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MORN
MORNINGSTAR, INC.
NASDAQ
$217.65
▼ DOWN 0.53% (-1.16)

KEY STATISTICS

Market Cap$8.16 B
52w High$261.76
52w Low$141.49
Dividend Yield0.92%
FrequencyQuarterly
P/E18.86
Volume340.08K
Shares Out.37.51M

COMPANY

LEADERSHIP

Kunal Kapoor
CHIEF EXECUTIVE
Kunal Kapoor

COMPENSATION 2026

Salary$650,000
Stock Awards$6,251,743
Incentive Plan Pay$2,150,577
All Other Comp.$18,375
Total$9,070,695

ABOUT

SECTOR
Financial Services
WENT PUBLIC
May 3, 2005
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
10,973

PRICE TARGET

Target High$260.00
Target Low$210.00
Target Median$212.00
Target Consensus$227.33

UPCOMING EARNINGS

DateOct 28, 2026
DayWednesday
Rev. Est.$657.28M
OCT
28
WED

PRICE

$217.65 ▼ DOWN 0.53% (−$1.16)
$218$219$2219:31 AM10:36 AM11:40 AM12:45 PM1:50 PM2:54 PM3:59 PM217.65

About Morningstar, Inc.

https://www.morningstar.com ↗

Morningstar, Inc. provides global independent investment research, data, ratings, and analysis tools for investors, financial professionals, and institutions across various asset classes and markets.

INDUSTRY

Financial - Data & Stock Exchanges

A PRODUCT MORNINGSTAR, INC. IS KNOWN FOR

Morningstar Direct
Morningstar Direct

Morningstar's flagship investment analysis platform offers asset and wealth managers extensive data, proprietary research, and advanced analytics for market research, portfolio construction, and product development.

COMPETITORS

COMPETITOR
FDS COMPARE
MCO COMPARE
MSCI COMPARE
NDAQ COMPARE
SPGI COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
LicensedBased$435M $437.8M ▲$444.9M ▲$455.1M ▲
TransactionBased$97.7M $113.1M ▲$104.8M ▼$111.3M ▲
AssetBased$84.7M $90.2M ▲$95.1M ▲$96.8M ▲

Revenue by Geography

MapREGIONQ3-2025Q4-2025Q1-2026Q2-2026
UNITED STATES$440.7M $458.1M ▲$462M ▲$479.1M ▲
NonUnited States$176.7M $183M ▲$182.8M ▼$184.1M ▲
Europe excluding the United Kingdom$55.1M $109.5M ▲$57M ▼$55M ▼
CANADA$41M $75.3M ▲$42.7M ▼$46.6M ▲
AUSTRALIA$16.7M $32.4M ▲$18.1M ▼$19.4M ▲
Asia$12.4M $23.4M ▲$11.8M ▼$12.1M ▲
Segment Geographical Group of Other Countries$3.3M $6.4M ▲$4M ▼$3.7M ▼

ETFS HOLDING THIS STOCK

ETFS HOLDING
242
LISTED HERE
26
RANKED BY POSITION SIZE
XMH.TO
0.13% · 770.8K
VTS.AX
0.01% · 606.3K
MDY
0.13% · 161.6K
XMHQ
0.60% · 155.1K
DFAS
0.15% · 107.1K
FXO
1.67% · 86.4K
FMDE
0.22% · 83.8K
WTV
0.52% · 81.8K
SCHM
0.09% · 61.0K
QGRO
0.30% · 28.7K
VUSE
0.59% · 22.9K
JHMM
0.06% · 18.8K
LSAT
4.39% · 13.3K
BBMC
0.09% · 9.2K
TMFM
1.58% · 8.7K
RECS
0.02% · 6.4K
TQSM.TO
0.17% · 5.9K
AFTY
0.75% · 4.9K
GVLU
0.33% · 3.9K
VALT
0.42% · 3.3K
SMLL
4.92% · 3.2K
ACVU
0.34% · 2.8K
SURE
1.02% · 2.7K
IQSM
0.17% · 2.7K
EB
EBI
0.06% · 1.8K
WBIF
1.55% · 1.7K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
57.41%
HOLDERS
716
TOP 12 OF 716 · RANKED BY POSITION SIZE
Bamco Inc /Ny/
3.5M sh · $545.94M
Vanguard Group Inc
2.6M sh · $605.62M
Blackrock Inc.
2.5M sh · $750.47M
Blackrock, Inc.
2.4M sh · $555.62M
Select Equity Group, L.P.
2.1M sh · $488.08M
Morgan Stanley
2.0M sh · $435.99M
Wellington Management Group Llp
1.7M sh · $281.03M
Aqr Capital Management LLC
1.3M sh · $203.51M
Atlanta Capital Management Co L L C
1.0M sh · $218.61M
Two Sigma Investments, LP
859.5K sh · $145.29M
Kayne Anderson Rudnick Investment Management LLC
765.5K sh · $177.6M
State Street Corp
763.2K sh · $177.08M

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity5
Return On Assets5
Debt To Equity1
Price To Earnings2
Price To Book1
Overall Score3

TRADES BY CONGRESS

HOUSE TRADES
April Delaney
April Delaney
Sale
2026-05-06
 Lisa McClain
Lisa McClain
Sale
2025-08-04
 Nancy Pelosi
Nancy Pelosi
Sale (Partial)
2020-05-08

INSIDER TRADES

★
10 PERCENT OWNER
Mansueto Daniel
Sale · 377.0K shares
2026-08-24
★
DIRECTOR, 10 PERCENT OWNER, OFFICER: EXECUTIVE CHAIRMAN
Mansueto Joseph D
Sale · 1.7K shares
2026-08-24
★
DIRECTOR, 10 PERCENT OWNER, OFFICER: EXECUTIVE CHAIRMAN
Mansueto Joseph D
Sale · 226 shares
2026-08-24
★
DIRECTOR, 10 PERCENT OWNER, OFFICER: EXECUTIVE CHAIRMAN
Mansueto Joseph D
Sale · 220 shares
2026-08-24

MOST RECENT ANALYST GRADES

GRADE SUMMARY
BUY 1
OUTPERFORM 1
2 GRADES IN THE LAST 12 MONTHS
UBS BUY BMO Capital OUTPERFORM

SECTORS PEERS

PEERPRICE
BMNR$23.80COMPARE
SEIC$111.63COMPARE
WBS$77.57COMPARE
FHN$24.65COMPARE
FDS$308.98COMPARE
UMBF$144.59COMPARE
WTFC$152.95COMPARE
SSB$105.98COMPARE