Morningstar, 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: Professional Information Services
- Sub-Industry: Publishing
- Symbol: NASDAQ:MORN
- CUSIP: 61770010
- Web: www.morningstar.com
- Market Cap: $3.55 billion
- Outstanding Shares: 42,529,000
- 50 Day Moving Avg: $81.96
- 200 Day Moving Avg: $78.27
- 52 Week Range: $67.74 - $84.67
Sales & Book Value:
- Trailing P/E Ratio: 21.79
- Foreward P/E Ratio: 29.43
- P/E Growth: 0.00
- Annual Revenue: $847 million
- Price / Sales: 4.20
- Book Value: $17.33 per share
- Price / Book: 4.82
- Annual Dividend: $0.92
- Dividend Yield: 1.1%
- EBIDTA: $228.3 million
- Net Margins: 19.43%
- Return on Equity: 15.55%
- Return on Assets: 8.52%
- Debt-to-Equity Ratio: 0.31%
- Current Ratio: 1.68%
- Quick Ratio: 1.68%
- Average Volume: 58,245 shs.
- Beta: 0.75
- Short Ratio: 4.32
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. Shareholders 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 1.10%. The ex-dividend date is Wednesday, July 5th. View Morningstar's Dividend History.
How were Morningstar's earnings last quarter?
Morningstar, Inc. (NASDAQ:MORN) posted its quarterly earnings data on Thursday, July, 21st. The company reported $0.73 EPS for the quarter, hitting the Zacks' consensus estimate of $0.73. The company had revenue of $198.20 million for the quarter. Morningstar had a return on equity of 15.55% and a net margin of 19.43%. View Morningstar's Earnings History.
When will Morningstar make its next earnings announcement?
Who are some of Morningstar's key competitors?
Who are Morningstar's key executives?
Morningstar's management team includes the folowing people:
- Joseph D. Mansueto, Executive Chairman of the Board
- Kunal Kapoor, President, Chief Executive Officer, interim Chief Financial Officer, Director
- Jason Dubinsky, Chief Financial Officer
- Daniel E. Needham, President, Chief Investment Officer, Investment Management
- Pat Maloney, General Counsel
- Bevin Desmond, Global Head - Markets and Human Resources
- Danny Dunn, Chief Revenue Officer
- Haywood Kelly, Head of Global Research
- Tricia Rothschild CFA, Chief Product Officer
- Robin Diamonte, Independent Director
Who owns Morningstar stock?
Morningstar's stock is owned by many different of institutional and retail investors. Top institutional shareholders include Atlanta Capital Management Co. L L C (7.54%), Bamco Inc. NY (3.54%), Vanguard Group Inc. (3.28%), JPMorgan Chase & Co. (3.06%), Royce & Associates LP (1.50%) and Renaissance Technologies LLC (1.39%). Company insiders that own Morningstar stock include Bevin Desmond, David W Williams, Gail S Landis, Paul W Sturm, Steven N Kaplan and Tricia Rothschild. View Institutional Ownership Trends for Morningstar.
Who sold Morningstar stock? Who is selling Morningstar stock?
Morningstar's stock was sold by a variety of institutional investors in the last quarter, including Lazard Asset Management LLC, JPMorgan Chase & Co., Atlanta Capital Management Co. L L C, Russell Investments Group Ltd., Bamco Inc. NY, Royce & Associates LP, Arrowstreet Capital Limited Partnership and Citadel Advisors LLC. Company insiders that have sold Morningstar stock in the last year include Bevin Desmond, Gail S Landis, Steven N Kaplan and Tricia Rothschild. View Insider Buying and Selling for Morningstar.
Who bought Morningstar stock? Who is buying Morningstar stock?
Morningstar's stock was bought by a variety of institutional investors in the last quarter, including Kayne Anderson Rudnick Investment Management LLC, Dimensional Fund Advisors LP, CI Global Investments Inc., Black Creek Investment Management Inc., State Street Corp, Sei Investments Co., Schwab Charles Investment Management Inc. and New York State Common Retirement Fund. View Insider Buying and Selling for Morningstar.
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.
What is Morningstar's stock price today?
MarketBeat Community Rating for Morningstar (NASDAQ MORN)MarketBeat's community ratings are surveys of what our community members think about Morningstar and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.
One share of Morningstar stock can currently be purchased for approximately $83.57.
Consensus Ratings for Morningstar (NASDAQ:MORN) (How are Consensus Ratings Calculated?)
MarketBeat calculates consensus ratings using the most recent rating from each brokerage that has rated a stock within the last twelve months. Since brokers often use different ratings systems, each rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings. Each stock's consensus rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months.
MarketBeat will no longer include ratings and price target data in its consensus calculation if a broker drops coverage and MarketBeat has received a report that coverage was dropped. Ratings from certain research firms that issue ratings using purely quantitative methods (such as Zacks, Vetr and ValuEngine) are not included in consensus calculations. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
|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 MarketBeat.com
Earnings History for Morningstar (NASDAQ:MORN)Earnings History by Quarter for Morningstar (NASDAQ MORN)
(Data available from 1/1/2011 forward)
|Date||Quarter||Consensus Estimate||Actual EPS||Revenue Estimate||Actual Revenue||Release Link||Conference Call||Details|
|2/21/2017||Q4 2016||$0.77||$0.77||$204.60 million||$212.20 million||View||N/A|
|10/20/2016||Q316||$0.77||$0.70||$199.20 million||$196.10 million||View||N/A|
|4/21/2016||Q1||$0.73||$0.67||$193.60 million||$192.10 million||View||N/A|
|2/17/2016||Q4||$0.79||$0.85||$204.30 million||$201.60 million||View||N/A|
|10/21/2015||Q315||$0.83||$0.76||$206.60 million||$195.30 million||View||N/A|
|7/22/2015||Q115||$0.69||$0.72||$199.38 million||$202.10 million||View||N/A|
|4/22/2015||Q1 2015||$0.68||$0.67||$189.80 million||View||N/A|
|2/11/2015||Q414||$0.66||$0.71||$196.60 million||$196.40 million||View||N/A|
|10/22/2014||Q314||$0.70||$0.67||$189.90 million||$193.10 million||View||N/A|
|7/23/2014||Q214||$0.66||$0.63||$182.24 million||$189.39 million||View||N/A|
|4/23/2014||Q114||$0.71||$0.58||$180.77 million||$181.20 million||View||N/A|
|2/11/2014||Q413||$0.77||$0.68||$184.30 million||$180.50 million||View||N/A|
|10/23/2013||Q313||$0.61||$0.68||$173.80 million||$173.50 million||View||N/A|
|2/13/2013||Q4 2012||$0.56||$0.58||$160.20 million||$170.60 million||View||N/A|
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)
|Most Recent Dividend:||7/28/2017|
|Payout Ratio:||24.08% (Trailing 12 Months of Earnings) |
39.15% (Based on This Year's Estimates)
32.39% (Based on Next Year's Estimates)
Dividend History by Quarter for Morningstar (NASDAQ MORN)
(Data available from 1/1/2013 forward)
|Announced||Period||Amount||Yield||Ex-Dividend Date||Record Date||Payable Date|
Insider Trading and Institutional Ownership History for Morningstar (NASDAQ:MORN)
Insider Ownership Percentage: 57.40%Insider Trades by Quarter for Morningstar (NASDAQ:MORN)
Institutional Ownership Percentage: 38.31%
(Data available from 1/1/2013 forward)
|Transaction Date||Insider Name||Title||Buy/Sell||Number of Shares||Average Share Price||Total Transaction||Details|
|7/28/2017||Tricia Rothschild||Insider||Sell||500||$82.21||$41,105.00|| |
|7/26/2017||Bevin Desmond||Insider||Sell||3,002||$83.21||$249,796.42|| |
|7/26/2017||Gail S Landis||Director||Sell||500||$83.00||$41,500.00|| |
|12/27/2016||Steven N Kaplan||Director||Sell||2,000||$74.09||$148,180.00|| |
|11/28/2016||Steven N Kaplan||Director||Sell||2,000||$73.34||$146,680.00|| |
|10/27/2016||Steven N Kaplan||Director||Sell||2,000||$70.64||$141,280.00|| |
|5/15/2016||Bevin Desmond||Insider||Sell||114||$81.99||$9,346.86|| |
|5/10/2016||Bevin Desmond||Insider||Sell||2,000||$82.88||$165,760.00|| |
|5/3/2016||Bevin Desmond||Insider||Sell||2,000||$82.73||$165,460.00|| |
|4/28/2016||Paul W Sturm||Director||Sell||2,542||$83.99||$213,502.58|| |
|4/27/2016||Paul W Sturm||Director||Sell||5,000||$84.08||$420,400.00|| |
|4/26/2016||Bevin Desmond||Insider||Sell||2,000||$83.66||$167,320.00|| |
|4/26/2016||Paul W Sturm||Director||Sell||2,458||$83.91||$206,250.78|| |
|3/29/2016||Gail S Landis||Director||Sell||390||$87.00||$33,930.00|| |
|3/21/2016||David W Williams||Insider||Sell||3,000||$85.00||$255,000.00|| |
|8/24/2015||Bevin Desmond||insider||Sell||5,000||$78.29||$391,450.00|| |
|8/17/2015||Bevin Desmond||Insider||Sell||5,000||$84.21||$421,050.00|| |
|5/4/2015||Donald James Phillips II||Director||Sell||2,000||$76.35||$152,700.00|| |
|4/27/2015||Donald James Phillips II||Director||Sell||2,000||$75.75||$151,500.00|| |
|4/20/2015||Donald James Phillips II||Director||Sell||2,000||$73.23||$146,460.00|| |
|4/13/2015||Donald James Phillips II||Director||Sell||2,000||$73.79||$147,580.00|| |
|4/6/2015||Donald James Phillips II||Director||Sell||2,000||$74.36||$148,720.00|| |
|3/30/2015||Donald James Phillips II||Director||Sell||2,000||$75.62||$151,240.00|| |
|3/23/2015||Donald James Phillips II||Director||Sell||2,000||$75.04||$150,080.00|| |
|3/16/2015||Donald James Phillips II||Director||Sell||2,000||$74.65||$149,300.00|| |
|3/9/2015||Donald James Phillips II||Director||Sell||2,000||$73.63||$147,260.00|| |
|3/2/2015||Donald James Phillips II||Director||Sell||2,000||$74.89||$149,780.00|| |
|2/23/2015||Donald James Phillips II||Director||Sell||2,000||$76.91||$153,820.00|| |
|2/17/2015||Donald James Phillips II||Director||Sell||2,000||$77.26||$154,520.00|| |
|12/18/2014||Jack Noonan||Director||Sell||1,000||$65.39||$65,390.00|| |
|12/10/2014||Steven N Kaplan||Director||Sell||1,500||$64.52||$96,780.00|| |
|11/19/2014||Steven N Kaplan||Director||Sell||1,500||$67.32||$100,980.00|| |
|11/18/2014||Jack Noonan||Director||Sell||1,000||$68.40||$68,400.00|| |
|11/11/2014||Cheryl A Francis||Director||Sell||1,000||$70.20||$70,200.00|| |
|9/24/2014||Steven N Kaplan||Director||Sell||1,000||$68.04||$68,040.00|| |
|9/18/2014||Jack Noonan||Director||Sell||1,000||$68.26||$68,260.00|| |
|8/18/2014||Jack Noonan||Director||Sell||1,000||$67.74||$67,740.00|| |
|7/18/2014||Jack Noonan||Director||Sell||1,000||$68.96||$68,960.00|| |
|6/18/2014||Jack Noonan||Director||Sell||1,000||$72.59||$72,590.00|| |
|5/19/2014||Jack Noonan||Director||Sell||1,000||$71.40||$71,400.00|| |
|5/13/2014||Richard E Robbins||General Counsel||Sell||1,750||$74.22||$129,885.00|| |
|5/6/2014||Richard E Robbins||General Counsel||Sell||1,750||$73.34||$128,345.00|| |
|4/29/2014||Richard E Robbins||General Counsel||Sell||1,500||$72.53||$108,795.00|| |
|4/21/2014||Jack Noonan||Director||Sell||1,000||$75.48||$75,480.00|| |
|4/1/2014||David W Williams||Insider||Sell||1,000||$78.91||$78,910.00|| |
|3/18/2014||Jack Noonan||Director||Sell||1,000||$82.11||$82,110.00|| |
|3/3/2014||David W Williams||Insider||Sell||3,000||$82.37||$247,110.00|| |
|2/18/2014||David W Williams||Insider||Sell||3,000||$81.05||$243,150.00|| |
|2/18/2014||Jack Noonan||Director||Sell||1,000||$81.48||$81,480.00|| |
|1/21/2014||Jack Noonan||Director||Sell||1,000||$78.74||$78,740.00|| |
|12/18/2013||Jack Noonan||Director||Sell||1,000||$77.65||$77,650.00|| |
|12/10/2013||Steven N Kaplan||Director||Sell||2,000||$80.31||$160,620.00|| |
|12/3/2013||Richard E Robbins||General Counsel||Sell||1,000||$81.06||$81,060.00|| |
|12/2/2013||David W Williams||Insider||Sell||2,133||$83.12||$177,294.96|| |
|11/19/2013||Steven N Kaplan||Director||Sell||2,000||$84.71||$169,420.00|| |
|11/18/2013||Jack Noonan||Director||Sell||1,000||$84.29||$84,290.00|| |
|11/12/2013||Richard E Robbins||General Counsel||Sell||1,000||$81.09||$81,090.00|| |
|11/11/2013||Bevin Desmond||Insider||Sell||6,739||$81.09||$546,465.51|| |
|11/8/2013||David W Williams||Insider||Sell||1,646||$80.77||$132,947.42|| |
|11/7/2013||David W Williams||Insider||Sell||7,973||$79.92||$637,202.16|| |
|11/5/2013||David W Williams||Insider||Sell||3,381||$79.19||$267,741.39|| |
|11/4/2013||David W Williams||Insider||Sell||1,500||$79.62||$119,430.00|| |
|10/31/2013||David W Williams||Insider||Sell||4,866||$80.69||$392,637.54|| |
|10/30/2013||Bevin Desmond||Insider||Sell||3,568||$80.14||$285,939.52|| |
|10/29/2013||David W Williams||Insider||Sell||1,690||$80.53||$136,095.70|| |
|10/29/2013||Richard E Robbins||General Counsel||Sell||1,000||$80.13||$80,130.00|| |
|10/28/2013||David W Williams||Insider||Sell||4,500||$80.77||$363,465.00|| |
|10/18/2013||Jack Noonan||Director||Sell||1,000||$74.04||$74,040.00|| |
|9/24/2013||Steven N Kaplan||Director||Sell||2,000||$78.24||$156,480.00|| |
|9/18/2013||Jack Noonan||Director||Sell||1,000||$78.43||$78,430.00|| |
|8/19/2013||Jack Noonan||Director||Sell||1,000||$76.89||$76,890.00|| |
|7/29/2013||Cheryl A Francis||Director||Sell||2,880||$75.49||$217,411.20|| |
|7/18/2013||Jack Noonan||Director||Sell||1,000||$75.17||$75,170.00|| |
|6/18/2013||Christopher P Boruff||Insider||Sell||5,000||$74.96||$374,800.00|| |
|6/18/2013||Jack Noonan||Director||Sell||1,000||$74.97||$74,970.00|| |
|6/6/2013||Christopher P Boruff||Insider||Sell||5,000||$70.39||$351,950.00|| |
|5/22/2013||Christopher P Boruff||Insider||Sell||5,000||$69.79||$348,950.00|| |
|5/20/2013||Jack Noonan||Director||Sell||1,000||$70.57||$70,570.00|| |
|5/14/2013||David W Williams||Insider||Sell||1,000||$70.00||$70,000.00|| |
|2/25/2013||David W Williams||Director||Sell||2,000||$68.74||$137,480.00|| |
|11/13/2012||Richard E Robbins||General Counsel||Sell||1,250||$62.94||$78,675.00|| |
|11/13/2012||Richard Scott Cooley||CFO||Sell||2,000||$62.63||$125,260.00|| |
|11/2/2012||Richard Scott Cooley||CFO||Sell||2,000||$63.95||$127,900.00|| |
|11/1/2012||Richard E Robbins||General Counsel||Sell||1,302||$64.19||$83,575.38|| |
|10/8/2012||Donald James Phillips II||Insider||Sell||5,000||$63.80||$319,000.00|| |
Headline Trends for Morningstar (NASDAQ:MORN)
Latest Headlines for Morningstar (NASDAQ:MORN)
Morningstar (MORN) Chart for Saturday, September, 23, 2017