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Morningstar (MORN)
NASDAQ:MORN
MORN Stock Chart & Stats
$219.54
$0.34(0.11%)
At close: 4:00 PM EST
$219.54
$0.34(0.11%)
Day’s Range― - ―
52-Week Range$210.02 - $365.00
Previous CloseN/A
Volume32.70K
Average Volume (3M)430.62K
Market Cap
$9.26B
Enterprise Value$13.83B
Total Cash (Recent Filing)$541.60M
Total Debt (Recent Filing)$1.03B
Price to Earnings (P/E)23.4
Beta0.76
Next Earnings
Oct 29, 2025EPS Estimate
2.32Last Dividend Ex-Date
Oct 03, 2025Dividend Yield0.83%
Share Statistics
EPS (TTM)2.40
Shares Outstanding42,177,740
10 Day Avg. Volume278,942
30 Day Avg. Volume430,624
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 Cap1.49
Enterprise Value/Revenue5.89
Enterprise Value/Gross Profit9.67
Enterprise Value/Ebitda18.30
Forecast
1Y Price Target
$337.50Price Target Upside53.73% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
Bulls Say, Bears Say
Bulls Say
Margin Expansion And Earnings GrowthThere is an upside in margin expansion and EPS growth opportunity and its crown-jewel assets like PitchBook.
Organic GrowthMORN's Direct Platform saw improved organic growth, driven by data and offset by modest deceleration in Direct.
Strong Data MoatPitchBook can source non-public, hard-to-access data through primary research and self-reported processes, establishing a strong data moat.
Bears Say
AI Disruption ThreatManagement acknowledges potential AI-disruption threat from some client use cases.
Client AttritionHigher client attrition primarily in corporate, with weakness to persist until macro conditions improve.
Macro UncertaintyThe recent stock weakness is likely due to macro uncertainty, exacerbated by minimal public Credit/DBRS.
Morningstar News
MORN FAQ
What was Morningstar’s price range in the past 12 months?
Morningstar lowest stock price was $210.02 and its highest was $365.00 in the past 12 months.
What is Morningstar’s market cap?
Morningstar’s market cap is $9.26B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Oct 29, 2025 which is tomorrow.
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 $2.194 by $0.206.
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 2.32.
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 $2.194. Following the earnings report the stock price went down -2.739%.
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:
$337.50 (53.73% Upside)
$337.50 (53.73% Upside)
Blogger Sentiment
Bullish
MORN Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 14.9K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Positive
Last 7 Days ▲ 0.9%
Last 30 Days ▲ 1.5%
Last 30 Days ▲ 1.5%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-33.31%
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
$337.50
▲(53.73% Upside)
Technical Analysis
Ownership Overview
36.98% Insiders
22.20% Mutual Funds
0.33% Other Institutional Investors
28.20% Public Companies and
Individual Investors