Morningstar Company Profile (NASDAQ:MORN)

About Morningstar (NASDAQ:MORN)

Morningstar logoMorningstar, Inc. is a provider of independent investment research in North America, Europe, Australia, and Asia. The Company focuses to create products that help investors reach their financial goals. It offers a range of data, software, research, and investment management offerings for financial advisors, asset managers, sponsors, and individual investors. It provides data and research insights on a range of investment offerings, including managed investment products, listed companies, capital markets, and real-time global market data. It conducts its business operations outside of the United States through subsidiaries in countries, including Australia, Brazil, Canada, Chile, Denmark, France, Germany, India, Italy, Japan, Luxembourg, Mexico, the Netherlands, New Zealand, Norway, People's Republic of China (both Hong Kong and the mainland), Singapore, South Africa, South Korea, Spain, Sweden, Switzerland, Taiwan, Thailand, the United Arab Emirates, and the United Kingdom.

Industry, Sector and Symbol:
  • Sector: Business Services
  • Industry: Professional Information Services
  • Sub-Industry: Publishing
  • Symbol: NASDAQ:MORN
  • CUSIP: 61770010
  • Web:
  • Market Cap: $3.55 billion
  • Outstanding Shares: 42,529,000
Average Prices:
  • 50 Day Moving Avg: $81.96
  • 200 Day Moving Avg: $78.27
  • 52 Week Range: $67.74 - $84.67
  • Trailing P/E Ratio: 21.79
  • Foreward P/E Ratio: 29.43
  • P/E Growth: 0.00
Sales & Book Value:
  • Annual Revenue: $847 million
  • Price / Sales: 4.20
  • Book Value: $17.33 per share
  • Price / Book: 4.82
  • Annual Dividend: $0.92
  • Dividend Yield: 1.1%
  • EBIDTA: $228.3 million
  • Net Margins: 19.43%
  • Return on Equity: 15.55%
  • Return on Assets: 8.52%
  • Debt-to-Equity Ratio: 0.31%
  • Current Ratio: 1.68%
  • Quick Ratio: 1.68%
  • Average Volume: 58,245 shs.
  • Beta: 0.75
  • Short Ratio: 4.32

Frequently Asked Questions for Morningstar (NASDAQ:MORN)

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, May 15th. Shareholders of record on Friday, July 7th will be paid a dividend of $0.23 per share on Friday, July 28th. This represents a $0.92 dividend on an annualized basis and a yield of 1.10%. The ex-dividend date is Wednesday, July 5th. View Morningstar's Dividend History.

How were Morningstar's earnings last quarter?

Morningstar, Inc. (NASDAQ:MORN) posted its quarterly earnings data on Thursday, July, 21st. The company reported $0.73 EPS for the quarter, hitting the Zacks' consensus estimate of $0.73. The company had revenue of $198.20 million for the quarter. Morningstar had a return on equity of 15.55% and a net margin of 19.43%. View Morningstar's Earnings History.

When will Morningstar make its next earnings announcement?

Morningstar is scheduled to release their next quarterly earnings announcement on Wednesday, October, 18th 2017. View Earnings Estimates for Morningstar.

Who are some of Morningstar's key competitors?

Who are Morningstar's key executives?

Morningstar's management team includes the folowing people:

  • Joseph D. Mansueto, Executive Chairman of the Board
  • Kunal Kapoor, President, Chief Executive Officer, interim Chief Financial Officer, Director
  • Jason Dubinsky, Chief Financial Officer
  • Daniel E. Needham, President, Chief Investment Officer, Investment Management
  • Pat Maloney, General Counsel
  • Bevin Desmond, Global Head - Markets and Human Resources
  • Danny Dunn, Chief Revenue Officer
  • Haywood Kelly, Head of Global Research
  • Tricia Rothschild CFA, Chief Product Officer
  • Robin Diamonte, Independent Director

Who owns Morningstar stock?

Morningstar's stock is owned by many different of institutional and retail investors. Top institutional shareholders include Atlanta Capital Management Co. L L C (7.54%), Bamco Inc. NY (3.54%), Vanguard Group Inc. (3.28%), JPMorgan Chase & Co. (3.06%), Royce & Associates LP (1.50%) and Renaissance Technologies LLC (1.39%). Company insiders that own Morningstar stock include Bevin Desmond, David W Williams, Gail S Landis, Paul W Sturm, Steven N Kaplan and Tricia Rothschild. View Institutional Ownership Trends for Morningstar.

Who sold Morningstar stock? Who is selling Morningstar stock?

Morningstar's stock was sold by a variety of institutional investors in the last quarter, including Lazard Asset Management LLC, JPMorgan Chase & Co., Atlanta Capital Management Co. L L C, Russell Investments Group Ltd., Bamco Inc. NY, Royce & Associates LP, Arrowstreet Capital Limited Partnership and Citadel Advisors LLC. Company insiders that have sold Morningstar stock in the last year include Bevin Desmond, Gail S Landis, Steven N Kaplan and Tricia Rothschild. View Insider Buying and Selling for Morningstar.

Who bought Morningstar stock? Who is buying Morningstar stock?

Morningstar's stock was bought by a variety of institutional investors in the last quarter, including Kayne Anderson Rudnick Investment Management LLC, Dimensional Fund Advisors LP, CI Global Investments Inc., Black Creek Investment Management Inc., State Street Corp, Sei Investments Co., Schwab Charles Investment Management Inc. and New York State Common Retirement Fund. View Insider Buying and Selling for Morningstar.

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.

What is Morningstar's stock price today?

One share of Morningstar stock can currently be purchased for approximately $83.57.

MarketBeat Community Rating for Morningstar (NASDAQ MORN)
Community Ranking:  1.9 out of 5 (star)
Outperform Votes:  27 (Vote Outperform)
Underperform Votes:  45 (Vote Underperform)
Total Votes:  72
MarketBeat's community ratings are surveys of what our community members think about Morningstar and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.

Analyst Ratings

Consensus Ratings for Morningstar (NASDAQ:MORN) (How are Consensus Ratings Calculated?)
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)
No equities research coverage for this company has been tracked by


Earnings History for Morningstar (NASDAQ:MORN)
Earnings by Quarter for Morningstar (NASDAQ:MORN)
Earnings History by Quarter for Morningstar (NASDAQ MORN)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
10/18/2017N/AView Earnings Details
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$0.73$198.20 millionViewN/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
4/22/2015Q1 2015$0.68$0.67$189.80 millionViewN/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 million$189.39 millionViewN/AView Earnings Details
4/23/2014Q114$0.71$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: $2.35 EPS
Next Year EPS Consensus Estimate: $2.84 EPS


Current Dividend Information for Morningstar (NASDAQ:MORN)
Most Recent Dividend:7/28/2017
Annual Dividend:$0.92
Dividend Yield:1.10%
Payout Ratio:24.08% (Trailing 12 Months of Earnings)
39.15% (Based on This Year's Estimates)
32.39% (Based on Next Year's Estimates)
Dividend Payments by Quarter for Morningstar (NASDAQ:MORN)

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

Insider Trades

Insider Trading and Institutional Ownership History for Morningstar (NASDAQ:MORN)
Insider Ownership Percentage: 57.40%
Institutional Ownership Percentage: 38.31%
Insider Trades by Quarter for Morningstar (NASDAQ:MORN)
Institutional Ownership by Quarter for Morningstar (NASDAQ:MORN)
Insider Trades by Quarter for Morningstar (NASDAQ:MORN)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
7/28/2017Tricia RothschildInsiderSell500$82.21$41,105.00View SEC Filing  
7/26/2017Bevin DesmondInsiderSell3,002$83.21$249,796.42View SEC Filing  
7/26/2017Gail S LandisDirectorSell500$83.00$41,500.00View SEC Filing  
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)


Headline Trends for Morningstar (NASDAQ:MORN)
Latest Headlines for Morningstar (NASDAQ:MORN)
DateHeadline logoMorningstar, Inc. to Announce Third-Quarter 2017 Financial Results on Oct. 25 - September 22 at 6:32 AM logoHTC Purchase Can Help Google Grow Online Search - September 22 at 6:32 AM logoContrasting Morningstar (MORN) and Broadridge Financial Solutions (BR) - September 21 at 4:48 AM logoNot just child's play: Toys 'R' Us footprint causes bankruptcy to loom large on CRE market - September 20 at 6:26 AM logoMorningstar ETF Conference to Merge With Sister Investment Conference - September 20 at 6:26 AM logoMorningstar ETF Conference to Merge With Sister Investment Conference - September 20 at 6:26 AM logoKohl's + Amazon = A Win-Win? - September 20 at 6:26 AM logoKohl's + Amazon = A Win-Win? - September 20 at 6:26 AM logoNew CEO Doesn't Change Our View of Dollar Tree - September 18 at 11:15 PM logoMorningstar (MORN) vs. Relx Plc (RELX) Head to Head Comparison - September 17 at 12:32 AM logoMorningstar Credit Ratings, LLC Launches Ratings of REITs - September 16 at 6:34 AM logoMorningstar (MORN) versus CoreLogic (CLGX) Critical Survey - September 15 at 12:36 PM logoMorningstar ETF Conference Highlighted Hot Button Topics - September 14 at 7:54 AM logoDover's Move Would Lessen Portfolio Cyclicality - September 14 at 7:54 AM logoPilgrim's Pride Deal Expands International Footprint - September 13 at 6:40 AM logoAs Toys“R”Us considers bankruptcy, here's how it could affect an Arizona store and $79.8M loan - September 12 at 2:28 AM logoThis Is Not Your Child’s Robo: New Service Targets Older Investors - September 12 at 2:28 AM logoMorningstar Assigns New Analyst Rating to 48 U.S. Funds; Upgrades Eight Funds; Downgrades Seven Funds; Affirms Ratings on 95 Funds and Two Target-Date Series in August - September 12 at 2:28 AM logoCorporate Bond Market Wakes From Summer Slumber - September 12 at 2:28 AM logoTeva's CEO News Is Encouraging - September 12 at 2:28 AM logoGlobal shares return to record high as Irma loses strength - Reuters - September 11 at 7:51 AM logoPimco’s Ivascyn Conquers Europe Too as Global Fund Attracts Cash - September 11 at 5:52 AM logoMorningstar Publishes Annual Global Guide to Strategic-Beta Exchange-Traded ... - September 9 at 6:20 AM logoPeltz Joining P&G Board? No Big Deal - September 9 at 6:20 AM logoMorningstar, Inc. breached its 50 day moving average in a Bearish Manner : MORN-US : September 8, 2017 - September 9 at 6:20 AM logoMorningstar Publishes Annual Global Guide to Strategic-Beta Exchange-Traded Products and an In-Depth Examination of the Performance of Strategic-Beta ETFs - September 8 at 5:35 AM logoNasdaq on a Buying Spree? - September 7 at 6:20 AM logoWeak but Mostly Positive Performance for Canadian Funds in August, Morningstar Canada Data Show - September 5 at 4:39 PM logoWhy We Still Like Wells Fargo - September 2 at 6:20 AM logoWill Lululemon's Sales Growth Continue? - September 2 at 6:20 AM logoArtisan Partners and Lewis Kaufman Celebrate Artisan Developing World Fund's Two-Year Anniversary - September 1 at 5:59 AM logoPimco Bucks Trend by Raising Fees on Ivascyn’s Income Fund - September 1 at 5:59 AM logoCampbell's Top Line Continues to Cool - September 1 at 5:59 AM logoA Downgrade for This Foreign-Stock Fund - August 27 at 1:15 AM logoInsiders Bullish on Certain Holdings of JKI - August 26 at 7:13 AM logoDoubleLine's Other Jeffrey Outshines Gundlach - August 26 at 7:13 AM logoUndervalued Williams-Sonoma Is Well-Positioned - August 25 at 8:42 AM logoUS new home sales hit seven-month low as prices soar - Reuters - August 23 at 9:13 PM logoReviewing Equifax (EFX) & Morningstar (MORN) - August 23 at 2:16 PM logo2017 Morningstar ETF Conference Sept. 6-8 to Share All Things ETFs - August 22 at 4:19 PM logoAfter One of Tech’s Biggest Breakups, HP Inc. Comes Out on Top - August 22 at 4:19 PM logoBRIEF-Morningstar reports U.S. Mutual Fund and ETF Asset Flows for July 2017 - August 22 at 1:02 AM logoInvestors Retreat From Gundlach’s Flagship Fund - August 22 at 1:02 AM logoMorningstar Reports U.S. Mutual Fund and ETF Asset Flows for July 2017 - August 22 at 1:02 AM logoAlibaba Doesn't Disappoint With Strong Start to 2018 - August 18 at 3:33 PM logoGap Makes Progress on Sales, Gross Margin Performance - August 18 at 3:33 PM logoWhat Are the Sources to Obtain Economic Moats? - August 18 at 3:33 PM logoHow Ramsay Health Care Became a Cost Leader - August 18 at 3:33 PM logoWhy This Fund’s 256,766% Return Still Doesn’t Beat the Market - August 17 at 3:37 PM logoCisco Posts Mixed 4th-Quarter Results - August 17 at 3:37 PM



Morningstar (MORN) Chart for Saturday, September, 23, 2017

This page was last updated on 9/23/2017 by Staff