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Morningstar (MORN)
NASDAQ:MORN
MORN Stock Chart & Stats
Day’s Range― - ―
52-Week Range$278.64 - $365.00
Previous CloseN/A
Volume32.70K
Average Volume (3M)187.73K
Market Cap
$12.77B
Enterprise Value$14.23B
Total Cash (Recent Filing)$502.70M
Total Debt (Recent Filing)$904.00M
Price to Earnings (P/E)34.7
Beta1.01
Next Earnings
Apr 23, 2025EPS Estimate
2.1Next Dividend Ex-Date
Apr 04, 2025Dividend Yield0.56%
Share Statistics
EPS (TTM)8.58
Shares Outstanding42,839,680
10 Day Avg. Volume242,011
30 Day Avg. Volume187,726
Financial Highlights & Ratios
PEG Ratio0.22
Price to Book (P/B)N/A
Price to Sales (P/S)5.61
Price to Cash Flow (P/CF)20.80
P/FCF Ratio20.80
Enterprise Value/Market Cap1.11
Enterprise Value/RevenueN/A
Enterprise Value/Gross Profit10.31
Enterprise Value/Ebitda19.58
Forecast
1Y Price Target
$370.00Price Target Upside21.86% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
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Morningstar News
PremiumCompany Announcements
Morningstar Reports Strong Financial Growth in 2024
PremiumCompany Announcements
Morningstar Reports Strong Financial Growth in 2024
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Bulls Say, Bears Say
Bulls Say
Financial PerformanceThe board of directors raised its quarterly dividend per share by 12.3%, signaling management's confidence in the company's continued strong growth.
Growth OpportunitiesThere is an upside in margin expansion and EPS growth opportunity due to its crown-jewel assets like PitchBook.
LeadershipThe newly appointed CFO, Michael Holt, has a strong track record in centralizing and scaling Research and Investment capabilities, driving M&A strategy, and reframing the Wealth space.
Bears Say
Asset ManagementThe divestiture of the Commodity and Energy Data business will be slightly dilutive to segment margins.
Market ConditionsIncreased inflation and potentially long-term rates could dampen market activity, presenting a headwind for PitchBook and Morningstar Credit.
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Ownership Overview
36.92% Insiders
24.98% Mutual Funds
0.23% Other Institutional Investors
25.18% Public Companies and
Individual Investors
Risk Analysis
Main Risk Category
Finance & CorporateFinancial and accounting risks. Risks related to the execution of corporate activity and strategy
Website Traffic
Sorry, No Data AvailableThere is no website visitor data available for this stock.
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MORN FAQ
What was Morningstar’s price range in the past 12 months?
Morningstar lowest stock price was $278.64 and its highest was $365.00 in the past 12 months.
What is Morningstar’s market cap?
Morningstar’s market cap is $12.77B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Apr 23, 2025 which is in 28 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Feb 26, 2025. The company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $2.062 by $0.078.
Is Morningstar overvalued?
According to Wall Street analysts Morningstar’s price is currently Undervalued.
Does Morningstar pay dividends?
Morningstar pays a Quarterly dividend of $1.67 which represents an annual dividend yield of 0.56%. See more information on Morningstar dividends here
What is Morningstar’s EPS estimate?
Morningstar’s EPS estimate is 2.1.
How many shares outstanding does Morningstar have?
Morningstar has 42,839,680 shares outstanding.
What happened to Morningstar’s price movement after its last earnings report?
Morningstar reported an EPS of $2.14 in its last earnings report, beating expectations of $2.062. Following the earnings report the stock price went down -2.75%.
Which hedge fund is a major shareholder of Morningstar?
Currently, no hedge funds are holding shares in MORN
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Morningstar Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$370.00 (21.86% Upside)
$370.00 (21.86% Upside)
Blogger Sentiment
Bullish
MORN Sentiment 100%
Sector Average 66%
Sector Average 66%
Hedge Fund Trend
Decreased
By 22.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.1M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 3.9%
Last 30 Days ▼ 8.7%
Last 30 Days ▼ 8.7%
News Sentiment
Neutral
Bullish news 50%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
0.48%
12-Months-Change
Fundamentals
Return on Equity
25.11%
Trailing 12-Months
Asset Growth
4.28%
Trailing 12-Months
Company Description
Morningstar
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.
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MORN Stock 12 Month Forecast
Average Price Target
$370.00
▲(21.86% Upside)
Technical Analysis
Best Analysts Covering MORN
1 Year
1 Year Success Rate
0/6 ratings generated profit
1 Year Average Return
-7.18%
reiterated a buy rating 23 days ago
Copying Jeffrey Silber's trades and holding each position for 1 Year would result in 0.00% of your transactions generating a profit, with an average return of -7.18% per trade.
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