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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 - $289.63
Previous CloseN/A
Volume32.70K
Average Volume (3M)421.37K
Market Cap
$6.53B
Enterprise Value$8.02K
Total Cash (Recent Filing)$532.20M
Total Debt (Recent Filing)$1.91B
Price to Earnings (P/E)17.4
Beta0.79
Next Earnings
Jul 29, 2026EPS Estimate
2.83Next Dividend Ex-DateN/A
Dividend Yield1.18%
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
High Margins & Recurring RevenueMorningstar’s business generates high gross and healthy net margins supported by subscription and asset-based fee models. Persistently strong margins and recurring revenue provide durable cash flow, enabling reinvestment in data, product development, and predictable operating performance over the medium term.
Durable Data Moat And AI DistributionMorningstar’s long-running, proprietary datasets and PitchBook integration create stickiness: embedding data into AI workflows and enterprise platforms raises switching costs. This structural distribution advantage supports pricing power and client retention across institutional accounts over 2–6 months and beyond.
Strong Cash Generation & Capital ReturnsConsistent operating and free cash flow levels fund investment, dividends, and buybacks without relying solely on external financing. Reliable cash generation underpins the company’s dividend maintenance and share repurchases, supporting long-term financial flexibility and stakeholder returns.
Bears Say
Rising LeverageLeverage has increased materially, compressing the balance sheet cushion and raising interest and refinancing exposure. Higher debt relative to a smaller equity base reduces financial flexibility for M&A or counter-cyclical investment and increases downside risk if cash flow weakens.
Operating Margin Step-downA meaningful decline in operating profitability versus prior years signals margin pressure from higher compensation, technology, and go-to-market spending. Sustained margin erosion would reduce reinvestment capacity and free cash flow conversion, weakening earnings resilience over the medium term.
Integration, AI & Regulatory RisksManagement highlights integration and AI-related legal, cybersecurity, and regulatory risks that can produce sustained costs, product delays, or reputational harm. These structural risks require ongoing investment in controls and may constrain monetization of new AI-enabled products over time.
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 $289.63 in the past 12 months.
What is Morningstar’s market cap?
Morningstar’s market cap is $6.53B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Jul 29, 2026 which is in 7 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 1.18%. 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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10
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 62%
Sector Average 62%
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 ▲ 0.3%
Last 30 Days ▲ 17.9%
Last 30 Days ▲ 17.9%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-39.85%
12-Months-Change
Fundamentals
Return on Equity
1.18%
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
0.61% Other Institutional Investors
29.98% Public Companies and
Individual Investors