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: $79.20
  • 50 Day Moving Average: $81.66
  • 200 Day Moving Average: $83.16
  • 52-Week Range: $73.84 - $89.44
  • Trailing P/E Ratio: 26.34
  • Foreward P/E Ratio: 23.56
  • P/E Growth: 1.64
  • Market Cap: $3.42B
  • Outstanding Shares: 43,059,000
  • Beta: 0.62
Profitability:
  • Net Margins: 16.68%
  • Return on Equity: 20.27%
  • Return on Assets: 12.69%
Debt:
  • Current Ratio: 1.24%
  • Quick Ratio: 1.24%
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 9/29/2014 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)
Current Year EPS Consensus Estimate: $3.04 EPS
Next Year EPS Consensus Estimate: $3.34 EPS

Dividends

Current Dividend Information for Morningstar (NASDAQ:MORN)
Annual Dividend:$0.88
Dividend Yield:1.12%
Payout Ratio:29.24% (Based on Trailing 12 Months of Earnings)
28.95% (Based on Current Year Consensus EPS Estimate)
26.35% (Based on Next Year Consensus EPS Estimate)

Dividend History for Morningstar (NASDAQ:MORN)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
2/29/2016Quarterly$0.2210/5/201610/7/201610/28/2016
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)
Insider Ownership Percentage: 58.50%
Institutional Ownership Percentage: 37.39%
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
finance.yahoo.com logoMorningstar for Advisors App Simplifies Client Engagement for Advisors Anywhere (NASDAQ:MORN)
finance.yahoo.com - September 28 at 5:57 PM
News IconMore than 50 percent of shoppers turn first to Amazon in product search (NASDAQ:MORN)
www.chicagotribune.com - September 28 at 11:09 AM
newswire.ca logoMorningstar Strategic Canadian Equity Fund: Strategic Beta Approach Designed to Generate Attractive Long-Term Risk-Adjusted Performance (NASDAQ:MORN)
www.newswire.ca - September 28 at 11:09 AM
finance.yahoo.com logoGlobal Demand Holds Up for Undervalued Carnival (NASDAQ:MORN)
finance.yahoo.com - September 27 at 6:04 PM
finance.yahoo.com logoThe Undiscovered Connection: Value-Led Periods and Active Management - Royce Funds Commentary (NASDAQ:MORN)
finance.yahoo.com - September 27 at 6:04 PM
4-traders.com logoMorningstar : launches mutual fund model portfolios for investors in India (NASDAQ:MORN)
www.4-traders.com - September 23 at 5:49 PM
News IconMorningstar launches MF model portfolios for investors in India (NASDAQ:MORN)
timesofindia.indiatimes.com - September 23 at 5:49 PM
uk.finance.yahoo.com logoShire raises eyebrows with stunning debut (NASDAQ:MORN)
uk.finance.yahoo.com - September 23 at 5:49 PM
News IconIRS helps wealthy kids save more for college (NASDAQ:MORN)
www.dallasnews.com - September 21 at 5:54 PM
News IconMisleading Fund Returns (NASDAQ:MORN)
bottomlineinc.com - September 21 at 10:20 AM
News IconVideo: Are There Too Many ETFs in the Marketplace? (NASDAQ:MORN)
www.etftrends.com - September 20 at 11:23 AM
finance.yahoo.com logoVolatility Rising (NASDAQ:MORN)
finance.yahoo.com - September 19 at 6:12 PM
News IconOTC Markets Group Introduces Online Equity Research Hub in Collaboration with ACF Equity Research, Edison and Sidoti & Company, LLC (NASDAQ:MORN)
www.otcmarkets.com - September 19 at 10:44 AM
News IconREITs New Sector Classification (NASDAQ:MORN)
ritholtz.com - September 19 at 10:44 AM
wsj.com logoMorning Ledger: What’s in a Name, REITs About to Find Out (NASDAQ:MORN)
blogs.wsj.com - September 19 at 10:44 AM
News IconCompetition in Data Feeds: Court Confirms Commission View (NASDAQ:MORN)
www.scl.org - September 19 at 10:44 AM
News IconLenders giving residential mortgage-backed securities a rehab (NASDAQ:MORN)
www.pionline.com - September 19 at 10:44 AM
finance.yahoo.com logoMorningstar, Inc. to Announce Third-Quarter Financial Results on Oct. 20 (NASDAQ:MORN)
finance.yahoo.com - September 19 at 10:44 AM
bloomberg.com logoVanguard Crushing Competitors With Active Fund Inflows Too (NASDAQ:MORN)
www.bloomberg.com - September 16 at 5:58 PM
finance.yahoo.com logoMorningstar Reports U.S. Mutual Fund and ETF Asset Flows for August 2016 (NASDAQ:MORN)
finance.yahoo.com - September 16 at 5:58 PM
News IconAn Attractive European Stock ETF (NASDAQ:MORN)
news.morningstar.com - September 16 at 9:44 AM
bloomberg.com logoFailing to Measure Up Is $422 Billion Stock Pickers' Crisis (NASDAQ:MORN)
www.bloomberg.com - September 15 at 6:15 PM
nasdaq.com logoRSI Alert: Morningstar Now Oversold (NASDAQ:MORN)
www.nasdaq.com - September 15 at 9:37 AM
4-traders.com logoMorningstar : EU court confirms Thomson Reuters coding settlement (NASDAQ:MORN)
www.4-traders.com - September 15 at 9:37 AM
sg.finance.yahoo.com logoEU court confirms Thomson Reuters coding settlement (NASDAQ:MORN)
sg.finance.yahoo.com - September 15 at 9:37 AM
finance.yahoo.com logoSustainable Large-Blend Options That Have Beaten the Best (NASDAQ:MORN)
finance.yahoo.com - September 15 at 9:37 AM
News IconAnnuity sales trending slightly up year over year: IRI (NASDAQ:MORN)
www.lifehealthpro.com - September 14 at 6:19 PM
investopedia.com logoSome Liquid Alt Funds Hiding Fees: Morningstar (NASDAQ:MORN)
www.investopedia.com - September 14 at 6:19 PM
uk.finance.yahoo.com logoBayer buys Monsanto for $66 bn after months-long pursuit (NASDAQ:MORN)
uk.finance.yahoo.com - September 14 at 6:19 PM
News IconMorningstar Upgrades Analyst Rating for Three U.S. Funds; Downgrades Five Funds; Affirms Ratings on 34 Funds, Two Target-Date Series in August (NASDAQ:MORN)
www.pressreleasepoint.com - September 13 at 11:03 AM
News IconKinnel's Fantastic 45 Funds (NASDAQ:MORN)
news.morningstar.com - September 13 at 11:03 AM
msn.com logoPicking the right ETF or mutual fund is getting even easier (NASDAQ:MORN)
www.msn.com - September 12 at 5:58 PM
msn.com logoPicking the right ETF or mutual fund is getting even easier (NASDAQ:MORN)
www.msn.com - September 12 at 5:58 PM
seekingalpha.com logoNo Dog Days For Moat Investors (NASDAQ:MORN)
seekingalpha.com - September 12 at 5:58 PM
seekingalpha.com logoNo Dog Days For Moat Investors (NASDAQ:MORN)
seekingalpha.com - September 12 at 5:58 PM
News IconMorningstar Upgrades Analyst Rating for Three U.S. Funds; Downgrades Five Funds; Affirms Ratings on 34 Funds, Two Target-Date... (NASDAQ:MORN)
ih.advfn.com - September 12 at 5:58 PM
News IconMorningstar Upgrades Analyst Rating for Three U.S. Funds; Downgrades Five Funds; Affirms Ratings on 34 Funds, Two Target-Date... (NASDAQ:MORN)
ih.advfn.com - September 12 at 5:58 PM
marketwatch.com logoChuck Jaffe: Picking the right ETF or mutual fund is getting even easier (NASDAQ:MORN)
www.marketwatch.com - September 12 at 5:24 AM
News IconMorningstar Announces Winners of 2016 Awards for Excellence in Investment (NASDAQ:MORN)
www.pressreleasepoint.com - September 11 at 10:22 AM
wsj.com logoMorningstar Founder Joe Mansueto to Step Down (NASDAQ:MORN)
www.wsj.com - September 9 at 10:54 AM
News IconFounder of Morningstar stepping down (NASDAQ:MORN)
star.txstate.edu - September 9 at 10:54 AM
News IconMorningstar to launch Analyst Ratings for ETFs, and enhance the Morningstar Rating for Funds (NASDAQ:MORN)
www.bobsguide.com - September 9 at 10:54 AM
News IconBerkshire after Buffett: Analysis sees significant growth, even after CEO's eventual departure (NASDAQ:MORN)
www.omaha.com - September 9 at 10:54 AM
News IconMorningstar to help advisers compare ETFs to mutual funds (NASDAQ:MORN)
www.investmentnews.com - September 9 at 10:54 AM
wsj.com logoECB Stands Pat on Stimulus as Draghi Defends Policy - Wall Street Journal (NASDAQ:MORN)
www.wsj.com - September 8 at 7:33 PM
finance.yahoo.com logoMorningstar to Enhance Ratings to Allow Better Comparisons Across Fund Types (NASDAQ:MORN)
finance.yahoo.com - September 8 at 5:59 PM
investors.com logoSchwab's Sonders: Fed Should Stop Treating Economy Like Trauma Patient (NASDAQ:MORN)
www.investors.com - September 8 at 5:59 PM
blogs.barrons.com logoMansueto Steps Down as Morningstar CEO (NASDAQ:MORN)
blogs.barrons.com - September 7 at 6:22 PM
blogs.barrons.com logoA.M. Funds Roundup: Mansueto Steps Down At Morningstar (NASDAQ:MORN)
blogs.barrons.com - September 7 at 9:46 AM
marketwatch.com logoThe Wall Street Journal: Founder Joe Mansueto to step down as Morningstar CEO (NASDAQ:MORN)
www.marketwatch.com - September 6 at 9:39 PM

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Morningstar (NASDAQ:MORN) Chart for Thursday, September, 29, 2016


Last Updated on 9/29/2016 by MarketBeat.com Staff