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MORN Stock Chart & Stats
$215.01
$9.82(5.69%)
At close: 4:00 PM EDT
$215.01
$9.82(5.69%)
Day’s Range― - ―
52-Week Range$141.49 - $261.37
Previous Close$182.43
Volume366.10K
Average Volume (3M)357.02K
Market Cap
$7.86B
Enterprise Value$7.33K
Total Cash (Recent Filing)$523.80M
Total Debt (Recent Filing)$1.90B
Price to Earnings (P/E)19.7
Beta0.82
Next Earnings
Oct 28, 2026EPS Estimate
2.97Next Dividend Ex-DateN/A
Dividend Yield0.93%
Share Statistics
EPS (TTM)10.61
Shares Outstanding37,513,573
10 Day Avg. Volume281,486
30 Day Avg. Volume357,022
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
$233.33Price Target Upside8.52% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)12.2
Revenue Forecast (FY)$2.64B
Bulls Say, Bears Say
Bulls Say
Consistent Growth And Improving ProfitabilityBroad-based revenue growth alongside faster operating-income and EPS expansion indicates operating leverage and stronger earnings capacity. If sustained, this supports durable reinvestment in platforms, data, and AI-enabled workflows.
Recurring, Embedded Data And Research ModelSubscription and asset-based revenue creates visibility, while Morningstar data and ratings embedded in client workflows can increase retention and switching costs. This supports durable customer relationships across professional investment markets.
Strong Cash Generation Funds InvestmentConsistently positive and improving free cash flow gives Morningstar internal funding for cloud migration, AI development, acquisitions, and shareholder distributions. Healthy cash conversion strengthens resilience and reduces reliance on external capital.
Bears Say
Rapidly Rising Leverage Reduces FlexibilityThe sharp leverage increase and declining equity base make the balance sheet more sensitive to earnings setbacks and refinancing needs. Modest operating-cash-flow coverage of debt could constrain acquisitions, investment, or distributions.
AI And Cloud Investment Pressure MarginsTechnology and AI spending may improve product competitiveness over time, but it currently weighs on margins and raises execution risk. Returns depend on converting higher usage and new workflows into durable pricing and revenue gains.
Pricing And Product Transition Creates Execution RiskMoving from bundled subscriptions toward targeted licensing and consumption pricing could improve monetization but may disrupt customer expectations and revenue visibility. Product changes and evolving disclosures add transition risk across the portfolio.
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 $261.37 in the past 12 months.
What is Morningstar’s market cap?
Morningstar’s market cap is $7.86B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Oct 28, 2026 which is in 51 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Jul 29, 2026. The company reported $3.1 earnings per share for the quarter, beating the consensus estimate of $2.829 by $0.271.
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 0.93%. See more information on Morningstar dividends here
What is Morningstar’s EPS estimate?
Morningstar’s EPS estimate is 2.97.
How many shares outstanding does Morningstar have?
Morningstar has 37,513,573 shares outstanding.
What happened to Morningstar’s price movement after its last earnings report?
Morningstar reported an EPS of $3.1 in its last earnings report, beating expectations of $2.829. Following the earnings report the stock price went down -2.789%.
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
1
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4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$233.33 (8.52% Upside)
$233.33 (8.52% Upside)
Blogger Sentiment
Bullish
MORN Sentiment 86%
Sector Average 57%
Sector Average 57%
Hedge Fund Trend
Increased
By 119.9K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $199.0K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.3%
Last 30 Days ▼ 7.7%
Last 30 Days ▼ 7.7%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-18.03%
12-Months-Change
Fundamentals
Return on Equity
0.93%
Trailing 12-Months
Asset Growth
8.68%
Trailing 12-Months
Learn more about TipRanks Smart Score
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
$233.33
▲(8.52% Upside)
Technical Analysis
Ownership Overview
48.58% Insiders
18.90% Mutual Funds
15.98% Other Institutional Investors
4.20% Public Companies and
Individual Investors