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MORN Stock Chart & Stats
$184.28
$0.34(0.11%)
At close: 4:00 PM EST
$184.28
$0.34(0.11%)
Day’s Range― - ―
52-Week Range$141.49 - $291.52
Previous CloseN/A
Volume32.70K
Average Volume (3M)421.37K
Market Cap
$6.56B
Enterprise Value$8.02K
Total Cash (Recent Filing)$532.20M
Total Debt (Recent Filing)$1.91B
Price to Earnings (P/E)17.5
Beta0.79
Next Earnings
Jul 29, 2026EPS Estimate
2.83Next Dividend Ex-DateN/A
Dividend Yield1.13%
Share Statistics
EPS (TTM)9.87
Shares Outstanding38,028,020
10 Day Avg. Volume374,893
30 Day Avg. Volume421,367
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
$227.33Price Target Upside23.36% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)11.92
Revenue Forecast (FY)$2.63B
Bulls Say, Bears Say
Bulls Say
Recurring, Diversified Revenue StreamsA subscription- and asset-fee-based model across licensed data, software, indexes and asset management yields high recurring revenue and predictable cash flows. This diversification reduces single-market exposure, supports retention, and underpins multi-year revenue visibility for investment and clients.
Strong Profitability And Cash GenerationHigh gross and healthy net margins combined with substantial operating and free cash flow provide durable internal funding for product investment, M&A, dividends and buybacks. Consistent cash conversion strengthens resilience to cyclical demand and supports long-term strategic initiatives.
Durable Data Moat And AI DistributionDecades of proprietary data, validation processes and client relationships create high switching costs and hard-to-replicate historical continuity. Integrations like PitchBook AI connectors extend distribution into AI workflows, embedding Morningstar into clients’ long-term research and product pipelines.
Bears Say
Rising Leverage And Weaker Equity BaseMaterial increase in leverage and a smaller equity cushion reduce financial flexibility and raise refinancing and interest-rate risk. Higher debt levels constrain capital allocation options for acquisitions, buybacks or cushioning against cyclicality, amplifying downside if growth stalls.
Step-down In Operating MarginsLower operating margins versus recent years reflect margin pressure from higher compensation, tech and integration costs. Sustained margin compression would reduce reinvestment capacity and free cash flow, making the business more sensitive to revenue shocks and limiting return-on-capital expansion.
Cooling Free Cash Flow MomentumA decline in FCF growth reduces the margin of safety for capital returns and strategic spending. If the trend continues, it could force tougher trade-offs among dividends, buybacks, and investments, and weaken the company’s ability to self-fund accelerated product development or acquisitions.
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 $291.52 in the past 12 months.
What is Morningstar’s market cap?
Morningstar’s market cap is $6.56B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Jul 29, 2026 which is in 9 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Apr 29, 2026. The company reported $3.18 earnings per share for the quarter, beating the consensus estimate of $2.407 by $0.773.
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 1.13%. See more information on Morningstar dividends here
What is Morningstar’s EPS estimate?
Morningstar’s EPS estimate is 2.83.
How many shares outstanding does Morningstar have?
Morningstar has 38,028,020 shares outstanding.
What happened to Morningstar’s price movement after its last earnings report?
Morningstar reported an EPS of $3.18 in its last earnings report, beating expectations of $2.407. Following the earnings report the stock price went down -10.069%.
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:
$227.33 (23.36% Upside)
$227.33 (23.36% Upside)
Blogger Sentiment
Bullish
MORN Sentiment 70%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Increased
By 167.6K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $170.1K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 2.6%
Last 30 Days ▲ 18.6%
Last 30 Days ▲ 18.6%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-40.12%
12-Months-Change
Fundamentals
Return on Equity
1.13%
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.
MORN Stock 12 Month Forecast
Average Price Target
$227.33
▲(23.36% Upside)
Technical Analysis
Ownership Overview
38.85% Insiders
18.65% Mutual Funds
0.57% Other Institutional Investors
30.02% Public Companies and
Individual Investors