NASDAQ:MORN Morningstar (MORN) Stock Price, News & Analysis $213.79 +2.03 (+0.96%) Closing price 10/21/2026 04:00 PM EasternExtended Trading$213.88 +0.09 (+0.04%) As of 10/21/2026 07:32 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsInsider TradesNews and TrendsOptions ChainOwnershipSEC FilingsShort Interest About Morningstar Stock (NASDAQ:MORN) View Price History Chart DataSkip Price History Chart 1 Day 5 Days 30 Days 90 Days 1 Year Advanced 1 Day 1 Day 5 Days 30 Days 90 Days 1 Year Advanced Show volume Show extended hours Get Morningstar alerts:Sign Up Key Stats Today's Range$209.93▼$214.4550-Day Range$183.55▼$218.9452-Week Range$141.49▼$222.00Volume189,732 shsAverage Volume250,873 shsMarket Capitalization$8.02 billionP/E Ratio20.25Dividend Yield0.94%Price Target$235.67Consensus RatingModerate Buy Company Overview Morningstar, Inc. is a global provider of independent investment research, data, and financial technology. The company serves asset managers, financial advisors, institutions, retirement plans, and individual investors with information designed to support investment analysis and decision-making. Its products and services include research and ratings on mutual funds, exchange-traded funds, stocks, bonds, and other investments; portfolio analysis and planning tools; investment-management and advisory services; and software and data solutions for financial professionals and institutions. Morningstar also operates platforms that provide market intelligence, sustainability research, credit analysis, and retirement-related information. Founded in 1984 by Joe Mansueto, Morningstar has expanded from a provider of mutual fund research into a broader financial data and technology company. It serves clients and investors across North America, Europe, Asia-Pacific, and other international markets. Kunal Kapoor serves as chief executive officer, while founder Joe Mansueto is executive chairman.AI Generated. May Contain Errors. Read More Morningstar Stock Analysis - MarketRank™See Top-Rated MarketRank™ Stocks66th Percentile Overall ScoreMORN MarketRank™: 3.2966226138 of 5 starsMorningstar scored higher than 66% of companies evaluated by MarketBeat, and ranked 486th out of 851 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation. Analyst's Opinion2.6 / 5Analyst RatingModerate Buy Consensus RatingMorningstar has received a consensus rating of Moderate Buy. The company's average rating score is 2.67, and is based on no strong buy ratings, 2 buy ratings, 1 hold rating, and no sell ratings.Upside PotentialMorningstar has a consensus price target of $235.67, representing about 10.2% upside from its current price of $213.79.Amount of Analyst CoverageMorningstar has only been the subject of 2 research reports in the past 90 days.Read more about Morningstar's stock forecast and price target. Earnings and Valuation1.3 / 5Proj. Earnings GrowthN/A Price to Earnings Ratio vs. the MarketThe P/E ratio of Morningstar is 20.25, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 36.54.Price to Earnings Ratio vs. SectorThe P/E ratio of Morningstar is 20.25, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 23.21.Price to Book Value per Share RatioMorningstar has a P/B Ratio of 7.20. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.Read more about Morningstar's valuation and earnings. Short Interest2.0 / 5Short Interest LevelBearish Percentage of Shares Shorted6.20% of the float of Morningstar has been sold short.Short Interest Ratio / Days to CoverMorningstar has a short interest ratio ("days to cover") of 4.51.Change versus previous monthShort interest in Morningstar has recently decreased by 0.73%, indicating that investor sentiment is improving. Dividend2.5 / 5Dividend StrengthModerate Dividend YieldMorningstar has a dividend yield of 0.97%, which is in the bottom 25% of all stocks that pay dividends.Dividend GrowthMorningstar has been increasing its dividend for 16 years.Dividend CoverageThe dividend payout ratio of Morningstar is 18.94%. This payout ratio is at a healthy, sustainable level, below 75%.Read more about Morningstar's dividend. News and Social Media3.7 / 5News Sentiment0.92 News SentimentMorningstar has a news sentiment score of 0.92. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.60 average news sentiment score of Finance companies.News Coverage This WeekMarketBeat has tracked 8 news articles for Morningstar this week, compared to 10 articles on an average week.Search Interest1 people have searched for MORN on MarketBeat in the last 30 days. MarketBeat Follows1 people have added Morningstar to their MarketBeat watchlist in the last 30 days. Company Ownership2.1 / 5Insider TradingSelling Shares Insider Buying vs. Insider SellingIn 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 $17,824,451.00 in company stock.Percentage Held by Insiders38.80% 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 Institutions57.02% of the stock of Morningstar is held by institutions. High institutional ownership can be a signal of strong market trust in this company.Read more about Morningstar's insider trading history. Receive MORN Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Morningstar and its competitors with MarketBeat's FREE daily newsletter. Submit View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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MORN Stock News HeadlinesNFLX stock slips more than 6% premarket: Morningstar sees 'best buying opportunity' for Netflix amid negative sentimentOctober 21 at 1:46 PM | msn.comSPCX stock jumps 10% premarket: Morningstar boosts SpaceX’s fair value as Starship and Orbital AI offer long-term upsideOctober 21 at 1:46 PM | msn.comA weekly dividend fund holding Nvidia and PalantirCrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names distributes income every single Thursday, with payouts reported as high as $1,051 a month. Chief Income Strategist Tim Plaehn breaks down the fund's real Thursday distribution history, how the income is generated, and how to buy it in any brokerage account.October 22 at 1:00 AM | Investors Alley (Ad)BBVA Reports Morningstar DBRS Credit Rating UpdateOctober 20 at 1:10 PM | tipranks.comThe Best ETF to Buy and Hold for the Next Decade, According to 19 Years of HistoryOctober 20 at 10:11 AM | fool.comDynamic Alpha Macro Fund Marks Three-Year Milestone with 5-Star Overall Morningstar Rating™October 20 at 9:05 AM | prnewswire.comWhere Will VTI Be in 20 Years? Here's What History SuggestsOctober 19 at 5:50 PM | fool.comBMO Capital Markets Forecasts Strong Price Appreciation for Morningstar (NASDAQ:MORN) StockOctober 15, 2026 | americanbankingnews.comSee More Headlines MORN Stock Analysis - Frequently Asked Questions How have MORN shares performed this year? Morningstar's stock was trading at $217.31 at the beginning of the year. Since then, MORN stock has decreased by 1.6% and is now trading at $213.79. How were Morningstar's earnings last quarter? Morningstar, Inc. (NASDAQ:MORN) announced its quarterly earnings results on Wednesday, July, 29th. The business services provider reported $3.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.83 by $0.27. The business services provider earned $663.20 million during the quarter, compared to analyst estimates of $649.72 million. Morningstar had a trailing twelve-month return on equity of 38.57% and a net margin of 16.43%. Does Morningstar have any subsidiaries? The following companies are subsidiaries of Morningstar: Sustainalytics, PlanPlus Global, AdviserLogic, DBRS, PitchBook Data, InvestSoft Technology, RightPond, and more. Who are Morningstar's major shareholders? Top institutional shareholders of Morningstar include Copeland Capital Management LLC (0.89%), Confluence Investment Management LLC (0.40%), State of Alaska Department of Revenue (0.06%) and Cardinal Capital Management (0.04%). Insiders that own company stock include Joseph D Mansueto, Steven N Kaplan, Jason Dubinsky, Daniel Joseph Dunn, William M Lyons, Michael Holt, Robin Diamonte and Caroline J Tsay. 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 Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. What other stocks do shareholders of Morningstar own? Based on aggregate information from My MarketBeat watchlists, some other companies that Morningstar investors own include NVIDIA (NVDA), JPMorgan Chase & Co. (JPM), Mastercard (MA), Micron Technology (MU), Tesla (TSLA), Adobe (ADBE) and Advanced Micro Devices (AMD). Company Calendar Record date for 7/31 Dividend7/10/2026Ex-Dividend for 7/31 Dividend7/10/2026Last Earnings7/29/2026Dividend Payable7/31/2026Record date for 10/30 Dividend10/02/2026Ex-Dividend for 10/30 Dividend10/02/2026Today10/22/2026Next Earnings (Estimated)10/28/2026Dividend Payable10/30/2026Fiscal Year End12/31/2026Get Stock Alerts Health Indicator TradeSmith's Health IndicatorA long-term volatility-based measure designed for securities held 12 months or longer.Green: Strong and healthy uptrend with normal pullbacks.Yellow: Significant pullback but still within expected volatility.Red: Dropped beyond expected volatility; considered unhealthy. Green Zone (2w+) 1-Year History Oct 25 Jan 26 Apr 26 Jul 26 Oct 26 For the last 2 weeks, MORN's financial health has been in the Green zone, according to TradeSmith. Industry, Sector and Symbol Stock ExchangeNASDAQ SectorFinance Industry Capital Markets Sub-IndustryFinancial Exchanges & Data Current SymbolNASDAQ:MORN CIK1289419 Webwww.morningstar.com Phone(312) 696-6000Fax312-696-6009Employees10,973Year Founded1984Price Target and Rating Average Price Target for Morningstar$235.67 High Price Target$260.00 Low Price Target$210.00 Potential Upside/Downside+10.2%Consensus RatingModerate Buy Rating Score (0-4)2.67 Research Coverage3 Analysts Profitability EPS (Trailing Twelve Months)$10.56 Trailing P/E Ratio20.25 Forward P/E RatioN/A P/E GrowthN/ANet Income$374.20 million Net Margins16.43% Pretax Margin21.93% Return on Equity38.57% Return on Assets12.22% Debt Debt-to-Equity Ratio1.66 Current Ratio1.06 Quick Ratio1.06 Sales & Book Value Annual Sales$2.57 billion Price / Sales3.12 Cash Flow$14.87 per share Price / Cash Flow14.38 Book Value$29.71 per share Price / Book7.20Miscellaneous Outstanding Shares37,514,000Free Float22,959,000Market Cap$8.02 billion OptionableOptionable Beta1.02 Social Links 7 Stocks to Buy Before the Robotics RevolutionRobotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries. 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