S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
MarketBeat Week in Review – 12/4 - 12/8
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
What is carbon capture and why does it keep coming up at COP28?
Polish truck drivers are blocking the border with Ukraine. It's hurting on the battlefield
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Dozens of animals taken from Virginia roadside zoo as part of investigation
Peek inside Joe Biden's campaign fundraisers, where big money mingles with old jokes in swanky homes
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Consumer product agency issues warning on small magnetic balls linked to deaths
Shohei Ohtani joins big-money club with massive contract with Los Angeles Dodgers
S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
MarketBeat Week in Review – 12/4 - 12/8
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
What is carbon capture and why does it keep coming up at COP28?
Polish truck drivers are blocking the border with Ukraine. It's hurting on the battlefield
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Dozens of animals taken from Virginia roadside zoo as part of investigation
Peek inside Joe Biden's campaign fundraisers, where big money mingles with old jokes in swanky homes
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Consumer product agency issues warning on small magnetic balls linked to deaths
Shohei Ohtani joins big-money club with massive contract with Los Angeles Dodgers
S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
MarketBeat Week in Review – 12/4 - 12/8
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
What is carbon capture and why does it keep coming up at COP28?
Polish truck drivers are blocking the border with Ukraine. It's hurting on the battlefield
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Dozens of animals taken from Virginia roadside zoo as part of investigation
Peek inside Joe Biden's campaign fundraisers, where big money mingles with old jokes in swanky homes
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Consumer product agency issues warning on small magnetic balls linked to deaths
Shohei Ohtani joins big-money club with massive contract with Los Angeles Dodgers
S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
MarketBeat Week in Review – 12/4 - 12/8
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
What is carbon capture and why does it keep coming up at COP28?
Polish truck drivers are blocking the border with Ukraine. It's hurting on the battlefield
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Dozens of animals taken from Virginia roadside zoo as part of investigation
Peek inside Joe Biden's campaign fundraisers, where big money mingles with old jokes in swanky homes
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Consumer product agency issues warning on small magnetic balls linked to deaths
Shohei Ohtani joins big-money club with massive contract with Los Angeles Dodgers

Morningstar Stock Price, News & Analysis (NASDAQ:MORN)

$274.76
-0.24 (-0.09%)
(As of 12/8/2023 ET)
Compare
Today's Range
$273.33
$275.97
50-Day Range
$220.07
$284.79
52-Week Range
$163.28
$286.57
Volume
72,675 shs
Average Volume
167,963 shs
Market Capitalization
$11.73 billion
P/E Ratio
166.52
Dividend Yield
0.55%
Price Target
$320.00

Morningstar MarketRank™ Stock Analysis

Analyst Rating
Moderate Buy
2.50 Rating Score
Upside/​Downside
16.5% Upside
$320.00 Price Target
Short Interest
Healthy
2.20% of Float Sold Short
Dividend Strength
Weak
Based on Four Factors
Sustainability
-0.49
Upright™ Environmental Score
News Sentiment
0.64mentions of Morningstar in the last 14 days
Based on 18 Articles This Week
Insider Trading
Selling Shares
$30.44 M Sold Last Quarter
Proj. Earnings Growth
N/A

Overall MarketRank

MarketRank is calculated as an average of available category scores, with extra weight given to analysis and valuation.

2.31 out of 5 stars

Business Services Sector

98th out of 292 stocks

Investment Advice Industry

25th out of 47 stocks


MORN stock logo

About Morningstar Stock (NASDAQ:MORN)

Morningstar, Inc. provides independent investment insights in the United States, Canada, Asia, Australia, Europe, the United Kingdom, and internationally. The company provides investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index; environmental, social, and governance (ESG) rating, as well as indexes directly on its proprietary desktop or web-based software platforms, or through subscriptions, data feeds, and third-party distributors; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, private credit, and bank loans. It also provides Morningstar Data that offers data and research to asset managers, redistributors, and wealth managers; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service to reduce compliance risk, as well as offers asset-allocation services; Morningstar Advisor Workstation, a web-based research, investment planning, and portfolio analysis platform; and Morningstar.com, a data, editorial, and research content product, as well as Morningstar Office. In addition, the company offers Morningstar Enterprise Components; Morningstar Indexes for creating investment products and other portfolios; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, it provides Morningstar Research; DBRS Morningstar; and Morningstar Sustainalytics, as well as a mobile application, CRM integrations, excel plug-in, data feeds, and data solutions through PitchBook. The company serves financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors, as well as issuers of securities. Morningstar, Inc. was incorporated in 1984 and is based in Chicago, Illinois.

MORN Stock Price History

MORN Stock News Headlines

Trading Experts Call It “The Perfect Tesla Trade”
Thanks to a new discovery linked to shares of Tesla, regular folks can now target gains of 100% or more in six days or less. New research shows it’s happened 23 different times this year. The next trade is scheduled for this Thursday.
Trading Experts Call It “The Perfect Tesla Trade”
Thanks to a new discovery linked to shares of Tesla, regular folks can now target gains of 100% or more in six days or less. New research shows it’s happened 23 different times this year. The next trade is scheduled for this Thursday.
Best 10 undervalued stocks to buy now: Morningstar
Best- and Worst-Performing Stocks of November 2023
See More Headlines
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Company Calendar

Ex-Dividend for 10/31 Dividend
10/05/2023
Last Earnings
10/25/2023
Dividend Payable
10/31/2023
Today
12/09/2023
Fiscal Year End
12/31/2023
Ex-Dividend for 1/31 Dividend
1/04/2024
Dividend Payable
1/31/2024
Next Earnings (Estimated)
2/22/2024

Industry, Sector and Symbol

Industry
Investment advice
Sub-Industry
Publishing
Current Symbol
NASDAQ:MORN
CUSIP
61770010
Employees
12,224
Year Founded
1984

Price Target and Rating

Average Stock Price Target
$320.00
High Stock Price Target
$320.00
Low Stock Price Target
$320.00
Potential Upside/Downside
+16.5%
Consensus Rating
Moderate Buy
Rating Score (0-4)
2.50
Research Coverage
2 Analysts

Profitability

Net Income
$70.50 million
Pretax Margin
6.17%

Debt

Sales & Book Value

Annual Sales
$1.87 billion
Cash Flow
$7.83 per share
Book Value
$28.44 per share

Miscellaneous

Free Float
25,663,000
Market Cap
$11.73 billion
Optionable
Optionable
Beta
1.15

Social Links

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Key Executives















MORN Stock Analysis - Frequently Asked Questions

Should I buy or sell Morningstar stock right now?

2 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for Morningstar in the last year. There are currently 1 hold rating and 1 buy rating for the stock. The consensus among Wall Street equities research analysts is that investors should "moderate buy" MORN shares.
View MORN analyst ratings
or view top-rated stocks.

What is Morningstar's stock price target for 2024?

2 equities research analysts have issued 12-month price objectives for Morningstar's shares. Their MORN share price targets range from $320.00 to $320.00. On average, they predict the company's share price to reach $320.00 in the next year. This suggests a possible upside of 16.5% from the stock's current price.
View analysts price targets for MORN
or view top-rated stocks among Wall Street analysts.

How have MORN shares performed in 2023?

Morningstar's stock was trading at $216.59 at the beginning of 2023. Since then, MORN stock has increased by 26.9% and is now trading at $274.76.
View the best growth stocks for 2023 here
.

Are investors shorting Morningstar?

Morningstar saw a decrease in short interest in November. As of November 15th, there was short interest totaling 583,700 shares, a decrease of 16.9% from the October 31st total of 702,700 shares. Based on an average daily trading volume, of 260,700 shares, the short-interest ratio is currently 2.2 days. Approximately 2.2% of the company's shares are sold short.
View Morningstar's Short Interest
.

When is Morningstar's next earnings date?

The company is scheduled to release its next quarterly earnings announcement on Thursday, February 22nd 2024.
View our MORN earnings forecast
.

How were Morningstar's earnings last quarter?

Morningstar, Inc. (NASDAQ:MORN) issued its earnings results on Wednesday, October, 25th. The business services provider reported $1.28 earnings per share for the quarter. The business services provider had revenue of $515.50 million for the quarter. Morningstar had a trailing twelve-month return on equity of 14.09% and a net margin of 3.59%.

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

Morningstar announced a quarterly dividend on Friday, December 1st. Investors of record on Friday, January 5th will be paid a dividend of $0.405 per share on Wednesday, January 31st. This represents a $1.62 annualized dividend and a dividend yield of 0.59%. The ex-dividend date of this dividend is Thursday, January 4th. This is a boost from the stock's previous quarterly dividend of $0.38.
Read our dividend analysis for MORN
.

Is Morningstar a good dividend stock?

Morningstar (NASDAQ:MORN) pays an annual dividend of $1.50 per share and currently has a dividend yield of 0.55%. The company has been increasing its dividend for 13 consecutive years, indicating the company has a strong committment to maintain and grow its dividend. The dividend payout ratio is 90.91%. Payout ratios above 75% are not desirable because they may not be sustainable.
Read our dividend analysis for MORN.

What ETFs hold Morningstar's stock?

ETFs with the largest weight of Morningstar (NASDAQ:MORN) stock in their portfolio include Motley Fool Mid-Cap Growth ETF (TMFM) and SPDR S&P Capital Markets ETF (KCE).Harbor Corporate Culture Leaders ETF (HAPY).

What other stocks do shareholders of Morningstar own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Morningstar investors own include AT&T (T), Pfizer (PFE), Gilead Sciences (GILD), Verizon Communications (VZ), Adobe (ADBE), Align Technology (ALGN), Salesforce (CRM), Walt Disney (DIS), Starbucks (SBUX) and UnitedHealth Group (UNH).

Who are Morningstar's major shareholders?

Morningstar's stock is owned by a variety of institutional and retail investors. Top institutional shareholders include Morgan Stanley (4.58%), Bamco Inc. NY (3.11%), Kayne Anderson Rudnick Investment Management LLC (2.93%), Massachusetts Financial Services Co. MA (2.36%), Liontrust Investment Partners LLP (1.06%) and FMR LLC (1.02%). Insiders that own company stock include Bevin Desmond, Caroline J Tsay, Daniel Joseph Dunn, Gail S Landis, Jason Dubinsky, Joseph D Mansueto, Joseph D Mansueto, Peter G Thomson, Robin Diamonte, Steven N Kaplan and William M Lyons.
View institutional ownership trends
.

How do I buy shares of Morningstar?

Shares of MORN stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.

Does Morningstar have any subsidiaries?
The following companies are subsidiares of Morningstar: 10K Wizard, AAA UK Acquisition Co. Limited, AAA UK Holding Co. Limited, ADL (Aust) Pty Limited, AdviserLogic, ByAllAccounts, Corporate Fundamentals Inc., Cuffelinks Pty Ltd, DBRS, DBRS Limited, DBRS Ratings GmbH, DBRS Ratings Limited, Footnoted, Fundamental Data Limited, HelloWallet, Ibbotson Associates Japan K.K., Ibbotson Pty Limited, InvestSoft Technology, Investigaciones MS Mexico S. de R.L. de C.V., Logical Information Machines, MStar Holdings C.V., Morningstar (Dubai) Ltd., Morningstar (Shenzhen) Ltd., Morningstar Asia Ltd., Morningstar Associates inc., Morningstar Australasia Pty Limited, Morningstar Brazil Financial Information Ltda., Morningstar Canada Group inc., Morningstar Commodity Data Inc., Morningstar Credit Ratings LLC, Morningstar Danmark, Morningstar Danmark A/S, Morningstar Danmark Holding Aps, Morningstar Deutschland GmbH, Morningstar Direct Investments, Morningstar Europe B.V., Morningstar Europe Ltd., Morningstar Europe Services S.L., Morningstar Finance Limited, Morningstar France Fund Information SARL, Morningstar France Holding SAS, Morningstar Global LLC, Morningstar Group Australia Pty Limited, Morningstar HoldCo AB, Morningstar Holland B.V., Morningstar India Private Limited, Morningstar Investment Adviser India Private Limited, Morningstar Investment Adviser Singapore Pte Limited, Morningstar Investment Consulting France SAS, Morningstar Investment Management Asia Limited, Morningstar Investment Management Australia Limited, Morningstar Investment Management Europe Limited, Morningstar Investment Management LLC, Morningstar Investment Management South Africa (Pty) Limited, Morningstar Investment Services LLC, Morningstar Italy S.R.L., Morningstar Korea Ltd., Morningstar Luxembourg SARL, Morningstar Network S.L., Morningstar Norge AS, Morningstar Ratings Holding Corp., Morningstar Real-Time Data Limited, Morningstar Research (Proprietary) Limited, Morningstar Research Limited, Morningstar Research Pte Limited, Morningstar Research Services LLC, Morningstar Research Thailand Limited, Morningstar Research inc., Morningstar Sweden AB, Morningstar Switzerland GmbH, Morningstar U.K. Ltd., Old Broad Street Research, PitchBook Data, Pitchbook Data Inc., Pitchbook Data Limited, PlanPlus Global, Ratings Acquisition Corporation, RightPond, Servicios MStar Global S. de R.L. de C.V., Servicios Morningstar Chile Ltd., Sustainalytics, Tenfore Systems, Total Rebalance Expert, and mPower.com.
Read More
This page (NASDAQ:MORN) was last updated on 12/9/2023 by MarketBeat.com Staff

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