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Morningstar (MORN)
NASDAQ:MORN
MORN Stock Chart & Stats
Day’s Range― - ―
52-Week Range$221.02 - $365.00
Previous CloseN/A
Volume32.70K
Average Volume (3M)447.60K
Market Cap
$9.43B
Enterprise Value$13.83B
Total Cash (Recent Filing)$541.60M
Total Debt (Recent Filing)$1.03B
Price to Earnings (P/E)24.1
Beta0.77
Next Earnings
Oct 22, 2025EPS Estimate
2.42Last Dividend Ex-Date
Oct 03, 2025Dividend Yield0.81%
Share Statistics
EPS (TTM)2.40
Shares Outstanding42,177,740
10 Day Avg. Volume564,464
30 Day Avg. Volume447,604
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 Cap1.47
Enterprise Value/Revenue5.89
Enterprise Value/Gross Profit9.67
Enterprise Value/Ebitda18.30
Forecast
1Y Price Target
$325.00Price Target Upside45.33% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
Bulls Say, Bears Say
Bulls Say
Financial PerformanceThere is an upside in margin expansion and EPS growth opportunity and its crown-jewel assets like PitchBook.
Market OpportunityManagement's PitchBook TAM assumptions have increased sizably from $6.5B in 2023 to $11.1B in 2025 due to expanding data coverage and use cases across client types and private market growth.
Organic GrowthMORN's Direct Platform saw improved organic growth, driven by data and offset by modest deceleration in Direct.
Bears Say
AI DisruptionManagement 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 despite some stabilization in the net renewal rates.
Market 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 $221.02 and its highest was $365.00 in the past 12 months.
What is Morningstar’s market cap?
Morningstar’s market cap is $9.43B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Oct 22, 2025 which is in 14 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 $2.194 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 0.81%. 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 $2.194. 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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10
Analyst Consensus
Moderate Buy
Average Price Target:
$325.00 (45.33% Upside)
$325.00 (45.33% 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
Negative
Last 7 Days ▼ 1.3%
Last 30 Days ▲ 0.3%
Last 30 Days ▲ 0.3%
News Sentiment
Neutral
Bullish news 59%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-29.43%
12-Months-Change
Fundamentals
Return on Equity
26.51%
Trailing 12-Months
Asset Growth
6.67%
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.
MORN Stock 12 Month Forecast
Average Price Target
$325.00
▲(45.33% Upside)
Technical Analysis
Ownership Overview
36.98% Insiders
22.84% Mutual Funds
16.04% Other Institutional Investors
11.48% Public Companies and
Individual Investors