Morningstar, Inc. (MORN)
| Market Cap | 8.53B |
| Revenue (ttm) | 2.40B |
| Net Income (ttm) | 376.00M |
| Shares Out | 41.13M |
| EPS (ttm) | 8.80 |
| PE Ratio | 23.58 |
| Forward PE | 20.36 |
| Dividend | $1.82 (0.88%) |
| Ex-Dividend Date | Oct 3, 2025 |
| Volume | 255,086 |
| Open | 212.05 |
| Previous Close | 211.95 |
| Day's Range | 205.97 - 212.05 |
| 52-Week Range | 202.89 - 365.00 |
| Beta | 1.11 |
| Analysts | Strong Buy |
| Price Target | 333.33 (+60.72%) |
| Earnings Date | Oct 29, 2025 |
About MORN
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 StatementsAnalyst Summary
According to 3 analysts, the average rating for MORN stock is "Strong Buy." The 12-month stock price target is $333.33, which is an increase of 60.72% from the latest price.
News
Morningstar's 2026 Outlook Report Delivers Global and Regional Insights for Durable Portfolios
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its 2026 Outlook, offering an overview of key challenges and opportun...
Baron Asset Fund Q3 2025 Performance Review
Baron Asset Fund underperformed for a second consecutive quarter as U.S. equities continued their strong rally from the market lows reached on April 8. From a sector perspective, stock selection in IT...
Morningstar and PitchBook to Launch Comprehensive Index Suite for Evergreen Private Market Funds
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights, today announced the upcoming launch of the Morningstar PitchBook US Evergreen Fund Indexes. With...
Morningstar, Inc. Reports Third-Quarter 2025 Financial Results
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported third-quarter revenue growth with increases in operating and adjusted operat...
Morningstar DBRS Expands into Asia Pacific with New Australia Regional Hub
SYDNEY--(BUSINESS WIRE)--Morningstar DBRS, one of the four largest credit rating agencies globally, today announced its official entry into the Asia Pacific region with a new regional hub in Australia...
Morningstar Retirement and NPPG Announce Strategic Integration to Expand Access to Personalized Retirement Services
CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Pl...
Top 3 Financial Stocks That Are Set To Fly In Q4
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.
Morningstar Publishes 2025 Health Savings Account Landscape With New Provider Assessments and Market Insights
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its ninth annual Health Savings Account (HSA) Landscape Report, offer...
Morningstar, Inc. to Announce Third-Quarter 2025 Financial Results on Oct. 29
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2025 financial results after the market closes on Wednesday, Oct. 29, 2025. The company does not hold anal...
Morningstar: 4 Reasons Why I Would Buy The Dip
Morningstar shares have underperformed recently but have delivered a 1,210% total return since their 2005 IPO. MORN is rated Hold by Seeking Alpha analysts, but I rate it a Buy based on four key facto...
Morningstar Plans to Acquire CRSP, Solidifying Position as a Top-Tier Global Index Provider
CHICAGO--(BUSINESS WIRE)--Morningstar today announced it has entered into an agreement to acquire CRSP, a premier provider of historical stock market data and indexes.
Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share
CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share...
Morningstar: Asset Owners Nimbly Navigate a Global Market in Transition
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today published findings from its fourth annual Voice of the Asset Owner survey, show...
Introducing the Morningstar PitchBook US Modern Market 100: The First Benchmark to Track Public & Private Market Companies in a Single Index
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, has introduced the Morningstar PitchBook US Modern Market 100 Index (‘Modern...
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...
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...
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...
Morningstar, Inc. to Announce Second-Quarter 2025 Financial Results on July 30
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2025 financial results after the market closes on Wednesday, July 30, 2025. The company does not hold ana...
Morningstar Launches New Digital Destination to Empower Canadian Investors
TORONTO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new Canadian digital investment research hub, desig...
Morningstar Launches New Digital Destination to Empower UK Investors
LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new UK digital investment research hub, designed to ...
Morningstar Launches New Digital Destination to Empower Asian Investors
SINGAPORE--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new Asia digital investment research hub, designe...
Morningstar Publishes New Semiliquid Funds Report Amid Acceleration of Private Market Access and Investor Interest
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc., (Nasdaq: MORN), a leading provider of independent investment insights, today published a report, "The State of Semiliquid Funds," offering a comprehensive ...
Morningstar Brings Greater Transparency to Private Markets for Advisors
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today debuted new features in Direct Advisory Suite (the next phase of Advisor Worksta...
3 Cheap SWAN Stocks To Put On Your Shopping List
The benefits of financial independence extend far beyond the financial realm. Today's focus will be on a custodian bank and asset manager, an investment data and analytics company, and a regulated ele...
Morningstar Introduces Medalist Rating for Semiliquid Funds, Advancing Transparency in Private Markets
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced the Morningstar Medalist Rating™ for Semiliquid Funds, expanding its...