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
Morningstar, Inc. (MORN) trades at $203.83, up 0.48% on the day, as of Sep 20, 2026 14:59 UTC.
Morningstar, Inc. has a market capitalisation of $7.65B, calculated from the live MORN share price and shares outstanding.
MORN trades at a trailing P/E of 19.30, from earnings per share of $10.56 over the last twelve months.
Morningstar, Inc. generated revenue of $2.57B over the trailing twelve months, which puts the stock at 2.98 times sales.
Yes. Morningstar, Inc. pays a dividend yielding 0.85% on the current share price.
MORN has traded between $141.49 and $257.21 over the past 52 weeks, and the last price is 20.8% below that high.
Yes. Morningstar, Inc. keeps 16.43% of revenue as net income over the trailing twelve months.
Wall Street analysts rate MORN Hold, with an average price target of $227.33, 11.5% above the current price.
Morningstar, Inc. is classified under the Financial Services sector and the Financial - Data & Stock Exchanges industry, and is domiciled in US.
Kunal Kapoor is the chief executive of Morningstar, Inc., which employs 10,973 people.
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