Morningstar Enters New $1.5 Billion Credit Agreement

Morningstar ( (MORN) ) just unveiled an update.

On October 31, 2025, Morningstar, Inc. entered into a new Credit Agreement with Bank of America, N.A., offering a multi-currency credit facility with a borrowing capacity of up to $1.5 billion. This agreement replaces a previous credit agreement from 2022 and includes a revolving credit facility, delayed draw term facility, and a term facility. The new credit arrangement is designed to refinance existing debt and support lawful corporate purposes, with interest rates based on various international benchmarks. Morningstar is subject to financial covenants and restrictions under this agreement, which also includes guarantees from its subsidiaries.

The most recent analyst rating on (MORN) stock is a Buy with a $250.00 price target. To see the full list of analyst forecasts on Morningstar stock, see the MORN Stock Forecast page.

Spark’s Take on MORN Stock

According to Spark, TipRanks’ AI Analyst, MORN is a Neutral.

Morningstar’s strong financial performance is the most significant factor, reflecting robust revenue growth and profitability. However, the technical analysis indicates bearish momentum, which negatively impacts the overall score. The valuation is moderate, suggesting the stock is fairly priced, but the low dividend yield may deter some investors.

To see Spark’s full report on MORN stock, click here.

More about Morningstar

Morningstar, Inc. operates in the financial services industry, providing investment research and management services. The company focuses on delivering data, insights, and tools to investors and financial advisors, with a market presence that includes subsidiaries such as Morningstar Investment Management LLC and PitchBook Data, Inc.

Average Trading Volume: 400,924

Technical Sentiment Signal: Sell

Current Market Cap: $9.04B

For detailed information about MORN stock, go to TipRanks’ Stock Analysis page.