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Morningstar (MORN)
NASDAQ:MORN
MORN Stock Chart & Stats
$218.21
$0.34(0.11%)
At close: 4:00 PM EST
$218.21
$0.34(0.11%)
Day’s Range― - ―
52-Week Range$202.89 - $365.00
Previous CloseN/A
Volume32.70K
Average Volume (3M)360.06K
Market Cap
$8.97B
Enterprise Value$10.34B
Total Cash (Recent Filing)$514.50M
Total Debt (Recent Filing)$1.04B
Price to Earnings (P/E)24.8
Beta0.72
Next Earnings
Feb 19, 2026EPS Estimate
2.3Last Dividend Ex-Date
Oct 03, 2025Dividend Yield0.83%
Share Statistics
EPS (TTM)2.55
Shares Outstanding41,129,196
10 Day Avg. Volume242,928
30 Day Avg. Volume360,055
Financial Highlights & Ratios
PEG Ratio0.24
Price to Book (P/B)8.90
Price to Sales (P/S)6.34
P/FCF Ratio32.11
Enterprise Value/Market Cap1.15
Enterprise Value/Revenue4.32
Enterprise Value/Gross Profit7.09
Enterprise Value/Ebitda14.18
Forecast
1Y Price Target
$285.00Price Target Upside30.61% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)9.28
Revenue Forecast (FY)$2.43B
Bulls Say, Bears Say
Bulls Say
Morningstar Credit PerformanceMorningstar Credit annual organic growth accelerated meaningfully to 27%, with especially strong performance in Canada fundamentals and US structured.
Organic Revenue GrowthOrganic revenue growth of 8.9% accelerated with Wealth, Credit, Retirement, and Corporate Morningstar Direct Platform showing stable growth.
Share Repurchase ProgramMORN completed its $500mn share repurchase program and the Board authorized a new $1 billion repurchase program over the next three years.
Bears Say
AI-Bear Case ImpactMORN shares have been among the most adversely impacted by the AI-bear case narrative across our Information Services coverage.
Client AttritionHigher client attrition primarily in corporate, with weakness to persist until macro conditions improve.
Revenue Growth DecelerationRevenue growth has decelerated due to increased pressure among core clients and corporates, hurting net renewal rates and new business growth.
Morningstar News
MORN FAQ
What was Morningstar’s price range in the past 12 months?
Morningstar lowest stock price was $202.89 and its highest was $365.00 in the past 12 months.
What is Morningstar’s market cap?
Morningstar’s market cap is $8.97B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Feb 19, 2026 which is in 73 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Oct 29, 2025. The company reported $2.55 earnings per share for the quarter, beating the consensus estimate of $2.324 by $0.226.
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 0.83%. See more information on Morningstar dividends here
What is Morningstar’s EPS estimate?
Morningstar’s EPS estimate is 2.3.
How many shares outstanding does Morningstar have?
Morningstar has 41,129,196 shares outstanding.
What happened to Morningstar’s price movement after its last earnings report?
Morningstar reported an EPS of $2.55 in its last earnings report, beating expectations of $2.324. Following the earnings report the stock price went up 2.682%.
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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Analyst Consensus
Moderate Buy
Average Price Target:
$285.00 (30.61% Upside)
$285.00 (30.61% Upside)
Blogger Sentiment
Bullish
MORN Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 4.7K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.5%
Last 30 Days ▼ 4.4%
Last 30 Days ▼ 4.4%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-38.49%
12-Months-Change
Fundamentals
Return on Equity
24.42%
Trailing 12-Months
Asset Growth
-0.24%
Trailing 12-Months
Company Description
Morningstar
Morningstar, Inc. (MORN) is a leading investment research firm that provides independent investment data and analysis to investors. Founded in 1984 and headquartered in Chicago, the company operates primarily in the financial services sector, offering a range of products and services including investment management, research, and data analytics. Its core offerings include mutual fund ratings, stock analysis, and portfolio management tools, aimed at individual investors, financial advisors, and institutional clients.
MORN Stock 12 Month Forecast
Average Price Target
$285.00
▲(30.61% Upside)
Technical Analysis
Ownership Overview
36.99% Insiders
21.50% Mutual Funds
5.67% Other Institutional Investors
23.45% Public Companies and
Individual Investors