MORN Company Profile and Key Details

Q: Who are the executives of MORN?

Mr. Joseph D. MansuetoFounder & Executive ChairmanMr. Chris BoruffManaging Director of Bus. OperationsMr. Daniel DunnChief Revenue OfficerStephanie LerdallSenior Mang. of Media RelationsMr. Jason M. DubinskyChief Financial OfficerMs. Kimberly J. McGarryGlobal Controller & Chief Accounting OfficerMr. Patrick J. MaloneyGen. Counsel & Corporation Sec.Mr. Kunal Kapoor CFAChief Executive Officer & DirectorMs. Kathleen PeacockChief Legal OfficerMr. David W. WilliamsChief Design OfficerMr. Steve BendtChief Marketing OfficerMs. Marie Trzupek LynchChief People OfficerMr. James RhodesPres of Data, Research & Enterprise Solutions and Chief Technology OfficerMs. Barbara Margaret Noverini C.F.A.Director of Investor Relations

NASDAQ : MORN

Morningstar

$217.67

2.26+1.05%

Open: 1:26 PM

71.14

BESG ScoreESG Rating

Profile Key Stats Analyst Ratings Ownership Ratios Financials Dividend & splits Sentiment Forecast

Price Chart

Stock Price Today

Morningstar, Inc. (MORN) stock surged +1.05%, trading at $217.67 on NASDAQ, up from the previous close of $215.41. The stock opened at $215.25, fluctuating between $214.04 and $218.53 in the recent session.

Stock Snapshot

215.41

Prev. Close

9.25B

Market Cap

214.04

Day Low

24.79

P/E Ratio

8.78

EPS (TTM)

4.62

Cash Flow per Share

215.25

Open

42.5M

Number of Shares

218.53

Day High

62.54%

Free Float in %

31.1

Book Value

119.1K

Volume

Relevant Articles

SEC Fillings

Current Report (8-k)

Filing Date	Accepted Date

Annual Report (10-k)

Filing Date	Accepted Date

Stock Price History Chart

Date	Open	High	Low	Close	Volume
Dec 19, 2025	208.36	215.58	208.22	215.41	1.07M
Dec 17, 2025	209.40	215.09	208.43	213.89	407.55K
Dec 16, 2025	210.71	211.92	207.41	209.70	634.25K
Dec 15, 2025	214.57	215.62	207.69	210.71	540.21K
Dec 12, 2025	214.77	217.25	212.88	214.08	534.32K
Dec 11, 2025	217.31	219.85	210.60	213.75	524.92K
Dec 10, 2025	214.55	218.20	212.34	216.42	443.22K
Dec 09, 2025	216.15	218.73	213.94	215.09	374.06K
Dec 08, 2025	220.00	220.00	213.73	217.06	304.69K
Dec 05, 2025	216.24	218.50	215.46	218.21	248.8K
Dec 04, 2025	217.68	219.26	213.53	216.94	292.15K
Dec 03, 2025	217.48	219.42	214.69	217.87	333.49K
Dec 02, 2025	217.25	219.62	215.77	217.15	301.9K
Dec 01, 2025	214.03	217.45	213.50	216.38	289.46K
Nov 28, 2025	213.01	217.83	212.65	214.86	177.19K
Nov 26, 2025	212.48	215.76	212.48	213.72	219.06K
Nov 25, 2025	211.13	214.63	211.00	213.55	201.76K
Nov 24, 2025	211.06	212.18	209.37	210.18	322.77K
Nov 21, 2025	210.67	215.23	208.95	212.84	320.81K
Nov 20, 2025	210.57	212.62	208.05	209.22	296.93K

Contact Details

Chicago, IL 60602

United States

https://www.morningstar.com 312 696 6000

About Company

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.

Stock Peers

CME

3.06+1.15%

CME Group Inc.$269.09 COIN

5.92+2.47%

Coinbase Global, Inc.$245.12 NDAQ

0.65+0.69%

Nasdaq, Inc.$95.36 VALU

-0.09-0.23%

Value Line, Inc.$39.31

Company Overview

Morningstar, Inc. (NASDAQ:MORN) closed at $217.67 USD, gaining $2.26 (1.05%) from the previous close of $215.41. The stock is currently mid-range between its 52-week high and low $202.89 and $342.34. With a market capitalization of about $9.25 billion, Morningstar, Inc. is classified as a mid-cap and shows market-like volatility (beta ~1.11). Key stats such as the average daily volume over the past year has been around 409.80 thousand shares, volume is running light vs its 52-week average. Headquartered in Chicago, IL, Morningstar, Inc. operates in the Financial Services sector and the Financial - Data & Stock Exchanges industry. Led by CEO Kunal Kapoor, the company employs approximately 11,115 people and listed since May 03, 2005. Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia.

Technical Performance

MORN has shown mixed momentum, gaining 0.78% over the past week and -8.4% over the past quarter, though year-to-date performance is down -36.03%. Short-term trend indicators are bullishly aligned (SMA20 0.5%, SMA50 0.19%, SMA200 -18.32%). The stock’s 14-day RSI is 51.45 (neutral), while the ATR of 5.66 points to higher daily volatility. The stock remains sitting in the mid-range of its 52-week band, trading -37.08% below its high and over 6.17% above its low. Average 10-day trading volume of 637.48 thousand shares is significantly above the 3-month average of 400.11 thousand, indicating heightened recent market interest.

Valuation Metrics

Morningstar, Inc. trades at a P/E ratio of 24.29, slightly below the S&P 500 average, with a price-to-sales ratio of 3.82 and a price-to-book ratio of 6.03 trading at moderately above to book value. The P/FCF stands at 23.23, also above market averages.

Dividend & Fair Value

Morningstar, Inc. last paid a dividend of 2 per share, this equals a trailing yield of roughly 0.5%. Dividend and splits history remains an important factor for investors monitoring long-term returns. A discounted cash flow model estimates fair value at around $205.25. This means the shares are trading above this model’s fair value.

Earnings & Analyst Outlook

Morningstar, Inc. generated EPS of $8.79 over the past year. Five-year average earnings growth is 19.52%. Wall Street analysts project EPS growth of 16.33% annually over the next five years. The latest quarter delivered EPS of $2.55. The next quarter is forecast at $2.30. Next year's EPS is expected at $28.85. Analyst sentiment is bullish. Analyst rating data shows there are 1 Strong Buy ratings, 1 Buy ratings, 0 Hold ratings, 0 Sell rating and 0 Strong Sell ratings. Price targets range from $370.00 to $320.00. The high target offers 71.77% upside. The low target suggests 48.55% downside. The mean target is $345.00. This offers 60.16% upside. Morningstar, Inc. earnings surprise history is a mixed track record. The quarter that ended October 29, 2025, missed forecasts by 5.37%. The prior quarter beat by 8.6%. Over the last six quarters, Apple has recorded several small beats. These include -0.5% in October 23, 2024.

Shareholding & Insider Activity

Morningstar, Inc. has 42.18 million shares outstanding. The public float is 24.65 million shares, elevated short interest at 1.93% of float. This equals 513.66 thousand shares. The short ratio is 1.59 days. Institutional investors hold 112.11% of the float. Insiders own 44.75%. Mansueto Joseph D holds 8.60 million shares, Kaplan Steven N has 43.18 thousand shares and DUBINSKY JASON has 17.30 thousand shares. Over the past six months, insider transactions show net selling. They sold 28.53 thousand shares across 32 transactions.

Financial & Profitability Overview

Over the trailing twelve months, Morningstar generated $2.07B in revenue, or $48.17 per share. Gross margin was 50.23%, operating margin 13.58%, and net profit margin 6.83%. Returns are modest, with ROA at 4.15% and ROE at 10.63%.
On valuation metrics, Morningstar trades at a P/E of 24.29, P/S of 3.82 and P/B of 6.03. The current ratio is 1.04 and quick ratio is 1.04. Operationally, the company’s inventory turnover is 0.00 and cash conversion cycle is 20.19 days. Debt-to-equity is 0.69, supported by a cash flow-to-debt ratio of 0.52.

Quarterly Financial Highlights

For the quarter ended Dec 31, 2023, Morningstar posted revenue of $2.07B, down slightly from $1.87B in the prior quarter. Gross profit was $1.04B (margin 50.23%). Operating income was $280.60M (margin 13.6%). Net income was$141.10M (EPS $3.31).
The company ended the quarter with $389.00M in cash and short-term investments, a total debt of $1.16B, and net debt of $822.30M. Total assets were $3.40B, with equity of $1.33B. Financials further reflected stability, with operating cash flow of $316.40M, free cash flow of $197.30M, and capital expenditures of - $119.10M.

Price Forecast & Outlook

Our AI price prediction model suggests that Morningstar, Inc. stock has strong potential for upside but may face short-term weakness followed by gains in the medium and long term. 2-Week Outlook: Projected decline of -3.63%, with price expected at $207.59 by January 02, 2026, within a range of $204.08 to $211.11 3-Month Outlook: Projected fall of -36.95%, reaching $135.82 by March 19, 2026, with a range of $128.33 to $141.85. 1-Year Outlook: Projected gain of 7.52%, with price at $231.61 by December 18, 2026, within a range of $217.27 to $246.54.

Key Takeaways

Morningstar, Inc. (NASDAQ:MORN) shares are down -36.03% year-to-date currently trading near 52-week highs band. Short-term momentum has been negative over the last quarter, despite recent volatility. Valuation shows Morningstar, Inc. trading at a premium to the broader market with a P/E of 24.29. Analyst sentiment is bullish, with the majority of ratings in Buy territory and a mean price target of $304.57, suggesting 41.39% upside. Our AI forecast model points to short-term weakness (-3.63% over two weeks), a medium-term fall (-36.95% over three months), and a longer-term gain (7.52% over one year), with expected trading ranges indicating moderate volatility.

Frequently Asked Questions

What is the current Morningstar, Inc. (MORN) stock price?

Morningstar, Inc. (NASDAQ: MORN) stock price is $217.67 in the last trading session. During the trading session, MORN stock reached the peak price of $218.53 while $214.04 was the lowest point it dropped to. The percentage change in MORN stock occurred in the recent session was 1.05% while the dollar amount for the price change in MORN stock was $2.26.

MORN's industry and sector of operation?

The NASDAQ listed MORN is part of Financial - Data & Stock Exchanges industry that operates in the broader Financial Services sector. Morningstar, Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Who are the executives of MORN?

Mr. Joseph D. Mansueto
Founder & Executive Chairman
Mr. Chris Boruff
Managing Director of Bus. Operations
Mr. Daniel Dunn
Chief Revenue Officer
Stephanie Lerdall
Senior Mang. of Media Relations
Mr. Jason M. Dubinsky
Chief Financial Officer
Ms. Kimberly J. McGarry
Global Controller & Chief Accounting Officer
Mr. Patrick J. Maloney
Gen. Counsel & Corporation Sec.
Mr. Kunal Kapoor CFA
Chief Executive Officer & Director
Ms. Kathleen Peacock
Chief Legal Officer
Mr. David W. Williams
Chief Design Officer
Mr. Steve Bendt
Chief Marketing Officer
Ms. Marie Trzupek Lynch
Chief People Officer
Mr. James Rhodes
Pres of Data, Research & Enterprise Solutions and Chief Technology Officer
Ms. Barbara Margaret Noverini C.F.A.
Director of Investor Relations

How MORN did perform over past 52-week?

MORN's closing price is 6.17% higher than its 52-week low of $202.89 where as its distance from 52-week high of $342.34 is -37.08%.

How many employees does MORN have?

Number of MORN employees currently stands at 11,115.

Link for MORN official website?

Official Website of MORN is: https://www.morningstar.com

How do I contact MORN?

MORN could be contacted at phone 312 696 6000 and can also be accessed through its website. MORN operates from 22 West Washington Street, Chicago, IL 60602, United States.

How many shares of MORN are traded daily?

MORN stock volume for the day was 119.1K shares. The average number of MORN shares traded daily for last 3 months was 409.8K.

What is the market cap of MORN currently?

The market value of MORN currently stands at $9.25B with its latest stock price at $217.67 and 42.5M of its shares outstanding.

Stocks Telegraph provides information and tools designed to assist investors and Wall Street players. A major goal is to offer financiers comprehensive information that will help them gain insight into investing.

Stocks Telegraph does not provide any advice or recommendations for buying or selling stocks, securities, or other financial products. Information contained on this website is for informational purposes only and should not be construed as professional financial, investment or other advice. Stocks Telegraph is not liable for any loss or damage that may occur as a result of reliance on this data.

Employees	11115
Beta	1.11
Sales or Revenue	$2.07B
5Y Sales Change%	0.999%
Fiscal Year Ends	December
Sector	Financial Services
Industry	Financial - Data & Stock Exchanges

MORN Company Profile and Key Details

Morningstar

Price Chart

Stock Price Today

Stock Snapshot

Relevant Articles

SEC Fillings

Current Report (8-k)

Annual Report (10-k)

Stock Price History Chart

Contact Details

About Company

Company Information

Stock Peers

Company Overview

Technical Performance

Valuation Metrics

Dividend & Fair Value

Earnings & Analyst Outlook

Shareholding & Insider Activity

Financial & Profitability Overview

Quarterly Financial Highlights

Price Forecast & Outlook

Key Takeaways

Frequently Asked Questions

Stock Snapshot

Technical Performance

Company Overview

Earnings & Analyst Outlook

Financial & Profitability Overview

Quarterly Financial Highlights

Dividend & Fair Value

Shareholding & Insider Activity

Price Forecast & Outlook

Key Takeaways

Valuation Metrics