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MORN - Morningstar Inc

35

$166.05

-$0.17 (-0.102%)

At close: 5/14/26, 8:00 PM

Score

3.97/5

General

Scores

Financials & KPIs

Dividends

Analyst

Insider

MORN

Valuation Score

View as %

Stock Unlock

YTD

Max

Stock Profile

Market Cap

$6.31B

Industry

Financial Services

EPS (TTM)

$10.24

P/E (TTM)

15.68

Div & Yield

$2.00 (1.20%)

FCF Payout Ratio

17.39%

P/S (TTM)

2.52

P/B

6.20

Diluted Shares

39.30M

Ex-Dividend

2026-07-10

Next Earnings

07-28

Forward P/E

14.08

Payout Ratio

18.88%

P/FCF (TTM)

14.44

FCF Yield

6.93%

Earnings Yield

6.38%

52 Week Range

Score Card

Explore Scores Tab

3.97

Good

Morningstar Inc has grown revenue at 8.39% over the past year, which suggests sales are increasing. Also, it has seen its diluted average shares outstanding decrease by -8.82% over the past year, which suggests the company is buying back shares.

Valuation Model

Key Score

2.00

Bad

Management

3.00

Average

Growth

2.00

Bad

Profitability

5.00

Very Good

Fin. Health

1.00

Very Bad

Dividends

5.00

Very Good

Analyst

5.00

Very Good

Insider Transactions

Explore Insider Tab

Buy

Sell

Market News

Page 1 of 21

3 new filings were in the last 7 days

Filter Form Types

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-05-12 17:20:53

Form 144

Notice of proposed sale of securities pursuant to Rule 144

Filed on 2026-05-12 16:09:37

Form 8-K

Current report pursuant to Section 13 or 15(d)

Filed on 2026-05-08 16:23:35

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-05-07 17:56:28

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-05-04 17:38:33

Form 144

Notice of proposed sale of securities pursuant to Rule 144

Filed on 2026-05-01 17:10:39

Form 8-K

Current report pursuant to Section 13 or 15(d)

Filed on 2026-04-29 16:39:08

Form 10-Q

General form for quarterly financial reports under Section 13 or 15(d)

Filed on 2026-04-29 16:37:01

Form ARS

Unknown Form Type

Filed on 2026-03-27 16:21:01

Form DEFA14A

Additional definitive proxy soliciting materials

Filed on 2026-03-27 16:17:40

Form DEF 14A

Also known as a 'definitive proxy statement', is a required filing when a shareholder vote is required

Filed on 2026-03-27 16:16:26

Form SCHEDULE 13G/A

Unknown Form Type

Filed on 2026-03-27 10:52:40

Page 1 of 21

Financials

Explore Financials Tab

Revenue

Earnings

Free Cash Flow

Price Targets

Go to Analyst Tab

These are one year price targets for: 2027-04-25

High:

$294.00

77.1%

Avg:

$250.92

51.1%

Low:

$194.93

17.4%

(% change is relative to the current stock price: $166.05)

Analyst Recommendations

Go to Analyst Tab

4.00

Good

22%

Strong Buy (2)

56%

Buy (5)

22%

Hold (2)

Sell (0)

Strong Sell (0)

About

Website
https://www.morningstar.com/
Address
22 West Washington Street, Chicago ILLINOIS, US
SEC Reports
https://sec.gov/edgar/browse/?CIK=1289419

Morningstar, Inc. engages in the provision of investment research. The company is headquartered in Chicago, Illinois and currently employs 10,973 full-time employees. The company went IPO on 2005-05-03. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.

IPO Date

2005-05-03

Industry

Financial Services

Total Employees

10,973

Exchange

Nasdaq Nms - Global Market

Reporting Currency

USD

GICS

Capital Markets

GICS Sub

Financial Exchanges & Data

GICS Sector

Financials

GICS Group

Financial Services

MORN - Morningstar Inc

35

$166.05

-$0.17 (-0.102%)

3.97/5

Stock Unlock

Stock Profile

Score Card

Good

Insider Transactions

Market News

Form 4

Filed on 2026-05-12 17:20:53

Form 144

Filed on 2026-05-12 16:09:37

Form 8-K

Filed on 2026-05-08 16:23:35

Form 4

Filed on 2026-05-07 17:56:28

Form 4

Filed on 2026-05-04 17:38:33

Form 144

Filed on 2026-05-01 17:10:39

Form 8-K

Filed on 2026-04-29 16:39:08

Form 10-Q

Filed on 2026-04-29 16:37:01

Form ARS

Filed on 2026-03-27 16:21:01

Form DEFA14A

Filed on 2026-03-27 16:17:40

Form DEF 14A

Filed on 2026-03-27 16:16:26

Form SCHEDULE 13G/A

Filed on 2026-03-27 10:52:40

Financials

Price Targets

77.1%

51.1%

17.4%

Analyst Recommendations

About

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