S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
High-speed rail was touted as a game-changer in Britain. Costs are making the government think twice
66,000% upside on tiny biotech? (Ad)
After climate summit, California Gov. Gavin Newsom faces key decisions to reduce emissions back home
Tentative deal reached to end the Hollywood writers strike. No deal yet for actors
66,000% upside on tiny biotech? (Ad)
The threat of wildfires is rising. So are new artificial intelligence solutions to fight them
Canadian autoworkers ratify new labor agreement with Ford
The single greatest medical breakthrough of all time? (Ad)
Giorgio Armani closes Milan Fashion Week with good vibes and familiar guests in the front row
A coal mine fire in southern China's Guizhou province kills 16 people
S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
High-speed rail was touted as a game-changer in Britain. Costs are making the government think twice
66,000% upside on tiny biotech? (Ad)
After climate summit, California Gov. Gavin Newsom faces key decisions to reduce emissions back home
Tentative deal reached to end the Hollywood writers strike. No deal yet for actors
66,000% upside on tiny biotech? (Ad)
The threat of wildfires is rising. So are new artificial intelligence solutions to fight them
Canadian autoworkers ratify new labor agreement with Ford
The single greatest medical breakthrough of all time? (Ad)
Giorgio Armani closes Milan Fashion Week with good vibes and familiar guests in the front row
A coal mine fire in southern China's Guizhou province kills 16 people
S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
High-speed rail was touted as a game-changer in Britain. Costs are making the government think twice
66,000% upside on tiny biotech? (Ad)
After climate summit, California Gov. Gavin Newsom faces key decisions to reduce emissions back home
Tentative deal reached to end the Hollywood writers strike. No deal yet for actors
66,000% upside on tiny biotech? (Ad)
The threat of wildfires is rising. So are new artificial intelligence solutions to fight them
Canadian autoworkers ratify new labor agreement with Ford
The single greatest medical breakthrough of all time? (Ad)
Giorgio Armani closes Milan Fashion Week with good vibes and familiar guests in the front row
A coal mine fire in southern China's Guizhou province kills 16 people
S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
High-speed rail was touted as a game-changer in Britain. Costs are making the government think twice
66,000% upside on tiny biotech? (Ad)
After climate summit, California Gov. Gavin Newsom faces key decisions to reduce emissions back home
Tentative deal reached to end the Hollywood writers strike. No deal yet for actors
66,000% upside on tiny biotech? (Ad)
The threat of wildfires is rising. So are new artificial intelligence solutions to fight them
Canadian autoworkers ratify new labor agreement with Ford
The single greatest medical breakthrough of all time? (Ad)
Giorgio Armani closes Milan Fashion Week with good vibes and familiar guests in the front row
A coal mine fire in southern China's Guizhou province kills 16 people
NASDAQ:MORN

Morningstar (MORN) Stock Forecast, Price & News

$243.60
-3.18 (-1.29%)
(As of 09/22/2023 ET)
Compare
Today's Range
$243.42
▼
$248.46
50-Day Range
$209.08
▼
$255.43
52-Week Range
$163.28
▼
$259.28
Volume
182,364 shs
Average Volume
458,508 shs
Market Capitalization
$10.39 billion
P/E Ratio
459.63
Dividend Yield
0.62%
Price Target
N/A
ProfileAnalyst RatingsChartCompetitorsDividendEarningsFinancialsInsider TradesInstitutional OwnershipHeadlinesOptions ChainSEC FilingsShort InterestSocial MediaSustainability

Morningstar MarketRank™ Forecast

Analyst Rating
N/A
Upside/​Downside
N/A
Short Interest
Healthy
0.81% of Float Sold Short
Dividend Strength
Weak
Based on Four Factors
Sustainability
-0.54
Upright™ Environmental Score
News Sentiment
0.61mentions of Morningstar in the last 14 days
Based on 12 Articles This Week
Insider Trading
Selling Shares
$33.83 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.

1.95 out of 5 stars

Business Services Sector

199th out of 309 stocks

Investment Advice Industry

41st out of 49 stocks

See Top Rated MarketRank™ Stocks Here

MORN stock logo

About Morningstar (NASDAQ:MORN) Stock

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 Price History

MORN Stock News Headlines

August 31, 2023 | marketbeat.com
Investors' shift to low-cost funds brings average fees down
Fund investors are keeping more of what’s theirs
August 29, 2023 | marketbeat.com
10 Best Consumer Discretionary ETFs (MORN)
Looking for portfolio diversification and exposure items to purchase when the economy is strong? Check out our list of best consumer discretionary ETFs.
September 24, 2023 | Legacy Research (Ad)
WARNING: Mandatory U.S. Dollar Recall is Weeks Away
If you have any U.S. dollars in your bank account… You must see this shocking video exposing the government’s new plan to recall the U.S. dollar. According to Business Insider, this recall “could be imminent.” And if you don’t prepare now, you could end up holding a bunch of worthless U.S. dollars.
September 24, 2023 | msn.com
Morningstar's top 10 for long-term value stocks
September 21, 2023 | benzinga.com
Stewart Investors Receives the Morningstar ESG Commitment Level Designation of "Leader"
September 20, 2023 | theglobeandmail.com
Closing Bell: CI Morningstar Intl Value Idx ETF up on Wednesday (VXM)
September 20, 2023 | msn.com
4 undervalued long-term stock picks from Morningstar
September 20, 2023 | theglobeandmail.com
Closing Bell: CI Morningstar US Value Index ETF down on Monday (XXM)
September 24, 2023 | Legacy Research (Ad)
WARNING: Mandatory U.S. Dollar Recall is Weeks Away
If you have any U.S. dollars in your bank account… You must see this shocking video exposing the government’s new plan to recall the U.S. dollar. According to Business Insider, this recall “could be imminent.” And if you don’t prepare now, you could end up holding a bunch of worthless U.S. dollars.
September 19, 2023 | theglobeandmail.com
Closing Bell: CI Morningstar Nb Quebec ETF down on Tuesday (QXM)
September 19, 2023 | finance.yahoo.com
US active ETFs and mutual funds outperform passive rivals
September 18, 2023 | theglobeandmail.com
Closing Bell: CI Morningstar Intl Value Idx ETF down on Monday (VXM)
September 18, 2023 | barrons.com
Morningstar Inc.
September 15, 2023 | msn.com
4 undervalued stocks that can benefit from lower interest rates: Morningstar
September 14, 2023 | seekingalpha.com
CI Morningstar Canada Value Index ETF declares CAD 0.174 dividend
September 14, 2023 | msn.com
Five undervalued stocks with recently raised dividends: Morningstar
September 14, 2023 | theglobeandmail.com
Closing Bell: TD Morningstar ESG Can Corp Bnd Indx ETF up on Wednesday (TMCC)
September 13, 2023 | reuters.com
Morningstar to cut up to 12% of staff at ESG unit Sustainalytics
September 13, 2023 | finance.yahoo.com
Sound Income Strategies' Fxed ETF Performance Ranked No. 1 in Peer Group by Morningstar
September 12, 2023 | msn.com
Morningstar’s David Sekera sees stocks as slightly undervalued but worries about volatility
September 11, 2023 | finance.yahoo.com
Morningstar Brings the Evolving Investor to Future Proof
September 9, 2023 | msn.com
3 strong and undervalued dividend stocks: Morningstar
September 8, 2023 | morningstar.com.au
2 attractive ETFs newly rated by Morningstar
September 7, 2023 | benzinga.com
Domini Designated ESG 'Leader' by Morningstar
September 7, 2023 | news.yahoo.com
Roger Morningstar removed from Lewis County Veterans Advisory Board
September 7, 2023 | msn.com
Three strong and undervalued dividend stocks: Morningstar
September 7, 2023 | finance.yahoo.com
Unveiling the Investment Potential of Morningstar Inc (MORN): A Comprehensive Analysis
See More Headlines
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MORN Company Calendar

Ex-Dividend for 7/31 Dividend
7/06/2023
Last Earnings
7/26/2023
Dividend Payable
7/31/2023
Today
9/24/2023
Ex-Dividend for 10/31 Dividend
10/05/2023
Next Earnings (Estimated)
10/25/2023
Dividend Payable
10/31/2023
Fiscal Year End
12/31/2023
Get Stock Alerts

Industry, Sector and Symbol

Stock Exchange
NASDAQ
Industry
Investment advice
Sub-Industry
Publishing
Sector
Business Services
Current Symbol
NASDAQ:MORN
CUSIP
61770010
CIK
1289419
Web
www.morningstar.com
Phone
(312) 696-6000
Fax
312-696-6009
Employees
12,224
Year Founded
1984

Profitability

EPS (Most Recent Fiscal Year)
$0.53
Trailing P/E Ratio
459.63
Forward P/E Ratio
N/A
P/E Growth
N/A
Net Income
$70.50 million
Net Margins
1.18%
Pretax Margin
3.22%
Return on Equity
12.16%
Return on Assets
4.26%

Debt

Debt-to-Equity Ratio
0.91
Current Ratio
0.99
Quick Ratio
0.99

Sales & Book Value

Annual Sales
$1.87 billion
Price / Sales
5.55
Cash Flow
$7.84 per share
Price / Cash Flow
31.07
Book Value
$28.44 per share
Price / Book
8.57

Miscellaneous

Outstanding Shares
42,650,000
Free Float
25,635,000
Market Cap
$10.39 billion
Optionable
Optionable
Beta
1.15

Social Links

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Key Executives

  • Mr. Joseph D. MansuetoMr. Joseph D. Mansueto (Age 67)
    Founder & Exec. Chairman
    Comp: $105.25k
  • Mr. Kunal Kapoor CFA (Age 48)
    CEO & Director
    Comp: $1.81M
  • Mr. Jason M. DubinskyMr. Jason M. Dubinsky (Age 50)
    Chief Financial Officer
    Comp: $1.03M
  • Mr. Daniel Dunn (Age 47)
    Chief Revenue Officer
    Comp: $814.13k
  • Ms. Kimberly J. McGarry (Age 71)
    Global Controller & Chief Accounting Officer
  • Mr. James Rhodes
    Pres of Data, Research & Enterprise Solutions and CTO
  • Ms. Barbara Margaret Noverini C.F.A.
    Analyst
  • Ms. Kathleen Peacock
    Chief Legal Officer
  • Stephanie Lerdall
    Sr. Mang. of Media Relations
  • Mr. Steve Bendt
    Chief Marketing Officer

Key Competitors

View All Competitors

Insiders & Institutions

View All Insider Transactions
View All Institutional Transactions













MORN Stock - Frequently Asked Questions

Should I buy or sell Morningstar stock right now?

1 Wall Street analysts have issued "buy," "hold," and "sell" ratings for Morningstar in the last twelve months. There are currently 1 hold rating for the stock. The consensus among Wall Street analysts is that investors should "hold" MORN shares. A hold rating indicates that analysts believe investors should maintain any existing positions they have in MORN, but not buy additional shares or sell existing shares.
View MORN analyst ratings or view top-rated stocks.

How have MORN shares performed in 2023?

Morningstar's stock was trading at $216.59 at the start of the year. Since then, MORN stock has increased by 12.5% and is now trading at $243.60.
View the best growth stocks for 2023 here.

When is Morningstar's next earnings date?

The company is scheduled to release its next quarterly earnings announcement on Wednesday, October 25th 2023.
View our MORN earnings forecast.

How were Morningstar's earnings last quarter?

Morningstar, Inc. (NASDAQ:MORN) posted its earnings results on Wednesday, July, 26th. The business services provider reported $1.60 earnings per share for the quarter. The business services provider had revenue of $504.70 million for the quarter. Morningstar had a trailing twelve-month return on equity of 12.16% and a net margin of 1.18%.

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

Morningstar declared a quarterly dividend on Friday, September 15th. Investors of record on Friday, October 6th will be given a dividend of $0.375 per share on Tuesday, October 31st. This represents a $1.50 annualized dividend and a yield of 0.62%. The ex-dividend date of this dividend is Thursday, October 5th.
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).

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 0.62%. The company has been increasing its dividend for 11 consecutive years, indicating the company has a strong committment to maintain and grow its dividend. The dividend payout ratio is 283.02%. Payout ratios above 75% are not desirable because they may not be sustainable.
Read our dividend analysis for MORN.

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).

What is Morningstar's stock symbol?

Morningstar trades on the NASDAQ under the ticker symbol "MORN."

Who are Morningstar's major shareholders?

Morningstar's stock is owned by many different retail and institutional investors. Top institutional shareholders include Kayne Anderson Rudnick Investment Management LLC (2.94%), BlackRock Inc. (2.69%), JPMorgan Chase & Co. (1.81%), Goldman Sachs Group Inc. (1.77%), Wasatch Advisors LP (1.19%) and State Street Corp (0.94%). 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.

What is Morningstar's stock price today?

One share of MORN stock can currently be purchased for approximately $243.60.

How much money does Morningstar make?

Morningstar (NASDAQ:MORN) has a market capitalization of $10.39 billion and generates $1.87 billion in revenue each year. The business services provider earns $70.50 million in net income (profit) each year or $0.53 on an earnings per share basis.

How many employees does Morningstar have?

The company employs 12,224 workers across the globe.

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
How can I contact Morningstar?

Morningstar's mailing address is 22 WEST WASHINGTON STREET, CHICAGO IL, 60602. The official website for the company is www.morningstar.com. The business services provider can be reached via phone at (312) 696-6000, via email at investors@morningstar.com, or via fax at 312-696-6009.

This page (NASDAQ:MORN) was last updated on 9/24/2023 by MarketBeat.com Staff

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