MORNINGSTAR INC

NASDAQ: MORN (Morningstar, Inc.)

Last update: 08 Apr, 6:30AM

257.85

-10.91 (-4.06%)

  • 1D -4.06%
  • 5D -4.75%
  • 1M -12.92%
  • 6M -22.84%
  • YTD -22.42%
  • 1Y -9.15%
  • 5Y 80.19%
Previous Close 268.76
Open 257.91
Volume 278,546
Avg. Volume (3M) 171,006
Market Cap 11,029,044,224
Price / Earnings (TTM) 30.02
Price / Earnings (Forward) 28.41
Price / Sales 5.25
Price / Book 7.33
52 Weeks Range
251.53 (-2%) — 365.00 (41%)
Earnings Date 30 Apr 2025
TTM Dividend Yield 0.67%
Profit Margin 16.26%
Operating Margin (TTM) 17.63%
Diluted EPS (TTM) 8.59
Quarterly Revenue Growth (YOY) 9.70%
Quarterly Earnings Growth (YOY) 59.00%
Total Debt/Equity (MRQ) 55.85%
Current Ratio (MRQ) 1.05
Operating Cash Flow (TTM) 591.60 M
Levered Free Cash Flow (TTM) 482.71 M
Return on Assets (TTM) 7.57%
Return on Equity (TTM) 25.11%

Market Trend

Short Term Medium Term
Industry Financial Data & Stock Exchanges (US) Bearish Bullish
Financial Data & Stock Exchanges (Global) Bearish Bullish
Stock Morningstar, Inc. Bullish Bullish

AIStockmoo Score

0.8
Analyst Consensus 3.5
Insider Activity NA
Price Volatility 5.0
Technical Moving Averages -1.5
Technical Oscillators -4.0
Average 0.75

Similar Stocks

Stock Market Cap DY P/E (TTM) P/B
MORN 11 B 0.67% 30.02 7.33
COIN 53 B - 22.11 5.03
CME 95 B 3.98% 27.26 3.57
NDAQ 43 B 1.27% 34.10 3.72
VALU 372 M 2.28% 16.76 3.67
BTOG 1 M - - 0.790

Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.
Sector Financial Services
Industry Financial Data & Stock Exchanges
Investment Style Mid Growth
% Held by Insiders 44.60%
% Held by Institutions 61.01%
52 Weeks Range
251.53 (-2%) — 365.00 (41%)
Median 370.00 (43.49%)
Total 1 Buy
Firm Date Target Price Call Price @ Call
BMO Capital 03 Mar 2025 370.00 (43.49%) Buy 307.00

No data within this time range.

TTM Dividend Yield 0.67%
5Y Average Dividend Yield 0.51%
Payout Ratio 19.46%
Expected Next Dividend Payment Jul 2025
Ex Date Announcement Date Payment Date Details
04 Apr 2025 14 Mar 2025 30 Apr 2025 0.455 Cash
03 Jan 2025 06 Dec 2024 31 Jan 2025 0.455 Cash
04 Oct 2024 18 Sep 2024 31 Oct 2024 0.405 Cash
12 Jul 2024 18 Jun 2024 31 Jul 2024 0.405 Cash
04 Apr 2024 15 Mar 2024 30 Apr 2024 0.405 Cash
04 Jan 2024 01 Dec 2023 31 Jan 2024 0.405 Cash
05 Oct 2023 15 Sep 2023 31 Oct 2023 0.375 Cash
06 Jul 2023 16 Jun 2023 31 Jul 2023 0.375 Cash
05 Apr 2023 17 Mar 2023 28 Apr 2023 0.375 Cash
05 Jan 2023 06 Dec 2022 31 Jan 2023 0.375 Cash
17 Oct 2022 07 Oct 2022 31 Oct 2022 0.36 Cash
30 Jun 2022 13 May 2022 29 Jul 2022 0.36 Cash
31 Mar 2022 01 Mar 2022 29 Apr 2022 0.36 Cash
06 Jan 2022 03 Dec 2021 31 Jan 2022 0.36 Cash
18 Oct 2021 08 Oct 2021 29 Oct 2021 0.315 Cash
08 Jul 2021 14 May 2021 30 Jul 2021 0.315 Cash
08 Apr 2021 23 Feb 2021 30 Apr 2021 0.315 Cash
31 Dec 2020 04 Dec 2020 29 Jan 2021 0.315 Cash
15 Oct 2020 02 Oct 2020 30 Oct 2020 0.3 Cash
01 Jul 2020 15 May 2020 31 Jul 2020 0.3 Cash
02 Apr 2020 25 Feb 2020 30 Apr 2020 0.3 Cash
02 Jan 2020 06 Dec 2019 31 Jan 2020 0.3 Cash
17 Oct 2019 04 Oct 2019 31 Oct 2019 0.28 Cash
03 Jul 2019 17 May 2019 31 Jul 2019 0.28 Cash
04 Apr 2019 26 Feb 2019 30 Apr 2019 0.28 Cash
03 Jan 2019 14 Dec 2018 31 Jan 2019 0.28 Cash
16 Oct 2018 05 Oct 2018 31 Oct 2018 0.25 Cash
05 Jul 2018 18 May 2018 27 Jul 2018 0.25 Cash
05 Apr 2018 27 Feb 2018 27 Apr 2018 0.25 Cash
04 Jan 2018 08 Dec 2017 31 Jan 2018 0.25 Cash
17 Oct 2017 06 Oct 2017 31 Oct 2017 0.23 Cash
05 Jul 2017 12 May 2017 28 Jul 2017 0.23 Cash
05 Apr 2017 24 Feb 2017 28 Apr 2017 0.23 Cash
04 Jan 2017 09 Dec 2016 31 Jan 2017 0.23 Cash
06 Oct 2016 30 Sep 2016 28 Oct 2016 0.22 Cash
06 Jul 2016 13 May 2016 29 Jul 2016 0.22 Cash
06 Apr 2016 26 Feb 2016 29 Apr 2016 0.22 Cash
06 Jan 2016 04 Dec 2015 29 Jan 2016 0.22 Cash
07 Oct 2015 25 Sep 2015 30 Oct 2015 0.19 Cash
08 Jul 2015 12 May 2015 31 Jul 2015 0.19 Cash
08 Apr 2015 13 Feb 2015 30 Apr 2015 0.19 Cash
07 Jan 2015 05 Dec 2014 30 Jan 2015 0.19 Cash
08 Oct 2014 26 Sep 2014 31 Oct 2014 0.17 Cash
09 Jul 2014 13 May 2014 31 Jul 2014 0.17 Cash
09 Apr 2014 14 Feb 2014 30 Apr 2014 0.17 Cash
08 Jan 2014 06 Dec 2013 31 Jan 2014 0.17 Cash
09 Oct 2013 04 Oct 2013 31 Oct 2013 0.125 Cash
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Annual Dividend Yield

Year Annual Dividend ($) Frequency/Year Yield %
2025 0.910 2 0.35
2024 1.62 4 0.48
2023 1.50 4 0.52
2022 1.44 4 0.67
2021 1.26 4 0.37
2020 1.20 4 0.52
2019 1.12 4 0.74
2018 1.00 4 0.91
2017 0.920 4 0.95
2016 0.880 4 1.20
2015 0.760 4 0.95
2014 0.680 4 1.05
2013 0.125 1 0.16
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The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

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Risk Profile

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Conservative
Moderate Conservative
Moderate
Moderate Aggressive
Aggressive
Margin of Safety (EP)
Partial Profit (TP1)
Target Profit (TP2)
Maximum Loss (SL)

Disclaimer: The above is for illustrative purposes only and is NOT investment advice. Seek advice from a qualified financial professional.

Entry Price (EP)

Take Profit 1 (TP1)

Take Profit 2 (TP2)

Stop Loss (SL)

52W Range
 
52WL
 
52WH
SL
EP
TP1
TP2

All alert prices are within 52 weeks price range

Realized Profit -
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Total Profit -
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Quantity (Buy) -
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