NASDAQ:MORNMorningstar Stock Price, Forecast & News

$151.10

-2.50 (-1.63 %)

(As of 06/4/2020 01:20 PM ET)

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Today's Range

$150.42

Now: $151.10▼

$153.87

50-Day Range

$123.60

MA: $142.29▼

$153.32

52-Week Range

$102.59

Now: $151.10▼

$166.59

Volume18,143 shs

Average Volume95,836 shs

Market Capitalization$6.47 billion

P/E Ratio45.56

Dividend Yield0.79%

Beta1.15

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, Canada, Asia, and internationally. It offers a line of data, research, and software tools on a range of investment offerings, including managed investment products, publicly listed companies, fixed income securities, private capital markets, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. The company offers Morningstar Data, an investment data spanning various investment databases, including equity fundamentals, managed investments, and real-time pricing and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for institutional asset management, as well as offers asset allocation services for asset management firms, broker-dealers, and insurance providers; Morningstar Advisor Workstation, a Web-based investment planning system; and Morningstar.com, a Website for individual investors. It also provides Morningstar Enterprise Components; Morningstar Research, which includes equity research and manager research; Morningstar Credit Ratings that provides new issue and surveillance ratings for structured finance securities, as well as corporate issuers and financial institutions, individual debt issuances, and operational risk assessment services; Morningstar Indexes for creating investment products; and Morningstar workplace solutions, such as retirement accounts, fiduciary services, and custom models. In addition, the company's PitchBook offers a mobile application, excel plug-in, data feeds, and data solutions. Morningstar, Inc. was founded in 1984 and is headquartered in Chicago, Illinois.

Beat the Market (BTM) Rank^™

0.0 Analyst's Opinion

Consensus Rating
There is not enough analysis data for Morningstar.

2.1 Community Rank

Outperform Votes
Morningstar has received 250 “outperform” votes. (Add your “outperform” vote.)
Underperform Votes
Morningstar has received 348 “underperform” votes. (Add your “underperform” vote.)
Community Sentiment
Morningstar has received 58.19% “underperform” votes from our community.

MarketBeat's community ratings are surveys of what our community members think about Morningstar and other stocks. Vote “Outperform” if you believe MORN will outperform the S&P 500 over the long term. Vote “Underperform” if you believe MORN will underperform the S&P 500 over the long term. You may vote once every thirty days.

2.5 Dividend Strength

Dividend Leadership
Morningstar is a leading dividend payer. It pays a dividend yield of 0.79%, putting its dividend yield in the top 25% of dividend-paying stocks.
Dividend Growth
Morningstar has been increasing its dividend for 8 years.

2.0 Company Ownership

Insider Buying vs. Insider Selling
In the past three months, Morningstar insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $26,541,884.00 in company stock.
Percentage Held by Insiders
49.70% of the stock of Morningstar is held by insiders. A high percentage of insider ownership can be a sign of company health.
Percentage Held by Institutions
46.75% of the stock of Morningstar is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

0.0 Earnings and Valuation

Price to Earnings Ratio vs. the Market
The P/E ratio of Morningstar is 45.56, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 16.28.
Price to Earnings Ratio vs. Sector
The P/E ratio of Morningstar is 45.56, which means that it is trading at a more expensive P/E ratio than the Business Services sector average P/E ratio of about 21.65.
Price to Book Value per Share Ratio
Morningstar has a P/B Ratio of 5.97. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Overall Beat the Market Rank^™

1.32 out of 5 stars

Industry, Sector and Symbol

Stock Exchange NASDAQ

Industry Investment advice

Sub-IndustryPublishing

SectorBusiness Services

Current SymbolNASDAQ:MORN

Previous Symbol

CUSIP61770010

CIK1289419

Webwww.morningstar.com

Phone312-696-6000

Debt

Debt-to-Equity Ratio0.50

Current Ratio1.27

Quick Ratio1.27

Price-To-Earnings

Trailing P/E Ratio45.56

Forward P/E RatioN/A

P/E GrowthN/A

Sales & Book Value

Annual Sales$1.18 billion

Price / Sales5.48

Cash Flow$7.01 per share

Price / Cash Flow21.56

Book Value$25.31 per share

Price / Book5.97

Profitability

EPS (Most Recent Fiscal Year)N/A

Net Income$152 million

Net Margins11.47%

Return on Equity17.21%

Return on Assets8.41%

Miscellaneous

Employees6,737

Outstanding Shares42,790,000

Market Cap$6.47 billion

Next Earnings Date7/23/2020 (Estimated)

OptionableOptionable

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Morningstar (NASDAQ:MORN) Frequently Asked Questions

How has Morningstar's stock been impacted by COVID-19 (Coronavirus)?

Morningstar's stock was trading at $125.42 on March 11th, 2020 when COVID-19 (Coronavirus) reached pandemic status according to the World Health Organization (WHO). Since then, MORN stock has increased by 20.5% and is now trading at $151.0950. View which stocks have been most impacted by Coronavirus.

When is Morningstar's next earnings date?

Morningstar is scheduled to release its next quarterly earnings announcement on Thursday, July 23rd 2020. View our earnings forecast for Morningstar.

How were Morningstar's earnings last quarter?

Morningstar, Inc. (NASDAQ:MORN) issued its earnings results on Wednesday, April, 29th. The business services provider reported $0.84 EPS for the quarter. The business services provider earned $324 million during the quarter. Morningstar had a return on equity of 17.21% and a net margin of 11.47%. 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 19th. Shareholders of record on Thursday, July 2nd will be given a dividend of $0.30 per share on Friday, July 31st. This represents a $1.20 dividend on an annualized basis and a dividend yield of 0.79%. The ex-dividend date of this dividend is Wednesday, July 1st. View Morningstar's dividend history.

Has Morningstar been receiving favorable news coverage?

Media headlines about MORN stock have trended somewhat positive this week, according to InfoTrie Sentiment Analysis. The research firm rates the sentiment of press coverage by reviewing more than six thousand blog and news sources. The firm ranks coverage of public companies on a scale of negative five to five, with scores closest to five being the most favorable. Morningstar earned a media sentiment score of 1.7 on InfoTrie's scale. They also gave press coverage about the business services provider a news buzz of 0.0 out of 10, indicating that recent press coverage is extremely unlikely to have an impact on the stock's share price in the near future. View the latest news aboutMorningstar.

Are investors shorting Morningstar?

Morningstar saw a increase in short interest in the month of May. As of May 15th, there was short interest totaling 334,500 shares, an increase of 32.9% from the April 30th total of 251,700 shares. Based on an average daily volume of 113,300 shares, the days-to-cover ratio is presently 3.0 days. Currently, 1.5% of the company's shares are short sold. View Morningstar's Current Options Chain.

Who are some of Morningstar's key competitors?

Some companies that are related to Morningstar include Thomson Reuters (TRI), New York Times (NYT), JOHN WILEY & SONS -CL A (JW.A), Shutterstock (SSTK), Scholastic (SCHL), E. W. Scripps (SSP), Meredith (MDP), Daily Journal (DJCO), Value Line (VALU) and McClatchy (MNI). View all 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), Align Technology (ALGN), Cognizant Technology Solutions (CTSH), Gilead Sciences (GILD), Marathon Petroleum (MPC), Nexstar Media Group (NXST), ONEOK (OKE), Tiffany & Co. (TIF) and Verizon Communications (VZ).

Who are Morningstar's key executives?

Morningstar's management team includes the following people:

Mr. Kunal Kapoor CFA, Pres, CEO & Director (Age 44)
Mr. Jason M. Dubinsky, Chief Financial Officer (Age 46)
Ms. Tricia Rothschild C.F.A., CFA, Chief Product Officer (Age 52)
Mr. Daniel Dunn, Chief Revenue Officer (Age 43)
Mr. Haywood Kelly C.F.A., CFA, Head of Global Research (Age 50)

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 Atlanta Capital Management Co. L L C (3.71%), BlackRock Inc. (2.07%), JPMorgan Chase & Co. (1.85%), Mawer Investment Management Ltd. (1.19%), Invesco Ltd. (0.83%) and Eagle Asset Management Inc. (0.74%). Company insiders that own Morningstar stock include Bevin Desmond, Cheryl A Francis, Gail S Landis, Jack Noonan, Jason Dubinsky, Joseph D Mansueto 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 First Trust Advisors LP, AQR Capital Management LLC, Wells Fargo & Company MN, Pelham Global Financials Ltd., BlackRock Inc., BNP Paribas Arbitrage SA, Russell Investments Group Ltd., and Franklin Resources Inc.. Company insiders that have sold Morningstar company stock in the last year include Bevin Desmond, Cheryl A Francis, Gail S Landis, Jack Noonan, Jason Dubinsky, and Joseph D Mansueto. View insider buying and selling activity for Morningstar.

Which major investors are buying Morningstar stock?

MORN stock was acquired by a variety of institutional investors in the last quarter, including APG Asset Management N.V., APG Asset Management N.V., APG Asset Management N.V., JPMorgan Chase & Co., Parnassus Investments CA, Principal Financial Group Inc., State Street Corp, and Atlanta Capital Management Co. L L C. View insider buying and selling activity for Morningstar.

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 Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.

What is Morningstar's stock price today?

One share of MORN stock can currently be purchased for approximately $151.10.

How big of a company is Morningstar?

Morningstar has a market capitalization of $6.47 billion and generates $1.18 billion in revenue each year. Morningstar employs 6,737 workers across the globe.

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 or via email at [email protected]

This page was last updated on 6/4/2020 by MarketBeat.com Staff