Morningstar, Inc. (MORN)
| Market Cap | 13.03B |
| Revenue (ttm) | 2.28B |
| Net Income (ttm) | 369.90M |
| Shares Out | 42.84M |
| EPS (ttm) | 8.58 |
| PE Ratio | 35.34 |
| Forward PE | 33.46 |
| Dividend | $1.82 (0.60%) |
| Ex-Dividend Date | Oct 3, 2025 |
| Volume | 75,318 |
| Open | 304.35 |
| Previous Close | 303.63 |
| Day's Range | 303.04 - 307.49 |
| 52-Week Range | 278.64 - 365.00 |
| Beta | 1.23 |
| Analysts | Buy |
| Price Target | 366.67 (+20.55%) |
| Earnings Date | Apr 23, 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 Forecast
According to 3 analysts, the average rating for MORN stock is "Buy." The 12-month stock price forecast is $366.67, which is an increase of 20.55% from the latest price.
News
Morningstar Awards for Investing Excellence UK 2025: Winners Announced
LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the 2025 Morningstar Awards for Investing Excellence U...
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 research, today declared a quarterly dividend of 45.5 cents per share...
Morningstar Unveils Agenda for 2025 Morningstar Investment Conference
CHICAGO--(BUSINESS WIRE)--Morningstar today announced the agenda for its 37th annual Morningstar Investment Conference, June 25-26, 2025, at Chicago's iconic Navy Pier.
Morningstar Expands Private Credit and Structured Finance Offerings with Acquisitions of Lumonic and DealX
CHICAGO--(BUSINESS WIRE)--Morningstar today announced the acquisitions of Lumonic Inc. and Dealview Technologies Limited.
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2024 Financial Results
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported double-digit revenue growth for 2024 and meaningful increases in operating a...
Undercovered ETFs: Growth, Income, TIPS, Poland +
The 'Undercovered' Dozen series highlights 12 lesser-known ETFs offering potential investment opportunities for investors. Kurtis Hemmerling shares a bearish take on iShares Russell Top 200 Growth ETF...
Morningstar Introduces Morningstar PitchBook Buyout Replication Index
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights and index solutions, has introduced the Morningstar® PitchBook Buyout Replication Inde...
Morningstar Forms Strategic Alliance with SS&C's Black Diamond Wealth Platform
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black Diamond® Wealth Platform the first wealth platform to in...
Morningstar: High-Quality Stock, Buy On A Pullback
Morningstar, Inc. is a long-term capital appreciation play, with potential to beat the S&P 500 Index, but current high multiples suggest waiting for market-driven price drops. Strong Q3 results with d...
Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2024 Financial Results on Feb. 26
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2024 financial results after the market closes on Wednesday, Feb. 26, 2025. The company doe...
Morningstar Introduces Morningstar PitchBook Unicorn 30 Index
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduces the Morningstar® PitchBook® Unicorn 30 Index (UI30), adding to its e...
Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial a...
Morningstar stock price dived: is it still overvalued?
Morningstar stock price had a strong performance in 2024 as it surged to a record high of $364 following several quarters of strong revenue growth. It has then suffered a big reversal, plunging by ove...
Unlocking Value From MSCI, The Index Fund Powerhouse
MSCI is a highly profitable financial analytics company with a strong brand, delivering 45% net profit margins on $2.5 billion in annual revenue.
Morningstar Appoints Michael Holt as Chief Financial Officer
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a global provider of independent investment insights, today announced the appointment of Michael Holt as chief financial officer, effective ...
Morningstar, Inc. Increases Quarterly Dividend to 45.5 Cents Per Share
CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 45.5 cents per share...
Morningstar DBRS Names Richard Sibthorpe Head of Canada
TORONTO--(BUSINESS WIRE)--DBRS Limited (Morningstar DBRS), the leading Canadian credit rating agency, has appointed Mr. Richard Sibthorpe as Head of Canada and Global Investor Strategy. Mr. Sibthorpe ...
Why Retail Investors Might Be Interested In Morningstar
Morningstar excels in wealth management tools, offering top-rated products like Direct and Workstation for portfolio management and risk assessment. Despite lower net profit margins, Morningstar's div...
Morningstar Releases Medalist Ratings for 529 College-Savings Plans, Including 11 Upgrades and Nine Downgrades
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Morningstar Medalist Ratings™ for 59 of the nation's most prominent 5...
Morningstar Chief Financial Officer Jason Dubinsky to Depart
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Jason Dubinsky, chief financial officer, will step down from his role...
Morningstar, Inc. Reports Third-Quarter 2024 Financial Results
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit third-quarter revenue growth while expanding operating margins. “...
Top 2 Financials Stocks That May Implode In October
As of Oct. 9, 2024, two stocks in the financials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Morningstar Releases Eighth Annual Study on Advancements and Opportunities in Health Savings Account Industry
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its eighth annual landscape study on health savings accounts (HSAs) a...
Active Ownership, Growing Materiality & Data Demand Drive ESG Implementation for Asset Owners
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today published findings from its third annual Voice of the Asset Owner survey, showi...
Morningstar, Inc. to Announce Third-Quarter 2024 Financial Results on Oct. 23
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2024 financial results after the market closes on Wednesday, Oct. 23, 2024. The company does not hold anal...