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Morningstar (MORN)
NASDAQ:MORN
MORN Stock Chart & Stats
Day’s Range― - ―
52-Week Range$250.34 - $365.00
Previous CloseN/A
Volume32.70K
Average Volume (3M)349.15K
Market Cap
$10.98B
Enterprise Value$13.83B
Total Cash (Recent Filing)$541.60M
Total Debt (Recent Filing)$1.03B
Price to Earnings (P/E)27.8
Beta0.79
Next Earnings
Oct 22, 2025EPS Estimate
2.42Next Dividend Ex-Date
Oct 03, 2025Dividend Yield0.68%
Share Statistics
EPS (TTM)2.40
Shares Outstanding42,177,740
10 Day Avg. Volume329,385
30 Day Avg. Volume349,149
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market Cap1.26
Enterprise Value/Revenue5.89
Enterprise Value/Gross Profit9.67
Enterprise Value/Ebitda18.88
Forecast
1Y Price Target
$304.00Price Target Upside16.79% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
Bulls Say, Bears Say
Bulls Say
Financial PerformanceThere is upside in margin expansion and EPS growth opportunity and its crown-jewel assets such as PitchBook.
Growth StrategyPitchBook is expected to continue growing by focusing on its core investor clientele, adding new datasets and capabilities, and through an eventual macro recovery.
Market ExpansionManagement's PitchBook TAM assumptions have increased sizably from $6.5B to $11.1B due to expanding data coverage and use cases across client types and private market growth.
Bears Say
Challenging Macro EnvironmentManagement noted facing a more challenging macro in the US, particularly in the corporate client segment.
Data And Analytics GrowthData and Analytics slowing growth attributed to a variety of factors.
Platform DecelerationManagement re-discussed the drivers of the deceleration in MORN Direct Platform, which has been a focus in several Q&A responses.
Morningstar News
MORN FAQ
What was Morningstar’s price range in the past 12 months?
Morningstar lowest stock price was $250.34 and its highest was $365.00 in the past 12 months.
What is Morningstar’s market cap?
Morningstar’s market cap is $10.98B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Oct 22, 2025 which is in 55 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Jul 30, 2025. The company reported $2.4 earnings per share for the quarter, beating the consensus estimate of $2.112 by $0.288.
Is Morningstar overvalued?
According to Wall Street analysts Morningstar’s price is currently Undervalued.
Does Morningstar pay dividends?
Morningstar pays a Quarterly dividend of $0.455 which represents an annual dividend yield of 0.68%. See more information on Morningstar dividends here
What is Morningstar’s EPS estimate?
Morningstar’s EPS estimate is 2.42.
How many shares outstanding does Morningstar have?
Morningstar has 42,177,740 shares outstanding.
What happened to Morningstar’s price movement after its last earnings report?
Morningstar reported an EPS of $2.4 in its last earnings report, beating expectations of $2.112. Following the earnings report the stock price went down -2.737%.
Which hedge fund is a major shareholder of Morningstar?
Currently, no hedge funds are holding shares in MORN
Morningstar Stock Smart Score
Neutral
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$304.00 (16.79% Upside)
$304.00 (16.79% Upside)
Blogger Sentiment
Bullish
MORN Sentiment 100%
Sector Average 69%
Sector Average 69%
Hedge Fund Trend
Decreased
By 14.9K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.0%
Last 30 Days ▼ 2.8%
Last 30 Days ▼ 2.8%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-15.88%
12-Months-Change
Fundamentals
Return on Equity
26.51%
Trailing 12-Months
Asset Growth
6.67%
Trailing 12-Months
Company Description
Morningstar
Morningstar, Inc. (MORN) is a leading provider of independent investment research, offering a wide range of products and services to help investors make informed financial decisions. Founded in 1984 and headquartered in Chicago, the company operates in the financial services sector, focusing primarily on investment research, data, and analytics. Morningstar provides a variety of services including investment management, research and analysis on stocks, mutual funds, exchange-traded funds (ETFs), and other investment vehicles, as well as software solutions for financial advisors and institutions.
MORN Stock 12 Month Forecast
Average Price Target
$304.00
▲(16.79% Upside)
Technical Analysis
Ownership Overview
36.98% Insiders
23.07% Mutual Funds
15.09% Other Institutional Investors
12.04% Public Companies and
Individual Investors