compared to 10 articles on an average week.

Search Interest

1 people have searched for MORN on MarketBeat in the last 30 days.

Company Ownership

• Score: 2.1 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Morningstar insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $17,824,451.00 in company stock.

Percentage Held by Insiders

38.80% of the stock of Morningstar is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

57.02% of the stock of Morningstar is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Record date for 7/31 Dividend: 7/10/2026
• Ex-Dividend for 7/31 Dividend: 7/10/2026
• Last Earnings: 7/29/2026
• Dividend Payable: 7/31/2026
• Record date for 10/30 Dividend: 10/02/2026
• Ex-Dividend for 10/30 Dividend: 10/02/2026
• Today: 10/15/2026
• Next Earnings (Estimated): 10/28/2026
• Dividend Payable: 10/30/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Finance
• Industry: Capital Markets
• Sub-Industry: Financial Exchanges & Data
• Current Symbol: NASDAQ:MORN
• CIK: 1289419
• Web: www.morningstar.com
• Phone: (312) 696-6000
• Fax: 312-696-6009
• Employees: 10,973
• Year Founded: 1984

Price Target and Rating

• Average Price Target for Morningstar: $235.67
• High Price Target: $260.00
• Low Price Target: $210.00
• Potential Upside/Downside: +12.6%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.67
• Research Coverage: 3 Analysts

Profitability

• EPS (Trailing Twelve Months): $10.56
• Trailing P/E Ratio: 19.81
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: $374.20 million
• Net Margins: 16.43%
• Pretax Margin: 21.93%
• Return on Equity: 38.57%
• Return on Assets: 12.22%

Debt

• Debt-to-Equity Ratio: 1.66
• Current Ratio: 1.06
• Quick Ratio: 1.06

Sales & Book Value

• Annual Sales: $2.57 billion
• Price / Sales: 3.06
• Cash Flow: $15.11 per share
• Price / Cash Flow: 13.85
• Book Value: $29.71 per share
• Price / Book: 7.04

Miscellaneous

• Outstanding Shares: 37,514,000
• Free Float: 22,959,000
• Market Cap: $7.85 billion
• Optionable: Optionable
• Beta: 1.02