Morningstar Inc MORN
News
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PitchBook's Private Market Intelligence Now Accessible Within ChatGPT for Financial Services
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Morningstar’s AI Academy Earns Multiple Brandon Hall Group™ HCM Excellence Awards®
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Morningstar and PitchBook Help Ground AI with Trusted Investment Intelligence in Gemini Enterprise for Financial Services, Expanding Access Across AI Ecosystems
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Morningstar, Inc. Reports Second-Quarter 2026 Financial Results
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Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes
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PitchBook and Madrona to Talk AI and Capital Concentration at Seattle Tech Week
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Lumonic Launches MCP Server, Bringing Audit-Ready Portfolio Data to Leading AI Assistants
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Morningstar Launches US Capital Allocation Leaders Index, Providing Exposure to Companies with Exemplary Capital Allocation Practices
Trading Information
- Previous Close Price
- $198.09
- Day Range
- $191.93–193.44
- 52-Week Range
- $141.44–261.05
- Bid/Ask
- $189.99 / $192.66
- Shares Outstanding
- 37.51M
- Market Cap
- $7.25B
- Volume/Avg
- 1,367 / 394,644
Key Statistics
- Price/Earnings (Normalized)
- 16.74
- Price/Sales
- 3.02
- Dividend Yield (Trailing)
- 1.01%
- Dividend Yield (Forward)
- 1.04%
- Dividend Payment Schedule
- Jan, Apr, Jul, Oct
- Total Yield
- 14.34%
Company Profile
Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.
- Sector
- Financial Services
- Industry
- Financial Data & Stock Exchanges
- Stock Style Box
- Small Core
- Total Number of Employees
- 10,973
- Website
- https://www.morningstar.com
Valuation
|
Metric
|
MORN
|
|---|---|
Price/Earnings (Normalized) | 16.74 |
Price/Book Value | 7.08 |
Price/Sales | 3.02 |
Price/Cash Flow | 12.65 |
Price/Earnings
MORN
Financial Strength
|
Metric
|
MORN
|
|---|---|
Quick Ratio | 0.94 |
Current Ratio | 1.06 |
Interest Coverage | 10.98 |
Quick Ratio
MORN
Profitability
|
Metric
|
MORN
|
|---|---|
Return on Assets (Normalized) | 12.15% |
Return on Equity (Normalized) | 35.57% |
Return on Invested Capital (Normalized) | 18.08% |
Return on Assets
MORN
Financial Data & Stock Exchanges Industry Comparables
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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SPGI
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| CME Group Inc Class A
CME
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| Intercontinental Exchange Inc
ICE
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| Moodys Corp
MCO
| LOCK|^qg$L#j | LOCK|bv | $81B | |||
| Nasdaq Inc
NDAQ
| LOCK|pm#sh<Z | LOCK|NY#t? | $51B | |||
| Coinbase Global Inc Ordinary Shares - Class A
COIN
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| MSCI Inc
MSCI
| LOCK|JDVrr%L | LOCK|@kc | $40B | |||
| Cboe Global Markets Inc
CBOE
| LOCK|<^^VMJm | LOCK|?MW! | $30B | |||
| TransUnion
TRU
| LOCK|md$JWTP | LOCK|?Bql | $15B | |||
| FactSet Research Systems Inc
FDS
| LOCK|#bQbGR? | LOCK|GGD | $9B |