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Morningstar, Inc.
MORN
NASDAQ·Financial Services·Financial - Data & Stock Exchanges·Mkt cap $6.2B
$165.94
▲ +2.45%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$141.49 - $312.65
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 47.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Independent, proprietary research methodology trusted by institutional and retail investors
- Comprehensive global data platform spanning equities, funds, credit, and ESG metrics
- Strong switching costs and sticky customer relationships with financial advisors and asset managers
- Scale and brand recognition as the leading independent investment research provider
Bear Case
2 risks
- Average volatility.
- Premium valuation to sector peers
Growth
Stable outlook
Rising demand for ESG and sustainable investing analysis and ratings
Value
Premium valuation to sector peers
Momentum
Weak
-6.3% over 3m
Quality
Excellent
Excellent business quality
Dividend
Modest
1.18% yield
Smart-money signal
Who's buying MORN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Jul 29, 2026
APR 29, 2026
Reported EPS of $3.18 vs $2.41 consensus (+31.9% surprise). Revenue of $644.8M vs $626.9M expected (+2.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+31.9%
Next: Jul 29, 2026
Revenue trend · last 8Q
—
—
—
—
+6%
+9%
+9%
+10%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$558.8M
$557.3M
$580.3M
$573.0M
$594.8M
$608.0M
$629.7M
$629.2M
Margins · last 8Q
Gross
64.5%
Operating
24.8%
Profit
17.0%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: BMO Capital · Jun 26, 2026
vs Industry
How MORN stacks vs Financial - Data & Stock Exchanges
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related
Peers & themes
Peers
No peer data available.
Themes
No themes assigned.