Morningstar Company Profile (NASDAQ:MORN)

About Morningstar

Morningstar logoMorningstar, Inc. is a provider of independent investment research in North America, Europe, Australia and Asia. The Company offers a line of data, software, research and investment management offerings for financial advisors, asset managers, retirement plan providers and sponsors, and individual investors. In addition to its United States-based products and services, the Company offers local versions of its products designed for investors in Asia, Australia, Canada, Europe, Latin America and South Africa. The Company serves approximately 250,000 financial advisors, over 1,300 asset management firms, approximately 30 retirement plan providers, over 300,000 retirement plan sponsors and approximately 10.1 million individual investors. The Company has operations in approximately 30 countries. The Company tracks market data on approximately 20 million exchange-traded equities, derivatives, commodities, currencies and other investments.

Industry, Sector and Symbol:
  • Sector: Business Services
  • Industry: Information & Delivery Services
  • Sub-Industry: Publishing
  • Exchange: NASDAQ
  • Symbol: MORN
  • CUSIP: 61770010
Key Metrics:
  • Previous Close: $83.35
  • 50 Day Moving Average: $83.13
  • 200 Day Moving Average: $82.75
  • Trailing P/E Ratio: 27.66
  • P/E Growth: 1.71
  • Market Cap: $3.59B
  • Outstanding Shares: 43,059,000
  • Beta: 0.62
Additional Links:
Companies Related to Morningstar:

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)
Show:
DateFirmActionRatingPrice TargetDetails
4/23/2015Keefe, Bruyette & WoodsReiterated RatingHold$73.00 -> $75.00View Rating Details
(Data available from 8/28/2014 forward)

Earnings

Earnings History for Morningstar (NASDAQ:MORN)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
10/20/2016        
7/21/2016Q2$0.73$0.73ViewN/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
4/22/2015$0.68$0.67ViewN/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 millionViewN/AView Earnings Details
4/23/2014Q114$0.67$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)

Estimates

Earnings Estimates for Morningstar (NASDAQ:MORN)
No earnings estimates for this company have been tracked by MarketBeat.com

Dividends

Current Dividend Information for Morningstar (NASDAQ:MORN)
Annual Dividend:$0.88
Dividend Yield:1.06%
Payout Ratio:29.24% (Based on Trailing 12 Months of Earnings)

Dividend History for Morningstar (NASDAQ:MORN)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
5/16/2016quarterly$0.221.07%7/6/20167/8/20167/29/2016
2/29/2016quarterly$0.221.11%4/6/20164/8/20164/29/2016
12/7/2015quarterly$0.221.06%1/6/20161/8/20161/29/2016
9/28/2015quarterly$0.190.95%10/7/201510/9/201510/30/2015
5/13/2015quarterly$0.191.01%7/8/20157/10/20157/31/2015
2/19/2015quarterly$0.190.99%4/8/20154/10/20154/30/2015
12/5/2014quarterly$0.191.15%1/7/20151/9/20151/30/2015
9/26/2014quarterly$0.1710/8/201410/10/201410/31/2014
5/13/2014quarterly$0.177/9/20147/11/20147/31/2014
2/14/2014quarterly$0.174/9/20144/11/20144/30/2014
12/6/2013quarterly$0.170.84%1/8/20141/10/20141/31/2014
10/4/2013quarterly$0.130.65%10/9/201310/14/201310/31/2013
5/14/2013quarterly$0.130.71%7/10/20137/12/20137/31/2013
2/15/2013quarterly$0.130.72%4/10/20134/12/20134/30/2013
12/10/2012quarterly$0.130.78%12/13/201212/17/201212/28/2012
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for Morningstar (NASDAQ:MORN)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
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)

Headlines

Latest Headlines for Morningstar (NASDAQ:MORN)
DateHeadline
msn.com logoHow investors can sabotage performance by switching to index funds (NASDAQ:MORN)
www.msn.com - August 26 at 5:58 PM
finance.yahoo.com logoTableau Leadership Change Won't Solve Biggest Problems (NASDAQ:MORN)
finance.yahoo.com - August 23 at 6:27 PM
capitalcube.com logoETF’s with exposure to Morningstar, Inc. : August 23, 2016 (NASDAQ:MORN)
www.capitalcube.com - August 23 at 6:27 PM
News IconUS new-home sales climb to best level since late 2007 - U.S. News & World Report (NASDAQ:MORN)
www.usnews.com - August 23 at 10:43 AM
blogs.barrons.com logoThese Top Funds Are Taking Bigger Bets On Financials (NASDAQ:MORN)
blogs.barrons.com - August 22 at 6:13 PM
finance.yahoo.com logoMorgan Stanley (MS) Accused of Mismanaging 401(k) Plan (NASDAQ:MORN)
finance.yahoo.com - August 22 at 10:50 AM
bloomberg.com logoPictet’s Rise to Top Shows Caution Lurks in Emerging Bond Rush (NASDAQ:MORN)
www.bloomberg.com - August 22 at 10:50 AM
capitalcube.com logoMorningstar, Inc. breached its 50 day moving average in a Bullish Manner : MORN-US : August 22, 2016 (NASDAQ:MORN)
www.capitalcube.com - August 22 at 10:50 AM
investopedia.com logoVanguard Tops Fund Flows So Far in 2016 (NASDAQ:MORN)
www.investopedia.com - August 21 at 5:37 PM
News IconMorningstar Research Examines Trend of Fund Expenses in Europe (NASDAQ:MORN)
www.pressreleasepoint.com - August 17 at 6:28 PM
seekingalpha.com logoPerformance Drivers Come In All Shapes And Sizes (NASDAQ:MORN)
seekingalpha.com - August 17 at 6:28 PM
finance.yahoo.com logoHealthy Outlook for Home Depot (NASDAQ:MORN)
finance.yahoo.com - August 17 at 6:27 PM
reuters.com logoGaining confidence, Fed officials eye interest rate hike this year - Reuters (NASDAQ:MORN)
www.reuters.com - August 16 at 3:37 PM
News IconMARKET SNAPSHOT: S&P 500, Dow, Nasdaq Set Intraday Records (NASDAQ:MORN)
www.morningstar.com - August 15 at 6:27 PM
News IconHundreds of thousands of 401(k)s up for grabs after DOL fiduciary rule (NASDAQ:MORN)
www.benefitspro.com - August 15 at 6:27 PM
News IconRecord $33 Billion Pulled From Active US Stock Funds in July (NASDAQ:MORN)
www.newsmax.com - August 15 at 6:27 PM
News IconInfovisa To Deliver Morningstar ByAllAccounts Aggregation Services (NASDAQ:MORN)
thetrustadvisor.com - August 15 at 6:27 PM
4-traders.com logoMorningstar : Announces Shortlist for 2016 Morningstar Awards for Excellence in Investment (NASDAQ:MORN)
www.4-traders.com - August 15 at 6:27 PM
finance.yahoo.com logoWPX Energy Remains Overvalued Despite Positive News (NASDAQ:MORN)
finance.yahoo.com - August 15 at 6:27 PM
finance.yahoo.com logoMorningstar Reports U.S. Mutual Fund and ETF Asset Flows for July 2016 (NASDAQ:MORN)
finance.yahoo.com - August 15 at 6:27 PM
News IconWorkday in Deal to Use IBM's Cloud Services -- WSJ (NASDAQ:MORN)
www.morningstar.com - August 15 at 8:28 AM
News IconGlobal stocks waver ahead of US retail sales data - Business Insider (NASDAQ:MORN)
www.businessinsider.com - August 13 at 3:01 PM
bloomberg.com logoRecord $33 Billion Pulled From Active U.S. Stock Funds in July (NASDAQ:MORN)
washpost.bloomberg.com - August 12 at 6:20 PM
capitalcube.com logoETF’s with exposure to Morningstar, Inc. : August 12, 2016 (NASDAQ:MORN)
www.capitalcube.com - August 12 at 6:20 PM
News IconBrandes and Morningstar form new partnership (NASDAQ:MORN)
www.investmentexecutive.com - August 12 at 9:30 AM
News IconBridgehouse enters into new collaboration with Morningstar (NASDAQ:MORN)
www.wealthprofessional.ca - August 12 at 9:30 AM
wsj.com logoInvestors Pull $6.4 Billion From European ETFs (NASDAQ:MORN)
blogs.wsj.com - August 11 at 9:26 AM
etfdailynews.com logoAlmost a Third of All ETFs Trade Less Than 5,000 Shares per Day (NASDAQ:MORN)
etfdailynews.com - August 11 at 9:26 AM
News IconMorningstar launching 401(k) service for broker-dealers worried about DOL fiduciary risk (NASDAQ:MORN)
www.investmentnews.com - August 11 at 9:26 AM
investopedia.com logoMorningstar Launches Sustainability Rankings (NASDAQ:MORN)
www.investopedia.com - August 11 at 9:26 AM
capitalcube.com logoMorningstar, Inc. breached its 50 day moving average in a Bearish Manner : MORN-US : August 11, 2016 (NASDAQ:MORN)
www.capitalcube.com - August 11 at 9:26 AM
forbes.com logoJKE's Holdings Imply 11% Gain Potential (NASDAQ:MORN)
www.forbes.com - August 11 at 8:54 AM
finance.yahoo.com logoJohn Rogers Discusses Buffett-Inspired Moats in July Commentary (NASDAQ:MORN)
finance.yahoo.com - August 9 at 6:30 PM
feeds.benzinga.com logoChina Internet ETF Lands Morningstar 5-Star Rating (NASDAQ:MORN)
feeds.benzinga.com - August 9 at 12:26 PM
finance.yahoo.com logoMorningstar Downgrades Analyst Rating for Six U.S. Funds; Affirms Ratings on 45 Funds in July (NASDAQ:MORN)
finance.yahoo.com - August 8 at 6:28 PM
streetinsider.com logoAnfield Capital Management Celebrates Milestone Three-year Anniversary with Coveted 4-star Rating (NASDAQ:MORN)
www.streetinsider.com - August 8 at 10:55 AM
wsj.com logoIs Your Mutual Fund Charging You Like a Hedge Fund? (NASDAQ:MORN)
www.wsj.com - August 8 at 10:55 AM
nasdaq.com logoInsiders Buy the Holdings of JKF ETF (NASDAQ:MORN)
www.nasdaq.com - August 8 at 10:55 AM
News IconMorningstar Announces Shortlist for 2016 Morningstar Awards for Excellence in Investment (NASDAQ:MORN)
www.bobsguide.com - August 8 at 10:55 AM
biz.yahoo.com logoMORNINGSTAR, INC. Files SEC form 8-K, Regulation FD Disclosure (NASDAQ:MORN)
biz.yahoo.com - August 5 at 6:25 PM
finance.yahoo.com logoMorningstar ETF Conference Returns to Chicago Sept. 7-9 (NASDAQ:MORN)
finance.yahoo.com - August 4 at 6:34 PM
finance.yahoo.com logoMORNINGSTAR, INC. Financials (NASDAQ:MORN)
finance.yahoo.com - August 4 at 6:34 PM
forbes.com logoScary Results At Long-Short Equity Funds (NASDAQ:MORN)
www.forbes.com - August 3 at 6:37 PM
News IconMy Personal Fund Screening Process (NASDAQ:MORN)
www.thinkadvisor.com - August 3 at 9:35 AM
News IconMorningstar: Schwab Strategic Trust ETF Offers Steady Dividend Income Stream (NASDAQ:MORN)
www.newsmax.com - August 3 at 9:35 AM
News IconMorningstar's sustainability ratings: An opportunity to talk to your clients about responsible investing (NASDAQ:MORN)
www.investmentnews.com - July 30 at 9:05 AM
marketwatch.com logoUS stocks end mostly higher; post solid monthly gains - MarketWatch (NASDAQ:MORN)
stream.marketwatch.com - July 29 at 4:58 PM
biz.yahoo.com logoMORNINGSTAR, INC. Files SEC form 10-Q, Quarterly Report (NASDAQ:MORN)
biz.yahoo.com - July 29 at 2:22 PM
News IconFielden joins Morningstar as director of research, commodities and energy (NASDAQ:MORN)
www.ogfj.com - July 29 at 9:18 AM
theglobeandmail.com logoThree bricks-and-mortar retail stocks get top ratings from Morningstar (NASDAQ:MORN)
www.theglobeandmail.com - July 29 at 9:18 AM

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Morningstar (NASDAQ:MORN) Chart for Sunday, August, 28, 2016


Last Updated on 8/28/2016 by MarketBeat.com Staff