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MORN - Morningstar Inc

36

$179.07

-$5.80 (-3.137%)

At market close

$179.65

$0.58 (0.321%)

After Hours 3/20/26, 8:22 PM

3.97/5

General

Scores

Financials & KPIs

Dividends

Analyst

Insider

MORN

Valuation Score

View as %

Stock Unlock

1D

1W

1M

YTD

1Y

3Y

5Y

Max

Stock Profile

Market Cap

$7.09B

Industry

Financial Services

EPS (TTM)

$9.12

P/E (TTM)

18.94

Div & Yield

$2.00 (1.12%)

FCF Payout Ratio

17.89%

P/S (TTM)

2.90

P/B

5.80

Diluted Shares

41.00M

Ex-Dividend

2026-04-02

Next Earnings

04-28

Forward P/E

16.29

Payout Ratio

21.16%

P/FCF (TTM)

16.02

FCF Yield

6.24%

Earnings Yield

5.28%

52 Week Range

Score Card

Explore Scores Tab

3.97

Good

Morningstar Inc has grown revenue at 7.49% over the past year, which suggests sales are increasing. Also, it has seen its diluted average shares outstanding decrease by -4.87% over the past year, which suggests the company is buying back shares.

Valuation Model

Key Score

3.00

Average

Management

5.00

Very Good

Growth

3.00

Average

Profitability

1.00

Very Bad

Fin. Health

4.00

Good

Dividends

1.00

Very Bad

Analyst

4.00

Good

Insider Transactions

Explore Insider Tab

Buy

Sell

Market News

Page 1 of 21

Filter Form Types

Form 8-K

Current report pursuant to Section 13 or 15(d)

Filed on 2026-03-13 16:31:52

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-04 16:54:30

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-03 18:39:15

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-03 18:36:46

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-02 17:07:23

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-02-27 17:52:29

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-02-25 17:03:12

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-02-20 17:03:35

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-02-18 18:15:28

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-02-13 17:11:42

Form 10-K

Annual financials report pursuant to Section 13 or 15(d)

Filed on 2026-02-13 16:22:24

Form 8-K

Current report pursuant to Section 13 or 15(d)

Filed on 2026-02-12 16:34:11

Page 1 of 21

Financials

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Revenue

Earnings

Free Cash Flow

Price Targets

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These are one year price targets for: 2027-02-21

High:

$294.00

64.2%

Avg:

$250.92

40.1%

Low:

$194.93

8.9%

(% change is relative to the current stock price: $179.07)

Analyst Recommendations

Go to Analyst Tab

4.00

Good

22%

Strong Buy (2)

56%

Buy (5)

22%

Hold (2)

0%

Sell (0)

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