>_ QFI Terminal
Terminal › Stocks › MORN

Morningstar, Inc. (MORN) Stock

Financial Services · Financial - Data & Stock Exchanges · US
$248.65 +0.88%
Last updated Nov 12, 2026 09:30 UTC

MORN Key Statistics

Market Cap$9.23B
P/E (TTM)21.72
P/S (TTM)3.52
P/B (TTM)9.07
Revenue (TTM)$2.62B
EPS (TTM)$11.45
Dividend Yield0.85%
ROE (TTM)41.54%
Net Margin17.00%
Gross Margin63.07%
52W High$248.88
52W Low$141.49
Analyst ViewHold
Price Target$227.33
Employees10,973
Volume200,329

About Morningstar, Inc.

Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.

CEO: Kunal Kapoor. Company website

MORN — Frequently Asked Questions

What is the MORN stock price today?

Morningstar, Inc. (MORN) trades at $248.65, up 0.88% on the day, as of Nov 12, 2026 09:30 UTC.

What is Morningstar, Inc.'s market cap?

Morningstar, Inc. has a market capitalisation of $9.23B, calculated from the live MORN share price and shares outstanding.

What is the P/E ratio of MORN?

MORN trades at a trailing P/E of 21.72, from earnings per share of $11.45 over the last twelve months.

How much revenue does Morningstar, Inc. make?

Morningstar, Inc. generated revenue of $2.62B over the trailing twelve months, which puts the stock at 3.52 times sales.

Does MORN pay a dividend?

Yes. Morningstar, Inc. pays a dividend yielding 0.85% on the current share price.

What is the 52-week range for MORN?

MORN has traded between $141.49 and $248.88 over the past 52 weeks, and the last price is 0.1% below that high.

Is Morningstar, Inc. profitable?

Yes. Morningstar, Inc. keeps 17.00% of revenue as net income over the trailing twelve months.

What is the analyst price target for MORN?

Wall Street analysts rate MORN Hold, with an average price target of $227.33, 8.6% below the current price.

What sector is Morningstar, Inc. in?

Morningstar, Inc. is classified under the Financial Services sector and the Financial - Data & Stock Exchanges industry, and is domiciled in US.

Who is the CEO of Morningstar, Inc.?

Kunal Kapoor is the chief executive of Morningstar, Inc., which employs 10,973 people.

Where can I track MORN in real time?

QFI Terminal shows MORN with live charts, full financials, the options chain with gamma exposure, institutional ownership and analyst ratings on one screen. The free plan has no time limit and asks for no card.

See MORN live in QFI Terminal

Interactive charts, full financials, options chain, gamma exposure, ownership and analyst ratings, all in one institutional-grade terminal.

Open MORN in Terminal See plans

Financial - Data & Stock Exchanges stocks

SPGI S&P Global Inc. ICE Intercontinental Exchange, Inc. NDAQ Nasdaq, Inc. MCO Moody's Corporation CME CME Group Inc. COIN Coinbase Global, Inc. CBOE Cboe Global Markets, Inc. TRU TransUnion MSCI MSCI Inc. FDS FactSet Research Systems Inc. BTOG Bit Origin Ltd

More Financial Services stocks

KB KB Financial Group Inc. MUFG Mitsubishi UFJ Financial Group, Inc. HDB HDFC Bank Limited IBN ICICI Bank Limited CNCK Coincheck Group N.V. ITUB Itaú Unibanco Holding S.A. BRK-B Berkshire Hathaway Inc. JPM JPMorgan Chase & Co. C Citigroup Inc. RY Royal Bank of Canada HSBC HSBC Holdings plc WFC Wells Fargo & Company MS Morgan Stanley GS The Goldman Sachs Group, Inc. BAC Bank of America Corporation TD The Toronto-Dominion Bank SAN Banco Santander, S.A. PGR The Progressive Corporation MET MetLife, Inc. BMO Bank of Montreal BN Brookfield Corporation UBS UBS Group AG BNS The Bank of Nova Scotia ALL The Allstate Corporation COF Capital One Financial Corporation CM Canadian Imperial Bank of Commerce CB Chubb Limited PRU Prudential Financial, Inc. DB Deutsche Bank AG

ETFs holding MORN

VIG Vanguard Dividend Appreciation ETF 0.02% SCHV Schwab U.S. Large-Cap Value ETF 0.02% IWD iShares Russell 1000 Value ETF 0.01% DGRO iShares Core Dividend Growth ETF 0.01% DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.01% SCHX Schwab U.S. Large-Cap ETF 0.01% IWB iShares Russell 1000 ETF 0.01% SCHB Schwab U.S. Broad Market ETF 0.01% VTI Vanguard Morningstar Total Stock Market ETF 0.00% VT Vanguard Total World Stock ETF 0.00% IWF iShares Russell 1000 Growth ETF 0.00%

Largest institutional holders of MORN

BAMCO INC /NY/ 3,499,146 shares
BlackRock, Inc. BLK 2,081,736 shares
WELLINGTON MANAGEMENT GROUP LLP 1,493,037 shares
MORGAN STANLEY MS 1,484,135 shares
AQR CAPITAL MANAGEMENT LLC 1,304,388 shares
VANGUARD PORTFOLIO MANAGEMENT LLC 950,075 shares
VANGUARD CAPITAL MANAGEMENT LLC 894,406 shares
STATE STREET CORP STT 716,473 shares
DIMENSIONAL FUND ADVISORS LP 630,628 shares
GEODE CAPITAL MANAGEMENT, LLC 543,218 shares

MORN insiders on other boards

NICE NICE Ltd. Tsay Caroline J BBY Best Buy Co., Inc. Bramman Anne L AON Aon plc Francis Cheryl A MKC McCormick & Company, Incorporated Bramman Anne L ROST Ross Stores, Inc. Sutton Doniel KO The Coca-Cola Company Tsay Caroline J HNI HNI Corporation Francis Cheryl A