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: $80.90
  • 50 Day Moving Average: $76.44
  • 200 Day Moving Average: $76.54
  • 52-Week Range: $67.74 - $89.44
  • Trailing P/E Ratio: 27.49
  • Foreward P/E Ratio: 22.85
  • P/E Growth: 1.60
  • Market Cap: $3.48B
  • Outstanding Shares: 43,058,000
  • Beta: 0.73
  • Net Margins: 16.24%
  • Return on Equity: 19.90%
  • Return on Assets: 12.27%
  • Current Ratio: 1.31%
  • Quick Ratio: 1.31%
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)
DateFirmActionRatingPrice TargetDetails
4/23/2015Keefe, Bruyette & WoodsReiterated RatingHold$73.00 -> $75.00View Rating Details
(Data available from 2/23/2015 forward)


Earnings History 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$0.73ViewN/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)


Earnings Estimates for Morningstar (NASDAQ:MORN)
Current Year EPS Consensus Estimate: $3.12 EPS
Next Year EPS Consensus Estimate: $3.54 EPS


Current Dividend Information for Morningstar (NASDAQ:MORN)
Annual Dividend:$0.92
Dividend Yield:1.14%
Payout Ratio:31.19% (Based on Trailing 12 Months of Earnings)
29.49% (Based on Current Year Consensus EPS Estimate)
25.99% (Based on Next Year Consensus EPS Estimate)

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

Insider Trades

Insider Trading History for Morningstar (NASDAQ:MORN)
Insider Ownership Percentage: 58.50%
Institutional Ownership Percentage: 39.98%
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)


Latest Headlines for Morningstar (NASDAQ:MORN)
DateHeadline logoMorningstar, Inc. :MORN-US: Earnings Analysis: Q4, 2016 By the Numbers : February 23, 2017 (NASDAQ:MORN) - February 23 at 6:41 PM logoIs L Brands a Bargain? (NASDAQ:MORN) - February 23 at 6:41 PM logoMorningstar, Inc. :MORN-US: Earnings Analysis: 2016 By the Numbers : February 23, 2017 (NASDAQ:MORN) - February 23 at 6:41 PM logoHanlon Enhances Aggregation with Morningstar’s ByAllAccounts (NASDAQ:MORN) - February 23 at 6:41 PM
News IconMorningstar Analyst Says Tesla Is a Giant Option on Musk (NASDAQ:MORN) - February 23 at 12:47 AM logoMORNINGSTAR, INC. : Results of Operations and Financial Condition, Financial Statements and Exhibits (form 8-K) (NASDAQ:MORN) - February 23 at 12:47 AM logoExpect More of the Same from Macy's (NASDAQ:MORN) - February 22 at 6:45 PM logoMORNINGSTAR, INC. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibit (NASDAQ:MORN) - February 22 at 6:45 PM logoWho Will Kraft Heinz Woo Next? (NASDAQ:MORN) - February 22 at 8:27 AM logoQ4 2016 Morningstar Inc Earnings Release - After Market Close (NASDAQ:MORN) - February 22 at 8:27 AM logoMorningstar Corporate Credit Research Highlights (NASDAQ:MORN) - February 22 at 8:27 AM logo4:23 pm Morningstar reports Q4 results (NASDAQ:MORN) - February 22 at 8:27 AM logoWorld’s Largest Mutual-Fund Firm Wants Some Europe Action (NASDAQ:MORN) - February 21 at 6:19 PM logoBRIEF-Morningstar Inc reports Q4 earnings per share $1.63 (NASDAQ:MORN) - February 21 at 6:19 PM logoMorningstar, Inc. Reports Fourth-Quarter, Full-Year 2016 Financial Results (NASDAQ:MORN) - February 21 at 6:19 PM logoMorningstar posts 4Q profit (NASDAQ:MORN) - February 21 at 6:19 PM
News IconMorningstar Details Winners of 2017 Morningstar Belgium Fund Awards (NASDAQ:MORN) - February 18 at 11:47 AM logoMorningstar Reports U.S. Mutual Fund and ETF Asset Flows for January 2017 (NASDAQ:MORN) - February 17 at 3:49 PM
News IconHow to Save Big on Taxes in 'The Goldilocks Zone' - Kiplinger Personal Finance (NASDAQ:MORN) - February 17 at 6:01 AM logoAIG Results Ugly but Unsurprising (NASDAQ:MORN) - February 16 at 6:12 PM logoWhat Does Activist's Stake Mean for P&G? (NASDAQ:MORN) - February 16 at 6:12 PM logoThe Pepsi Advantage (NASDAQ:MORN) - February 16 at 6:12 PM logoRedtail Technology (NASDAQ:MORN) - February 16 at 6:12 PM logoMorningstar : Upgrades Analyst Rating for One U.S. Fund; Downgrades Six Funds; Assigns New Ratings to 19 Funds in January (NASDAQ:MORN) - February 15 at 1:14 AM
News IconMorningstar Announces Finalists for 2017 Morningstar South Africa Fund Awards (NASDAQ:MORN) - February 15 at 1:14 AM logoWhat Wall Street's Top Fund Manager Is Buying (NASDAQ:MORN) - February 14 at 8:14 PM
News IconApple Inc shares hits record high but leaves some investors in dust (NASDAQ:MORN) - February 14 at 12:45 AM logoWhat is FinTech? (NASDAQ:MORN) - February 14 at 12:45 AM logoSemper MBS Total Return Fund Reaches $700 Million AUM on Continued Strong Performance (NASDAQ:MORN) - February 13 at 7:44 PM logoMorningstar : PitchBook Adds 266,000 Financials of Emerging Private Companies to its App, PitchBook Mobile (NASDAQ:MORN) - February 13 at 7:44 PM logoPitchBook Adds 266,000 Financials of Emerging Private Companies to its App, PitchBook Mobile (NASDAQ:MORN) - February 13 at 7:44 PM logoMorningstar Upgrades Analyst Rating for One U.S. Fund; Downgrades Six Funds; Assigns New Ratings to 19 Funds in January (NASDAQ:MORN) - February 13 at 7:44 PM logoT. Rowe Stock Manager Ignores Trump Mania Delivering 24% Returns (NASDAQ:MORN) - February 11 at 5:33 AM logoCutting Our Fair Value on Twitter (NASDAQ:MORN) - February 10 at 7:30 PM logoCoca-Cola Meets Expectations in Fourth Quarter (NASDAQ:MORN) - February 10 at 7:30 PM
News IconAnthem-Cigna health insurance merger rejected by judge (NASDAQ:MORN) - February 9 at 5:32 AM logoEcho Global Logistics (ECHO) Q4 2016 Results - Earnings Call Transcript (NASDAQ:MORN) - February 9 at 5:32 AM
News IconPfizer's (PFE) Buy Rating Reaffirmed at Morningstar, Inc (NASDAQ:MORN) - February 9 at 12:30 AM
News IconMind the Gap Between Academic Research and Practice (NASDAQ:MORN) - February 8 at 7:28 PM
News IconLessons From Morningstar’s Founder, Joe Mansueto (NASDAQ:MORN) - February 8 at 7:28 PM logoVanguard Net Fund Inflow Dwarfed Its Peers' In 2016 (NASDAQ:MORN) - February 8 at 7:28 PM
News IconAsian Private Banker Recognizes Morningstar as Best Market Intel Provider (NASDAQ:MORN) - February 8 at 7:28 PM
News IconXignite Adds Morningstar Global Funds Data to Its Market Data Cloud Platform (NASDAQ:MORN) - February 8 at 7:28 PM logoSysco: Despite Profit Improvement, Shares Overpriced (NASDAQ:MORN) - February 7 at 7:57 PM
News IconHow major US stock market indexes fared on Monday - Herald-Whig (NASDAQ:MORN) - February 7 at 2:55 PM
News IconMorningstar Credit Ratings Publishes Single-Family Rental Research (NASDAQ:MORN) - February 6 at 6:42 PM logoHealthy Amount of New Issues in January (NASDAQ:MORN) - February 6 at 6:42 PM
News IconMorningstar Runs the Numbers (NASDAQ:MORN) - February 5 at 7:21 AM logoWith ETFs, a Company’s Size Doesn’t Always Matter (NASDAQ:MORN) - February 5 at 7:21 AM logoMorningstar Quantitative Equity Report: Maple Leaf Grow World (NASDAQ:MORN) - February 3 at 7:20 PM


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, December 12th. Stockholders of record on Friday, January 6th will be paid a dividend of $0.23 per share on Tuesday, January 31st. This represents a $0.92 annualized dividend and a dividend yield of 1.14%. The ex-dividend date is Wednesday, January 4th. This is a boost from Morningstar's previous quarterly dividend of $0.22.

When will Morningstar announce their earnings?

Morningstar is scheduled to release their next quarterly earnings announcement on Friday, April, 21st 2017.

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 $80.90.

Morningstar (NASDAQ:MORN) Chart for Thursday, February, 23, 2017

Institutional Ownership Chart

Institutional Ownership by Quarter for Morningstar (NASDAQ:MORN)

Earnings History Chart

Earnings by Quarter for Morningstar (NASDAQ:MORN)

Dividend History Chart

Dividend Payments by Quarter for Morningstar (NASDAQ:MORN)

Last Updated on 2/23/2017 by Staff