MORN Stock Chart & Stats
Currently, no data available
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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?
Currently, no data Available
What is Morningstar’s market cap?
Morningstar’s market cap is $121.61B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Oct 28, 2026 which is in 45 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Jul 29, 2026. The company reported $52.515 earnings per share for the quarter, beating the consensus estimate of $47.924 by $4.591.
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 50.3.
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 $52.515 in its last earnings report, beating expectations of $47.924. 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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$3,943.24 (― Upside)
$3,943.24 (― Upside)
Blogger Sentiment
Bullish
MX:MORN Sentiment 86%
Sector Average 58%
Sector Average 58%
Insider Transactions
Sold Shares
Worth $3.4M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-24.89%
12-Months-Change
Fundamentals
Return on Equity
―
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.