Morningstar, Inc. (MORN)
| Market Cap | 6.75B -42.7% |
| Revenue (ttm) | 2.51B +8.4% |
| Net Income | 402.80M +4.8% |
| EPS | 9.77 +9.7% |
| Shares Out | 38.03M |
| PE Ratio | 18.07 |
| Forward PE | 14.55 |
| Dividend | $2.00 (1.13%) |
| Ex-Dividend Date | Jul 10, 2026 |
| Volume | 161,962 |
| Open | 176.61 |
| Previous Close | 177.91 |
| Day's Range | 172.02 - 178.90 |
| 52-Week Range | 149.08 - 316.71 |
| Beta | 0.98 |
| Analysts | Strong Buy |
| Price Target | 256.50 (+44.6%) |
| 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 2 analysts, the average rating for MORN stock is "Strong Buy." The 12-month stock price target is $256.5, which is an increase of 44.60% from the latest price.
News
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 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...
Morningstar announces expanded availability of investment data on Snowflake
Morningstar (MORN) announced the expanded availability of its investment data on Snowflake (SNOW), the AI Data Cloud company. Morningstar is now delivering additional datasets on Snowflake Marketplace...
PitchBook Launches Pioneer Certification Program to the Public
SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence provider, today announced that PitchBook Pioneer, its on-demand training and certification program, is now open to ...
Morningstar Expands Investment Data Available on Snowflake Marketplace
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the expanded availability of its investment data on Snowflake, the AI...
PitchBook Earns Spot on G2's 2026 Best Financial Services Software Products List
SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence provider, has been named to G2's 2026 Best Software Awards list, ranking sixth in the Best Financial Services Softw...
Morningstar Awards for Investing Excellence UK 2026: Winners Announced
LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the Morningstar Awards for Investing Excellence UK 202...
Morningstar, Inc. Declares Quarterly Dividend of 50 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 50 cents per share, ...
PitchBook Announces New Essential MCP Integration with Perplexity, Expanding Access to AI-Powered, Verifiable Market Intelligence
SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform, today announced a new partnership with Perplexity, the leading AI-answer engine. Through Perplexity's new...
Morningstar Credit Analytics Launches Credit Models and ‘Bring Your Own Loan' Analysis
CHICAGO--(BUSINESS WIRE)--Morningstar Credit Analytics Launches Credit Models and ‘Bring Your Own Loan' Analysis.
Morningstar Unveils Agenda for 2026 Morningstar Investment Conference
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 38th annual Morningstar Investment Conference, tak...