MORN
Morningstar, Inc. NASDAQ$166.56
Mkt Cap $6.3B
52w Low $149.08
10.4% of range
52w High $316.71
50d MA $176.79
200d MA $213.63
P/E (TTM)
18.9x
EV/EBITDA
13.8x
P/B
5.8x
Debt/Equity
1.1x
ROE
21.3%
P/FCF
20.6x
RSI (14)
—
ATR (14)
—
Beta
1.11
50d MA
$176.79
200d MA
$213.63
Avg Volume
604.8K
About
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed invest…
Recent Earnings
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | AMC | 2.41 | 3.18 | +32.0% | 187.60 | -7.4% | -10.1% | -9.9% | -10.6% | -11.7% | — | — |
| Feb 12, 2026 | AMC | 2.36 | 2.71 | +14.8% | 154.01 | +2.9% | +3.9% | +2.8% | +5.7% | +5.1% | +3.6% | — |
| Oct 29, 2025 | AMC | 2.34 | 2.55 | +9.0% | 208.83 | +0.0% | +2.7% | +1.7% | +2.1% | +1.4% | +1.8% | — |
| Jul 30, 2025 | AMC | 2.21 | 2.40 | +8.6% | 284.24 | -2.5% | -2.7% | -4.2% | -4.9% | -7.8% | -8.5% | — |
| Apr 30, 2025 | AMC | 2.06 | 2.23 | +8.3% | 284.72 | -3.3% | -0.5% | +3.0% | +3.7% | +3.1% | +4.6% | — |
| Feb 26, 2025 | AMC | 2.06 | 2.14 | +3.9% | 319.96 | +0.8% | -2.8% | -2.0% | -4.1% | -6.5% | -5.6% | — |
| Oct 23, 2024 | AMC | 2.01 | 2.00 | -0.5% | 341.81 | +0.9% | -3.1% | -2.5% | -2.2% | -2.5% | -3.4% | — |
| Jul 24, 2024 | AMC | — | 2.01 | — | 305.00 | +3.3% | +5.8% | +7.0% | +6.1% | +6.0% | +4.1% | — |
| Apr 24, 2024 | AMC | — | 1.73 | — | 302.36 | -2.1% | -4.9% | -5.3% | -6.1% | -6.5% | -5.0% | — |
| Feb 22, 2024 | AMC | — | 1.97 | — | 276.58 | +2.3% | +8.0% | +6.9% | +6.7% | +8.1% | +8.0% | — |
Recent Analyst Ratings
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 17 | BMO Capital | Maintains | Outperform → Outperform | — | $160.03 | $161.76 | +1.1% | -1.1% | +1.7% | +1.1% | -0.3% | -2.0% |
| Oct 30 | UBS | Maintains | Buy → Buy | — | $208.83 | $208.93 | +0.0% | +2.7% | +1.7% | +2.1% | +1.4% | +1.8% |
| Aug 1 | BMO Capital | Maintains | Outperform → Outperform | — | $276.46 | $274.43 | -0.7% | -1.5% | -2.2% | -5.2% | -6.0% | -5.9% |
| Jul 21 | BMO Capital | Maintains | Outperform → Outperform | — | $288.53 | $289.23 | +0.2% | -2.0% | -4.0% | -4.1% | -3.5% | -3.6% |
| May 12 | BMO Capital | Maintains | Outperform → Outperform | — | $304.30 | $312.13 | +2.6% | +1.7% | +1.0% | +0.7% | +1.9% | +1.7% |
| Mar 3 | BMO Capital | Maintains | Outperform → Outperform | — | $313.72 | $314.85 | +0.4% | -2.1% | -4.7% | -3.7% | -5.5% | -7.4% |
| Oct 9 | Redburn Atlantic | Downgrade | Buy → Neutral | — | $335.28 | $333.50 | -0.5% | +0.0% | -0.4% | +1.4% | +2.1% | +2.7% |
| Aug 28 | BMO Capital | Maintains | Outperform → Outperform | — | $310.97 | $310.97 | +0.0% | -0.3% | +0.2% | +0.9% | +0.5% | +0.7% |
| Oct 30 | Redburn Atlantic | Upgrade | Neutral → Buy | — | $241.68 | $246.99 | +2.2% | +4.0% | +4.8% | +6.4% | +7.4% | +8.6% |
| Jan 11 | Redburn Partners | Downgrade | Buy → Neutral | — | $233.83 | $233.01 | -0.4% | +1.8% | +2.3% | +3.0% | +3.9% | +2.8% |
Recent Filings
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
Morningstar disclosed forward-looking statements with significant uncertainty, signaling management acknowledges substantial risks to its announced plans, which could materially impact near-term execution and investor confidence.
Mar 25
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Morningstar's maintained dividend signals confidence in stable cash flows and shareholder returns, supporting valuation despite market volatility and potentially attracting income-focused investors.
Mar 13
8-K · 7.01
! Medium
Morningstar, Inc. -- 8-K 7.01: Regulation FD Disclosure
Morningstar provided shareholders with a disclosure letter outlining company performance and strategic direction, signaling management's communication on financial results and future outlook to investors.
Feb 12
Data updated apr 26, 2026 1:01pm
· Source: massive.com