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MORN - Morningstar, Inc.
Market Cap 9.56B P/E 548.05 EPS this Y 30.10% Ern Qtrly Grth -
Income 212.9M Forward P/E 38.67 EPS next Y 24.20% 50D Avg Chg 9.00%
Sales 2.1B PEG 2.84 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 0.87 Shares Outstanding 42.75M 52W Low Chg 38.00%
Insider Own 40.38% ROA 5.46% Shares Float 23.77M Beta 1.13
Inst Own 60.37% ROE 16.45% Shares Shorted/Prior 187.49K/223.18K Price 224.70
Gross Margin 59.90% Profit Margin 10.13% Avg. Volume 181,456 Target Price 345.00
Oper. Margin 17.06% Earnings Date Jul 24 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
04/24/24 Morningstar, Inc. Reports First-Quarter 2024 Financial Results
04/23/24 New Morningstar Report Sheds Light on Rapid Expansion of Active ETFs
04/11/24 Destiny CEO Calls Private-Tech Fund’s Meme-Like Surge a ‘Discovery Process’
03/28/24 Morningstar Publishes Fourth Annual Corporate Sustainability Report
08:05 AM Morningstar Report Reveals Collective-Investment Trusts Poised to Overtake Mutual Funds in Target-Date Strategies in 2024
03/25/24 Morningstar, Inc. to Announce First-Quarter 2024 Financial Results on April 24
03/20/24 Morningstar Introduces Low Carbon Transition Leaders Indexes
03/19/24 New Report Reveals How Retirement Plan Design Can Address the Racial and Gender Retirement Savings Gap
03/15/24 Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
03/13/24 Morningstar Announces Agenda for 2024 Morningstar Investment Conference
03/05/24 Morningstar Indexes Selected by IMX Health for First Healthcare Futures Exchange Product Offering
03/01/24 Decoding Morningstar Inc (MORN): A Strategic SWOT Insight
02/22/24 Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2023 Financial Results
02/21/24 Intuit earnings, Fedspeak, economic data: What to Watch
02/14/24 Banks face further loan losses from global office market slump - Morningstar DBRS
02/12/24 Morningstar Wealth Adds SMAs from Leading Asset Managers to the U.S. Wealth Platform
02/07/24 3 Top Stock Picks from America’s Leading SMID-Cap Fund
01/22/24 Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2023 Financial Results on Feb. 22
01/17/24 Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
01/03/24 Does Morningstar (MORN) Provide Good Value Growth?
MORN Chatroom

User Image DonCorleone77 Posted - 1 day ago

$MORN Morningstar reports Q1 adjusted EPS $1.73 vs 56c last year Reports Q1 revenue $542.8M vs $479.7M last year. "Morningstar celebrates its 40th anniversary next month," said Kunal Kapoor, Morningstar's chief executive officer. "We're proud of the difference we've made on behalf of investors, the long-term returns we have delivered for our shareholders, and the distinctive workplace we've built for our colleagues. With a strong start to 2024, we remain focused on our goal of generating durable, long-term growth."

User Image Stock_Titan Posted - 1 day ago

$MORN Morningstar, Inc. Reports First-Quarter 2024 Financial Results https://www.stocktitan.net/news/MORN/morningstar-inc-reports-first-quarter-2024-financial-56z6xpwa43p8.html

User Image TickerDD_com Posted - 2 days ago

From 4/17/2024, looking back across 22 Month-Ends for MORN, Percentage Change of Average Monthly Price had More Positives (59%) while Percentage Change of Average Monthly Volume had All Positives (100%) $MORN #MORN #MORNStock #TickerDD https://www.youtube.com/watch?v=VwM0uIo9NwI

User Image Stock_Titan Posted - 3 days ago

$MORN New Morningstar Report Sheds Light on Rapid Expansion of Active ETFs https://www.stocktitan.net/news/MORN/new-morningstar-report-sheds-light-on-rapid-expansion-of-active-et-ak83ctm9pazm.html

User Image Aigner_Andreas Posted - 1 week ago

TF SELL $MORN at 292.38 : 292.97 BigCap 98% Shp 0.79 S 6.03 N 0.98 RSI 36.52% SRSI 0% ADXR 26.22 #stocks #trading #finance #market

User Image StockInvest_us Posted - 1 week ago

Signal alert: $MORN - GoldenStar https://stockinvest.us/l/fG91gs5SRO

User Image StockInvest_us Posted - 1 week ago

Signal alert: $MORN - GoldenStar https://stockinvest.us/l/s69XxGCRok

User Image StockInvest_us Posted - 2 weeks ago

Signal alert: $MORN - GoldenStar https://stockinvest.us/l/vGawcyS7Vx

User Image StockInvest_us Posted - 2 weeks ago

Signal alert: $MORN - GoldenStar https://stockinvest.us/l/jRHcOT3wOu

User Image Stock_Titan Posted - 1 month ago

$MORN Morningstar Report Reveals Collective-Investment Trusts Poised to Overtake Mutual Funds in Target-Date Strategies in 2024 https://www.stocktitan.net/news/MORN/morningstar-report-reveals-collective-investment-trusts-poised-to-1o14cbryxsgw.html

User Image Stock_Titan Posted - 1 month ago

$MORN Morningstar, Inc. to Announce First-Quarter 2024 Financial Results on April 24 https://www.stocktitan.net/news/MORN/morningstar-inc-to-announce-first-quarter-2024-financial-results-on-yo2takimeht8.html

User Image Stock_Titan Posted - 1 month ago

$MORN Morningstar Introduces Low Carbon Transition Leaders Indexes https://www.stocktitan.net/news/MORN/morningstar-introduces-low-carbon-transition-leaders-57599bqr4c8r.html

User Image insiderbuyingselling Posted - 1 month ago

$MORN new insider selling: 8614 shares. http://insiderbuyingselling.com/?t=MORN

User Image StockInvest_us Posted - 1 month ago

Signal alert: $MORN - Overbought Trend Short (Overvalued) https://stockinvest.us/l/Z4vQq0aoSE

User Image Stock_Titan Posted - 1 month ago

$MORN Morningstar Announces Agenda for 2024 Morningstar Investment Conference https://www.stocktitan.net/news/MORN/morningstar-announces-agenda-for-2024-morningstar-investment-9z7qilpruge7.html

User Image StockInvest_us Posted - 1 month ago

Signal alert: $MORN - GoldenStar https://stockinvest.us/l/j335IAgcfv

User Image Stock_Titan Posted - 1 month ago

$MORN Morningstar Indexes Selected by IMX Health for First Healthcare Futures Exchange Product Offering https://www.stocktitan.net/news/MORN/morningstar-indexes-selected-by-imx-health-for-first-healthcare-1tej7dosknew.html

User Image StockInvest_us Posted - 1 month ago

Signal alert: $MORN - GoldenStar https://stockinvest.us/l/L9bK4DtJFo

User Image StockInvest_us Posted - 1 month ago

Signal alert: $MORN - GoldenStar https://stockinvest.us/l/ervdu9lxws

User Image StockInvest_us Posted - 02/29/24

Signal alert: $MORN - PivotPoint bottom https://stockinvest.us/l/Ed3DyeByVz

User Image StockInvest_us Posted - 02/27/24

Signal alert: $MORN - GoldenStar https://stockinvest.us/l/Bk3NvqjhtA

User Image John_Wick1234 Posted - 2 months ago

$MORN Short-Term Resistance Breakout with High Volume.

User Image RiskVsReward Posted - 2 months ago

$MORN Take a look at this one.

User Image Investwith_Soni Posted - 2 months ago

$MORN range breakout with good volume. Warning: Insider has sold shares $LUNR $NASDAQ $OCEA $NVDA

User Image Doozio Posted - 2 months ago

$MORN FOUR qtrs of eps n rev acceleration in 🧠⏰

User Image NJgolfer Posted - 2 months ago

$MORN messed up and got stopped out right before earnings. Took a small loss just for it to have a great breakout today. Oh well, a chance to learn and refine

User Image Stock_Titan Posted - 2 months ago

$MORN Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2023 Financial Results https://www.stocktitan.net/news/MORN/morningstar-inc-reports-fourth-quarter-full-year-2023-financial-49fbw30nkg9v.html

User Image Stock_Titan Posted - 2 months ago

$MORN Morningstar Wealth Adds SMAs from Leading Asset Managers to the U.S. Wealth Platform https://www.stocktitan.net/news/MORN/morningstar-wealth-adds-sm-as-from-leading-asset-managers-to-the-u-s-7zg58s81oo4p.html

User Image insiderbuyingselling Posted - 2 months ago

$MORN new insider selling: 10762 shares. http://insiderbuyingselling.com/?t=MORN

User Image TickerDD_com Posted - 2 months ago

From 1/31/2024, looking back across 22 Month-Ends for MORN, Percentage Change of Average Monthly Price had More Positives (55%) while Percentage Change of Average Monthly Volume had All Positives (100%) $MORN #MORN #MORNStock #TickerDD #MORNPrice https://www.youtube.com/watch?v=YtENAZMeUyI

Analyst Ratings
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