Morningstar Inc. (MORN)
NASDAQ: MORNFinanceInvestment ManagersUSD
At close: Oct 7, 4:00 PM ET · Delayed 15 min
MORN stock chart
Technical analysisKey statistics
All statistics- Market cap
- $7.53B
- P/E (TTM)
- 19.09
- Forward P/E
- 14.33
- EPS (TTM)
- $10.51
- Dividend yield
- 0.97% ($1.96)
- Ex-dividend date
- Oct 2, 2026
- 52-week range
- 141.49 – 228.95
- Day range
- 194.63 – 205.60
- Volume / Avg
- 532.08K / 337.94K
- Beta
- —
- Shares outstanding
- 37.51M
- Next earnings
- Oct 28, 2026
52-week range
MORN stock today
Shares of Morningstar (MORN) finished higher on Oct 7 at $200.65, a gain of 2.53% or $4.96 per share, versus the S&P 500's 0.22% decline. At this level, MORN sits in the middle of its 52-week range of $141.49 to $228.95: 12.4% below the high, set on Oct 10, 2025 and 41.8% above the low. MORN is down 7.7% year to date, underperforming the S&P 500 (+14.0%). Over the past 12 months, the stock has lost 11.3%.
At 19.1x trailing earnings, Morningstar trades above the peer-group median of 16.9x. Its forward P/E of 14.3x is lower than the trailing multiple, which means analysts expect earnings to rise over the next year. The company is scheduled to report Sep/2026 results on Oct 28 after the market closes. Morningstar pays an annual dividend of $1.96 per share, a 0.97% yield at the current price.
Summary generated from market data by MetaCap's automated system. Methodology
About Morningstar
Company profileMorningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement.
- Sector
- Finance
- Industry
- Investment Managers
- CEO
- Mr. Kunal Kapoor C.F.A., CFA
- Headquarters
- Chicago, IL
- Employees
- 10,973
- IPO year
- 2005
- Website
- morningstar.com
Financial highlights
Full financialsIn fiscal 2025, Morningstar generated $2.45 billion in revenue, up 7.5% from fiscal 2024, its 16th consecutive year of revenue growth. Net income was $374.2 million (+1.2% year over year), for a net margin of 15.3% versus a median of 11.4% in the prior 5 years. Gross margin was 61.0% (up from 60.6%) and operating margin 21.5%.
| Fiscal year | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Revenue | $2.45B | $2.28B | $2.04B | $1.87B | $1.70B |
| Growth | +7.49% | +11.60% | +8.98% | +10.08% | +22.30% |
| Net income | $374.20M | $369.90M | $141.10M | $70.50M | $193.30M |
| EPS (diluted) | $8.87 | $8.58 | $3.29 | $1.64 | $4.45 |
Analyst forecast
ForecastConsensus (3 analysts)
buy
Avg. price target
$236.67+17.95%
- Strong buy 0
- Buy 2
- Hold 1
- Sell 0
- Strong sell 0
Target range
Ratings and targets reflect third-party analyst opinions, not MetaCap recommendations.
Earnings
Earnings history- Next report
- Oct 28, 2026
- Last reported (Q2 2026)
- Jul 29, 2026
- EPS actual vs est.
- $2.83 vs —
Dividends
Dividend history- Annual dividend
- $1.96
- Dividend yield
- 0.97%
- Last payment
- $0.50
- Ex-dividend date
- Oct 2, 2026
MORN news
All MORN newsMorningstar peers
Finance sector| Company | Price | % Chg | Market cap | Compare |
|---|---|---|---|---|
| VCTRVictory Capital Holdings Inc. Class A | 111.85 | -1.76% | $6.88B | vs MORN |
| HLIHoulihan Lokey Inc. Class A | 125.22 | -2.13% | $8.75B | vs MORN |
| PJTPJT Partners Inc. Class A | 137.61 | -1.46% | $5.86B | vs MORN |
| HLNEHamilton Lane Incorporated Class A | 85.20 | -1.50% | $5.71B | vs MORN |
| STEPStepStone Group Inc. Class A | 44.18 | -2.17% | $5.70B | vs MORN |
| MAASMaase Inc. Class A | 12.40 | +3.77% | $5.48B | vs MORN |
| AMGAffiliated Managers Group Inc. | 377.09 | -0.69% | $9.75B | vs MORN |
| EVREvercore Inc. Class A | 267.26 | -0.31% | $10.28B | vs MORN |
Indexes, lists and sector
Appears in lists
Morningstar stock FAQ
What is Morningstar's stock price today?
MORN last traded at $200.65 as of Oct 7, 4:00 PM EDT, up 2.53% on the day. Prices are delayed at least 15 minutes.
Does Morningstar pay a dividend?
Yes. Morningstar pays $1.96 per share annually, a 0.97% yield. The most recent dividend of $0.50 had an ex-dividend date of Oct 2, 2026.
When is Morningstar's next earnings date?
Morningstar is expected to report earnings on Wednesday, October 28, 2026.
What is MORN's P/E ratio?
MORN trades at a trailing P/E ratio of 19.09 and a forward P/E of 14.33, compared with a median of 16.9 for its closest peers.
Who is Morningstar's CEO?
Mr. Kunal Kapoor C.F.A., CFA is the chief executive officer of Morningstar Inc., which has about 10,973 employees.
What is the MORN 52-week high?
The 52-week high for MORN is $228.95 and the 52-week low is $141.49. The stock is currently 12.4% below its high.