Morningstar Inc MORN
News
Morningstar, Inc. Reports Third-Quarter 2026 Financial Results
PitchBook Data Premium Connector Integration with Harvey Now Generally Available as AI Adoption of PitchBook Data Grows
PitchBook Launches an Agentic Platform Assistant and New PitchBook Data MCP to Meet Investors' Rapidly Evolving Workflow Needs
Retail Trading Platforms Post Record Quarters as Investor Apps Multiply
Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights
Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets
Advisors Adopt AI Fast, but Still Aren’t Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study
Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation
Trading Information
- Previous Close Price
- $247.17
- Day Range
- $240.15–244.45
- 52-Week Range
- $141.44–248.82
- Bid/Ask
- $243.89 / $244.80
- Shares Outstanding
- 37.10M
- Market Cap
- $9.05B
- Volume/Avg
- 98,076 / 288,337
Key Statistics
- Price/Earnings (Normalized)
- 21.42
- Price/Sales
- 3.68
- Dividend Yield (Trailing)
- 0.81%
- Dividend Yield (Forward)
- 0.81%
- Dividend Payment Schedule
- Jan, Apr, Jul, Oct
- Total Yield
- 10.57%
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) | 21.42 |
Price/Book Value | 8.94 |
Price/Sales | 3.68 |
Price/Cash Flow | 14.92 |
Price/Earnings
MORN
Financial Strength
Metric | MORN |
|---|---|
Quick Ratio | 0.95 |
Current Ratio | 1.05 |
Interest Coverage | 9.84 |
Quick Ratio
MORN
Profitability
Metric | MORN |
|---|---|
Return on Assets (Normalized) | 12.54% |
Return on Equity (Normalized) | 41.12% |
Return on Invested Capital (Normalized) | 18.85% |
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 |
|---|---|---|---|---|---|---|
| S&P Global Inc SPGI | LOCK|Ql&XXy^G | LOCK|w%q | $137B | |||
| CME Group Inc Class A CME | LOCK|MR^^>$? | LOCK|L@ | $110B | |||
| Intercontinental Exchange Inc ICE | LOCK|^<@wmtL | LOCK|sT | $97B | |||
| Moodys Corp MCO | LOCK|&$?c!hD@ | LOCK|&B^ | $89B | |||
| Nasdaq Inc NDAQ | LOCK|<Fp?Kn | LOCK|m@@< | $60B | |||
| MSCI Inc MSCI | LOCK|S?!$>z%d | LOCK|^f | $48B | |||
| Cboe Global Markets Inc CBOE | LOCK|v<n$xj | LOCK|&rL< | $37B | |||
| Coinbase Global Inc Ordinary Shares - Class A COIN | LOCK|c<V$BS | LOCK|>D | $36B | |||
| TransUnion TRU | LOCK|<C^GCR | LOCK|<mlh | $16B | |||
| FactSet Research Systems Inc FDS | LOCK|!KgBsw | LOCK|v&j | $12B |
United States