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MORN

Morningstar, Inc.

NASDAQ • United states

$213.79

+$2.03

(+0.96%)

Source: Yahoo Finance · Quote time Oct 21, 2026 20:00 GMT+0000

Management
Credibility
Score

Morningstar, Inc. (MORN)

Unavailable

Quotes may be delayed

$8.02B

Market Cap

189,732

Volume

19.0

P/E Ratio

0.95%

Div Yield

Morningstar, Inc. Price Chart

Loading price history…

Management Credibility Analysis

Unavailable

Verified Management Score Unavailable

Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed

Verified Catalysts Unavailable

No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive: Not disclosed
Headquarters: 22 WEST WASHINGTON STREET, CHICAGO, IL
Founded: Not disclosed

📈 Company Timeline

Major business events

Positive

Negative

Neutral

25 Sep 2026

Morningstar, Inc. reported Regulation FD disclosure

Morningstar, Inc. filed an 8-K covering Regulation FD disclosure, supporting financial statements or exhibits.

18 Sep 2026

Morningstar, Inc. reported Another company event

Morningstar, Inc. filed an 8-K covering another company event, supporting financial statements or exhibits.

25 Aug 2026

Morningstar, Inc. reported Regulation FD disclosure

Morningstar, Inc. filed an 8-K covering Regulation FD disclosure, supporting financial statements or exhibits.

14 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Morningstar, Inc..

5 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Morningstar, Inc..

Capital Structure & Financial Position

Financial strength and liquidity analysis

Cash and equivalents (USD)$474.50M

Total assets (USD)$3.95B

Total liabilities (USD)$2.92B

Shareholders' equity (USD)$858.30M

Long-term debt (USD)$1.71B

Debt due within a year (USD)$0

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated 30 Jun 2026

Peer Comparison - Finance

Company	Price	Market Cap
JPM - JPMorgan Chase & Co.	$335.19 Yahoo Finance	$891.00B
BAC - Bank of America Corporation	$50.88 Yahoo Finance	$355.79B
HSBC - HSBC Holdings plc	$93.54 Yahoo Finance	$321.15B
MS - Morgan Stanley	$182.42 Yahoo Finance	$286.50B
GS - The Goldman Sachs Group, Inc.	$890.68 Yahoo Finance	$259.34B

📋 Corporate Actions

Recent and upcoming corporate events

Verified Corporate Actions Unavailable

Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis

Quarter	Revenue (USD)	Operating income	Net income	Diluted EPS (USD)	Filed
Q2 2026	$663.20M	$160.60M	$107.80M	$2.83	10-Q · 29 Jul 2026
Q1 2026	$644.80M	$155.90M	$107.10M	$2.73	10-Q · 29 Apr 2026
Q4 2025	$641.10M	$159.60M	$115.10M	Unavailable	10-K · 13 Feb 2026
Q3 2025	$617.40M	$127.80M	$91.60M	$2.17	10-Q · 30 Oct 2025
Q2 2025	$605.10M	$125.10M	$89.00M	$2.09	10-Q · 31 Jul 2025
Q1 2025	$581.90M	$114.10M	$78.50M	$1.82	10-Q · 1 May 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy

Target: $248.50

16.2% upside potential

📈

Strong Buy

Unavailable

👍

Buy

2

⏸️

Hold

0

📉

Sell

0

2 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved 21 Oct 2026, 22:47 UTC Targets range 237.00–260.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments

Verified Dividend Data Unavailable

Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable

Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity

30

Sep 2026

Mansueto Daniel

10% owner

Other

Unavailable per share

657,779 shares

1

Sep 2026

Wiersema Conan

CAO & PAO

Tax withholding

$218.94 per share

29 shares

1

Sep 2026

Holt Michael

Chief Financial Officer

Tax withholding

$218.94 per share

54 shares

24

Aug 2026

Mansueto Daniel

10% owner

Other

Unavailable per share

376,969 shares

24

Aug 2026

Mansueto Joseph D

Director, Executive Chairman, 10% owner

Open-market sale

$218.84 per share

5,659 shares

21

Aug 2026

Mansueto Joseph D

Director, Executive Chairman, 10% owner

Open-market sale

$216.75 per share

4,095 shares

20

Aug 2026

Mansueto Joseph D

Director, Executive Chairman, 10% owner

Open-market sale

$214.16 per share

7,250 shares

19

Aug 2026

Mansueto Joseph D

Director, Executive Chairman, 10% owner

Open-market sale

$213.75 per share

6,594 shares

18

Aug 2026

Mansueto Joseph D

Director, Executive Chairman, 10% owner

Open-market sale

$210.26 per share

7,906 shares

17

Aug 2026

Mansueto Joseph D

Director, Executive Chairman, 10% owner

Open-market sale

$207.04 per share

7,250 shares

Top Shareholders

Bamco Inc /Ny/

3,499,146 shares

360.708% change

6/30/2026

Vanguard Group Inc

2,374,364 shares

-9.04% change

12/31/2025

Blackrock, Inc.

2,081,736 shares

-10.969% change

6/30/2026

Wellington Management Group Llp

1,493,037 shares

-10.188% change

6/30/2026

Morgan Stanley

1,484,135 shares

-14.239% change

6/30/2026

Aqr Capital Management Llc

1,304,388 shares

109.161% change

6/30/2026

Vanguard Portfolio Management Llc

950,075 shares

-9.673% change

6/30/2026

Vanguard Capital Management Llc

894,406 shares

-9.607% change

6/30/2026

State Street Corp

716,473 shares

-2.597% change

6/30/2026

Geode Capital Management, Llc

578,315 shares

-3.489% change

6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed 21 Oct 2026, 22:47 UTC· 8 hours ago

Research coverage and investment tools

Morningstar, Inc. (MORN) is a stock listed on the Nasdaq in the United States, in the Finance sector (Investment Managers). Its last price was US$213.79 on 21 Oct 2026. That is 90% of the way from its 52-week low of US$141.49 to its 52-week high of US$222.00. It paid US$2.00 a share in dividends over the last 12 months, a dividend yield of 0.95%. The latest ex-dividend date on file is 2 Oct 2026. Its market capitalisation was US$8.02 billion at that price.

Watch Add to portfolio Set an alert Compare Position size

How position sizing works Dividend yield and total return

Quarter	Revenue	Operating income	Net income	Diluted EPS	Gross margin	Operating margin	Free cash flow	Filed
Q2 2026	$663.20M	$160.60M	$107.80M	$2.83	—	24.2%	$122.50M	10-Q · 29 Jul 2026 (opens in a new tab)
Q1 2026	$644.80M	$155.90M	$107.10M	$2.73	—	24.2%	$53.60M	10-Q · 29 Apr 2026 (opens in a new tab)
Q4 2025	$641.10M	$159.60M	$115.10M	Unavailable	—	24.9%	$161.30M	10-K · 13 Feb 2026 (opens in a new tab)
Q3 2025	$617.40M	$127.80M	$91.60M	$2.17	—	20.7%	$160.10M	10-Q · 30 Oct 2025 (opens in a new tab)
Q2 2025	$605.10M	$125.10M	$89.00M	$2.09	—	20.7%	$62.40M	10-Q · 31 Jul 2025 (opens in a new tab)
Q1 2025	$581.90M	$114.10M	$78.50M	$1.82	—	19.6%	$58.80M	10-Q · 1 May 2025 (opens in a new tab)

Cash and equivalents: $474.50M
Total assets: $3.95B
Total liabilities: $2.92B
Shareholders' equity: $858.30M
Long-term debt: $1.71B
Debt due within a year: $0

8-K · 25 Sep 2026

Morningstar, Inc. reported Regulation FD disclosure (opens in a new tab)

Morningstar, Inc. filed an 8-K covering Regulation FD disclosure, supporting financial statements or exhibits.
8-K · 18 Sep 2026

Morningstar, Inc. reported Another company event (opens in a new tab)

Morningstar, Inc. filed an 8-K covering another company event, supporting financial statements or exhibits.
8-K · 25 Aug 2026

Morningstar, Inc. reported Regulation FD disclosure (opens in a new tab)

Morningstar, Inc. filed an 8-K covering Regulation FD disclosure, supporting financial statements or exhibits.
SCHEDULE 13G · 14 Aug 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in Morningstar, Inc..
SCHEDULE 13G/A · 5 Aug 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in Morningstar, Inc..

Insider	Date	Transaction	Shares	Average price	Filing
Mansueto Daniel 10% owner	30 Sep 2026	Other (J)	−657,779	—	Form 4 (opens in a new tab)
Wiersema Conan CAO & PAO	1 Sep 2026	Tax withholding (F)	−29	$218.94	Form 4 (opens in a new tab)
Holt Michael Chief Financial Officer	1 Sep 2026	Tax withholding (F)	−54	$218.94	Form 4 (opens in a new tab)
Mansueto Daniel 10% owner	24 Aug 2026	Other (J)	−376,969	—	Form 4 (opens in a new tab)
Mansueto Joseph D Director, Executive Chairman, 10% owner	24 Aug 2026	Open-market sale (S)	−5,659	$218.84	Form 4 (opens in a new tab)
Mansueto Joseph D Director, Executive Chairman, 10% owner	21 Aug 2026	Open-market sale (S)	−4,095	$216.75	Form 4 (opens in a new tab)
Mansueto Joseph D Director, Executive Chairman, 10% owner	20 Aug 2026	Open-market sale (S)	−7,250	$214.16	Form 4 (opens in a new tab)
Mansueto Joseph D Director, Executive Chairman, 10% owner	19 Aug 2026	Open-market sale (S)	−6,594	$213.75	Form 4 (opens in a new tab)
Mansueto Joseph D Director, Executive Chairman, 10% owner	18 Aug 2026	Open-market sale (S)	−7,906	$210.26	Form 4 (opens in a new tab)
Mansueto Joseph D Director, Executive Chairman, 10% owner	17 Aug 2026	Open-market sale (S)	−7,250	$207.04	Form 4 (opens in a new tab)

Institution	Report date	Shares	Change
Bamco Inc /Ny/	6/30/2026	3,499,146	360.708%
Vanguard Group Inc	12/31/2025	2,374,364	-9.04%
Blackrock, Inc.	6/30/2026	2,081,736	-10.969%
Wellington Management Group Llp	6/30/2026	1,493,037	-10.188%
Morgan Stanley	6/30/2026	1,484,135	-14.239%
Aqr Capital Management Llc	6/30/2026	1,304,388	109.161%
Vanguard Portfolio Management Llc	6/30/2026	950,075	-9.673%
Vanguard Capital Management Llc	6/30/2026	894,406	-9.607%
State Street Corp	6/30/2026	716,473	-2.597%
Geode Capital Management, Llc	6/30/2026	578,315	-3.489%

Previous close: 211.76 USD
Day range: 209.99 – 214.45 USD
52-week range: 141.49 – 222.00 USD
Volume: 189,732
Market cap: $8.02B
Average volume: 280,949
P/E ratio: 19.0
EPS (FY 2025, diluted): 8.87 USD
Dividends (last 12 months): 2.00 USD
Dividend yield: 0.95%
Ex-dividend date: 2 Oct 2026
Shares outstanding: 37.51M
Beta (5Y monthly): 0.94

Price, ranges and volume: Yahoo Finance (opens in a new tab) Observed 21 Oct 2026, 20:00 UTC· 11 hours ago

Average volume and shares: Nasdaq (opens in a new tab) Observed 22 Oct 2026, 06:38 UTC· 37 minutes ago

Dividends: Yahoo Finance dividend history (opens in a new tab) Observed 22 Oct 2026, 06:38 UTC· 37 minutes ago

P/E is market cap ÷ trailing 12-month net income from SEC filings.

EPS: SEC EDGAR company facts (opens in a new tab)

Beta: 5 years of monthly returns against the S&P 500, calculated from Yahoo Finance prices. Market cap is the price × shares outstanding. What dividend yield leaves out: dividend yield vs total return

This research is not available for MORN yet

Guidance history

IMPORTANT FINANCIAL DISCLAIMER: The information provided on this platform is for educational and informational purposes only and should not be construed as investment advice. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results. Take Profits is not a registered investment advisor and does not provide personalized investment advice. Users should conduct their own research and consult with qualified financial professionals before making investment decisions. Market data may be delayed and is provided by third-party sources.