Morningstar, Inc. (NASDAQ:MORN)
| Market Cap | 7.49B-12.8% |
| Revenue (ttm) | 2.57B+9.3% |
| Net Income | 421.60M+4.3% |
| EPS | 10.56+12.5% |
| Shares Out | 37.51M |
| PE Ratio | 18.76 |
| Forward PE | 14.27 |
| Dividend | $2.00(1.00%) |
| Ex-Dividend Date | Oct 2, 2026 |
| Volume | 70,098.113 |
| Open | 199.03 |
| Previous Close | 200.65 |
| Day's Range | 198.42 - 202.15 |
| 52-Week Range | 141.49 - 228.95 |
| Beta | 1.02 |
| Analysts | Hold |
| Price Target | 227.33(+13.80%) |
| Earnings Date | Oct 28, 2026 |
Insiders filed in the last 90 days, but none of those trades qualified for scoring — round-trip buys and filings whose price is far off the market are excluded.
About MORN
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.
What Are Insiders Doing?
View the trades behind this meter — each links to its SEC Form 4 →
Open-market Form 4 purchases (code P) vs sales (code S) on file for this company. Grants, option exercises and tax withholdings are excluded. Informational only.
$MORN stock is featured in our Insider Score Rankings, and Insider Trades datasets.
→ All Stock ListsRecently reported changes in MORN holdings by institutional investors
Latest 0 13F filings · Source: SEC EDGAR
View all institutional owners →Insider Trading
Quarterly net insider trading by MORN's directors and management
Source: SEC EDGAR (Form 4)
Corporate Lobbying
MORN Estimated quarterly lobbying spending
Source: U.S. Senate LDA
MORN Revenue by Segment or Geography
| Segment | Revenue | % of All |
|---|---|---|
| License-based | $455.10M | 68.62% |
| Transaction-based | $111.30M | 16.78% |
| Asset-based | $96.80M | 14.60% |
As of: Q2 2026 (Jun 30, 2026) · Source: SEC EDGAR (10-Q)
U.S. Patents
New MORN patent grants
Source: USPTO Open Data Portal
Government Contracts
Estimated quarterly amount awarded to MORN from public contracts
Source: USAspending.gov
Top ETF Holders
ETFs with the largest estimated holdings in MORN
| ETF | Est. Holding Size |
|---|---|
| VTIVanguard Morningstar Total Stock Market ETF | $132.59M |
| VBVanguard Morningstar Small-Cap ETF | $95.72M |
| VXFVanguard Extended Market ETF | $56.13M |
| VBKVanguard Morningstar Small-Cap Growth ETF | $54.96M |
| DFASDimensional - US Small Cap ETF | $47.95M |
| XMHQInvesco S&P MidCap Quality ETF | $33.68M |
Estimated from each fund’s disclosed top holdings × AUM
MORN Insider Score
Our composite score: insider buying, sector, volume, tone & dilution
Bull Case vs Bear Case
AI-generated from MORN’s recent data — informational, not investment advice
Insider Score
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