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Metrics as of 10/13/2026, 06:44 PM (Berlin time), refresh in progress.

Morningstar Stock

Morningstar, Inc.

MORNNASDAQMarkt
US$204.37
+0.0% today

Company data

Sector
Financial Services
Industry
Financial - Data & Stock Exchanges
Country
United States
CEO
Kunal Kapoor
Employees
10,973
Market cap
$7.7 B
IPO
03/05/2005

Morningstar, Inc. is a leading global provider of independent investment research and insights headquartered in Chicago, Illinois. Founded in 1984, the company serves clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based…

Company description based on the data provider's company data, AI-assisted, created on 16/10/2026. Not investment advice.

Morningstar stock: price history

13/10/25-9.6 %13/10/26

1D

+0.0%

1W

+4.4%

1M

+7.0%

6M

+18.7%

YTD

-6.0%

1Y

-9.6%

2Y

-39.9%

5Y

-25.1%

10Y

+169.5%

Next earnings date

Next earnings date

28/10/2026 (in 11 days)

Volatility around earnings

~66% stronger price swings than usual

Ask the agents about Morningstar

Analyst assessment of Morningstar

PRICE TARGET LOW

US$210.00

CONSENSUS

US$227.33

MEDIAN

US$212.00

PRICE TARGET HIGH

US$260.00

0

STRONG BUY

2

BUY

4

HOLD

0

SELL

0

STRONG SELL

6

TOTAL · Hold

As of: 13/10/2026

ANALYST FIRMRATINGACTIONDATE
BMO CapitalOutperformmaintain13/10/2026
UBSBuymaintain07/07/2026
BMO CapitalOutperformmaintain17/02/2026
UBSBuymaintain30/10/2025
BMO CapitalOutperformmaintain01/08/2025 (older than 12 months)
BMO CapitalOutperformmaintain21/07/2025 (older than 12 months)
BMO CapitalOutperformmaintain12/05/2025 (older than 12 months)
BMO CapitalOutperformmaintain03/03/2025 (older than 12 months)

Morningstar stock metrics

P/E

19.26

P/B

7.55

EV/EBITDA

11.18

RETURN ON EQUITY

10.5%

NET MARGIN

16.3%

DEBT/EQUITY

1.86

DIVIDEND YIELD

1.0%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

51.2%

FLOAT SHARES

19,216,754

AVG. DAILY VOLUME (30D)

294,975

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Mansueto Daniel

10% ownerJ657,779–Spontaneous02/10/2026

Wiersema Conan

OfficerTax settlement29218.94Spontaneous02/09/2026

Holt Michael

OfficerTax settlement54218.94Spontaneous02/09/2026

Mansueto Daniel

10% ownerJ376,969–Spontaneous26/08/2026

Mansueto Joseph D

OfficerSale1,181217.26Pre-planned24/08/2026
Page 1 / 32

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
CONFLUENCE INVESTMENT MANAGEMENT LLC149,383-16,87430/09/2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC7,500+030/09/2026
YHB Investment Advisors, Inc.2,090-28030/09/2026
Versant Capital Management, Inc726-24430/09/2026
Farther Finance Advisors, LLC652+19830/09/2026
Page 1 / 3

Dividends

EX-DATEPAY DATEAMOUNTYIELD
02/10/202630/10/2026US$0.501.1 %
10/07/202631/07/2026US$0.501.2 %
02/04/202630/04/2026US$0.501.1 %
02/01/202630/01/2026US$0.500.9 %
03/10/202531/10/2025US$0.460.8 %
Page 1 / 8

Comparable stocks

Frequently asked questions about Morningstar stock

What does Morningstar do?

Morningstar, Inc. is a company in the Financial Services sector, Financial - Data & Stock Exchanges industry, headquartered in United States.

The CEO is Kunal Kapoor, the company employs around 10,973 people.

The IPO was on 03/05/2005; the stock trades on NASDAQ under the ticker MORN.

What do analysts say about Morningstar stock?

6 analysts rate the stock, the consensus is Hold (as of 13/10/2026).

The average price target is US$227.33, ranging from US$210.00 to US$260.00, with a median of US$212.00.

This is an external assessment, not a statement by Market Jury.

When does Morningstar report next?

The next earnings date is 28/10/2026.

Around past earnings, price swings were roughly 66% stronger than usual.

Does Morningstar pay a dividend?

Yes. The last dividend was US$0.50 per share, ex-date 02/10/2026, paid on 30/10/2026.

The dividend yield is 1.0% (as of 30/06/2026).

Which stocks are comparable to Morningstar?

Comparable stocks include S&P Global, CME Group, Intercontinental Exchange, Moody's, Nasdaq, Coinbase Global, MSCI and FactSet Research Systems.

How can I get Morningstar stock analyzed?

Clicking "Analyze stock" lets five strategies assess Morningstar against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.