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MORN - Morningstar, Inc.
Market Cap 9.56B P/E 548.05 EPS this Y 40.20% Ern Qtrly Grth 91.40%
Income 245.9M Forward P/E 38.67 EPS next Y 11.70% 50D Avg Chg 9.00%
Sales 2.17B PEG 2.77 EPS past 5Y 10.17% 200D Avg Chg 5.00%
Dividend 1.00% Price/Book 7.76 EPS next 5Y 16.00% 52W High Chg -14.00%
Recommedations 2.00 Quick Ratio 0.93 Shares Outstanding 42.84M 52W Low Chg 38.00%
Insider Own 39.73% ROA 6.66% Shares Float 24.70M Beta 1.19
Inst Own 61.17% ROE 18.42% Shares Shorted/Prior 189.24K/207.55K Price 224.70
Gross Margin 60.85% Profit Margin 11.34% Avg. Volume 181,456 Target Price 343.50
Oper. Margin 18.97% Earnings Date Oct 23 Volume 104,542 Change -1.40%
Financial Services | Financial Data & Stock Exchanges | United States
About Morningstar, Inc.

Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.

Morningstar, Inc. News
10/29/24 Morningstar Releases Medalist Ratings for 529 College-Savings Plans, Including 11 Upgrades and Nine Downgrades
10/25/24 Does Morningstar (NASDAQ:MORN) Deserve A Spot On Your Watchlist?
10/23/24 Morningstar Chief Financial Officer Jason Dubinsky to Depart
10/23/24 Morningstar, Inc. Reports Third-Quarter 2024 Financial Results
10/07/24 Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
09/26/24 Morningstar Releases Eighth Annual Study on Advancements and Opportunities in Health Savings Account Industry
07:00 AM Active Ownership, Growing Materiality & Data Demand Drive ESG Implementation for Asset Owners
09/23/24 Morningstar, Inc. to Announce Third-Quarter 2024 Financial Results on Oct. 23
09/18/24 Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
09/16/24 Morningstar Will Enhance Medalist Rating Methodology for Improved Investment Insights
07/30/24 Morningstar Second Quarter 2024 Earnings: EPS: US$1.61 (vs US$0.85 in 2Q 2023)
07/30/24 Morningstar Retirement Launches New Morningstar Model of US Retirement Outcomes
07/29/24 The Top 7 Fintech Stocks to Buy Now: Summer 2024
07/27/24 Decoding Morningstar Inc (MORN): A Strategic SWOT Insight
03:15 PM Morningstar, Inc. Reports Second-Quarter 2024 Financial Results
03:15 PM Morningstar, Inc. to Announce Second-Quarter 2024 Financial Results on July 24
06:04 AM High Insider Ownership Growth Companies On US Exchange June 2024
06/21/24 AssetMark (AMK) & Morningstar Wealth Form Strategic Alliance
06/20/24 AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business
06/18/24 Morningstar Introduces Morningstar® Developed Markets LGBTQ+ Leaders IndexTM
MORN Chatroom

User Image JFDI Posted - 1 day ago

$MORN ...

User Image _Hana_Li_ Posted - 1 week ago

MYNZ Wow, this is insane news! Don't miss out. The train is leaving the station. Add it to your watchlist to see what happens next. 😏 $ALLY $MORN

User Image Rafphrey Posted - 1 week ago

💥 Boom 🚨 $ALLY $MORN — let’s crush these short sellers. This is massive news: MYNZ (mkt cap $7M) teaming up with TMO (mkt cap $209B). You don’t often see a collab like this! Another big PR is definitely on the way, and this is set to take off. Place your order all at once at 1 PM NY time, make a splash, and push the short sellers out.

User Image Mar_tidshaw Posted - 1 week ago

💥 Boom 🚨 Big news! LFGOOOOOO! Mainz Biomed MYNZ has teamed up with Thermo Fisher TMO (mkt cap $209.2B, trading at ~$546.92) to develop a next-gen colorectal cancer screening tool for global markets. Thermo Fisher’s $42.4B annual revenue and advanced tech will boost MYNZ’s mRNA-based assays, hitting 85% detection for advanced adenomas vs. competitors’ 43% and 20%. With CRC cases up 500% in young people, MYNZ is leading early detection. Win-win for both sides — TMO stepping into the CRC market too. Big developments ahead! Calling all apes, let's crush these shorties—this time is bull time. Insane news, we've been waiting for!!! $ALLY $MORN

User Image wealthyvc Posted - 2 weeks ago

Trump Media (DJT) Stock Rebounds on Eve of Election as Betting Odds Show Trump Edge Shares of DJT stock rallied 12% on Monday, mirroring Trump’s rebound in the betting markets, with the former President holding the lead heading into Tuesday’s election. $DJT $MORN #Trump #Election https://wealthyvc.com/politics/trump-media-djt-stock-rebounds-on-eve-of-election-as-betting-odds-show-trump-edge/

User Image insiderbuyingselling Posted - 10/30/24

$MORN new insider selling: 750 shares. http://insiderbuyingselling.com/?t=MORN

User Image JFDI Posted - 10/30/24

Low vol lunch hour bullshit is to save your ass from chasing the $Morn -ing rip, not dumping.

User Image alexbellet Posted - 1 month ago

$MORN ::;;New alerts have been posted in the last hours.. day-alart-analysis.trade-smartly.xyz

User Image RockyTSTH Posted - 1 month ago

$MORN Morningstar Q3 2024 Adj. EPS $2.00, Inline, Sales $569.400M Beat $565.745M Estimate

User Image WeeklyTrader Posted - 1 month ago

The charts are bearish for $MORN! RSI: 71.42% 50-day MA: $315.06 200-day MA: $299.76

User Image JFDI Posted - 1 month ago

IF you need a laugh on this fine $MNDY $MORN -ing... $SHAK just wutch. https://youtu.be/E2yXwUm5TNs?si=eAwloGIGmmhSl3RE

User Image FlynancialAnalyst Posted - 1 month ago

$MORN $14.31B mc $XLF #HiddenGem (just 365 watchers on Stocktwits, low given the mkt cap) financial data name seeing back-to-back accumulation into ATHs FOUNDER LED (Exec chair), 39.73% insider owned Pct of all funds long shares at 2yr highs & trending higher GREAT ticker TrendEdge.app/asset/MORN

User Image WeeklyTrader Posted - 1 month ago

Are you feeling bearish on $MORN? RSI: 70.04% 50-day MA: $314.47 200-day MA: $299.5

User Image WeeklyTrader Posted - 1 month ago

Hold onto your hats, $MORN is sinking! RSI: 70.04% 50-day MA: $314.47 200-day MA: $299.5

User Image WeeklyTrader Posted - 1 month ago

What do you think is causing $MORN to decline? RSI: 70.04% 50-day MA: $314.47 200-day MA: $299.5

User Image Tothieu Posted - 1 month ago

$MORN 🚀:::;New alerts have been posted in the last hours..🚀 most-stock-wining.stockswatcher.xyz

User Image Rafament Posted - 1 month ago

$MORN $GLOB pre-market analysis🚀 analysis-trading-market.stocktradingmind.live

User Image jParkz Posted - 1 month ago

$MORN News out Morningstar Inc. (NASDAQ: MORN) Making Surprising Moves in Tuesday Session https://marketwirenews.com/news-releases/morningstar-inc-nasdaq-morn-making-surprising-moves--4756788509271654.html $MORN

User Image JFDI Posted - 1 month ago

Something about my $MORN -ing mood today, I just can put a finger on it..

User Image insiderbuyingselling Posted - 09/30/24

$MORN new insider selling: 750 shares. http://insiderbuyingselling.com/?t=MORN

User Image Stock_Titan Posted - 2 months ago

$MORN Morningstar, Inc. to Announce Third-Quarter 2024 Financial Results on Oct. 23 https://www.stocktitan.net/news/MORN/morningstar-inc-to-announce-third-quarter-2024-financial-results-on-gguga22leaum.html

User Image JFDI Posted - 2 months ago

$MORN asc tri

User Image Doozio Posted - 2 months ago

$MORN going into qtr FOUR of 2020FOUR during 🧠⏰♾️

User Image StockInvest_us Posted - 2 months ago

Signal alert: $MORN - Possible Runner https://stockinvest.us/l/SG9dfPyteA

User Image Stock_Titan Posted - 2 months ago

$MORN Morningstar Will Enhance Medalist Rating Methodology for Improved Investment Insights https://www.stocktitan.net/news/MORN/morningstar-will-enhance-medalist-rating-methodology-for-improved-kgdleqkqjio7.html

User Image StockInvest_us Posted - 2 months ago

Signal alert: $MORN - Oversold Trend Short (Undervalued) https://stockinvest.us/l/6JLragJqie

User Image StockInvest_us Posted - 2 months ago

Signal alert: $MORN - Oversold Trend Short (Undervalued) https://stockinvest.us/l/2orLjn9S9E

User Image insiderbuyingselling Posted - 3 months ago

$MORN new insider selling: 10756 shares. http://insiderbuyingselling.com/?t=MORN

User Image erevnon Posted - 3 months ago

BMO Capital initiates coverage on Morningstar $MORN at Outperform rating and announces a price target of https://marketsblock.com/stock-upgrades-and-downgrades/

User Image NVDAMillionaire Posted - 3 months ago

$MORN Morningstar Inc (NASDAQ:MORN): Diversified Financial Insights Driving Consistent Growth http://beyondspx.com/2024/07/31/morningstar-inc-nasdaqmorn-diversified-financial-insights-driving-consistent-growth/

Analyst Ratings
BMO Capital Outperform Aug 28, 24
BMO Capital Outperform Aug 12, 24
Redburn Atlantic Buy Oct 30, 23
Redburn Partners Neutral Jan 11, 23
Redburn Partners Buy Sep 20, 22
Keefe, Bruyette & Woods Market Perform Apr 23, 15
Keefe, Bruyette & Woods Market Perform Feb 12, 15
Keefe, Bruyette & Woods Market Perform Nov 5, 13
Insider Trades Relationship Date Transactions Cost($) #Shares Value($) #Share Own SEC Form 4
Mansueto Joseph D Executive Chairman Executive Chairman Nov 27 Sell 277.9 6,257 1,738,820 11,342,505 11/29/23
Mansueto Joseph D Executive Chairman Executive Chairman Nov 24 Sell 276.27 6,555 1,810,950 11,348,762 11/27/23
Mansueto Joseph D Executive Chairman Executive Chairman Nov 21 Sell 275.06 25,300 6,959,018 11,355,317 11/24/23
Mansueto Joseph D Executive Chairman Executive Chairman Nov 17 Sell 271.89 22,021 5,987,290 11,380,617 11/21/23
Mansueto Joseph D Executive Chairman Executive Chairman Nov 15 Sell 269.73 20,426 5,509,505 11,402,638 11/17/23
Mansueto Joseph D Executive Chairman Executive Chairman Nov 09 Sell 263.25 12,175 3,205,069 11,444,297 11/13/23
Mansueto Joseph D Executive Chairman Executive Chairman Nov 07 Sell 262.92 15,023 3,949,847 11,456,472 11/09/23
Mansueto Joseph D Executive Chairman Executive Chairman Nov 03 Sell 263.08 20,710 5,448,387 11,471,495 11/07/23
Mansueto Joseph D Executive Chairman Executive Chairman Nov 01 Sell 256.48 25,300 6,488,944 11,492,205 11/03/23
Mansueto Joseph D Executive Chairman Executive Chairman Aug 25 Sell 223.67 25,300 5,658,851 11,558,479 08/29/23
Mansueto Joseph D Executive Chairman Executive Chairman Aug 23 Sell 219.17 18,250 3,999,852 11,184,499 08/25/23
Mansueto Joseph D Executive Chairman Executive Chairman Aug 17 Sell 220.91 12,874 2,843,995 11,216,521 08/21/23
Mansueto Joseph D Executive Chairman Executive Chairman Aug 15 Sell 218.94 13,302 2,912,340 11,229,395 08/17/23
Mansueto Joseph D Executive Chairman Executive Chairman Aug 11 Sell 219.33 8,700 1,908,171 11,242,697 08/15/23
Mansueto Joseph D Executive Chairman Executive Chairman Aug 07 Sell 221.59 14,565 3,227,458 11,263,385 08/09/23
Landis Gail S Director Director Jul 27 Sell 225.0000 395 88,875 5,727 07/28/23
Mansueto Joseph D Executive Chairman Executive Chairman Jul 07 Sell 197.4 22,902 4,520,855 11,293,225 07/11/23
Mansueto Joseph D Executive Chairman Executive Chairman Jun 15 Sell 206.51 12,753 2,633,622 11,383,829 06/20/23
TSAY CAROLINE J Director Director May 15 Sell 191.32 651 124,549 3,576 05/17/23
Mansueto Joseph D Executive Chairman Executive Chairman Mar 21 Sell 186.6 6,151 1,147,777 11,468,225 03/23/23
Mansueto Joseph D Executive Chairman Executive Chairman Mar 17 Sell 184.34 8,451 1,557,857 11,474,376 03/21/23
Mansueto Joseph D Executive Chairman Executive Chairman Mar 14 Sell 188.75 14,500 2,736,875 11,494,411 03/15/23
Mansueto Joseph D Executive Chairman Executive Chairman Mar 09 Sell 206.68 5,162 1,066,882 11,508,911 03/13/23
Mansueto Joseph D Executive Chairman Executive Chairman Mar 03 Sell 211.22 22,641 4,782,232 11,523,013 03/07/23
Mansueto Joseph D Executive Chairman Executive Chairman Mar 01 Sell 207.36 24,627 5,106,655 11,545,654 03/03/23
Mansueto Joseph D Executive Chairman Executive Chairman Feb 27 Sell 207.55 25,400 5,271,770 11,570,281 03/01/23
Mansueto Joseph D Executive Chairman Executive Chairman Feb 22 Sell 232.97 8,491 1,978,148 11,604,954 02/23/23
Mansueto Joseph D Executive Chairman Executive Chairman Feb 15 Sell 238.39 8,542 2,036,327 11,618,792 02/17/23
Mansueto Joseph D Executive Chairman Executive Chairman Feb 09 Sell 242.64 4,240 1,028,794 11,639,805 02/13/23
Mansueto Joseph D Executive Chairman Executive Chairman Feb 07 Sell 244.31 5,413 1,322,450 11,644,045 02/09/23
Mansueto Joseph D Executive Chairman Executive Chairman Dec 29 Sell 214.41 9,600 2,058,336 11,671,084 01/03/23
Mansueto Joseph D Executive Chairman Executive Chairman Dec 23 Sell 214.86 1,406 302,093 11,690,161 12/27/22
Mansueto Joseph D Executive Chairman Executive Chairman Dec 21 Sell 214.52 20,863 4,475,531 11,691,567 12/23/22
Mansueto Joseph D Executive Chairman Executive Chairman Dec 19 Sell 214.14 17,300 3,704,622 11,712,430 12/21/22
Mansueto Joseph D Executive Chairman Executive Chairman Dec 07 Sell 238.13 12,717 3,028,299 11,743,241 12/09/22
Mansueto Joseph D Executive Chairman Executive Chairman Dec 06 Sell 239.9400 120 28,793 11,811,958 12/07/22
Mansueto Joseph D Executive Chairman Executive Chairman Dec 01 Sell 248.45 13,253 3,292,708 12,412,078 12/05/22
Mansueto Joseph D Executive Chairman Executive Chairman Nov 29 Sell 240.61 8,306 1,998,507 12,425,331 12/01/22
Mansueto Joseph D Executive Chairman Executive Chairman Nov 25 Sell 246.1 5,521 1,358,718 12,433,637 11/29/22
Mansueto Joseph D Executive Chairman Executive Chairman Nov 23 Sell 244.76 6,700 1,639,892 12,439,158 11/28/22
Mansueto Joseph D Executive Chairman Executive Chairman Nov 21 Sell 240.79 16,811 4,047,921 12,445,858 11/23/22
Mansueto Joseph D Executive Chairman Executive Chairman Nov 18 Sell 241.05 2,531 610,098 12,462,669 11/21/22
Mansueto Joseph D Executive Chairman Executive Chairman Nov 07 Sell 233.17 12,254 2,857,265 12,501,411 11/09/22
Mansueto Joseph D Executive Chairman Executive Chairman Sep 28 Sell 213.81 10,197 2,180,221 12,226,191 09/30/22
Mansueto Joseph D Executive Chairman Executive Chairman Sep 26 Sell 212.76 6,055 1,288,262 12,236,388 09/28/22
Mansueto Joseph D Executive Chairman Executive Chairman Sep 20 Sell 225.29 16,958 3,820,468 12,242,563 09/22/22
Mansueto Joseph D Executive Chairman Executive Chairman Sep 12 Sell 246.16 8,747 2,153,162 12,268,928 09/14/22
Mansueto Joseph D Executive Chairman Executive Chairman Sep 06 Sell 231.15 17,241 3,985,257 12,292,684 09/08/22
Mansueto Joseph D Executive Chairman Executive Chairman Sep 02 Sell 230.85 2,213 510,871 12,309,925 09/06/22
Mansueto Joseph D Executive Chairman Executive Chairman Aug 31 Sell 229.66 15,491 3,557,663 12,312,138 09/02/22