Price
No data yet.
Social Signal Score
Analyst Ratings
6 analystsRevenue
$663.20M+238.19%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Kunal Kapoor
- Sector
- Financial Services
- Industry
- Financial - Data & Stock Exchanges
- Employees
- 10,973
- Beta
- 1.00
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 3.44
Financials
Revenue
$663.20M+238.2%Net Income
$107.80M+257.0%EBITDA
$214.10M+230.4%Free Cash Flow
$122.50M+189.6%EPS (diluted)
$2.83+304.3%Shares Outstanding (diluted)
38.10M-12.0%Operating Expenses
$216.60MCash & Debt
$523.80MReturn of Capital
$119.00MRevenue by Segment (annual)
$2.45BDividend per Share
$0.50Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $2.45B | $374.20M | $8.93 |
| 2024 | $2.28B | $369.90M | $8.64 |
| 2023 | $2.04B | $141.10M | $3.31 |
| 2022 | $1.87B | $70.50M | $1.65 |
| 2021 | $1.70B | $193.30M | $4.50 |
| 2020 | $1.39B | $223.60M | $5.22 |
| 2019 | $1.18B | $152.00M | $3.56 |
| 2018 | $1.02B | $183.00M | $4.30 |
| 2017 | $911.70M | $136.90M | $3.21 |
| 2016 | $798.60M | $161.00M | $3.74 |
| 2015 | $788.80M | $132.60M | $3.00 |
| 2014 | $760.10M | $78.30M | $1.75 |
| 2013 | $698.30M | $123.50M | $2.68 |
| 2012 | $658.29M | $108.08M | $2.23 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from MORN's reported EPS growth of 11.3% a year over 13 years.
- EPS in 5 years
- $15.25
- Implied price
- $366.08
- Return from $183.55
- 14.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $182.01 — -0.8% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 16 | 20 | 24 | 28 | 32 |
|---|---|---|---|---|---|
| 1.3% | -3.6% | 0.7% | 4.5% | 7.8% | 10.7% |
| 6.3% | 1.1% | 5.7% | 9.6% | 13.1% | 16.1% |
| 11.3% | 5.9% | 10.7% | 14.8% | 18.4% | 21.6% |
| 16.3% | 10.6% | 15.7% | 20.0% | 23.7% | 27.1% |
| 21.3% | 15.4% | 20.6% | 25.1% | 29.0% | 32.5% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+8.70%Social Signal Score
Mentions (28)
- Newsbusinesswire.com·1d ago·Neutral
…opt AI Fast, but Still Aren't Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today released its annual Morningstar Investors Perspectives Advisor study, the third installment in the 2026 Morningstar Investor Perspectives series. Following research on retail investors and asset owners, the study provides new insight into how advisors are responding …
View source ↗ - News (RSS)economictimes·5d ago·Neutral
…y onboarded as a listed company, and your shares become available for trading," Pradeep Ramakrishnan, Executive Director at IFSCA, said in his keynote address at the Morningstar Investment Conference India 2026.IFSCA has already consulted the market on the proposal, Ramakrishnan said. The move is aimed at developing the equity market at GIFT IFSC in Gujarat, where equity activity remains at an early stage even as the centre's bond market has expanded rapidly.Nearly $85 billion has been raised th…
View source ↗ - News (RSS)economictimes·6d ago·Positive
SIFs should be satellite holdings, not the core of portfolios: Morningstar CEO Kunal Kapoor With most SIFs only months old, early performance data offers limited insight into their long-term potential, Kapoor said. While the new category could expand India’s managed-investment market and intensify competition, investors should prioritise simplicity, diversification and cost discipline.
View source ↗ - News (RSS)fool·6d ago·Positive
Robinhood Markets vs. Morningstar: Which Financial Stock Is a Better Buy in 2026? Robinhood's 51% revenue surge and 42% net margins clash with Morningstar's steady 7.5% growth and lower valuation multiples, a classic growth-versus-value showdown.
View source ↗ - News (RSS)zerohedge·6d ago·Neutral
…gage, according to Bloomberg. US long-term net asset inflows fell in August versus the previous month, driven by lower passive inflows, according to JPMorgan, citing Morningstar data. Equity inflows declined to $11 billion from $39 billion in July. The AI trade is also getting more complicated. OpenAI scrapped the debut of its GPT-6.1 Astra model while it establishes stronger safeguards, while Anthropic warned of “existential risks to humanity” in an IPO prospectus, Reuters reported. Both will r…
View source ↗ - News (RSS)thestreet·11d ago·Neutral
Retirees face a bear-market trap that catches most off guard Morningstar calls it the "risk zone," and it starts before you retire.
View source ↗ - 4chan /biz/biz·12d ago·Neutral
>>62719775 Morningstar has it at 7.59% which is just an absurd level of income.
View source ↗ - Newsbusinesswire.com·13d ago·Positive
Morningstar Completes Quarterly Reconstitution for Morningstar Market Indexes CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, announced the completion of the third quarter reconstitution for the Morningstar Market Indexes. Conducted quarterly to reflect changes across the U.S. equity market, the reconstitution helps ensure the indexes continue to serve as robust, representative, and investable benchmarks for investors. Built on C…
View source ↗ - News (RSS)seekingalpha·14d ago·Neutral
Morningstar declares $0.50 dividend
View source ↗ - Newsbusinesswire.com·17d ago·Negative
Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 30, 2026, to shareholders of record as of Oct. 2, 2026. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. i…
View source ↗ - News (RSS)fool·19d ago·Positive
CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026? CME's 62% net margin towers over Morningstar's 15.3%, but valuation metrics tell a different story for 2026 investors.
View source ↗ - Newsbusinesswire.com·20d ago·Positive
Morningstar Survey: Asset Owners Increase U.S. and Private Market Exposure as AI Risks Rise CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fifth annual Asset Owner Perspectives Survey. Lindsey Stewart, director of institutional insights at Morningstar, said: “Asset owners are navigating a market increasingly shaped by artificial intelligence. They are weighing innovation opportunities against higher valuation…
View source ↗ - News (RSS)livemint·22d ago·Negative
Up 5,100% in one year! This ETF delivers highest returns on US-Iran war oil shock The ETF has delivered 3,600% returns on year-to-date (YTD) basis, as per the Morningstar data.
View source ↗ - News (RSS)livemint·22d ago·Negative
Up 5,100% in one year! This ETF delivers highest returns on US-Iran war oil shock The ETF has delivered 3,600% returns on year-to-date (YTD) basis, as per the Morningstar data.
View source ↗ - News (RSS)fool·25d ago·Positive
Prediction: Morningstar (MORN) Stock Will Be Worth More Than $13 Billion by 2031 -- 73% Higher Than Its Recent Value. Here's the Math. Morningstar has been growing at a respectable clip -- and its shares seem undervalued.
View source ↗ - Newsfool.com·25d ago·Positive
Prediction: Morningstar (MORN) Stock Will Be Worth More Than $13 Billion by 2031 -- 73% Higher Than Its Recent Value. Here's the Math. Morningstar offers a growing dividend yield and a bigger total shareholder yield. Its shares seem undervalued and likely to grow a lot over the coming five years.
View source ↗ - Newszacks.com·28d ago·Neutral
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar? Launched on June 28, 2004, the iShares Morningstar Small-Cap Value ETF (ISCV) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
View source ↗ - News (RSS)seekingalpha·37d ago·Neutral
Morningstar: 15% Recovery With Room To Climb Higher
View source ↗ - PodcastAnimal Spirits·41d ago·Neutral
… over life insurance. That's something to make yours perk up a little bit. All right, and not surprising news. I mean, I think this is well understood at this point. Morningstar, how to report. These innovative ETFs have been disastrous for investors, the average leveraged and inverse single stock ETF has proved costly as regulators see comment on new table games possibly coming to the ETF casino. I mean, duh, no shit. Do you know when Robert had now, you can gamble on what Bitcoin will do over …
View source ↗ - News (RSS)investing·41d ago·Neutral
Morningstar, PitchBook partner with Google Cloud on AI tool
View source ↗ - News (RSS)economictimes·42d ago·Neutral
Japanese bond ETFs attract a record $1.5 billion in net inflows in 2026 so far, Morningstar say This year, Japanese bond exchange traded funds have experienced an unprecedented surge in inflows, driven by increasing government bond yields that enhance the appeal of Japan's debt for investors. European market participants are diversifying their portfolios, moving away from US dollar assets due to growing uncertainties surrounding the dollar's reliability as a safe haven. Consequently, Japanese bo…
View source ↗ - News (RSS)channelnewsasia·42d ago·Neutral
Japanese bond ETFs attract a record $1.5 billion in net inflows in 2026 so far, Morningstar say
View source ↗ - Newszacks.com·43d ago·Neutral
Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar? Launched on June 28, 2004, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.
View source ↗ - Newszacks.com·47d ago·Neutral
Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar? The iShares Morningstar Mid-Cap Growth ETF (IMCG) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market.
View source ↗ - PodcastAnimal Spirits·48d ago·Neutral
…little higher. From the lows in 2009, the S&P 500 is up almost 1,500% or sorry, this is the Vanguard toll stock market index. You see now that they have the Vanguard Morningstar toll stock market index, that's a new thing. Oh, that is interesting over there. Yeah, Morningstar branded it.
View source ↗ - News (RSS)zerohedge·48d ago·Neutral
…e than 5,500 times oversubscribed. "Unitree's IPO is significant because it provides an important A-share valuation benchmark for embodied AI and humanoid robotics," Morningstar analyst Kangyuxiao Li said. Jacqueline Du, Goldman's head of China Industrial Technology research, recently explained that Unitree is the global market leader in humanoid-robot shipments: Global Market Leader: In 2025, Unitree shipped more than 5,500 humanoid robots, capturing a 37% global market share, according to Omdi…
View source ↗ - News (RSS)hellenicshipping·50d ago·Positive
Just 13% of U.S. large-cap stock-picking funds beat benchmarks over decade Only 13% of actively managed US large-cap equity funds outperformed comparable passive funds during the decade through June, the Wall Street Journal reported, citing Morningstar data based on returns after fees. Performance improved over the 12 months ended June 30, though just 27% of active large-cap funds beat their passive alternatives. The weak record has ...
View source ↗ - News (RSS)ritholtz·56d ago·Neutral
10 Monday AM Reads My back-to-work morning reads: • Mind the Gap 2026: Morningstar’s annual investor return gap study — the difference between fund returns and investor returns, driven by badly timed buying and selling. The behavior gap persists, and it’s still costing investors more than a percentage point a year. (Morningstar) • Elon Musk is building a form of capitalism… Read More The post 10 Monday AM Reads appeared first on The Big Picture.
View source ↗
Earnings
Wed, Oct 28(in 3 weeks)
Consensus estimate $2.97 per share
Typical surprise +9.0% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$3.10 vs $2.83beat
- Wed, Apr 29$3.18 vs $2.41beat
- Thu, Feb 12$2.71 vs $2.36beat
- Wed, Oct 29$2.55 vs $2.34beat
- Wed, Jul 30$2.40 vs $2.21beat
- Wed, Apr 30$2.23 vs $2.06beat
Estimates and results for MORN via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by MORN officers and directors.
- Bought
- —
- Sold
- $26.2m
0 trades
91 trades
- Mansueto Joseph Dsold
- Mansueto Joseph Dsold
- Mansueto Joseph Dsold
- Mansueto Joseph Dsold
- Mansueto Joseph Dsold
- Mansueto Joseph Dsold
- Mansueto Joseph Dsold
- Mansueto Joseph Dsold
9 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (35d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (33d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed May 7, 2026 (7d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed May 7, 2026 (20d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed May 7, 2026 (21d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Mar 11, 2026 (14d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Mar 11, 2026 (33d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Mar 11, 2026 (20d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Feb 3, 2026 (19d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (42d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Sep 3, 2025 (32d later)Buy$15,001 - $50,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (22d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.