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: $75.70
  • 50 Day Moving Average: $79.11
  • 200 Day Moving Average: $82.23
  • 52-Week Range: $73.84 - $89.44
  • Trailing P/E Ratio: 25.12
  • P/E Growth: 1.62
  • Market Cap: $3.26B
  • Outstanding Shares: 43,059,000
  • Beta: 0.61
  • Net Margins: 16.68%
  • Return on Equity: 20.27%
  • Return on Assets: 12.69%
  • 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)
DateFirmActionRatingPrice TargetDetails
4/23/2015Keefe, Bruyette & WoodsReiterated RatingHold$73.00 -> $75.00View Rating Details
(Data available from 10/21/2014 forward)


Earnings History for Morningstar (NASDAQ:MORN)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
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)
No earnings estimates for this company have been tracked by


Current Dividend Information for Morningstar (NASDAQ:MORN)
Annual Dividend:$0.88
Dividend Yield:1.16%
Payout Ratio:29.24% (Based on Trailing 12 Months of Earnings)

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: 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)


Latest Headlines for Morningstar (NASDAQ:MORN)
DateHeadline logoMaking Billions With One Belief: The Markets Can’t Be Beat (NASDAQ:MORN) - October 20 at 6:33 PM logoMorningstar, Inc. Reports Third-Quarter 2016 Financial Results (NASDAQ:MORN) - October 20 at 6:33 PM logoMorningstar posts 3Q profit (NASDAQ:MORN) - October 20 at 6:33 PM
News Icon‘We’ve a strong offering for advisors in India’ (NASDAQ:MORN) - October 20 at 11:55 AM logoQ3 2016 Morningstar Inc Earnings Release - After Market Close (NASDAQ:MORN) - October 20 at 11:55 AM logoAmerican Express Benefits From Tailwinds, Cost-Cutting (NASDAQ:MORN) - October 20 at 11:55 AM logoCompetitive Headwinds Raise Questions for eBay (NASDAQ:MORN) - October 20 at 11:55 AM logo300 Global ETFs to Get Morningstar Ratings (NASDAQ:MORN) - October 19 at 11:12 AM logoMorningstar : to acquire PitchBook Data (NASDAQ:MORN) - October 18 at 11:31 AM logoMorningstar Picks Up Data Provider PitchBook In $180M Deal (NASDAQ:MORN) - October 18 at 11:31 AM logoMorningstar Reports U.S. Mutual Fund and ETF Asset Flows for September 2016 (NASDAQ:MORN) - October 18 at 11:31 AM
News IconMorningstar acquires remaining stake in PitchBook (NASDAQ:MORN) - October 16 at 5:58 PM logoInvestors thinking about the short-term is a universal problem (NASDAQ:MORN) - October 16 at 5:58 PM
News IconUpdate on Morningstar Inc. (NASDAQ:MORN) for the day (NASDAQ:MORN) - October 15 at 10:55 AM
News IconMorningstar to Acquire PitchBook Data, for $225M (NASDAQ:MORN) - October 14 at 6:00 PM
News IconMorningstar to acquire PitchBook (NASDAQ:MORN) - October 14 at 6:00 PM logoMorningstar (MORN) Enters Agreement to Acquire Research, Tech Provider PitchBook Data (NASDAQ:MORN) - October 14 at 6:00 PM
News IconMorningstar Buys Remaining Stake in M&A Researcher PitchBook, Plans Global Growth (NASDAQ:MORN) - October 14 at 6:00 PM
News IconMorningstar to acquire PitchBook for about $180 mln (NASDAQ:MORN) - October 14 at 6:00 PM logoMorningstar to acquire capital market data firm for $225 million (NASDAQ:MORN) - October 14 at 6:00 PM logoPitchBook plans to continue rapid growth after Morningstar acquisition (NASDAQ:MORN) - October 14 at 6:00 PM logoBRIEF-Morningstar to acquire Pitchbook Data (NASDAQ:MORN) - October 14 at 11:09 AM logoBRIEF-Morningstar to fund Pitchbook acquisition by expanding existing revolving credit facility (NASDAQ:MORN) - October 14 at 11:09 AM logoBRIEF-Morningstar to expand credit facility to fund Pitchbook deal - SEC filing (NASDAQ:MORN) - October 14 at 10:48 AM logoMorningstar to buy PitchBook (NASDAQ:MORN) - October 14 at 9:46 AM logoMorningstar to Acquire PitchBook Data; Agreement Will Combine Leading Providers of Public and Private Company Research (NASDAQ:MORN) - October 14 at 9:30 AM logo8:48 am Morningstar to acquire PitchBook Data for approximately $180 mln (NASDAQ:MORN) - October 14 at 9:30 AM logoMORNINGSTAR, INC. Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits (NASDAQ:MORN) - October 14 at 9:30 AM logoAsia stocks, dollar rise on China inflation data relief - Reuters (NASDAQ:MORN) - October 14 at 2:01 AM
News IconMark Burnett says he cannot release ‘Apprentice’ tapes (NASDAQ:MORN) - October 13 at 6:18 PM logoDirexion Hilton Tactical Income Fund Gets High Marks from Morningstar (NASDAQ:MORN) - October 12 at 6:10 PM
News IconOTC Markets Group Unveils Quantitative (NASDAQ:MORN) - October 12 at 6:10 PM
News IconTop 4 Takeaways From the Morningstar ETF Conference (NASDAQ:MORN) - October 12 at 11:32 AM logoWall St. Closes Higher as Oil Prices Climb - New York Times (NASDAQ:MORN) - October 10 at 10:13 PM logoMorningstar Upgrades Analyst Rating for Four U.S. Funds; Downgrades Five Funds; Affirms Ratings on 51 Funds in September (NASDAQ:MORN) - October 10 at 5:50 PM
News IconMerrill Imposes Fees On Retirement Accounts (NASDAQ:MORN) - October 7 at 5:58 PM logoMORNINGSTAR, INC. Files SEC form 8-K, Regulation FD Disclosure (NASDAQ:MORN) - October 7 at 5:58 PM logoUS Stocks Fall After Jobs Report - Wall Street Journal (NASDAQ:MORN) - October 7 at 5:21 PM
News IconPimco Income Fund Rises to $66 Billion After September's $1.2 Billion Inflow (NASDAQ:MORN) - October 6 at 6:01 PM logoPimco Income Fund, overseen by Ivascyn, posts $1.2 billion inflow in September (NASDAQ:MORN) - October 6 at 6:01 PM logoMorningstar is Oversold (NASDAQ:MORN) - October 6 at 6:01 PM logoA Salesforce Hookup with Twitter Doubtful--for Now (NASDAQ:MORN) - October 6 at 6:01 PM logoPimco Income Fund, overseen by Ivascyn, posts $1.2 bln inflow in September (NASDAQ:MORN) - October 6 at 3:52 PM logoExcel Funds to post mutual fund strategies on TSX NAVex (NASDAQ:MORN) - October 5 at 11:23 AM logoJPMorgan Pits Emerging Bonds Against Treasuries in New Index (1) (NASDAQ:MORN) - October 5 at 11:23 AM logoEquity Funds Remain Positive in September 2016; Post Strong Quarterly Results, Morningstar Canada Data Show (NASDAQ:MORN) - October 5 at 11:23 AM logoThe Stealth Bull Market for Small-Caps Rolls On - Royce Funds Commentary (NASDAQ:MORN) - October 4 at 5:52 PM logoMORNINGSTAR, INC. Files SEC form 8-K, Amendments to Articles of Inc. or Bylaws; Change in Fiscal Year, Other Events, (NASDAQ:MORN) - October 4 at 5:52 PM logoAmerican Century® Sustainable Equity Fund Awarded a 'High' Morningstar Sustainability Rating™ (NASDAQ:MORN) - October 3 at 5:50 PM logoHenderson and Janus bulk up in wintry climate for asset managers (NASDAQ:MORN) - October 3 at 5:50 PM


Morningstar (NASDAQ:MORN) Chart for Friday, October, 21, 2016

Last Updated on 10/21/2016 by Staff