Morningstar, Inc. (FRA:MRS)
Market Cap | 9.25B |
Revenue (ttm) | 2.00B |
Net Income (ttm) | 344.09M |
Shares Out | n/a |
EPS (ttm) | 8.01 |
PE Ratio | 26.89 |
Forward PE | 25.53 |
Dividend | 1.61 (0.75%) |
Ex-Dividend Date | Jul 11, 2025 |
Volume | 42 |
Average Volume | 38 |
Open | 218.00 |
Previous Close | 218.00 |
Day's Range | 216.00 - 218.00 |
52-Week Range | 214.00 - 340.00 |
Beta | n/a |
RSI | 36.02 |
Earnings Date | Oct 22, 2025 |
About Morningstar
Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managed investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reportin... [Read more]
Financial Performance
In 2024, Morningstar's revenue was $2.28 billion, an increase of 11.60% compared to the previous year's $2.04 billion. Earnings were $369.90 million, an increase of 162.15%.
Financial numbers in USD Financial StatementsNews

No Gold in Morningstar’s First Batch of Semiliquid Ratings
Two Pimco funds earned silver and bronze medalist ratings among the six the firm evaluated.

Morningstar Publishes First Medalist Ratings for Semiliquid Funds
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its first-ever Morningstar Medalist RatingsTM for Semiliquid Funds. These forward-looking, qual...

Morningstar Publishes First Medalist Ratings for Semiliquid Funds
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its first-ever Morningstar Medalist RatingsTM for Semiliquid Funds. T...

400+ Firms Transition to SS&C Black Diamond Wealth Solutions from Morningstar Office
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced significant momentum in its strategic alliance with Morningstar. More than 400 wealth management firms have chosen to transition from th...
$1000 Invested In Morningstar 15 Years Ago Would Be Worth This Much Today
Morningstar (NASDAQ: MORN) has outperformed the market over the past 15 years by 25.41% on an annualized basis producing an average annual return of 38.14%. Currently, Morningstar has a market capita...

Northern Trust Mutual Fund Servicing Relationship with Morningstar Investment Management Extended
Northern Trust (Nasdaq: NTRS) today announced the continuation of its comprehensive asset servicing relationship with Morningstar Investment Management, supporting nine multi-managed registered mutual...

Where this top-rated Morningstar fund is finding opportunities, with geopolitics playing a big role
Eli Horton, TCW senior portfolio manager, joins 'Fast Money' to talk where he is seeing investing opportunities in this market.

Morningstar: Investors Miss Out on 15% of Fund Total Returns
The annual “Mind the Gap” study found that investors mistiming sales and purchases often sacrifice returns relative to a fund’s overall performance.

KiwiSaver assets rise to nearly $130b, Morningstar names top funds for Q2 – Stock Takes
ANZ had the biggest market share of Kiwisaver in the June quarter, followed by ASB.
What's Driving the Market Sentiment Around Morningstar?
Morningstar's (NYSE: MORN) short percent of float has risen 27.93% since its last report. The company recently reported that it has 623 thousand shares sold short , which is 2.29% of all regular shar...

Morningstar: Active Funds Continue to Underperform Relative to Passive Options
In the past year, only one-third of active strategies survived and beat passive fund performance.
$1000 Invested In Morningstar 20 Years Ago Would Be Worth This Much Today
Morningstar (NASDAQ: MORN) has outperformed the market over the past 20 years by 20.52% on an annualized basis producing an average annual return of 29.0%. Currently, Morningstar has a market capital...

Where Morningstar's 2025 bond manager of the year sees the best opportunities right now
Artisan Partners' Brian Krug was recently named outstanding fixed-income portfolio manager by Morningstar. Where he is investing now.

11 Investment Must Reads for This Week (Aug. 4, 2025)
Morningstar explored how active ETFs have become the vehicle of choice for model portfolio builders. Family Wealth Report looked at how some advisors reacted to the Fed’s most recent interest rate out...

Morningstar (MORN) Q2 EPS Jumps 19%

Morningstar, Inc. Reports Second-Quarter 2025 Financial Results
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted second-quarter revenue growth with increases in operating and adjusted operati...
Risk Radar: CMG, FI, MORN, and others flash warning signs amid market rally

Christine Benz on the Keys to a Happy, Prosperous Retirement
Christine Benz is the director of personal finance at Morningstar and the author of "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement."

From robotaxis to rockets: Morningstar rated these two ETFs as top performers. How they're positioning right now
He helped clinch the top two spots on Morningstar's best performing ETFs last quarter, and now Ark Invest's Brett Winton is looking to do it again.

12 Investment Must Reads for This Week (July 21, 2025)
Morningstar conducted a deep dive on 60/40 portfolios, looking at performance over a 150-year timespan. JPMorgan analysts are moving beyond traditional stock coverage and being to look at private firm...
Fundies shrug off worries that ASX earnings will slide for third year
Despite a soaring sharemarket, Morningstar has warned ASX 20 profits are still falling. But major investors see a rebound taking shape, helped by commodities.
The beloved 60/40 portfolio is in its worst stretch of underperformance in 150 years. Blame bonds.
Morningstar said that the years since 2022 have marked the only stretch in 150 years that the 60/40 portfolio lost more than the all-stock portfolio.
Australia’s top stocks fund seals golden year with rare 100pc return
Paragon’s commodity-focused hedge fund smashed rivals in the 2024-25 financial year, double the return of the next best fund ranked by Morningstar.

Morningstar Announces Winners for the 2025 U.S. Morningstar Awards for Investing Excellence
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today announced the winners of the 2025 U.S. Morningstar Awards for Investing Excellen...