Morningstar IncMORN

MORN current price
$341.26+18.78%

Capital at risk.

1W
+0.25%
1M
-2.46%
3M
+7.53%
6M
+16.30%
1Y
+18.78%
MAX
+460.64%
Calendar
event
Ex dividend date
04 Oct 2024
event_available
Last Dividend Payment
31 Oct 2024
About Morningstar Inc
Ticker
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MORN
Trading on
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NASDAQ
ISIN
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US6177001095
Industry
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Financial Data & Stock Exchanges
Sector
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Financial Services
CEO
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Kunal Kapoor CFA
Headquarters
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22 West Washington Street, Chicago, IL, United States, 60602
Employees
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11,149
Website
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morningstar.com
Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
Metrics
BasicAdvanced
Market cap
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$15B
P/E ratio
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46.31
EPS
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$7.57
Dividend Yield
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0.46%
Beta
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1.18
Forward P/E ratio
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35.46
EBIDTA
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$518M
Ex dividend date
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2024-10-04
Price & volume
Market cap
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$15B
Average daily volume
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0.1M
90-day return
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7.53%
30-day return
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-2.46%
7-day return
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0.25%
Dividends
Dividend per share
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$1.62
Dividend yield
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0.46%
Forward dividend per share
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$1.62
Forward dividend yield
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0.46%
Payout ratio
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23.80%
Valuation
P/E ratio
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46.31
Forward P/E
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35.46
PEG ratio
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0
Trailing P/E
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46.31
Price to sales
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6.57
Price to book
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9.28
Earnings
EPS
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$7.57
EPS estimate (current quarter)
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$2.00
EPS estimate (next quarter)
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$1.99
EBITDA
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$518M
Revenues (TTM)
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$2.22B
Revenues per share (TTM)
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$52.00
Technicals
Beta
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1.18
52-week High
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$365.00
52-week Low
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$268.45
50-day moving average
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$327.49
200-day moving average
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$306.27
Short ratio
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0.93
Short %
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0.44%
Management effectiveness
ROE (TTM)
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23.24%
ROA (TTM)
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7.43%
Profit margin
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14.69%
Gross profit margin
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$1.09B
Operating margin
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20.29%
Growth
Quarterly earnings growth (YoY)
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204.40%
Quarterly revenue growth (YoY)
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10.50%
Share stats
Outstanding Shares
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42.9M
Float
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24.8M
Insiders %
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39.58%
Institutions %
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61.20%
Analyst Insights & forecasts
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67% Buy

33% Hold

0% Sell

Based on information from 3 analysts.

Average price target

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$375.00
Earnings per share (EPS) forecast
windowbar_chart_4_bars
Actual
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Expected
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Surprise
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$1.71
-
-
Q4 • 23Beat
$1.49
-
-
Q1 • 24Beat
$1.60
-
-
Q2 • 24Beat
$2.00
$2.01
0.50%
Q3 • 24Beat
-
-
-
Q4 • 24Current
QuarterlyAnnual
Financial Performance
windowbar_chart_4_bars
Income StatementBalance SheetCash Flow
windowbar_chart_4_bars
Revenue
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Net income
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Profit margin
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$571M
$69.1M
12.11%
Q2 • 24
$569M
$120M
21.02%
Q3 • 24
0.19%
73.23%
73.56%
QoQ growth
QuarterlyAnnual
Totals assets
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Total liabilities
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Debt to assets
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$3.4B
$1.97B
57.88%
Q2 • 24
$3.57B
$2B
56.10%
Q3 • 24
4.78%
1.56%
3.07%
QoQ growth
QuarterlyAnnual
Operating
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Investing
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Financing
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Free cash flow
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$153M
$-32.8M
$-81.6M
$121M
Q2 • 24
$192M
$14.1M
$-60.2M
$156M
Q3 • 24
25.67%
142.99%
26.23%
28.97%
QoQ growth
QuarterlyAnnual
Sentiment analysis

-1.5

Greed

+1.5

0.38

Last 30 days

Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Past performance is no guarantee of future results. Your return may be affected by currency fluctuations and applicable fees and charges. The value of your investment may go up as well as down. When investing, your capital at risk.

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FAQs

How much is a Morningstar Inc share?
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Morningstar Inc shares are currently traded for $341.26 per share.

How many shares does Morningstar Inc have?
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Morningstar Inc currently has 42.9M shares.

Does Morningstar Inc pay dividends?
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Yes, Morningstar Inc does pay dividends.

What is Morningstar Inc 52 week high?
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Morningstar Inc 52 week high is $365.00.

What is Morningstar Inc 52 week low?
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Morningstar Inc 52 week low is $268.45.

What is the 200-day moving average of Morningstar Inc?
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Morningstar Inc 200-day moving average is $306.27.

Who is Morningstar Inc CEO?
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The CEO of Morningstar Inc is Kunal Kapoor CFA.

How many employees Morningstar Inc has?
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Morningstar Inc has 11,149 employees.

What is the market cap of Morningstar Inc?
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The market cap of Morningstar Inc is $15B.

What is the P/E of Morningstar Inc?
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The current P/E of Morningstar Inc is 46.31.

What is the EPS of Morningstar Inc?
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The EPS of Morningstar Inc is $7.57.

What is the PEG Ratio of Morningstar Inc?
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The PEG Ration of Morningstar Inc is 0.

What do analysts say about Morningstar Inc?
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According to the analysts Morningstar Inc is considered a buy.

Morningstar Inc news