Morningstar, Inc. (MORN)

NASDAQ: MORN · IEX Real-Time Price · USD
242.23
-0.65 (-0.27%)
Feb 1, 2023, 10:16 AM EST - Market open
-0.27%
Market Cap 10.28B
Revenue (ttm) 1.86B
Net Income (ttm) 123.70M
Shares Out 42.45M
EPS (ttm) 2.84
PE Ratio 85.52
Forward PE n/a
Dividend $1.46 (0.60%)
Ex-Dividend Date Jan 5, 2023
Volume 12,351
Open 241.03
Previous Close 242.88
Day's Range 240.95 - 244.84
52-Week Range 207.11 - 298.51
Beta 1.15
Analysts Buy
Price Target n/a
Earnings Date Feb 23, 2023

About MORN

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers... [Read more]

Sector Financials
IPO Date May 3, 2005
Employees 11,716
Stock Exchange NASDAQ
Ticker Symbol MORN
Full Company Profile

Financial Performance

In 2021, Morningstar's revenue was $1.70 billion, an increase of 22.30% compared to the previous year's $1.39 billion. Earnings were $193.30 million, a decrease of -13.55%.

Financial Statements

News

Morningstar Investment Management and PAi's ESG Pooled Employer Plan Goes Live

As investors demand more personalized investing, the Morningstar ESG PEP empowers small and medium-sized companies to offer an ESG investment lineup to their employees CHICAGO , Jan. 31, 2023 /PRNewsw...

1 day ago - PRNewsWire

Morningstar Advisor Workstation Debuts Investment Planning Experience to Deliver Holistic, Personalized Investment Plan Recommendations Based on Investor Goals and Preferences

The solution combines Morningstar's methodologies and data to help advisors deliver tailored plan recommendations based on risk preferences, values, and investment goals with the push of a button CHIC...

6 days ago - PRNewsWire

Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2022 Financial Results on Feb. 23

CHICAGO , Jan. 23, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2022 financial results after the market closes on Thursday, Feb. 23, 2023. Th...

1 week ago - PRNewsWire

Morningstar Launches Annuity Intelligence Center within Morningstar Advisor Workstation, Powered by Luma Financial Technologies

The new platform runs on Luma's innovative annuity technology and streamlines the annuity selection process for advisors CHICAGO , Dec. 13, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a lea...

1 month ago - PRNewsWire

Morningstar Launches New Research Portal for Financial Advisors, with Independent Research and Insights at Center

The new research platform's actionable interface helps investment professionals deliver personalized advice to clients CHICAGO , Dec. 7, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leadin...

2 months ago - PRNewsWire

Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share and Authorizes New $500 Million Share Repurchase Program

CHICAGO , Dec. 6, 2022 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 37.5 ce...

2 months ago - PRNewsWire

Morningstar Introduces Industry's First Global Unicorn Index Series

Powered by PitchBook and Morningstar Indexes, the new benchmarks are the first to daily measure Unicorns, or privately held venture-capital companies with valuations of $1 billion or more. CHICAGO , N...

3 months ago - PRNewsWire

Morningstar Releases Analyst Ratings for 54 of the Nation's Largest 529 College-Savings Plans, Including Five Upgrades and Two Downgrades

34 plans received Morningstar Medalist distinction in the form of Gold, Silver, or Bronze CHICAGO , Nov. 2, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent inv...

3 months ago - PRNewsWire

Morningstar launches direct indexing as stock-market investors seek to personalize portfolios

Morningstar's wealth group has launched direct indexing to help stock-market investors customize their portfolios in a tax-efficient way, providing a type of investment offering that the firm says has...

3 months ago - Market Watch

Morningstar Launches Direct Indexing Combining Market-Leading Technology and Investment Management

New Offering Enables Portfolios to Be Tailored to Investors' Unique Needs CHICAGO , Nov. 1, 2022 /PRNewswire/ -- Morningstar, Inc.  (Nasdaq: MORN), a leading provider of independent investment researc...

3 months ago - PRNewsWire

Morningstar, Inc. Reports Third-Quarter 2022 Financial Results

CHICAGO , Oct. 26, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted solid third-quarter revenue growth, driven by continued momentum...

3 months ago - PRNewsWire

Morningstar Publishes Inaugural Global Investor Portfolio Study, Finds Wide Divergence in Investor Behavior and Portfolio Construction Across 14 Markets

Study examines how local market practices, investment product availability, and regulatory landscapes influence global investors' financial preferences and risk tolerance in portfolios CHICAGO , Oct. ...

3 months ago - PRNewsWire

Morningstar, Inc. Declares Quarterly Dividend of 36 Cents Per Share

CHICAGO , Oct. 7, 2022 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 36 cent...

4 months ago - PRNewsWire

Morningstar's Sixth Annual Health Savings Account Landscape Finds Fidelity Remains Industry Leader

In addition to provider recommendations, the study also features a new section on actionable best practices for individuals seeking HSAs CHICAGO , Sept. 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nas...

4 months ago - PRNewsWire

Morningstar, Inc. to Announce Third-Quarter 2022 Financial Results on Oct. 26

CHICAGO , Sept. 26, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2022 financial results after the market closes on Wednesday, Oct. 26, 2022.

4 months ago - PRNewsWire

7 Tech Stocks to Buy During a Stock Market Crash

With the Federal Reserve committed to doing whatever it takes to tackle soaring inflation, investors will likely see their favorite tech stocks to buy stumble. Still, this may not be the appropriate t...

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4 months ago - InvestorPlace

Morningstar Simplifies ESG Investing with New Investable World

Data-driven digital experience highlights opportunities and trade-offs facing investors, with striking differences across managing ESG risk and making a sustainable impact CHICAGO , Sept. 7, 2022 /PRN...

5 months ago - PRNewsWire

Morningstar to Unite Two Forward-Looking Rating Systems into One: The Morningstar Medalist Rating

The change will combine the Morningstar Analyst Rating with the Morningstar Quantitative Rating, making it even simpler for investors to research and select best-in-class managed investments CHICAGO ,...

5 months ago - PRNewsWire

Morningstar, Inc. Reports Second-Quarter 2022 Financial Results

CHICAGO , July 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted strong second-quarter revenue growth, highlighting continued mom...

6 months ago - PRNewsWire

Morningstar Finds Investors Saved Nearly $6.9 Billion From Falling Fees in 2021

The annual U.S. Fund Fee Study reports record-low fund fees in 2021, and the study's pre-built dataset is now available for users in flagship investment research platform Morningstar DirectSM CHICAGO ...

7 months ago - PRNewsWire

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business

CHICAGO and LONDON , June 30, 2022 /PRNewswire/ -- Morningstar, Inc.  (Nasdaq: MORN), a leading provider of independent investment research, has completed its acquisition of Praemium's operations in t...

7 months ago - PRNewsWire

Morningstar, Inc. to Announce Second-Quarter 2022 Financial Results on July 27

CHICAGO , June 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2022 financial results after the market closes on Wednesday, July 27, 2022. The company doe...

7 months ago - PRNewsWire

Morningstar Investor Connects Individual Investors' Portfolio Management to Morningstar Research

New Morningstar InvestorSM to replace Morningstar Premium web offering; new investment research platform creates powerful, personalized connection between portfolios and market research CHICAGO , June...

8 months ago - PRNewsWire

Morningstar Announces Plans to Add 350 Jobs in Toronto, Grow Local Presence by 40%

Approximately 250 jobs will be added this year in technology-related roles with the remainder across core businesses TORONTO , June 13, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading...

8 months ago - PRNewsWire

Morningstar, Inc. Completes Acquisition of Leveraged Commentary & Data

CHICAGO and SEATTLE, June 1, 2022 /PRNewswire/ -- Morningstar, Inc., a leading provider of independent investment research (Nasdaq: MORN), has completed its previously announced acquisition of Leverag...

8 months ago - PRNewsWire