Morningstar, Inc. (MORN)
| Market Cap | 6.85B -47.6% |
| Revenue (ttm) | 2.51B +8.4% |
| Net Income | 402.80M +4.8% |
| EPS | 9.77 +9.7% |
| Shares Out | 38.03M |
| PE Ratio | 18.43 |
| Forward PE | 14.84 |
| Dividend | $2.00 (1.11%) |
| Ex-Dividend Date | Jul 10, 2026 |
| Volume | 308,695 |
| Open | 176.80 |
| Previous Close | 176.67 |
| Day's Range | 174.15 - 183.17 |
| 52-Week Range | 149.08 - 316.71 |
| Beta | 0.98 |
| Analysts | Buy |
| Price Target | 252.33 (+40.06%) |
| Earnings Date | Apr 29, 2026 |
About MORN
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investmen... [Read more]
Financial Performance
In 2025, Morningstar's revenue was $2.45 billion, an increase of 7.49% compared to the previous year's $2.28 billion. Earnings were $374.20 million, an increase of 1.16%.
Financial StatementsAnalyst Summary
According to 3 analysts, the average rating for MORN stock is "Buy." The 12-month stock price target is $252.33, which is an increase of 40.06% from the latest price.
News
Morningstar Shares Perspective from Global Asset Owners
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today shares results from the qualitative phase of its Asset Owner Perspectives Surve...
Morningstar Credit Analytics launches Corporate Credit Analytics
Morningstar (MORN) Credit Analytics launched Corporate Credit Analytics, a new set of tools designed to bring greater transparency and consistency to private credit analysis. The company said, “Corpor...
Morningstar Credit Analytics Cuts Through Private Market Opacity with Standardized Corporate Credit Analytics
CHICAGO--(BUSINESS WIRE)--Morningstar Credit Analytics, a wholly owned subsidiary of Morningstar, Inc. (Nasdaq: MORN), today launched Corporate Credit Analytics, a new set of tools designed to bring g...
Morningstar Shareholders Approve All AGM Proposals, Back Directors, Pay Vote and KPMG Auditor
Morningstar NASDAQ: MORN shareholders approved all proposals presented at the company's 2026 annual meeting, including the election of 10 directors, an advisory “say on pay” vote, and the ratification...
Morningstar, PitchBook announce intergration with Perplexity
Morningstar (MORN) and PitchBook announced a new integration with Perplexity that broadens access to Morningstar and PitchBook data, research, and intelligence through Perplexity’s AI platform. Throug...
Morningstar and PitchBook Expand Access to Trusted Investment Intelligence Through Perplexity
CHICAGO & SEATTLE--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market i...
Morningstar Transcript: AGM 2026
The meeting covered strong AOI and revenue growth, strategic focus on AI integration, and evolving business models. All proposals passed, new directors were welcomed, and management addressed challenges in stock performance and market dynamics.
Morningstar reports Q1 adjusted EPS $3.18, consensus $2.66
Reports Q1 revenue $644.8M, consensus $626.91M. “In the first quarter, we created significant value, growing operating and adjusted operating income by more than 30%, while reducing shares outstanding...
Morningstar, Inc. Reports First-Quarter 2026 Financial Results
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported increased revenues in the first quarter of 2026 with sustained momentum in p...
Morningstar Shareholder letter: Q1 2026
Morningstar has published a letter to shareholders covering Q1 2026, which was released on April 29, 2026.
Morningstar Slides: Q1 2026
Morningstar has posted slides in relation to its Q1 2026 quarterly earnings report, which was published on April 29, 2026.
Morningstar Quarterly report: Q1 2026
Morningstar has published its Q1 2026 quarterly earnings report on April 29, 2026.
Morningstar Earnings release: Q1 2026
Morningstar released its Q1 2026 earnings on April 29, 2026, summarizing the period's financial results.
Morningstar reaches new milestone in acquisition of CRSP
Morningstar (MORN) has reached a new milestone in its previously completed acquisition of the Center for Research in Security Prices, CRSP, from the University of Chicago, announcing the rebrand of…
Morningstar Reaches New Milestone in the CRSP Acquisition, Rebranding CRSP Market Indexes to Morningstar Indexes
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, has reached a new milestone in its previously completed acquisition of the Center for...
PitchBook introduces PitchBook LCD Default Predictor
PitchBook introduced the PitchBook LCD Default Predictor, a new quantitative research tool that produces a monthly, forward-looking estimate of the aggregate default rate in the Morningstar (MORN) LST...
Morningstar announces PitchBook Europe Modern Market 50 Index
Morningstar (MORN) announced the Morningstar PitchBook Europe Modern Market 50 Index. The Europe Modern Market 50 blends the largest and most significant Europe-based publicly listed and late-stage ve...
PitchBook LCD Introduces Default Predictor, a Forward-Looking Leveraged Loan Default Rate Indicator
SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform, today introduced the PitchBook LCD Default Predictor, a new quantitative research tool that produces a mo...
Morningstar Introduces Europe Modern Market 50 Index
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook Europe Modern Market 50 Index. The Europe M...
Morningstar (MORN) Moves to Overhaul Index Rules as SpaceX IPO Pressure Builds
Global investment firm Morningstar Inc. ($MORN) is considering adjusting its market index designs ahead of SpaceX’s highly anticipated initial public offering (IPO). The move underscores how index pro...
Pello to acquire ByAllAccounts from Morningstar, terms not disclosed
Pello Companies, LLC announced the entry into a definitive agreement for the acquisition of ByAllAccounts, a provider of innovative data aggregation technology for financial applications, from Morning...
Pello Companies to Acquire ByAllAccounts from Morningstar
SALT LAKE CITY & CHICAGO--(BUSINESS WIRE)--Pello Companies, LLC, which focuses on open finance innovation, today announced the entry into a definitive agreement for the acquisition of ByAllAccounts, a...
Morningstar Announces Winners for the 2026 US Morningstar Awards for Investing Excellence
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners of the 2026 US Morningstar Awards for Investing Excellenc...
Morningstar DBRS Marks 50 Years of Credit Ratings; Advances Global Methodology Program and Asia-Pacific Growth
TORONTO--(BUSINESS WIRE)--Morningstar DBRS marks 50 years of credit ratings, advances global methodology program and Asia-Pacific growth.
Morningstar, Inc. to Announce First-Quarter 2026 Financial Results on April 29
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2026 financial results after the market closes on Wednesday, April 29, 2026. The company does not hold ana...