MORN Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Recurring Subscription Revenue And Steady Multi-year GrowthMorningstar’s core model of licensed data, research and platform subscriptions drives durable, recurring revenue across advisors, asset managers and institutions. This recurring mix supports predictable cash flows, high customer retention, and scalable margin expansion over the medium term.
Durable Data Moat Via PitchBook, CRSP And Historical DatasetsDecades of normalized fund data, CRSP indexing assets and PitchBook content create high switching costs and unique content depth. Embedding data into AI workflows and enterprise tools increases client stickiness and supports long-term pricing power and distribution expansion across public and private markets.
Strong Cash Generation And Improving Free Cash FlowConsistent positive operating cash flow and growing free cash flow provide durable funding for dividends, strategic M&A and technology investment. Robust FCF conversion supports capital returns and reinvestment capacity, underpinning financial resilience over the next several quarters.
Bears Say
Sharply Rising Leverage And Reduced Balance-sheet FlexibilityLeverage has stepped up materially, shrinking equity and limiting financial flexibility. Higher debt raises interest and refinancing risk and constrains the company’s ability to fund opportunistic investments or absorb shocks; operating cash covers a modest portion of debt (~0.57), increasing vulnerability.
TTM Operating Profit Below The Most Recent Annual PeriodAlthough margins have improved versus earlier years, a decline in TTM operating profit versus 2025 signals structural margin pressure from investments, product sunsetting and asset-mix shifts. Prolonged pressure could slow FCF growth and reduce reinvestment headroom over multiple quarters.
Integration, AI, Regulatory And Data-liability RisksStrategic moves (CRSP, PitchBook, AI connectors) expand opportunity but create structural execution and compliance risks. AI-related legal exposure, data liability, cybersecurity demands and evolving pricing models can increase operating costs, slow client adoption, or invite regulatory constraints that reshape revenue durability.
Morningstar News
MORN FAQ
What was Morningstar’s price range in the past 12 months?
Currently, no data Available
What is Morningstar’s market cap?
Morningstar’s market cap is $131.08B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Oct 28, 2026 which is in 89 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Jul 29, 2026. The company reported $53.789 earnings per share for the quarter, beating the consensus estimate of $49.086 by $4.702.
Is Morningstar overvalued?
According to Wall Street analysts Morningstar’s price is currently Undervalued.
Does Morningstar pay dividends?
Morningstar does not currently pay dividends.
What is Morningstar’s EPS estimate?
Morningstar’s EPS estimate is 51.55.
How many shares outstanding does Morningstar have?
Currently, no data Available
What happened to Morningstar’s price movement after its last earnings report?
Morningstar reported an EPS of $53.789 in its last earnings report, beating expectations of $49.086. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Morningstar?
Currently, no hedge funds are holding shares in MX: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:
$4,048.61 (― Upside)
$4,048.61 (― Upside)
Blogger Sentiment
Bullish
MX:MORN Sentiment 83%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $3.0M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-33.70%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
11.15%
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.