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MORN Stock Chart & Stats
$172.61
$9.82(5.69%)
At close: 4:00 PM EDT
$172.61
$9.82(5.69%)
Day’s Range― - ―
52-Week Range$141.49 - $265.73
Previous Close$182.43
Volume366.10K
Average Volume (3M)407.17K
Market Cap
$8.10B
Enterprise Value$7.33K
Total Cash (Recent Filing)$523.80M
Total Debt (Recent Filing)$1.90B
Price to Earnings (P/E)20.5
Beta0.81
Next Earnings
Oct 28, 2026EPS Estimate
2.97Next Dividend Ex-DateN/A
Dividend Yield0.9%
Share Statistics
EPS (TTM)10.61
Shares Outstanding37,513,573
10 Day Avg. Volume336,649
30 Day Avg. Volume407,171
Financial Highlights & Ratios
PEG Ratio7.25
Price to Book (P/B)7.45
Price to Sales (P/S)3.72
P/FCF Ratio20.57
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$233.33Price Target Upside35.18% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)12.2
Revenue Forecast (FY)$2.64B
Bulls Say, Bears Say
Bulls Say
Recurring Data And Workflow SubscriptionsRecurring subscriptions and embedded workflows create durable customer relationships and revenue visibility. Morningstar's data supports due diligence, portfolio construction, reporting, and distribution, making replacement more difficult for institutional users.
Sustained Growth And Margin ExpansionSteady top-line expansion combined with durable gross margins and improved net profitability indicates operating leverage in the information franchise. This strengthens the company's ability to fund product investment while preserving earnings resilience over the medium term.
Strong Cash Generation And Technology InvestmentConsistently positive and improving free cash flow provides internal funding for acquisitions, cloud migration, and AI-enabled workflows. CRSP's margin contribution and expanding data distribution through AI connectors could deepen Morningstar's strategic relevance.
Bears Say
Rapidly Rising LeverageThe sharp leverage increase reduces balance-sheet flexibility and makes the business more sensitive to weaker earnings, refinancing needs, or integration costs. Although profitability supports the debt load, cash-flow coverage is modest and limits financial resilience.
Recent Operating Profit PressureLower TTM EBIT suggests that cost growth or business-mix changes are absorbing part of Morningstar's revenue gains. If sustained, weaker operating leverage could constrain margin expansion and reduce funds available for innovation, debt reduction, and shareholder returns.
Execution And Regulatory Risks In Evolving PlatformsExpansion into AI connectors, cloud workflows, and firmwide value-based pricing increases execution complexity and exposure to data governance and regulatory scrutiny. Product sunsetting and changing client consumption models could also disrupt adoption or pressure monetization.
Morningstar News
MORN FAQ
What was Morningstar’s price range in the past 12 months?
Morningstar lowest stock price was $141.49 and its highest was $265.73 in the past 12 months.
What is Morningstar’s market cap?
Morningstar’s market cap is $8.10B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Oct 28, 2026 which is in 64 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Jul 29, 2026. The company reported $3.1 earnings per share for the quarter, beating the consensus estimate of $2.829 by $0.271.
Is Morningstar overvalued?
According to Wall Street analysts Morningstar’s price is currently Undervalued.
Does Morningstar pay dividends?
Morningstar pays a Quarterly dividend of $0.5 which represents an annual dividend yield of 0.9%. See more information on Morningstar dividends here
What is Morningstar’s EPS estimate?
Morningstar’s EPS estimate is 2.97.
How many shares outstanding does Morningstar have?
Morningstar has 37,513,573 shares outstanding.
What happened to Morningstar’s price movement after its last earnings report?
Morningstar reported an EPS of $3.1 in its last earnings report, beating expectations of $2.829. Following the earnings report the stock price went down -2.789%.
Which hedge fund is a major shareholder of Morningstar?
Currently, no hedge funds are holding shares in MORN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Morningstar Stock Smart Score
Neutral
1
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$233.33 (35.18% Upside)
$233.33 (35.18% Upside)
Blogger Sentiment
Bullish
MORN Sentiment 86%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 119.9K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $324.3K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.3%
Last 30 Days ▼ 5.1%
Last 30 Days ▼ 5.1%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-37.34%
12-Months-Change
Fundamentals
Return on Equity
0.90%
Trailing 12-Months
Asset Growth
8.68%
Trailing 12-Months
Company Description
Morningstar
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.
MORN Stock 12 Month Forecast
Average Price Target
$233.33
▲(35.18% Upside)
Technical Analysis
Ownership Overview
39.12% Insiders
18.90% Mutual Funds
15.95% Other Institutional Investors
13.64% Public Companies and
Individual Investors