Morningstar (MORN) Stock Price, News & Analysis

Company Overview

Morningstar, Inc. is a leading provider of independent investment research, data, and analytics, serving both individual investors and financial professionals. The company offers comprehensive coverage of financial products, including mutual funds, exchange-traded funds (ETFs), stocks, bonds and market indexes. Morningstar’s proprietary rating systems and research methodologies help clients assess the risk and return profiles of investment opportunities and make informed decisions.

Its core products include Morningstar Direct, an institutional investment analysis platform; Morningstar Office Cloud, a portfolio management solution for advisors; and Morningstar Data, which delivers extensive datasets through APIs and data feeds. In addition, the firm provides digital tools such as portfolio X-ray and scenario analysis, as well as model portfolio strategies via its Investment Management division. Morningstar’s Credit Ratings business covers corporate, municipal and sovereign debt, while its Sustainalytics unit offers environmental, social and governance (ESG) research and ratings.

Founded in 1984 by Joe Mansueto and headquartered in Chicago, Illinois, Morningstar went public in 2005. Over the years, the company has expanded through strategic acquisitions—including PitchBook Data for private capital markets intelligence and financial planning software vendor Ibbotson Associates—to broaden its product suite. In 2020, industry veteran Kunal Kapoor was appointed chief executive officer, overseeing continued innovation in data delivery and research platforms.

Morningstar operates globally with offices across North America, Europe, Asia and Australia, supporting a diverse client base of asset managers, broker-dealers, wealth managers and individual investors. The company remains committed to transparency and independence in its research, aiming to empower investors with objective insights and to foster better financial outcomes worldwide.

Key Stats

• Today's Range: $183.85 to $187.25
• 50-Day Range: $156.81 to $195.82
• 52-Week Range: $149.08 to $316.71
• Volume: 423,685 shs
• Average Volume: 477,121 shs
• Market Capitalization: $7.06 billion
• P/E Ratio: 18.92
• Dividend Yield: 1.08%
• Price Target: $236.50
• Consensus Rating: Hold

Morningstar Stock Analysis - MarketRank™

Morningstar scored higher than 82% of companies evaluated by MarketBeat, and ranked 82nd out of 298 stocks in the business services sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.4 / 5
• Analyst Rating: Hold

Consensus Rating

Morningstar has received a consensus rating of Hold. The company's average rating score is 2.33, and is based on no strong buy ratings, 2 buy ratings, no hold ratings, and 1 sell rating.

Upside Potential

Morningstar has a consensus price target of $236.50, representing about 27.3% upside from its current price of $185.76.

Amount of Analyst Coverage

Morningstar has only been the subject of 1 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of Morningstar is 18.92, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.77.

Price to Earnings Ratio vs. Sector

The P/E ratio of Morningstar is 18.92, which means that it is trading at a less expensive P/E ratio than the Business Services sector average P/E ratio of about 27.93.

Price to Book Value per Share Ratio

Morningstar has a P/B Ratio of 6.25. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

7.34% of the float of Morningstar has been sold short.

Short Interest Ratio / Days to Cover

Morningstar has a short interest ratio ("days to cover") of 2.84, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Morningstar has recently increased by 16.09%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 3.3 / 5
• Dividend Strength: Strong

Dividend Yield

Morningstar pays a meaningful dividend of 1.11%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Morningstar has been increasing its dividend for 16 years.

Dividend Coverage

The dividend payout ratio of Morningstar is 20.37%. This payout ratio is at a healthy, sustainable level, below 75%.

News and Social Media

• Score: 3.3 / 5
• News Sentiment: 0.23

News Sentiment

Morningstar has a news sentiment score of 0.23. 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 lower news sentiment than the 0.63 average news sentiment score of Business Services companies.

News Coverage This Week

MarketBeat has tracked 37 news articles for Morningstar this week, compared to 11 articles on an average week.

Search Interest

8 people have searched for MORN on MarketBeat in the last 30 days. This is an increase of 300% compared to the previous 30 days.

MarketBeat Follows

1 people have added Morningstar to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 2.1 / 5
• Insider Trading: Selling Shares

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 $11,169,471.00 in company stock.

Percentage Held by Insiders

38.80% 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 Institutions

57.02% of the stock of Morningstar is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Ex-Dividend for 4/30 Dividend: 4/02/2026
• Record date for 4/30 Dividend: 4/03/2026
• Last Earnings: 4/29/2026
• Dividend Payable: 4/30/2026
• Today: 6/06/2026
• Record date for 7/31 Dividend: 7/10/2026
• Ex-Dividend for 7/31 Dividend: 7/10/2026
• Next Earnings (Estimated): 7/29/2026
• Dividend Payable: 7/31/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Business Services
• Industry: BUSINESS INFO SVC
• Sub-Industry: Publishing
• Current Symbol: NASDAQ:MORN
• CIK: 1289419
• Web: www.morningstar.com
• Phone: (312) 696-6000
• Fax: 312-696-6009
• Employees: 10,973
• Year Founded: 1984

Price Target and Rating

• Average Price Target for Morningstar: $236.50
• High Price Target: $280.00
• Low Price Target: $193.00
• Potential Upside/Downside: +27.3%
• Consensus Rating: Hold
• Rating Score (0-4): 2.33
• Research Coverage: 3 Analysts

Profitability

• EPS (Trailing Twelve Months): $9.82
• Trailing P/E Ratio: 18.92
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: $374.20 million
• Net Margins: 16.06%
• Pretax Margin: 21.22%
• Return on Equity: 33.14%
• Return on Assets: 12.05%

Debt

• Debt-to-Equity Ratio: 1.66
• Current Ratio: 1.03
• Quick Ratio: 1.03

Sales & Book Value

• Annual Sales: $2.51 billion
• Price / Sales: 2.82
• Cash Flow: $14.88 per share
• Price / Cash Flow: 12.48
• Book Value: $29.71 per share
• Price / Book: 6.25

Miscellaneous

• Outstanding Shares: 38,028,000
• Free Float: 23,273,000
• Market Cap: $7.06 billion
• Optionable: Optionable
• Beta: 1.00