Morningstar, Inc. (MORN)Financial Services | Financial Data & Stock Exchanges | Chicago, United States | NasdaqGS
184.28 USD
+3.76
(2.083%)
⇧
(April 17, 2026, 4 p.m.
EDT)
After hours: 180.72 -3.56 (-3.560%) ⇩ (April 17, 2026, 7:06 p.m. EDT) Short-term: ★★★☆☆ | Long-term: ★★★★☆ | Dividends: ★★★★☆ |
Hot Take | April 11, 2026, 4:16 p.m. EDT
Morningstar, Inc. (MORN) presents a mixed picture for short-term and long-term investors. The recent price action shows a range-bound trend with some volatility, but the stock has not yet broken out of its recent consolidation phase. The dividend yield and consistent payout history are positive for income-focused investors, and the stock's fundamentals remain solid. However, the short-term forecasting model suggests limited upside potential, and the options activity indicates a cautious market. For long-term investors, MORN could be a good buy, given its strong fundamentals and the recent dip, which may present an opportunity to enter at a more attractive price. |
| Model | MAE |
|---|---|
| MSTL ✓ | 0.156460 |
| AutoETS | 0.162741 |
| AutoTheta | 0.173261 |
| AutoARIMA | 0.196720 |
Forecast horizon: 45 days | Selected: MSTL
| Forecast Reliability | |
|---|---|
| Score | 80% |
| H-stat | 0.79 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.830 |
| Excess Kurtosis | -0.37 |
| Attribute | Value |
|---|---|
| Sector | Financial Services |
| Ex Dividend Date | 2026-07-09 |
| Last Dividend Date | 2026-04-01 |
| Debt to Equity Ratio | 103.208 |
| Revenue per Share | 58.365 |
| Market Cap | 7,294,495,232 |
| Trailing P/E | 20.36 |
| Forward P/E | 14.21 |
| Beta | 1.11 |
| Profit Margins | 15.30% |
| Website | https://www.morningstar.com |
As of April 11, 2026, 4:16 p.m. EDT: Options activity shows mixed signals. Call options are showing increased volume and open interest, particularly for strikes above the current price, indicating potential bullish sentiment. However, put options also have significant volume and open interest, especially for lower strikes, suggesting some bearish positioning. The IV spikes and the concentration of open interest in certain strikes may indicate speculative activity or anticipation of volatility. Overall, the options market appears to be cautious, with both bullish and bearish bets being placed.
| Last Yield | 1yr Yield | 3yr Avg | 5yr Avg |
|---|---|---|---|
| 0.29% | 0.89% | 0.70% | 0.66% |
| Date | Dividend | Yield % |
|---|---|---|
| 2026-04-02 | 0.500 | 0.289168 |
| 2026-01-02 | 0.500 | 0.238322 |
| 2025-10-03 | 0.455 | 0.202281 |
| 2025-07-11 | 0.455 | 0.155954 |
| 2025-04-04 | 0.455 | 0.170791 |
| 2025-01-03 | 0.455 | 0.137345 |
| 2024-10-04 | 0.405 | 0.128473 |
| 2024-07-12 | 0.405 | 0.134283 |
| 2024-04-04 | 0.405 | 0.135149 |
| 2024-01-04 | 0.405 | 0.150509 |
| 2023-10-05 | 0.375 | 0.166489 |
| 2023-07-06 | 0.375 | 0.196967 |
| 2023-04-05 | 0.375 | 0.189655 |
| 2023-01-05 | 0.375 | 0.178459 |
| 2022-10-17 | 0.360 | 0.167521 |
| 2022-06-30 | 0.360 | 0.152781 |
| 2022-03-31 | 0.360 | 0.135455 |
| 2022-01-06 | 0.360 | 0.117058 |
| 2021-10-18 | 0.315 | 0.117989 |
| 2021-07-08 | 0.315 | 0.128576 |
| 2021-04-08 | 0.315 | 0.139377 |
| 2020-12-31 | 0.315 | 0.140676 |
| 2020-10-15 | 0.300 | 0.170533 |
| 2020-07-01 | 0.300 | 0.208264 |
| 2020-04-02 | 0.300 | 0.277202 |
| 2020-01-02 | 0.300 | 0.206651 |
| 2019-10-17 | 0.280 | 0.186693 |
| 2019-07-03 | 0.280 | 0.199544 |
| 2019-04-04 | 0.280 | 0.229150 |
| 2019-01-03 | 0.280 | 0.272924 |
| 2018-10-16 | 0.250 | 0.227449 |
| 2018-07-05 | 0.250 | 0.204038 |
| 2018-04-05 | 0.250 | 0.271509 |
| 2018-01-04 | 0.250 | 0.275301 |
| 2017-10-17 | 0.230 | 0.286224 |
| 2017-07-05 | 0.230 | 0.312530 |
| 2017-04-05 | 0.230 | 0.323851 |
| 2017-01-04 | 0.230 | 0.328595 |
| 2016-10-06 | 0.220 | 0.305359 |
| 2016-07-06 | 0.220 | 0.295034 |
| 2016-04-06 | 0.220 | 0.271383 |
| 2016-01-06 | 0.220 | 0.299532 |
| 2015-10-07 | 0.190 | 0.256917 |
| 2015-07-08 | 0.190 | 0.260536 |
| 2015-04-08 | 0.190 | 0.281061 |
| 2015-01-07 | 0.190 | 0.331783 |
| 2014-10-08 | 0.170 | 0.281176 |
| 2014-07-09 | 0.170 | 0.270853 |
| 2014-04-09 | 0.170 | 0.245552 |
| 2014-01-08 | 0.170 | 0.241181 |
| 2013-10-09 | 0.125 | 0.182738 |
| 2013-07-10 | 0.125 | 0.181367 |
| 2013-04-10 | 0.125 | 0.207835 |
| 2012-12-13 | 0.125 | 0.213654 |
| 2012-10-10 | 0.100 | 0.176503 |
| 2012-07-11 | 0.100 | 0.188455 |
| 2012-04-11 | 0.100 | 0.183037 |
| 2012-01-11 | 0.100 | 0.188672 |
| 2011-10-12 | 0.050 | 0.094336 |
| 2011-07-13 | 0.050 | 0.091025 |
| 2011-04-13 | 0.050 | 0.094746 |
| 2010-12-29 | 0.050 | 0.104458 |
| Attribute | Value |
|---|---|
| 52 Week Change | -0.32112366 |
| Address1 | 22 West Washington Street |
| All Time High | 365.0 |
| All Time Low | 18.51 |
| Ask | 184.87 |
| Ask Size | 1 |
| Audit Risk | 6 |
| Average Analyst Rating | 1.7 - Buy |
| Average Daily Volume10 Day | 501,950 |
| Average Daily Volume3 Month | 584,113 |
| Average Volume | 584,113 |
| Average Volume10Days | 501,950 |
| Beta | 1.112 |
| Bid | 183.63 |
| Bid Size | 1 |
| Board Risk | 6 |
| Book Value | 30.747 |
| City | Chicago |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 3 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 184.28 |
| Current Ratio | 0.985 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,774,915,200 |
| Day High | 184.565 |
| Day Low | 180.0 |
| Debt To Equity | 103.208 |
| Display Name | Morningstar |
| Dividend Date | 1,777,507,200 |
| Dividend Rate | 2.0 |
| Dividend Yield | 1.09 |
| Earnings Growth | 0.045 |
| Earnings Quarterly Growth | -0.015 |
| Earnings Timestamp | 1,777,492,800 |
| Earnings Timestamp End | 1,777,492,800 |
| Earnings Timestamp Start | 1,777,492,800 |
| Ebitda | 593,400,000 |
| Ebitda Margins | 0.24264999 |
| Enterprise To Ebitda | 13.527 |
| Enterprise To Revenue | 3.282 |
| Enterprise Value | 8,026,895,360 |
| Eps Current Year | 11.35834 |
| Eps Forward | 12.96567 |
| Eps Trailing Twelve Months | 9.05 |
| Esg Populated | 0 |
| Ex Dividend Date | 1,783,641,600 |
| Exchange | NMS |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 172.7738 |
| Fifty Day Average Change | 11.506195 |
| Fifty Day Average Change Percent | 0.06659687 |
| Fifty Two Week Change Percent | -32.112366 |
| Fifty Two Week High | 316.71 |
| Fifty Two Week High Change | -132.43 |
| Fifty Two Week High Change Percent | -0.41814277 |
| Fifty Two Week Low | 149.08 |
| Fifty Two Week Low Change | 35.199997 |
| Fifty Two Week Low Change Percent | 0.23611481 |
| Fifty Two Week Range | 149.08 - 316.71 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 1,115,127,000,000 |
| Five Year Avg Dividend Yield | 0.6 |
| Float Shares | 20,965,538 |
| Forward Eps | 12.96567 |
| Forward P E | 14.212918 |
| Free Cashflow | 446,375,008 |
| Full Exchange Name | NasdaqGS |
| Full Time Employees | 10,973 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,775,001,600 |
| Gross Margins | 0.61035 |
| Gross Profits | 1,492,600,064 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.48866 |
| Held Percent Institutions | 0.65072995 |
| Implied Shares Outstanding | 39,583,760 |
| Industry | Financial Data & Stock Exchanges |
| Industry Disp | Financial Data & Stock Exchanges |
| Industry Key | financial-data-stock-exchanges |
| Ir Website | http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=423.xml |
| Is Earnings Date Estimate | 0 |
| Language | en-US |
| Last Dividend Date | 1,775,088,000 |
| Last Dividend Value | 0.5 |
| Last Fiscal Year End | 1,767,139,200 |
| Long Business Summary | 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, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and 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 and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois. |
| Long Name | Morningstar, Inc. |
| Market | us_market |
| Market Cap | 7,294,495,232 |
| Market State | CLOSED |
| Max Age | 86,400 |
| Message Board Id | finmb_31721 |
| Most Recent Quarter | 1,767,139,200 |
| Net Income To Common | 374,200,000 |
| Next Fiscal Year End | 1,798,675,200 |
| Non Diluted Market Cap | 6,953,164,116 |
| Number Of Analyst Opinions | 3 |
| Open | 181.23 |
| Operating Cashflow | 589,699,968 |
| Operating Margins | 0.21712999 |
| Overall Risk | 3 |
| Payout Ratio | 0.21030001 |
| Peg Ratio | 2.31 |
| Phone | 312 696 6000 |
| Post Market Change | -3.5599976 |
| Post Market Change Percent | -1.9318415 |
| Post Market Price | 180.72 |
| Post Market Time | 1,776,467,174 |
| Previous Close | 180.52 |
| Price Eps Current Year | 16.224201 |
| Price Hint | 2 |
| Price To Book | 5.99343 |
| Price To Sales Trailing12 Months | 2.9828238 |
| Profit Margins | 0.15302 |
| Quick Ratio | 0.888 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | EQUITY |
| Recommendation Key | buy |
| Recommendation Mean | 1.66667 |
| Region | US |
| Regular Market Change | 3.75999 |
| Regular Market Change Percent | 2.08287 |
| Regular Market Day High | 184.565 |
| Regular Market Day Low | 180.0 |
| Regular Market Day Range | 180.0 - 184.565 |
| Regular Market Open | 181.23 |
| Regular Market Previous Close | 180.52 |
| Regular Market Price | 184.28 |
| Regular Market Time | 1,776,456,001 |
| Regular Market Volume | 326,458 |
| Return On Assets | 0.08863 |
| Return On Equity | 0.26347 |
| Revenue Growth | 0.085 |
| Revenue Per Share | 58.365 |
| Sand P52 Week Change | 0.36506534 |
| Sector | Financial Services |
| Sector Disp | Financial Services |
| Sector Key | financial-services |
| Share Holder Rights Risk | 2 |
| Shares Outstanding | 38,517,417 |
| Shares Percent Shares Out | 0.0356 |
| Shares Short | 1,370,461 |
| Shares Short Previous Month Date | 1,772,150,400 |
| Shares Short Prior Month | 1,587,239 |
| Short Name | Morningstar, Inc. |
| Short Percent Of Float | 0.0584 |
| Short Ratio | 2.81 |
| Source Interval | 15 |
| State | IL |
| Symbol | MORN |
| Target High Price | 280.0 |
| Target Low Price | 205.0 |
| Target Mean Price | 250.0 |
| Target Median Price | 265.0 |
| Total Cash | 528,700,000 |
| Total Cash Per Share | 13.356 |
| Total Debt | 1,261,100,032 |
| Total Revenue | 2,445,499,904 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 1.865 |
| Trailing Annual Dividend Yield | 0.010331265 |
| Trailing Eps | 9.05 |
| Trailing P E | 20.36243 |
| Trailing Peg Ratio | None |
| Triggerable | 1 |
| Two Hundred Day Average | 220.84415 |
| Two Hundred Day Average Change | -36.564148 |
| Two Hundred Day Average Change Percent | -0.16556539 |
| Type Disp | Equity |
| Volume | 326,458 |
| Website | https://www.morningstar.com |
| Zip | 60,602 |