Morningstar, Inc.
Built from real-time financials, refreshed daily. For a full Analyst Grade with bull/bear case, price targets, and qualitative risk analysis, generate a MORN research report →
Range $210 – $260
Price Chart
About the company
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.
- CEO
- Kunal Kapoor
- IPO
- 2005
- Employees
- 10,973
- HQ
- Chicago, IL, US
Get TickerSpark's AI analysis on MORN
Create an account to generate AI analysis on any ticker — technical setup, analyst consensus, earnings watch, insider pulse, financial health, and peer context. Ready in about a minute.
Get Pro Access →Already have an account? Log in
Similar companies
Peers in the same neighborhood.
- Market Cap
- $8.16B
- P/E
- 20.50
- Fwd P/E
- 17.66
- PEG
- 1.67
- P/S
- 3.18
- P/B
- 8.03
- EV/EBITDA
- 11.79
- Div Yield
- 0.90%
- Gross Margin
- 62.24%
- Op Margin
- 23.53%
- Net Margin
- 16.43%
- ROE
- 35.29%
- ROIC
- 14.97%
Latest fiscal year · YoY change
- Revenue
- $2.45B+7.5%
- Gross Profit
- $1.49B+8.2%
- Op Income
- $526.60M
- Net Income
- $374.20M+1.2%
- EPS
- $8.93+3.4%
- OCF Growth
- -0.3%
- FCF Growth
- -1.4%
- 52W High
- $266.05
- 52W Low
- $141.49
- 50D MA
- $178.34
- 200D MA
- $187.82
- Beta
- 0.98
- RSI (14)
- 74
- Avg Volume
- 437.47K
No earnings-call transcripts are available for MORN yet.
- Free Float
- 51.2%
- Shares Outstanding
- 37.51M
- Float Shares
- 19.22M
of shares held by institutions
451 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Congressional trading
Senate and House stock disclosures for MORN, newest first.
| Member | Type | Traded | |
|---|---|---|---|
| April DelaneyHouse · MD06 | Sell | May 6, 26 | Filing → |
| April DelaneyHouse · MD06 | Sell | May 4, 26 | Filing → |
| April DelaneyHouse · MD06 | Sell | Apr 30, 26 | Filing → |
| April DelaneyHouse · MD06 | Sell | Apr 17, 26 | Filing → |
| April DelaneyHouse · MD06 | Sell | Apr 16, 26 | Filing → |
| April DelaneyHouse · MD06 | Sell | Feb 25, 26 | Filing → |
| April DelaneyHouse · MD06 | Sell | Feb 6, 26 | Filing → |
| April DelaneyHouse · MD06 | Sell | Feb 19, 26 | Filing → |
| April DelaneyHouse · MD06 | Sell | Jan 15, 26 | Filing → |
| Lisa McClainHouse · MI09 | Sell | Aug 4, 25 | Filing → |
| April DelaneyHouse · MD06 | Buy | Aug 2, 25 | Filing → |
| Lisa McClainHouse · MI09 | Buy | Jul 22, 25 | Filing → |
Source: public STOCK Act disclosures. Filed weeks after the trade — a lagging signal, not a real-time one.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Bamco Inc | 3.50M | ▲ 2.74M |
| Vanguard Group Inc | 2.37M | ▼ 235.97K |
| Blackrock, Inc. | 2.08M | ▼ 256.48K |
| Wellington Management Group Llp | 1.49M | ▼ 169.37K |
| Morgan Stanley | 1.48M | ▼ 246.41K |
| Aqr Capital Management LLC | 1.30M | ▲ 680.76K |
| Vanguard Capital Management LLC | 894.41K | ▼ 95.06K |
| State Street Corp | 716.47K | ▼ 19.10K |
| Geode Capital Management, LLC | 578.32K | ▼ 20.91K |
| Dimensional Fund Advisors LP | 561.86K | ▲ 44.09K |
| Los Angeles Capital Management LLC | 557.96K | ▼ 87.43K |
| Two Sigma Investments, LP | 484.25K | ▼ 375.21K |
Held by 408 ETFs
Biggest fund positions in MORN by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Aug 17, 26 | Mansueto Joseph D | sell | 5,749 |
| Aug 17, 26 | Mansueto Joseph D | sell | 1,501 |
| Aug 18, 26 | Mansueto Joseph D | sell | 913 |
| Aug 18, 26 | Mansueto Joseph D | sell | 1,935 |
| Aug 18, 26 | Mansueto Joseph D | sell | 2,708 |
| Aug 18, 26 | Mansueto Joseph D | sell | 1,588 |
| Aug 18, 26 | Mansueto Joseph D | sell | 106 |
| Aug 19, 26 | Mansueto Joseph D | sell | 114 |
| Aug 19, 26 | Mansueto Joseph D | sell | 680 |
| Aug 19, 26 | Mansueto Joseph D | sell | 426 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our MORN coverage
Recent articles, reports, and earnings notes.
No research on MORN yet
For a full analyst-grade research report — grades, price targets, financials, chart analysis — generate one on demand.
Generate MORN report →Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
zacks.com · Aug 20
9,515 Shares in Morningstar, Inc. $MORN Acquired by Aurora Investment Counsel
defenseworld.net · Aug 20
Got $200? 1 Quantum Computing ETF to Buy Right Now.
fool.com · Aug 17
Bank of America Corp DE Increases Stake in Morningstar, Inc. $MORN
defenseworld.net · Aug 16
Morningstar: Undervalued With A Differentiated Business Model
seekingalpha.com · Aug 3
Morningstar DBRS Confirms “A” Rating to WSFS Bank; WSFS Financial Corporation Receives “A (low)” Rating with Stable Outlook
businesswire.com · Jul 31
Study Finds That A $1.2 Million Retirement and a $4 Million Retirement Look Almost Identical In Terms Of Spending
247wallst.com · Jul 31
Morningstar, Inc. Reports Second-Quarter 2026 Financial Results
businesswire.com · Jul 29
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.