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Morningstar, Inc. (MORN)
$200.53-8.87 (-4.24%)
Market ClosedLast close Sep 8
Morningstar, Inc.
Historical Price
Price (Candle)
50-Day SMA
200-Day SMA
Whystock Brain
The Narrative
Morningstar, Inc. in the Financial Services sector is trading at $200.53 with a market capitalization of $8.2B. Wall Street consensus targets $236.67 (3 analysts), implying a +18.0% move over the next 12 months. The stock is currently 23% below its 52-week high of $261.37, remaining 7.2% above its 200-day moving average. On fundamentals, Piotroski 6/9 shows mixed financial quality, Altman Z in the safe zone. The Whystock Score of 85/100 reflects bullish alignment across trend, valuation and analyst targets.
Ecosystem Influences
Sell-side targets imply +18.0% upside over 12 months
Long-term trend bullish (price vs 200-day SMA)
Macro-economic sensitivity to interest rate and inflation shifts
Quarterly Financials
| Metric (USD) | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Total Revenue | $663.20M↑ | $644.80M↑ | $641.10M↑ | $617.40M↑ | $605.10M |
| Gross Profit | $423.90M↑ | $405.90M↑ | $391.90M↑ | $375.70M↑ | $374.50M |
| Operating Income | $160.60M↑ | $155.90M↑ | $136.90M↑ | $127.80M↑ | $125.10M |
| Net Income | $107.80M↑ | $107.10M↓ | $115.10M↑ | $91.60M↑ | $89.00M |
Peer Comparison
JPMBACGS
Fundamentals
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, Pitch...
Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$8.16B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
20.52
Beta
Defensive asset. Lower volatility than the S&P 500.
0.98
Div Yield
Low to zero yield. Return is entirely dependent on price appreciation.
0.98%
ROE
Elite ROE. Management converts capital into profit efficiently.
41.18%
Volume
Today's trading volume
350,444
Recent News
3 Reasons We’re Fans of Morningstar (MORN)
Morningstar has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 9.6% to $209.40 per share while the index has gained 13.6%.
I’m 55 and Ready to Retire: What Happens to My 401(k)?
The retirement journey is a long-term process. You have to save for many years before reaching your retirement goals, but what happens when your portfolio is large enough to retire? A Redditor recently posted in the Financial Planning subreddit about how to adjust a portfolio after retiring. The Redditor is 55 years old and has done a … I'm 55 and Ready to Retire: What Happens to My 401(k)?
AVGO Stock’s 27% Selloff Is Sending A Signal – But Morningstar Sees AI Demand Getting Stronger Through 2030
Morningstar said Broadcom’s 2028 outlook exceeded its own estimates and expects demand for the company’s AI chips to remain strong over the next two years.
Morningstar, Moody's, Goldman Sachs, Lazard, and StoneX Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after Federal Reserve Governor Christopher Waller signaled support for holding interest rates steady amid emerging signs of disinflation.
HPE Stock Dips Premarket, SNOW Rallies After Earnings: Morningstar Calls Both Reports ‘Extraordinary’
AI demand is powering growth across software and infrastructure, but investors are taking very different views on the valuations.