Morningstar Company Profile (NASDAQ:MORN)

About Morningstar (NASDAQ:MORN)

Morningstar logoMorningstar, Inc. is a provider of independent investment research in North America, Europe, Australia, and Asia. The Company focuses to create products that help investors reach their financial goals. It offers a range of data, software, research, and investment management offerings for financial advisors, asset managers, sponsors, and individual investors. It provides data and research insights on a range of investment offerings, including managed investment products, listed companies, capital markets, and real-time global market data. It conducts its business operations outside of the United States through subsidiaries in countries, including Australia, Brazil, Canada, Chile, Denmark, France, Germany, India, Italy, Japan, Luxembourg, Mexico, the Netherlands, New Zealand, Norway, People's Republic of China (both Hong Kong and the mainland), Singapore, South Africa, South Korea, Spain, Sweden, Switzerland, Taiwan, Thailand, the United Arab Emirates, and the United Kingdom.

Industry, Sector and Symbol:
  • Sector: Business Services
  • Industry: Information & Delivery Services
  • Sub-Industry: Publishing
  • Symbol: NASDAQ:MORN
  • CUSIP: 61770010
  • Web:
  • Market Cap: $3.12 billion
  • Outstanding Shares: 42,930,000
Average Prices:
  • 50 Day Moving Avg: $75.28
  • 200 Day Moving Avg: $75.87
  • 52 Week Range: $67.74 - $85.49
  • Trailing P/E Ratio: 20.96
  • Foreward P/E Ratio: 25.61
  • P/E Growth: 2.00
Sales & Book Value:
  • Annual Revenue: $816 million
  • Price / Sales: 3.83
  • Book Value: $16.73 per share
  • Price / Book: 4.35
  • Annual Dividend: $0.92
  • Dividend Yield: 1.3%
  • EBIDTA: $222.5 million
  • Net Margins: 16.24%
  • Return on Equity: 19.90%
  • Return on Assets: 12.27%
  • Current Ratio: 1.31%
  • Quick Ratio: 1.31%
  • Average Volume: 63,540 shs.
  • Beta: 0.73
  • Short Ratio: 2.26

Frequently Asked Questions for Morningstar (NASDAQ:MORN)

What is Morningstar's stock symbol?

Morningstar trades on the NASDAQ under the ticker symbol "MORN."

How often does Morningstar pay dividends? What is the dividend yield for Morningstar?

Morningstar declared a quarterly dividend on Monday, May 15th. Investors of record on Friday, July 7th will be paid a dividend of $0.23 per share on Friday, July 28th. This represents a $0.92 dividend on an annualized basis and a yield of 1.26%. The ex-dividend date of this dividend is Wednesday, July 5th. View Morningstar's Dividend History.

How were Morningstar's earnings last quarter?

Morningstar, Inc. (NASDAQ:MORN) posted its quarterly earnings results on Thursday, July, 21st. The company reported $0.73 EPS for the quarter, meeting analysts' consensus estimates of $0.73. The business earned $198.20 million during the quarter. Morningstar had a net margin of 16.24% and a return on equity of 19.90%. View Morningstar's Earnings History.

When will Morningstar make its next earnings announcement?

Morningstar is scheduled to release their next quarterly earnings announcement on Friday, July, 21st 2017. View Earnings Estimates for Morningstar.

Who are some of Morningstar's key competitors?

How do I buy Morningstar stock?

Shares of Morningstar can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

How much does a share of Morningstar stock cost?

One share of Morningstar stock can currently be purchased for approximately $72.73.

Analyst Ratings

Consensus Ratings for Morningstar (NASDAQ:MORN) (?)
Ratings Breakdown: No ratings tracked in the last 12 months.
Consensus Rating:N/A (Score: NaN)
Consensus Price Target: N/A

Analysts' Ratings History for Morningstar (NASDAQ:MORN)
No equities research coverage for this company has been tracked by


Earnings History for Morningstar (NASDAQ:MORN)
Earnings by Quarter for Morningstar (NASDAQ:MORN)
Earnings History by Quarter for Morningstar (NASDAQ:MORN)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
2/21/2017Q4 2016$0.77$0.77$204.60 million$212.20 millionViewN/AView Earnings Details
10/20/2016Q316$0.77$0.70$199.20 million$196.10 millionViewN/AView Earnings Details
7/21/2016Q2$0.73$0.73$198.20 millionViewN/AView Earnings Details
4/21/2016Q1$0.73$0.67$193.60 million$192.10 millionViewN/AView Earnings Details
2/17/2016Q4$0.79$0.85$204.30 million$201.60 millionViewN/AView Earnings Details
10/21/2015Q315$0.83$0.76$206.60 million$195.30 millionViewN/AView Earnings Details
7/22/2015Q115$0.69$0.72$199.38 million$202.10 millionViewN/AView Earnings Details
4/22/2015Q1 2015$0.68$0.67$189.80 millionViewN/AView Earnings Details
2/11/2015Q414$0.66$0.71$196.60 million$196.40 millionViewN/AView Earnings Details
10/22/2014Q314$0.70$0.67$189.90 million$193.10 millionViewN/AView Earnings Details
7/23/2014Q214$0.66$0.63$182.24 million$189.39 millionViewN/AView Earnings Details
4/23/2014Q114$0.71$0.58$180.77 million$181.20 millionViewN/AView Earnings Details
2/11/2014Q413$0.77$0.68$184.30 million$180.50 millionViewN/AView Earnings Details
10/23/2013Q313$0.61$0.68$173.80 million$173.50 millionViewN/AView Earnings Details
2/13/2013Q4 2012$0.56$0.58$160.20 million$170.60 millionViewN/AView Earnings Details
4/27/2011$0.46$0.44ViewN/AView Earnings Details
2/17/2011$0.45$0.54ViewN/AView Earnings Details
(Data available from 1/1/2011 forward)


Earnings Estimates for Morningstar (NASDAQ:MORN)
Current Year EPS Consensus Estimate: $2.35 EPS
Next Year EPS Consensus Estimate: $2.84 EPS


Current Dividend Information for Morningstar (NASDAQ:MORN)
Next Dividend:7/28/2017
Annual Dividend:$0.92
Dividend Yield:1.26%
Payout Ratio:31.19% (Trailing 12 Months of Earnings)
39.15% (Based on This Year's Estimates)
32.39% (Based on Next Year's Estimates)
Dividend Payments by Quarter for Morningstar (NASDAQ:MORN)

Dividend History by Quarter for Morningstar (NASDAQ:MORN)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading and Institutional Ownership History for Morningstar (NASDAQ:MORN)
Insider Ownership Percentage: 58.50%
Institutional Ownership Percentage: 39.98%
Insider Trades by Quarter for Morningstar (NASDAQ:MORN)
Institutional Ownership by Quarter for Morningstar (NASDAQ:MORN)
Insider Trades by Quarter for Morningstar (NASDAQ:MORN)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
12/27/2016Steven N KaplanDirectorSell2,000$74.09$148,180.00View SEC Filing  
11/28/2016Steven N KaplanDirectorSell2,000$73.34$146,680.00View SEC Filing  
10/27/2016Steven N KaplanDirectorSell2,000$70.64$141,280.00View SEC Filing  
5/15/2016Bevin DesmondInsiderSell114$81.99$9,346.86View SEC Filing  
5/10/2016Bevin DesmondInsiderSell2,000$82.88$165,760.00View SEC Filing  
5/3/2016Bevin DesmondInsiderSell2,000$82.73$165,460.00View SEC Filing  
4/28/2016Paul W SturmDirectorSell2,542$83.99$213,502.58View SEC Filing  
4/27/2016Paul W SturmDirectorSell5,000$84.08$420,400.00View SEC Filing  
4/26/2016Bevin DesmondInsiderSell2,000$83.66$167,320.00View SEC Filing  
4/26/2016Paul W SturmDirectorSell2,458$83.91$206,250.78View SEC Filing  
3/29/2016Gail S LandisDirectorSell390$87.00$33,930.00View SEC Filing  
3/21/2016David W WilliamsInsiderSell3,000$85.00$255,000.00View SEC Filing  
8/24/2015Bevin DesmondinsiderSell5,000$78.29$391,450.00View SEC Filing  
8/17/2015Bevin DesmondInsiderSell5,000$84.21$421,050.00View SEC Filing  
5/4/2015Donald James Phillips IIDirectorSell2,000$76.35$152,700.00View SEC Filing  
4/27/2015Donald James Phillips IIDirectorSell2,000$75.75$151,500.00View SEC Filing  
4/20/2015Donald James Phillips IIDirectorSell2,000$73.23$146,460.00View SEC Filing  
4/13/2015Donald James Phillips IIDirectorSell2,000$73.79$147,580.00View SEC Filing  
4/6/2015Donald James Phillips IIDirectorSell2,000$74.36$148,720.00View SEC Filing  
3/30/2015Donald James Phillips IIDirectorSell2,000$75.62$151,240.00View SEC Filing  
3/23/2015Donald James Phillips IIDirectorSell2,000$75.04$150,080.00View SEC Filing  
3/16/2015Donald James Phillips IIDirectorSell2,000$74.65$149,300.00View SEC Filing  
3/9/2015Donald James Phillips IIDirectorSell2,000$73.63$147,260.00View SEC Filing  
3/2/2015Donald James Phillips IIDirectorSell2,000$74.89$149,780.00View SEC Filing  
2/23/2015Donald James Phillips IIDirectorSell2,000$76.91$153,820.00View SEC Filing  
2/17/2015Donald James Phillips IIDirectorSell2,000$77.26$154,520.00View SEC Filing  
12/18/2014Jack NoonanDirectorSell1,000$65.39$65,390.00View SEC Filing  
12/10/2014Steven N KaplanDirectorSell1,500$64.52$96,780.00View SEC Filing  
11/19/2014Steven N KaplanDirectorSell1,500$67.32$100,980.00View SEC Filing  
11/18/2014Jack NoonanDirectorSell1,000$68.40$68,400.00View SEC Filing  
11/11/2014Cheryl A FrancisDirectorSell1,000$70.20$70,200.00View SEC Filing  
9/24/2014Steven N KaplanDirectorSell1,000$68.04$68,040.00View SEC Filing  
9/18/2014Jack NoonanDirectorSell1,000$68.26$68,260.00View SEC Filing  
8/18/2014Jack NoonanDirectorSell1,000$67.74$67,740.00View SEC Filing  
7/18/2014Jack NoonanDirectorSell1,000$68.96$68,960.00View SEC Filing  
6/18/2014Jack NoonanDirectorSell1,000$72.59$72,590.00View SEC Filing  
5/19/2014Jack NoonanDirectorSell1,000$71.40$71,400.00View SEC Filing  
5/13/2014Richard E RobbinsGeneral CounselSell1,750$74.22$129,885.00View SEC Filing  
5/6/2014Richard E RobbinsGeneral CounselSell1,750$73.34$128,345.00View SEC Filing  
4/29/2014Richard E RobbinsGeneral CounselSell1,500$72.53$108,795.00View SEC Filing  
4/21/2014Jack NoonanDirectorSell1,000$75.48$75,480.00View SEC Filing  
4/1/2014David W WilliamsInsiderSell1,000$78.91$78,910.00View SEC Filing  
3/18/2014Jack NoonanDirectorSell1,000$82.11$82,110.00View SEC Filing  
3/3/2014David W WilliamsInsiderSell3,000$82.37$247,110.00View SEC Filing  
2/18/2014David W WilliamsInsiderSell3,000$81.05$243,150.00View SEC Filing  
2/18/2014Jack NoonanDirectorSell1,000$81.48$81,480.00View SEC Filing  
1/21/2014Jack NoonanDirectorSell1,000$78.74$78,740.00View SEC Filing  
12/18/2013Jack NoonanDirectorSell1,000$77.65$77,650.00View SEC Filing  
12/10/2013Steven N KaplanDirectorSell2,000$80.31$160,620.00View SEC Filing  
12/3/2013Richard E RobbinsGeneral CounselSell1,000$81.06$81,060.00View SEC Filing  
12/2/2013David W WilliamsInsiderSell2,133$83.12$177,294.96View SEC Filing  
11/19/2013Steven N KaplanDirectorSell2,000$84.71$169,420.00View SEC Filing  
11/18/2013Jack NoonanDirectorSell1,000$84.29$84,290.00View SEC Filing  
11/12/2013Richard E RobbinsGeneral CounselSell1,000$81.09$81,090.00View SEC Filing  
11/11/2013Bevin DesmondInsiderSell6,739$81.09$546,465.51View SEC Filing  
11/8/2013David W WilliamsInsiderSell1,646$80.77$132,947.42View SEC Filing  
11/7/2013David W WilliamsInsiderSell7,973$79.92$637,202.16View SEC Filing  
11/5/2013David W WilliamsInsiderSell3,381$79.19$267,741.39View SEC Filing  
11/4/2013David W WilliamsInsiderSell1,500$79.62$119,430.00View SEC Filing  
10/31/2013David W WilliamsInsiderSell4,866$80.69$392,637.54View SEC Filing  
10/30/2013Bevin DesmondInsiderSell3,568$80.14$285,939.52View SEC Filing  
10/29/2013David W WilliamsInsiderSell1,690$80.53$136,095.70View SEC Filing  
10/29/2013Richard E RobbinsGeneral CounselSell1,000$80.13$80,130.00View SEC Filing  
10/28/2013David W WilliamsInsiderSell4,500$80.77$363,465.00View SEC Filing  
10/18/2013Jack NoonanDirectorSell1,000$74.04$74,040.00View SEC Filing  
9/24/2013Steven N KaplanDirectorSell2,000$78.24$156,480.00View SEC Filing  
9/18/2013Jack NoonanDirectorSell1,000$78.43$78,430.00View SEC Filing  
8/19/2013Jack NoonanDirectorSell1,000$76.89$76,890.00View SEC Filing  
7/29/2013Cheryl A FrancisDirectorSell2,880$75.49$217,411.20View SEC Filing  
7/18/2013Jack NoonanDirectorSell1,000$75.17$75,170.00View SEC Filing  
6/18/2013Christopher P BoruffInsiderSell5,000$74.96$374,800.00View SEC Filing  
6/18/2013Jack NoonanDirectorSell1,000$74.97$74,970.00View SEC Filing  
6/6/2013Christopher P BoruffInsiderSell5,000$70.39$351,950.00View SEC Filing  
5/22/2013Christopher P BoruffInsiderSell5,000$69.79$348,950.00View SEC Filing  
5/20/2013Jack NoonanDirectorSell1,000$70.57$70,570.00View SEC Filing  
5/14/2013David W WilliamsInsiderSell1,000$70.00$70,000.00View SEC Filing  
2/25/2013David W WilliamsDirectorSell2,000$68.74$137,480.00View SEC Filing  
11/13/2012Richard E RobbinsGeneral CounselSell1,250$62.94$78,675.00View SEC Filing  
11/13/2012Richard Scott CooleyCFOSell2,000$62.63$125,260.00View SEC Filing  
11/2/2012Richard Scott CooleyCFOSell2,000$63.95$127,900.00View SEC Filing  
11/1/2012Richard E RobbinsGeneral CounselSell1,302$64.19$83,575.38View SEC Filing  
10/8/2012Donald James Phillips IIInsiderSell5,000$63.80$319,000.00View SEC Filing  
(Data available from 1/1/2013 forward)


Headline Trends for Morningstar (NASDAQ:MORN)
Latest Headlines for Morningstar (NASDAQ:MORN)
DateHeadline logoMorningstar's New Controllers for Remote Power at Intersolar Europe - May 24 at 10:39 AM logoWorried about volatility? Morningstar suggests these five stocks - May 24 at 10:39 AM logoInvesting costs have never been this cheap - May 24 at 6:06 AM logoBlackstone Lands Major Commitment - May 23 at 6:10 PM logoMorningstar's Annual Fund Fee Study Finds Investors Are Paying Less Than Ever for Their Fund Investments - May 23 at 6:10 PM logo/C O R R E C T I O N -- Morningstar, Inc./ - May 23 at 6:10 PM logoThe American College Welcomes Wealth Management Thought Leader David Blanchett As Adjunct Faculty Member - May 23 at 10:26 AM logoInternational Stock Funds Take Lead Over U.S. Equities - May 22 at 5:56 PM logoA Lot of Noise, but Little Impact on Corporate Credit Spreads - May 22 at 5:56 PM logoWill Fallen Angel Bonds Continue to Capture Solid Returns? - May 19 at 11:13 AM logoAIG Introduces New Environmental, Social and Governance Fund - May 18 at 8:25 AM logoWhy Home Depot Continues to Buck the Trend - May 17 at 11:35 PM logoWhat You Need to Know About the Shake-up at Whole Foods Market Inc. - May 17 at 6:35 PM logoMorningstar Reports U.S. Mutual Fund and ETF Asset Flows for April 2017 - May 17 at 6:35 PM logoMind the Gap: Active Versus Passive Edition 2017 - May 17 at 9:13 AM logoMorningstar Credit Ratings Publishes Report on Commercial Mortgage Servicing ... - May 16 at 6:24 PM logoRich Retirees Are Hoarding Cash Out of Fear - May 16 at 6:24 PM logoSafety Concerns Ding Ionis - May 16 at 10:27 AM logoMorningstar Credit Ratings Publishes Report on Commercial Mortgage Servicing Portfolio Trends - May 15 at 5:58 PM logoAsset Volatility Diminishing and Approaching New Lows - May 15 at 5:58 PM logoMorningstar, Inc. (MORN) Announces Quarterly Dividend of $0.23 - May 15 at 5:48 PM logoMorningstar (MORN) Elects Caroline Tsay to Board of Directors - May 14 at 6:20 PM logoMore Confidence in This Silver-Rated Bond Fund - May 14 at 10:29 AM logoRH: Ongoing Product Rationalization Affects Results - May 12 at 7:14 PM logoMarket Overly Negative on Teva - May 12 at 7:14 PM logoSwedroe: Active Manager Lags Despite Research - May 12 at 7:14 PM logoStruggles Also Hit Nordstrom, but Profit Growth Intact - May 12 at 7:14 PM logoCaroline Tsay Elected to Morningstar's Board of Directors - May 12 at 7:14 PM logoQantas Finds Loyalty Pays Better Than Selling Airplane Tickets - May 11 at 7:06 PM logoSteben Managed Futures Strategy Fund Marks 3-Year Anniversary with a 4-Star Morningstar™ Rating - May 11 at 7:06 PM logoRH: Ongoing Product Rationalization Effects Results - May 11 at 7:06 PM logoFrom Bad to Worse for Macy's - May 11 at 7:06 PM logoWho Says You Need Tax Breaks for Retirement Saving? - May 11 at 7:00 AM logoWhole Foods Names Panera CEO to Board as Company Faces Down Jana - May 10 at 6:42 PM logoWhole Foods (WFM) Names 5 New Board Members, New Chairman - May 10 at 6:42 PM logoWhy a Superstar Fund Is Buying Microsoft and More (MSFT, AVGO) - May 10 at 6:42 PM logoNvidia Overvalued As Competition Lurks - May 10 at 12:17 PM logoAustralian Banks Slugged With A$6.2 Billion Government Levy - May 9 at 11:42 AM logoIdeal Time for Coach to Purchase Kate Spade - May 9 at 11:42 AM logoFed Holds Rates Steady for Now, but Markets Expect a Hike in June - May 8 at 6:10 PM logoMorningstar Upgrades Analyst Rating for Seven U.S. Funds; Downgrades 10 Funds; Assigns New Ratings to 30 Funds in April - May 8 at 12:31 PM logoFallen Angels: When Higher Credit Quality Matters - May 6 at 6:31 PM logoNarrow-Moat Pearson Surprises With Positive 1Q Update - May 5 at 6:54 PM logoFacebook’s Results Affirm Leadership - May 4 at 11:36 AM logoApple Fairly Valued After Year-Long Run Up - May 3 at 10:41 PM logoETFs with exposure to Morningstar, Inc. : May 3, 2017 - May 3 at 5:40 PM logoSlumping Loonie Boosts Foreign Equity Funds in April 2017, Morningstar Canada Data Show - May 2 at 7:04 PM logoMorningstar, Inc. :MORN-US: Earnings Analysis: Q1, 2017 By the Numbers : May 2, 2017 - May 2 at 7:04 PM logoFirst-Quarter Economic Growth Sluggish, but Corporate Credit Spreads Tighten Anyway - May 1 at 5:37 PM logoSwedroe: An Int'l Angle On Active Share - April 28 at 7:39 PM



Morningstar (MORN) Chart for Wednesday, May, 24, 2017

This page was last updated on 5/24/2017 by Staff