S&P 500   3,901.36
DOW   31,261.90
QQQ   288.68
S&P 500   3,901.36
DOW   31,261.90
QQQ   288.68
S&P 500   3,901.36
DOW   31,261.90
QQQ   288.68
S&P 500   3,901.36
DOW   31,261.90
QQQ   288.68
NASDAQ:MORN

Morningstar (MORN) Stock Forecast, Price & News

$243.99
+6.89 (+2.91%)
(As of 05/20/2022 04:00 PM ET)
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Today's Range
$237.96
$244.91
50-Day Range
$231.24
$291.12
52-Week Range
$227.53
$350.21
Volume
145,300 shs
Average Volume
169,615 shs
Market Capitalization
$10.43 billion
P/E Ratio
57.41
Dividend Yield
0.59%
Beta
1.16
30 days | 90 days | 365 days | Advanced Chart
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Morningstar logo

About Morningstar

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; 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, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

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Industry, Sector and Symbol

Industry
Investment advice
Sub-Industry
Publishing
Current Symbol
NASDAQ:MORN
CUSIP
61770010
Employees
9,556
Year Founded
1984

Sales & Book Value

Annual Sales
$1.70 billion
Cash Flow
$10.19 per share
Book Value
$31.63 per share

Profitability

Net Income
$193.30 million
Pretax Margin
13.96%

Debt

Price-To-Earnings

Miscellaneous

Free Float
23,203,000
Market Cap
$10.43 billion
Optionable
Optionable

Company Calendar

Ex-Dividend for 4/29 Dividend
3/31/2022
Last Earnings
4/27/2022
Dividend Payable
4/29/2022
Today
5/22/2022
Next Earnings (Estimated)
7/27/2022
Fiscal Year End
12/31/2022

Social Links


MarketRank

Overall MarketRank

1.94 out of 5 stars

Business Services Sector

204th out of 463 stocks

Investment Advice Industry

41st out of 61 stocks

Analyst Opinion: 0.0Community Rank: 3.9Dividend Strength: 2.5Insider Behavior: 3.3Valuation: 0.0 5 -4 -3 -2 -1 -













Morningstar (NASDAQ:MORN) Frequently Asked Questions

Are investors shorting Morningstar?

Morningstar saw a increase in short interest in the month of April. As of April 30th, there was short interest totaling 308,700 shares, an increase of 34.8% from the April 15th total of 229,000 shares. Based on an average daily volume of 150,000 shares, the short-interest ratio is currently 2.1 days. Approximately 1.2% of the shares of the stock are sold short.
View Morningstar's Short Interest
.

When is Morningstar's next earnings date?

Morningstar is scheduled to release its next quarterly earnings announcement on Wednesday, July 27th 2022.
View our earnings forecast for Morningstar
.

How were Morningstar's earnings last quarter?

Morningstar, Inc. (NASDAQ:MORN) posted its quarterly earnings results on Wednesday, April, 27th. The business services provider reported $1.41 earnings per share for the quarter. The business services provider had revenue of $457 million for the quarter. Morningstar had a trailing twelve-month return on equity of 19.08% and a net margin of 10.46%.
View Morningstar's earnings history
.

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

Morningstar announced a quarterly dividend on Tuesday, May 17th. Investors of record on Friday, July 1st will be paid a dividend of $0.36 per share on Friday, July 29th. This represents a $1.44 dividend on an annualized basis and a dividend yield of 0.59%. The ex-dividend date of this dividend is Thursday, June 30th.
View Morningstar's dividend history
.

Is Morningstar a good dividend stock?

Morningstar pays an annual dividend of $1.44 per share and currently has a dividend yield of 0.59%. Morningstar 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 of Morningstar is 33.88%. This payout ratio is at a healthy, sustainable level, below 75%.
View Morningstar's dividend history.

Who are Morningstar's key executives?
Morningstar's management team includes the following people:
  • Mr. Joseph D. Mansueto, Exec. Chairman (Age 66, Pay $105.29k)
  • Mr. Kunal Kapoor CFA, CEO & Director (Age 47, Pay $2.6M)
  • Mr. Jason M. Dubinsky, Chief Financial Officer (Age 49, Pay $1.16M) (LinkedIn Profile)
  • Ms. Bevin Desmond, Chief Talent & Culture Officer (Age 56, Pay $735.91k) (LinkedIn Profile)
  • Mr. Daniel Dunn, Chief Revenue Officer (Age 46, Pay $895.18k)
  • Ms. Kimberly J. McGarry, Global Controller & Chief Accounting Officer (Age 70)
  • Mr. James Rhodes, Pres of Data, Research & Enterprise Solutions and CTO
  • Ms. Barbara Margaret Noverini C.F.A., Analyst
  • Mr. Patrick J. Maloney, Gen. Counsel & Corp. Sec. (Age 64)
  • Stephanie Lerdall, Sr. Mang. of Media Relations
Who are some of Morningstar's key competitors?
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 a number of retail and institutional investors. Top institutional shareholders include Select Equity Group L.P. (9.68%), Vanguard Group Inc. (5.62%), BlackRock Inc. (2.50%), Wasatch Advisors Inc. (1.82%), JPMorgan Chase & Co. (1.72%) and Echo Street Capital Management LLC (1.16%). Company insiders that own Morningstar stock include Bevin Desmond, Caroline J Tsay, Gail S Landis, Jason Dubinsky, Joseph D Mansueto, Joseph D Mansueto, Peter G Thomson, Robin Diamonte, Steven N Kaplan, William M Lyons and William M Lyons.
View institutional ownership trends for Morningstar
.

Which major investors are selling Morningstar stock?

MORN stock was sold by a variety of institutional investors in the last quarter, including Select Equity Group L.P., Royce & Associates LP, Mawer Investment Management Ltd., Chicago Capital LLC, Echo Street Capital Management LLC, Wasatch Advisors Inc., Parnassus Investments LLC, and SG Americas Securities LLC. Company insiders that have sold Morningstar company stock in the last year include Caroline J Tsay, Jason Dubinsky, Joseph D Mansueto, Robin Diamonte, and Steven N Kaplan.
View insider buying and selling activity for Morningstar
or view top insider-selling stocks.

Which major investors are buying Morningstar stock?

MORN stock was purchased by a variety of institutional investors in the last quarter, including JPMorgan Chase & Co., Twin Tree Management LP, Vanguard Group Inc., Pelham Capital Ltd., Massachusetts Financial Services Co. MA, Goldman Sachs Group Inc., First Trust Advisors LP, and Qube Research & Technologies Ltd.
View insider buying and selling activity for Morningstar
or or view top insider-buying stocks.

How do I buy shares of Morningstar?

Shares of MORN 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 $243.99.

How much money does Morningstar make?

Morningstar has a market capitalization of $10.43 billion and generates $1.70 billion in revenue each year. The business services provider earns $193.30 million in net income (profit) each year or $4.25 on an earnings per share basis.

How many employees does Morningstar have?

Morningstar employs 9,556 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.

When was Morningstar founded?

Morningstar was founded in 1984.

What is Morningstar's official website?

The official website for Morningstar is www.morningstar.com.

How can I contact Morningstar?

Morningstar's mailing address is 22 WEST WASHINGTON STREET, CHICAGO IL, 60602. The business services provider can be reached via phone at (312) 696-6000, via email at [email protected], or via fax at 312-696-6009.

This page was last updated on 5/23/2022 by MarketBeat.com Staff

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