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Morningstar (MORN)
NASDAQ:MORN
MORN Stock Chart & Stats
$163.70
$0.34(0.11%)
At close: 4:00 PM EST
$163.70
$0.34(0.11%)
Day’s Range― - ―
52-Week Range$150.00 - $330.55
Previous CloseN/A
Volume32.70K
Average Volume (3M)448.20K
Market Cap
$6.64B
Enterprise Value$7.06B
Total Cash (Recent Filing)$514.50M
Total Debt (Recent Filing)$1.04B
Price to Earnings (P/E)18.6
Beta0.74
Next Earnings
Apr 29, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield0.84%
Share Statistics
EPS (TTM)2.83
Shares Outstanding41,129,196
10 Day Avg. Volume636,945
30 Day Avg. Volume448,198
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 Cap1.06
Enterprise Value/Revenue2.95
Enterprise Value/Gross Profit4.84
Enterprise Value/Ebitda9.68
Forecast
1Y Price Target
$250.00Price Target Upside52.72% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Business Diversification And Credit Data StrengthAnalyst points to diversified business segments and the strong performance of credit data offerings as a catalyst for higher revenue contribution and cross‑sell potential during 2026.
Contract Value And Client EngagementAnalyst highlights steady growth in Average Contract Value per client as customers deepen engagement, supporting recurring revenue resilience and upsell opportunities into 2026.
Share RepurchaseAnalyst expects the Board's authorization of a $1 billion share repurchase program to support earnings per share and reduce free float, improving shareholder returns in 2026.
Bears Say
AI-related Sentiment RiskAnalyst warns that the AI-bear narrative is weighing on valuation multiples for information services names and may keep investor sentiment negative for the stock in 2026 if concerns persist.
Core Client Pressure And Revenue DecelerationAnalyst flags pressure among core corporate clients that could depress net renewal rates and slow new business growth, posing downside risk to top-line momentum in 2026.
Retirement Segment Margin CompressionAnalyst highlights rising compensation costs that have reduced margins in the Retirement segment, which may constrain overall profitability unless cost offsets are implemented in 2026.
Morningstar News
MORN FAQ
What was Morningstar’s price range in the past 12 months?
Morningstar lowest stock price was $150.00 and its highest was $330.55 in the past 12 months.
What is Morningstar’s market cap?
Morningstar’s market cap is $6.64B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Apr 29, 2026 which is in 75 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Feb 12, 2026. The company reported $2.83 earnings per share for the quarter, beating the consensus estimate of $2.36 by $0.47.
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 0.84%. See more information on Morningstar dividends here
What is Morningstar’s EPS estimate?
Morningstar’s EPS estimate for its next earnings report is not yet available.
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 $2.83 in its last earnings report, beating expectations of $2.36. 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
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
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Analyst Consensus
Moderate Buy
Average Price Target:
$250.00 (52.72% Upside)
$250.00 (52.72% Upside)
Blogger Sentiment
Bullish
MORN Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 4.7K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $131.1K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 2.6%
Last 30 Days ▼ 7.2%
Last 30 Days ▼ 7.2%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-49.46%
12-Months-Change
Fundamentals
Return on Equity
24.42%
Trailing 12-Months
Asset Growth
-0.24%
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
$250.00
▲(52.72% Upside)
Technical Analysis
Ownership Overview
36.30% Insiders
19.81% Mutual Funds
3.87% Other Institutional Investors
28.31% Public Companies and
Individual Investors