MORN

Morningstar Inc

MORN, USA

Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, 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 managed 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 application; Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities through the PitchBook platform; model portfolios and wealth platforms; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds, as well as build and monitor portfolios and markets. In addition, the company offers credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential and commercial mortgage-backed securities, and collateralized loan obligations. Further, it provides managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Sustainalytics provides environmental, social and governance data, research, and ratings; and Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.

https://www.morningstar.com

Stock Price

$0.00

0%

decrease compared to yesterday.

Dividend

Frequency:

Quarterly

Rate:

0.5

Next Payout:

Jan 30, 2026

Yield:

0.9224 %
MORN
stock
MORN

Massachusetts Financial Services Co. MA Has $104.69 Million Stock Position in Morningstar, Inc. $MORN MarketBeat

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MORN
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MORN

When Morningstar will reveal 2025 results: after market closes Feb. 12 Stock Titan

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Showing 2 of 10

Analyst Ratings & Sentiment

(Last Updated 2025-09-30)

Rating:

BUY

Target Price:

$278.3333

Analyst Picks

Strong Buy

1

Buy

1

Hold

1

Sell

0

Strong Sell

0

Sentiment:

Bullish

Finn Analysis

(Last Updated 2025-09-30)

Health Score

Price to Earnings Ratio (P/E)

-

High

23.91

Low ≥ 50

High ≤ 10

Price to Book Ratio (P/B)

-

Very High

6.10

Low ≤ 1

High ≥ 3

Return on Equity (ROE)

-

Very Low

6.05 %

Low ≤ 5%

High ≥ 25%

Return on Assets (ROA)

-

Very Low

2.57 %

Low ≤ 2%

High ≥ 10%

Free Cash Flow - Revenue % (FCF)

-

Very High

25.93 %

Low ≤ 5%

High ≥ 15%

Debt to Equity

-

Very Low

1.35

Low ≥ 1

High ≤ 0.3

Investors

* Institutions hold a combined 64.48% of the total shares of Morningstar Inc

1.

Vanguard Group Inc

(6.2445%)

since

2025/06/30

2.

BlackRock Inc

(5.9736%)

since

2025/06/30

3.

Morgan Stanley - Brokerage Accounts

(4.9149%)

since

2025/06/30

4.

Eaton Vance Atlanta Capital SMID-Cap I

(3.3517%)

since

2025/07/31

5.

BAMCO Inc

(3.0711%)

since

2025/06/30

6.

Select Equity Group LP

(2.6395%)

since

2025/06/30

7.

Baron Growth Retail

(2.1812%)

since

2025/06/30

8.

Baron Small Cap Growth Strategy

(2.1812%)

since

2025/06/30

9.

Bank of America Corp

(2.1624%)

since

2025/06/30

10.

iShares Core S&P Mid-Cap ETF

(2.0541%)

since

2025/08/31

12.

Millennium Management LLC

(1.9232%)

since

2025/06/30

13.

Vanguard Total Stock Mkt Idx Inv

(1.8879%)

since

2025/07/31

14.

State Street Corp

(1.8592%)

since

2025/06/30

15.

Wellington Management Company LLP

(1.8513%)

since

2025/06/30

16.

Wasatch Advisors LP

(1.5288%)

since

2025/06/30

17.

Massachusetts Financial Services Company

(1.5177%)

since

2025/06/30

18.

Geode Capital Management, LLC

(1.4864%)

since

2025/06/30

19.

Vanguard Small Cap Index

(1.4585%)

since

2025/07/31

20.

Virtus KAR Small-Cap Growth I

(1.2436%)

since

2025/06/30

21.

MFS Mid Cap Growth Equity

(1.0759%)

since

2025/06/30

22.

Liontrust Investment Partners LLP

(0.929%)

since

2025/06/30

23.

Goldman Sachs Group Inc

(0.895%)

since

2025/06/30

24.

Vanguard Explorer Inv

(0.8853%)

since

2025/06/30

25.

Wasatch Core Growth

(0.8724%)

since

2025/06/30

26.

Vanguard Small Cap Growth Index Inv

(0.8222%)

since

2025/07/31

27.

Dimensional Fund Advisors, Inc.

(0.7863%)

since

2025/06/30

28.

NORGES BANK

(0.7041%)

since

2025/06/30

29.

AQR Capital Management LLC

(0.697%)

since

2025/06/30

30.

Vanguard Institutional Extnd Mkt Idx Tr

(0.6776%)

since

2025/07/31

31.

Amvescap Plc.

(0.666%)

since

2025/06/30

32.

FMR Inc

(0.6491%)

since

2025/06/30

33.

SPDR® S&P MIDCAP 400 ETF Trust

(0.4834%)

since

2025/07/31

34.

Premier Miton US Opportunities B Acc

(0.4742%)

since

2025/05/31

35.

Invesco S&P MidCap Quality ETF

(0.4531%)

since

2025/08/29

36.

MFS Mid Cap Growth A

(0.3957%)

since

2025/07/31

37.

Hartford MidCap Y

(0.3713%)

since

2025/07/31

38.

Baron Mid Cap Growth Strategy

(0.3699%)

since

2025/06/30

39.

Baron Asset Retail

(0.3699%)

since

2025/06/30

40.

iShares S&P Mid-Cap 400 Growth ETF

(0.3589%)

since

2025/08/31

* Investors data is estimated based on stocks listed on Finnton that are currently held by Institution/Fund.

Earnings History

EPS ActualEPS EstimateEPS DifferenceSurprise Percent

Upcoming Earnings Release

Date

2025-12-31

EPS Estimate

2.3

Latest Release

Date

2025-09-30

EPS Actual

2.55

EPS Estimate

2.42

EPS Difference

0.13

Surprise Percent

5.3719%

Investing Fit Scorecard

(Last Updated 2025-09-30)

Deep Value
Potential Value Candidate(4)
Defensive
Highly Defensive(8.5)
Dividend
Decent Dividend Payer(4)
Economic Moat
Wide Moat Company(6.8)
GARP
Fair GARP(3.5)
Growth
Weak Growth Prospect(3)
Momentum
Moderate Momentum(5.5)
Net Net
Not Undervalued (Net-Net)(2.5)
Quality
Moderate Quality(6)
Value
Fair Value(4)

Income Statement

(Last Updated 2025-09-30)

Revenue

$ 0

Cost Of Revenue

$ 0

Gross Profit

$ 0

Operating Expenses

$ 0

Operating Income

$ 0

Interest Expense

$ 0

Pretax Income

$ 0

Net Income

$ 0

Income Tax Expense

$ 0

EBITDA

$ 0

Total Other Income Expense Net

$ 0

Earnings Per Share

0

Dividends Per Share

0

Shares Outstanding

0

Operating Margin

0%

Trend

Balance Sheet

(Last Updated 2025-09-30)

Cash

$ 0

Short Term Investments

$ 0

Receivables

$ 0

Inventories

$ 0

Total Current Assets

$ 0

Property Plant Equipment

$ 0

Total Assets

$ 0

Payables

$ 0

Short Term Debt

$ 0

Long Term Debt

$ 0

Total Liabilities

$ 0

Equity

$ 0

Trend

Cash Flow

(Last Updated 2025-09-30)

Net Income

$ 0

Depreciation

$ 0

Change In Working Capital

$ 0

Cash From Operations

$ 0

Capital Expenditures

$ 0

Cash From Investing

$ 0

Cash From Financing

$ 0

Net Change In Cash

$ 0

Trend

Disclaimer: Finnton is a stock screener tool provided for informational and educational purposes only. The data, analysis, and insights offered on this website do not constitute financial, investment, tax, or legal advice. Users are solely responsible for their own investment decisions, and Finnton makes no guarantees regarding the accuracy, completeness, or reliability of the information provided. Past performance is not indicative of future results. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.