Stock Taper
MORN
MORNINGSTAR, INC.
NASDAQ
$189.16
▲ UP 3.06% (5.61)

KEY STATISTICS

Market Cap$7.10 B
52w High$228.95
52w Low$141.49
Dividend Yield0.92%
FrequencyQuarterly
P/E16.39
Volume296.26K
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

ETFS HOLDING THIS STOCK

ETFS HOLDING
256
LISTED HERE
10
RANKED BY POSITION SIZE

INSTITUTIONAL OWNERSHIP

SHARES OWNED
48.30%
HOLDERS
716
TOP 8 OF 716 · RANKED BY POSITION SIZE

PRICE

$189.16 ▲ UP 3.06% (+$5.61)
$183$185$188$1909:30 AM10:35 AM11:40 AM12:44 PM1:49 PM2:54 PM3:59 PM189.16

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.

Morningstar in 2025

SENTIMENT: + POSITIVE
Rod Diefendorf
EARNINGS · JULY 30, 2025

Morningstar Reports Strong Q2 2025 Financial Results with Double-Digit Earnings Growth

Morningstar announced its second-quarter 2025 financial results on July 30, 2025, reporting a 5.8% increase in revenue to $605.1 million and a 30.6% increase in diluted net income per share to $2.09. This strong performance was driven by growth in its PitchBook, Morningstar Direct Platform, and Morningstar Credit segments. The announcement highlighted the company's operational efficiency and the successful execution of its strategic focus on data and analytics.

PARTNERSHIP · FEBRUARY 2025 · IN PROGRESS

Morningstar Sunsets Morningstar Office, Forms Strategic Alliance with SS&C's Black Diamond for a New Advisor Platform

Morningstar announced it will retire its long-standing 'Morningstar Office' software platform and has entered a strategic alliance with SS&C's Black Diamond Wealth Platform. This move shifts Morningstar's strategy from providing an all-in-one software solution for financial advisors to integrating its core data, research, and analytics into a leading third-party platform.

Latest News

GURUFOCUS · OCT 5, 2026

Advisors Adopt AI Fast, but Still Aren't Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study

[url="]Morningstar, Inc.[/url] (Nasdaq: MORN), a leading provider of independent investing insights, today released its annual [url="]Morningstar Investors Pers

EARLIER COVERAGE
BUSINESS WIRE · SEP 30, 2026

Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced plans to relocate its global headquarters to the Thompson Center and commit an additional $5 million in funding over five years to Chicago nonprofits. Together, the investments reinforce Morningstar's over 40-year commitment to Chicago and help support the city's economic vitality, workforce development, and long-term growth.Kunal Kapoor, CEO of Morningstar, said: "M.

BUSINESS WIRE · SEP 28, 2026

Morningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2026 financial results after the market closes on Wednesday, Oct. 28, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.About MorningstarMorningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of product.

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity5
Return On Assets5
Debt To Equity1
Price To Earnings3
Price To Book1
Overall Score3

MOST RECENT ANALYST GRADES

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

SECTORS PEERS

PEERPRICE
BMNR$26.58COMPARE
XP$28.53COMPARE
SEIC$103.36COMPARE
FHN$23.46COMPARE
UMBF$130.49COMPARE
WTFC$146.75COMPARE
SSB$101.80COMPARE
FDS$269.78COMPARE

TRADES BY CONGRESS

HOUSE TRADES
April Delaney
April Delaney
Sale
2026-05-06
April McClain Delaney
April McClain Delaney
Sale (Partial)
2026-05-06
Lisa C. McClain
Lisa C. McClain
Sale (Full)
2025-08-04
Lisa McClain
Lisa McClain
Sale
2025-08-04

INSIDER TRADES

★
10 PERCENT OWNER
Mansueto Daniel
Sale · 657.8K shares
2026-09-30
★
10 PERCENT OWNER
Mansueto Daniel
— · —
2026-09-22
★
OFFICER: CHIEF FINANCIAL OFFICER
Holt Michael
Sale · 54 shares
2026-09-01
★
OFFICER: CAO & PAO
Wiersema Conan
Sale · 29 shares
2026-09-01