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Morningstar, Inc. (MORN)
$172.61+5.04 (+3.01%)
Market ClosedLast close Jul 24
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 $172.61 with a market capitalization of $6.6B. Wall Street consensus targets $226.00 (3 analysts), implying a +30.9% move over the next 12 months. The stock is currently 40% below its 52-week high of $289.63, remaining 8.5% below its 200-day moving average. On fundamentals, Piotroski 5/9 shows mixed financial quality, Altman Z in the safe zone. The Whystock Score of 60/100 suggests a balanced risk-reward profile.
Ecosystem Influences
Sell-side targets imply +30.9% upside over 12 months
Long-term trend bearish (price vs 200-day SMA)
Macro-economic sensitivity to interest rate and inflation shifts
Quarterly Financials
| Metric (USD) | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Total Revenue | $644.80M↑ | $641.10M↑ | $617.40M↑ | $605.10M↑ | $581.90M |
| Gross Profit | $405.90M↑ | $391.90M↑ | $375.70M↑ | $374.50M↑ | $350.50M |
| Operating Income | $155.90M↑ | $136.90M↑ | $127.80M↑ | $125.10M↑ | $114.10M |
| Net Income | $107.10M↓ | $115.10M↑ | $91.60M↑ | $89.00M↑ | $78.50M |
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).
$6.56B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
17.63
Beta
High-beta play. Expect amplified moves vs. the broad market.
1.01
Div Yield
Low to zero yield. Return is entirely dependent on price appreciation.
1.14%
ROE
Elite ROE. Management converts capital into profit efficiently.
39.54%
Volume
Today's trading volume
411,977
Recent News
Morningstar (MORN) Stock Looks Fully Priced As Shares Fell 37%
Morningstar stock is trying to recover from a steep share price decline over the past year. Its current checks suggest investors are paying a premium to the latest intrinsic value estimate while trading at roughly in line multiples to the market. The share price is down 37.3% over the past year, which puts extra focus on whether the recent level around US$172 still overstates what the business may be worth. New products such as PitchBook owned Lumonic's MCP server and the Morningstar US...
A Popular Corporate Bond Fund Is Trading at a 12-Month Low
A fund capturing a broad swath of investment grade U.S. corporate bonds was at a level not seen in more than a year. BlackRock's $35 billion iShares iBoxx $ Investment Grade Corporate Bond ETF is currently at $106.74. Effective yield on the ICE BofA U.S. Corporate Index, a benchmark for investment grade bonds, has been trending higher.
Why Income ETFs Are Having a Jerry Maguire Moment
Income exchange-traded funds are showing investors the money, and their popularity is showing no signs of slowing down.
How This Top-Performing Bond Fund Is Navigating a Tricky Market
The Frost Total Return Bond fund has completely dominated its Morningstar intermediate core-plus bond fund category over the past three, five, 10, and 15 years.
Small-Caps Offer Rare Value as Sector Gaps Narrow
Small-cap stocks remain the cheapest corner of the U.S. market. That’s true even after posting their best first-half performance in more than three decades, according to Morningstar’s Q3 2026 stock market outlook. Key Takeaways: Small-cap stocks remain the market’s cheapest segment despite a record first-half rally. Morningstar now favors equal weighting across across broad market, [...]