Morningstar (MORN) Stock Price
Morningstar Price
Revenue has compounded at 11.4% per year over the past 19 years to 2.45 B USD. Earnings per share have grown at 11.2% per year over the last 19 years. Morningstar's net margin stands at 15.3%, up from 11.4% several years earlier. Morningstar currently offers a dividend yield of about 0.95%. The payout ratio is around 20% of earnings. The dividend has grown at 27.1% per year over the past 15 years. Analysts set a median price target of 270.30 USD, implying 40.4% above the current price. Of 9 analysts, 7 rate the stock a buy — an overall Buy consensus. Over the past year Morningstar shares have lost 28.8%. The stock trades about 36% above its 52-week low.
Morningstar stock price
Details
Stock Price
ⓘHow to Read This Chart
This chart tracks the historical stock price of Morningstar over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.
Total Return vs. Price Return
The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.
Intraday Price Data
When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Morningstar stock reacts to market openings, earnings releases, or breaking news throughout the trading session.
What to Look For
Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Morningstar's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.
| Date | Morningstar Price |
|---|---|
| 7/31/2026 | 192.57 USD |
| 7/30/2026 | 193.12 USD |
| 7/29/2026 | 198.62 USD |
| 7/27/2026 | 181.39 USD |
| 7/23/2026 | 167.57 USD |
| 7/22/2026 | 166.83 USD |
| 7/21/2026 | 165.70 USD |
| 7/20/2026 | 171.76 USD |
| 7/17/2026 | 172.48 USD |
| 7/16/2026 | 173.90 USD |
| 7/15/2026 | 169.25 USD |
| 7/14/2026 | 170.48 USD |
| 7/13/2026 | 174.26 USD |
| 7/10/2026 | 165.18 USD |
| 7/9/2026 | 165.55 USD |
| 7/8/2026 | 167.89 USD |
| 7/7/2026 | 170.96 USD |
| 7/6/2026 | 167.46 USD |
| 7/2/2026 | 165.94 USD |
| 7/1/2026 | 161.97 USD |
| 6/30/2026 | 156.02 USD |
| 6/29/2026 | 153.55 USD |
| 6/26/2026 | 154.65 USD |
| 6/25/2026 | 141.84 USD |
| 6/24/2026 | 153.23 USD |
| 6/23/2026 | 156.21 USD |
| 6/22/2026 | 150.77 USD |
| 6/18/2026 | 155.46 USD |
| 6/17/2026 | 170.68 USD |
| 6/16/2026 | 173.02 USD |
| 6/15/2026 | 177.78 USD |
| 6/12/2026 | 174.36 USD |
| 6/11/2026 | 180.09 USD |
| 6/10/2026 | 184.92 USD |
| 6/9/2026 | 184.66 USD |
| 6/8/2026 | 181.51 USD |
| 6/5/2026 | 185.22 USD |
| 6/4/2026 | 184.69 USD |
| 6/3/2026 | 176.01 USD |
| 6/2/2026 | 184.37 USD |
| 6/1/2026 | 190.94 USD |
| 5/29/2026 | 181.40 USD |
| 5/28/2026 | 180.24 USD |
| 5/27/2026 | 177.26 USD |
| 5/26/2026 | 178.10 USD |
| 5/22/2026 | 174.98 USD |
| 5/21/2026 | 172.38 USD |
| 5/20/2026 | 171.08 USD |
| 5/19/2026 | 171.81 USD |
| 5/18/2026 | 177.07 USD |
| 5/15/2026 | 170.04 USD |
| 5/14/2026 | 166.05 USD |
| 5/13/2026 | 166.22 USD |
| 5/12/2026 | 175.82 USD |
| 5/11/2026 | 176.22 USD |
| 5/8/2026 | 176.70 USD |
| 5/7/2026 | 177.91 USD |
| 5/6/2026 | 167.66 USD |
| 5/5/2026 | 166.56 USD |
| 5/4/2026 | 167.67 USD |
| 5/1/2026 | 169.03 USD |
| 4/30/2026 | 168.71 USD |
| 4/29/2026 | 187.60 USD |
| 4/28/2026 | 183.73 USD |
| 4/27/2026 | 177.76 USD |
| 4/24/2026 | 176.27 USD |
| 4/23/2026 | 177.63 USD |
| 4/22/2026 | 186.16 USD |
| 4/21/2026 | 187.89 USD |
| 4/20/2026 | 186.46 USD |
| 4/17/2026 | 184.28 USD |
| 4/16/2026 | 180.52 USD |
| 4/15/2026 | 179.47 USD |
| 4/14/2026 | 172.21 USD |
| 4/13/2026 | 176.42 USD |
| 4/10/2026 | 167.97 USD |
| 4/9/2026 | 170.74 USD |
| 4/8/2026 | 172.78 USD |
| 4/7/2026 | 176.63 USD |
| 4/6/2026 | 176.66 USD |
| 4/2/2026 | 172.91 USD |
| 4/1/2026 | 169.70 USD |
| 3/31/2026 | 169.05 USD |
| 3/30/2026 | 164.67 USD |
| 3/27/2026 | 156.81 USD |
| 3/26/2026 | 160.68 USD |
| 3/25/2026 | 158.97 USD |
| 3/24/2026 | 164.40 USD |
| 3/23/2026 | 173.99 USD |
| 3/20/2026 | 179.07 USD |
| 3/19/2026 | 184.87 USD |
| 3/18/2026 | 183.24 USD |
| 3/17/2026 | 183.87 USD |
| 3/16/2026 | 182.66 USD |
| 3/13/2026 | 183.21 USD |
| 3/12/2026 | 180.96 USD |
| 3/11/2026 | 179.45 USD |
| 3/10/2026 | 184.34 USD |
| 3/9/2026 | 191.02 USD |
| 3/6/2026 | 190.15 USD |
| 3/5/2026 | 189.86 USD |
| 3/4/2026 | 186.88 USD |
| 3/3/2026 | 182.31 USD |
| 3/2/2026 | 182.31 USD |
| 2/27/2026 | 183.14 USD |
| 2/26/2026 | 182.31 USD |
| 2/25/2026 | 172.41 USD |
| 2/24/2026 | 162.94 USD |
| 2/23/2026 | 156.90 USD |
| 2/20/2026 | 159.48 USD |
| 2/19/2026 | 161.85 USD |
| 2/18/2026 | 162.75 USD |
| 2/17/2026 | 158.31 USD |
| 2/13/2026 | 160.03 USD |
| 2/12/2026 | 154.01 USD |
| 2/11/2026 | 155.35 USD |
| 2/10/2026 | 161.48 USD |
| 2/9/2026 | 163.70 USD |
| 2/6/2026 | 165.47 USD |
| 2/5/2026 | 169.26 USD |
| 2/4/2026 | 180.52 USD |
| 2/3/2026 | 180.39 USD |
| 2/2/2026 | 198.29 USD |
| 1/30/2026 | 202.09 USD |
| 1/29/2026 | 201.24 USD |
| 1/28/2026 | 204.60 USD |
| 1/27/2026 | 203.22 USD |
| 1/26/2026 | 211.24 USD |
| 1/23/2026 | 210.90 USD |
| 1/22/2026 | 214.00 USD |
| 1/21/2026 | 209.93 USD |
| 1/20/2026 | 206.94 USD |
| 1/16/2026 | 213.91 USD |
| 1/15/2026 | 215.64 USD |
| 1/14/2026 | 220.00 USD |
| 1/13/2026 | 215.97 USD |
| 1/12/2026 | 218.51 USD |
| 1/9/2026 | 216.82 USD |
| 1/8/2026 | 212.36 USD |
| 1/7/2026 | 213.76 USD |
| 1/6/2026 | 215.63 USD |
| 1/5/2026 | 214.01 USD |
| 1/2/2026 | 210.42 USD |
| 12/31/2025 | 217.31 USD |
| 12/30/2025 | 218.00 USD |
| 12/29/2025 | 219.03 USD |
| 12/26/2025 | 219.06 USD |
| 12/24/2025 | 218.20 USD |
| 12/23/2025 | 217.35 USD |
| 12/22/2025 | 216.76 USD |
| 12/19/2025 | 215.41 USD |
| 12/18/2025 | 208.93 USD |
| 12/17/2025 | 213.89 USD |
| 12/16/2025 | 209.70 USD |
| 12/15/2025 | 210.71 USD |
| 12/12/2025 | 214.10 USD |
| 12/11/2025 | 213.75 USD |
| 12/10/2025 | 216.42 USD |
| 12/9/2025 | 215.09 USD |
| 12/8/2025 | 217.06 USD |
| 12/5/2025 | 218.21 USD |
| 12/4/2025 | 216.94 USD |
| 12/3/2025 | 217.87 USD |
| 12/2/2025 | 217.15 USD |
| 12/1/2025 | 216.38 USD |
| 11/28/2025 | 214.86 USD |
| 11/26/2025 | 213.72 USD |
| 11/25/2025 | 213.55 USD |
| 11/24/2025 | 210.18 USD |
| 11/21/2025 | 212.84 USD |
| 11/20/2025 | 209.22 USD |
| 11/19/2025 | 210.22 USD |
| 11/18/2025 | 209.85 USD |
| 11/17/2025 | 207.40 USD |
| 11/14/2025 | 211.95 USD |
| 11/13/2025 | 213.98 USD |
| 11/12/2025 | 216.25 USD |
| 11/11/2025 | 214.54 USD |
| 11/10/2025 | 215.07 USD |
| 11/7/2025 | 215.49 USD |
| 11/6/2025 | 211.64 USD |
| 11/5/2025 | 212.55 USD |
| 11/4/2025 | 211.67 USD |
| 11/3/2025 | 213.30 USD |
| 10/31/2025 | 212.30 USD |
| 10/30/2025 | 214.43 USD |
| 10/29/2025 | 208.83 USD |
| 10/28/2025 | 218.12 USD |
| 10/27/2025 | 218.33 USD |
| 10/24/2025 | 219.54 USD |
| 10/23/2025 | 218.09 USD |
| 10/22/2025 | 219.97 USD |
| 10/21/2025 | 221.61 USD |
| 10/20/2025 | 218.20 USD |
| 10/17/2025 | 214.51 USD |
| 10/16/2025 | 210.71 USD |
| 10/15/2025 | 219.68 USD |
| 10/14/2025 | 225.07 USD |
| 10/13/2025 | 225.97 USD |
| 10/10/2025 | 225.34 USD |
| 10/9/2025 | 226.90 USD |
| 10/8/2025 | 228.23 USD |
| 10/7/2025 | 226.25 USD |
| 10/6/2025 | 223.63 USD |
| 10/3/2025 | 226.12 USD |
| 10/2/2025 | 226.26 USD |
| 10/1/2025 | 227.02 USD |
| 9/30/2025 | 232.01 USD |
| 9/29/2025 | 234.12 USD |
| 9/26/2025 | 234.90 USD |
| 9/25/2025 | 231.72 USD |
| 9/24/2025 | 237.11 USD |
| 9/23/2025 | 235.87 USD |
| 9/22/2025 | 234.11 USD |
| 9/19/2025 | 235.16 USD |
| 9/18/2025 | 233.70 USD |
| 9/17/2025 | 248.92 USD |
| 9/16/2025 | 248.88 USD |
| 9/15/2025 | 246.61 USD |
| 9/12/2025 | 257.14 USD |
| 9/11/2025 | 256.97 USD |
| 9/10/2025 | 251.35 USD |
| 9/9/2025 | 257.63 USD |
| 9/8/2025 | 257.72 USD |
| 9/5/2025 | 257.24 USD |
| 9/4/2025 | 258.11 USD |
| 9/3/2025 | 255.87 USD |
| 9/2/2025 | 255.99 USD |
| 8/29/2025 | 262.42 USD |
| 8/28/2025 | 261.26 USD |
| 8/27/2025 | 265.17 USD |
| 8/26/2025 | 260.29 USD |
| 8/25/2025 | 261.29 USD |
| 8/22/2025 | 263.82 USD |
| 8/21/2025 | 258.67 USD |
| 8/20/2025 | 262.29 USD |
| 8/19/2025 | 260.37 USD |
| 8/18/2025 | 258.54 USD |
| 8/15/2025 | 258.63 USD |
| 8/14/2025 | 259.08 USD |
| 8/13/2025 | 261.05 USD |
| 8/12/2025 | 258.28 USD |
| 8/11/2025 | 255.31 USD |
| 8/8/2025 | 258.92 USD |
| 8/7/2025 | 260.05 USD |
| 8/6/2025 | 259.99 USD |
| 8/5/2025 | 262.07 USD |
| 8/4/2025 | 270.40 USD |
Morningstar Revenue, EBIT, Net Income
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Morningstar Income Statement, Balance Sheet, Cash Flow Statement
| REVENUEB USD |
|---|
| REVENUE GROWTH% |
| GROSS MARGIN% |
| GROSS INCOMEB USD |
| EBITB USD |
| EBIT MARGIN% |
| NET INCOMEM USD |
| NET INCOME GROWTH% |
| DIVIDENDDIV.USD |
| DIVIDEND GROWTHDIV. GROWTH% |
| SHARESM |
| 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026e | 2027e | 2028e | 2029e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0.76 | 0.79 | 0.80 | 0.91 | 1.02 | 1.18 | 1.39 | 1.70 | 1.87 | 2.04 | 2.28 | 2.45 | 2.63 | 2.78 | 2.95 | 3.04 |
| 8.88 | 3.68 | 1.27 | 14.16 | 11.86 | 15.70 | 17.81 | 22.32 | 10.06 | 8.98 | 11.63 | 7.47 | 7.40 | 5.71 | 6.23 | 3.15 |
| 58.03 | 58.12 | 56.89 | 57.63 | 59.67 | 58.95 | 59.97 | 58.86 | 58.34 | 58.64 | 60.62 | 61.02 | 61.02 | 61.02 | 61.02 | 61.02 |
| 0.44 | 0.46 | 0.45 | 0.53 | 0.61 | 0.70 | 0.83 | 1.00 | 1.09 | 1.20 | 1.38 | 1.49 | 1.60 | 1.69 | 1.80 | 1.86 |
| 0.11 | 0.19 | 0.18 | 0.17 | 0.22 | 0.20 | 0.22 | 0.26 | 0.17 | 0.23 | 0.48 | 0.53 | 0.91 | 0.96 | 1.02 | 1.05 |
| 13.82 | 24.11 | 22.56 | 18.55 | 21.30 | 16.79 | 16.13 | 15.13 | 8.93 | 11.29 | 21.27 | 21.51 | 34.54 | 34.55 | 34.55 | 34.55 |
| 78.00 | 132.00 | 161.00 | 136.00 | 183.00 | 152.00 | 223.00 | 193.00 | 70.00 | 141.00 | 369.00 | 374.00 | 503.00 | 567.00 | 674.00 | 684.00 |
| -36.59 | 69.23 | 21.97 | -15.53 | 34.56 | -16.94 | 46.71 | -13.45 | -63.73 | 101.43 | 161.70 | 1.36 | 34.49 | 12.72 | 18.87 | 1.48 |
| 0.68 | 0.88 | 0.88 | 0.92 | 1.00 | 1.12 | 1.52 | 0.95 | 1.44 | 1.88 | 2.43 | 2.00 | 2.00 | 2.17 | 2.36 | – |
| 36.00 | 29.41 | – | 4.55 | 8.70 | 12.00 | 34.82 | -37.09 | 51.58 | 30.56 | 29.26 | -17.70 | – | 8.50 | 8.76 | – |
| 44.55 | 43.90 | 43.20 | 42.90 | 43.10 | 43.30 | 43.20 | 43.40 | 42.70 | 43.00 | 43.10 | 40.70 | 40.70 | 40.70 | 40.70 | 40.70 |
Details
Income Statement Key Figures
ⓘRevenue and Revenue Growth
Revenue is the starting point of every income statement — it measures the total sales Morningstar generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.
Gross Margin
Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Morningstar retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Morningstar's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.
EBIT and EBIT Margin
EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.
Net Income and Earnings Per Share (EPS)
Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.
Shares Outstanding
The total number of shares Morningstar has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.
Analyst Estimates
The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Morningstar's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.
Morningstar stock margins
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Morningstar Stock Revenue, EBIT, Earnings per Share
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Morningstar business model & stock analysis
Morningstar SWOT Analysis
Strengths
Morningstar Inc offers a vast array of investment products, including mutual funds, exchange-traded funds, and alternative investments. This wide range of choices attracts a diverse client base and increases revenue opportunities.
Morningstar Inc has established itself as a reputable and trusted player in the financial industry. Its comprehensive research and analysis tools are highly regarded among investors and financial professionals, enhancing its competitive advantage.
With operations in multiple countries, Morningstar Inc enjoys a strong international presence. This global reach helps the company access new markets, diversify its revenue streams, and mitigate risks associated with regional economic fluctuations.
Weaknesses
Morningstar Inc's performance is heavily influenced by market conditions. During economic downturns, investors may reduce their spending on investment research and related services, leading to a decline in the company's revenue.
The emergence of technology giants, like Google and Yahoo, in the financial information sector poses a threat to Morningstar Inc's market share. These companies have the resources to develop competitive financial tools and analytics platforms.
Opportunities
The increasing interest in Environmental, Social, and Governance (ESG) investments presents an opportunity for Morningstar Inc to expand its product offering and capture market share. Developing ESG-focused research and rating tools can attract socially-conscious investors.
As emerging markets continue to grow, Morningstar Inc can seize the opportunity to expand its presence in these regions. Providing tailored research and analysis for specific emerging market segments can drive revenue growth.
Threats
Changes in regulations related to financial services or investment research can impact Morningstar Inc's operations. Compliance with new rules may require significant adjustments and increase costs, affecting profitability.
As a provider of financial information and analysis tools, Morningstar Inc faces the constant risk of data breaches or cyberattacks. Protecting customer data and maintaining data privacy are crucial to maintaining trust and credibility.
Morningstar Employees
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Morningstar Segments
Morningstar Revenue by Segment (1/4)
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Morningstar Revenue by Segment (2/4)
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Morningstar Revenue by Segment (3/4)
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Morningstar Revenue by Segment (4/4)
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Morningstar Revenue by Region
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Morningstar Eulerpool Fair Value
Details
Fair Value Estimate
ⓘWhat Is Fair Value?
Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.
Earnings-Based Fair Value
Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.
Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021
Revenue-Based Fair Value
Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"
Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021
Dividend-Based Fair Value
Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.
Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021
How to Use This Chart
When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.
Morningstar historical P/E ratio, EBIT multiple, and P/S ratio
Morningstar annual returns
Details
Annual Return
ⓘWhat This Chart Shows
This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.
Price Return
Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.
Dividend Return
Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.
What to Look For
Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.
Morningstar shares outstanding
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Morningstar Dividend History
17 years of dividend payments
Morningstar dividend history and estimates
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Morningstar dividend payout ratio
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Current Morningstar forecasts and price targets in August 2026
Analyst Price Targets 2026Morningstar Analyst Rating Actions
| Date | Firm | Action | Rating | Reliability |
|---|---|---|---|---|
| 7/7/2026 | Maintained | Buy | 51 | |
| 2/17/2026 | Maintained | Outperform | – | |
| 10/30/2025 | Maintained | Buy | 51 | |
| 8/1/2025 | Maintained | Outperform | – | |
| 7/21/2025 | Maintained | Outperform | – | |
| 5/12/2025 | Maintained | Outperform | – | |
| 3/3/2025 | Maintained | Outperform | – | |
| 10/9/2024 | Downgrade | BuyNeutral | – | |
| 8/28/2024 | Maintained | Outperform | – | |
| 10/30/2023 | Upgrade | NeutralBuy | – |
Eulerpool Reliability Score (0–100): measures how often a firm’s bullish or bearish calls were directionally correct three months later, blended with the average return following its calls. Every rating we record is stored permanently and scores update continuously; firms with fewer than 3 measured calls are not scored yet.
Morningstar Earnings Estimates & Surprises
| Date | EPS estimate | EPS Actual | Revenue Estimate | Price reaction | Quarterly report |
|---|---|---|---|---|---|
| 7/29/2026 | 2.88USD | - | 660.82 MUSD | - | 2026 Q2 |
| 4/29/2026 | 2.71USD | - | 639.45 MUSD | - | 2026 Q1 |
| 2/12/2026 | 2.35USD | - | 647.11 MUSD | - | 2025 Q4 |
| 4/21/2016 | 0.74USD | - | 196.50 MUSD | - | 2016 Q1 |
| 7/22/2015 | 0.70USD | - | 201.88 MUSD | - | 2015 Q2 |
| 10/22/2014 | 0.71USD | - | 192.75 MUSD | - | 2014 Q3 |
| 7/23/2014 | 0.67USD | - | 184.98 MUSD | - | 2014 Q2 |
| 4/27/2011 | 0.49USD | - | 158.27 MUSD | - | 2011 Q1 |
| 10/27/2010 | 0.48USD | - | 143.83 MUSD | - | 2010 Q3 |
| 7/28/2010 | 0.51USD | - | 136.52 MUSD | - | 2010 Q2 |
EESG©
Eulerpool ESG Scorecard© for the Morningstar stock
EEnvironment
20
Environment
SSocial
20
Social
GGovernance (Corporate Governance)
4
Governance (Corporate Governance)
The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.
Morningstar shareholder structure
| % | Name |
|---|---|
5.54080% | |
4.10083% | |
3.93935% | |
2.49246% | |
2.34471% | |
2.03663% |
Morningstar Beneficial Ownership Filings (SEC 13D/G)
| Stake | Holder | Filing |
|---|---|---|
37.50% | SEC ↗ | |
11.30% | SEC ↗ | |
11.30% | SEC ↗ | |
11.00% | SEC ↗ | |
9.50% | SEC ↗ | |
5.60% | SEC ↗ | |
5.60% | SEC ↗ | |
5.30% | SEC ↗ | |
5.27% | SEC ↗ | |
3.65% | SEC ↗ |
Morningstar Executives and Management Board
14 members · avg. age 59 · 43 % women
Mr. Kunal Kapoor (49)
Chief Executive Officer, Director · since 2009
8.64 M USD
Management
Mr. Danny Dunn (49)
Chief Revenue Officer
Mr. Michael Holt (45)
Chief Financial Officer
Mr. Conan Wiersema (46)
Principal Accounting Officer
Board of Directors
Ms. Cheryl Francis (71)
Independent Director
Dr. Steven Kaplan (65)
Independent Director
Mr. William Lyons (69)
Independent Director
Ms. Gail Landis (72)
Independent Director
Ms. Robin Diamonte (60)
Independent Director
Mr. Stephen Joynt (73)
Independent Director
Morningstar Supply Chain
Morningstar Supply Chain
Correlation: how closely stock prices move together
| # | Name | Trend | |||
|---|---|---|---|---|---|
| 1 | 0.76 | 0.76 | 0.92 | ||
| 2 | 0.82 | 0.81 | 0.91 | ||
| 3 | 0.91 | 0.66 | 0.83 | ||
| 4 | — | — | 0.81 | ||
| 5 | 0.75 | 0.58 | 0.79 |
| # | Name | Trend | |||
|---|---|---|---|---|---|
| 1 | 0.67 | 0.73 | — | ||
| 2 | 0.30 | — | — | ||
| 3 | 0.33 | 0.35 | — | ||
| 4 | -0.84 | -0.03 | — | ||
| 5 | 0.75 | 0.61 | — |
Frequently asked questions about Morningstar
Morningstar Inc is a renowned financial services firm that provides investment research and data to individuals and institutions worldwide. Morningstar's business model primarily revolves around offering independent investment analyses, ratings, and advice to assist investors in making informed decisions. With a focus on empowering investors, the company offers a range of services, including investment management, asset allocation, and portfolio construction tools. Morningstar also operates as a trusted source of information on mutual funds, stocks, exchange-traded funds (ETFs), and other investment options. Through its comprehensive research, Morningstar Inc aims to enable investors to navigate the complexities of the financial market efficiently.
Morningstar Inc is primarily active in the financial services industry.
Morningstar Inc faces competition in the market from several major players. Some of its main competitors include S&P Global Inc, FactSet Research Systems Inc, and MSCI Inc. These companies are also renowned for their provision of financial data, ratings, and investment research services. However, Morningstar Inc differentiates itself through its comprehensive investment management platform, research tools, and its highly-regarded Morningstar Rating system, which evaluates mutual funds based on risk-adjusted returns. With its strong brand presence and innovative offerings, Morningstar Inc continues to navigate the market while keeping its competitors in check.
Morningstar Inc is a leading provider of independent investment research. Established in 1984, Morningstar has become a trusted source of information for investors worldwide. The company offers an extensive range of products and services, including investment data, analysis, ratings, and the popular Morningstar Rating for funds. Known for its rigorous methodology and objective approach, Morningstar helps investors make informed decisions by providing in-depth research and insights. Over the years, Morningstar has expanded its offerings and acquired several companies to enhance its capabilities. With a strong emphasis on transparency and integrity, Morningstar continues to be a go-to platform for investors seeking reliable investment information.
Morningstar Inc, a renowned investment research firm, has achieved several significant milestones throughout its history. The company pioneered the concept of independent investment research, empowering individual investors with access to unbiased, reliable financial information. Morningstar Inc introduced the Morningstar Rating™, a widely recognized measure of mutual fund performance, helping investors make informed decisions. It also launched Morningstar Direct™, a platform that enables investment professionals to efficiently analyze and monitor portfolios. Morningstar Inc expanded globally, establishing its presence in various countries, fueling its mission to empower investor success worldwide. This commitment to innovation and dedication to providing valuable insights have propelled Morningstar Inc's reputation as a trusted and influential player in the financial industry.
Morningstar Inc is primarily present in countries and regions worldwide, including the United States, Europe, Asia-Pacific, and Latin America. With a global presence, Morningstar offers financial data, research, and investment advisory services, catering to individuals, financial advisors, and institutional clients in these regions. Morningstar's comprehensive product offerings and investment solutions have made them a prominent player in the financial industry globally.
Morningstar Inc represents a strong commitment to investors' success through its core values and corporate philosophy. The company believes in providing independent financial research, insights, and tools to empower individuals to make well-informed investment decisions. Morningstar Inc focuses on delivering transparency, integrity, and innovation in its services, aiming to enhance investors' trust in the financial industry. By prioritizing long-term thinking, unbiased analysis, and diligent research, Morningstar Inc strives to create value for its clients and help them achieve their financial goals. Through its comprehensive range of products and services, Morningstar Inc is dedicated to being a trusted partner for investors worldwide.
Analysts currently set an average price target of 283.90 USD for the Morningstar stock (median: 270.30 USD), implying +47.4 % versus the latest price. The consensus is based on 9 analyst ratings.
9 analysts currently rate the Morningstar stock: 7 recommend buying, 2 holding and 0 selling. For 2026, analysts expect Morningstar to generate revenue of 2.63 B USD and earnings per share of 12.36 USD.
Converted at the current exchange rate, the Morningstar share trades at 167.29 EUR (192.57 USD).
The Morningstar share (MORN) is listed on 4 stock exchanges, including: NASDAQ (MORN), Frankfurt (MRS.F), München (MRS.MU), SIX (Zürich) (MRS.SW).
Morningstar Inc is an independent provider of investment research, whose goal is to help investors make better decisions about their investments. The company was founded in 1984 and is headquartered in Chicago, USA. It is listed on the Nasdaq stock exchange under the symbol MORN. Morningstar has several business segments tailored to the needs of investors. The core of the business model is to provide data and analysis to assist investors in selecting investment products. The company offers reports and ratings on investment funds, stocks, bonds, and other investment instruments. An important division of Morningstar is the research division. Here, the company provides basic analysis, ratings, and reports on investment funds. This helps investors find the right funds for their investment goals. Morningstar's research team consists of experienced analysts capable of understanding and conveying complex relationships in the financial industry. Another important business segment of Morningstar is the software division. The company offers a variety of applications for financial advisors and investors to help them manage portfolios and analyze investments. One of the main products is the Morningstar Direct platform, which provides a wide range of data and analysis to assist clients in portfolio construction. The third major division of Morningstar is the media division. This division comprises a variety of publishing activities, including a range of print and online publications. The most notable publications are the Morningstar Magazine, the Morningstar.com website, and the Morningstar columns by founder Joe Mansueto. Morningstar also has a variety of data providers that supply the company's comprehensive database with up-to-date information. This information includes financial data from companies, governments, and other major institutions. The company uses this data to create reflective and informed analysis of investment products. Over the years, Morningstar has established itself as a trusted source of information and analysis in the financial industry. The company has also expanded its business activities to international markets and operates in many countries, including the United Kingdom, France, Germany, and Japan. In summary, Morningstar's business model aims to provide investors with high-quality information and analysis to assist them in selecting investment products. The company has several business segments, including research, software, and media, as well as an extensive database of data providers. Morningstar's global presence and expertise in the financial industry have made it a preferred destination for investors worldwide.
The expected revenue of Morningstar is 2.63 B USD. This figure is based on current financial data and reflects the company's business performance.
The expected profit of Morningstar is 503.05 M USD. The net profit reflects the company's profitability after deducting all expenses.
The price-to-earnings ratio (P/E) of Morningstar is currently 15.58. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Morningstar stock.
The price-to-sales ratio (P/S) of Morningstar is currently 2.98. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Morningstar stock.
The Eulerpool Quality Score for Morningstar is 8/10.
The ISIN of Morningstar is US6177001095. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.
The WKN of Morningstar is A0EADM. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.
The ticker of Morningstar is MORN. The ticker symbol is used to trade Morningstar shares on the stock exchange.
Over the past 12 months, Morningstar paid a dividend of 1.82 USD . This corresponds to a dividend yield of about 0.95 %. For the coming 12 months, Morningstar is expected to pay a dividend of 2.17 USD.
The current dividend yield of Morningstar is 0.95 %.
Morningstar pays a dividend, distributed in the months of , , , .
Morningstar paid dividends every year for the past 16 years.
For the upcoming 12 months, dividends amounting to 2.17 USD are expected. This corresponds to a dividend yield of 1.13 %.
Morningstar is assigned to the 'Finance' sector.
To receive the latest dividend of Morningstar from amounting to 0.5 USD, you needed to have the stock in your portfolio before the ex-date on .
The last dividend was paid out on .
In the year 2025, Morningstar distributed 1.82 USD as dividends.
The dividends of Morningstar are distributed in USD.
Morningstar stock
Morningstar Peer Group
Morningstar Ticker
Morningstar FIGI
All fundamentals and in-depth analysis of Morningstar
Our stock analysis for Morningstar stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Morningstar. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.