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MORN
$155.85+$1.20 (+0.78%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.9B
38M shares
52-week range
$141.49 – $316.71
8% from low
Sector
INVESTMENT ADVICE
Exchange
NASDAQ
CS
Borrow rate
0.41%
Easy to borrow
Price (6 mo)
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Change$-101.26
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.02B | $1.18B | $1.39B | $1.70B | $1.87B | $2.04B | $2.28B | $2.45B |
| Cost of revenue | $411.1M | $483.1M | $556.4M | $698.4M | $779.3M | $843.5M | $895.7M | $952.9M |
| Gross profit | $608.8M | $695.9M | $833.1M | $1.00B | $1.09B | $1.20B | $1.38B | $1.49B |
| Gross margin | 59.7% | 59.0% | 60.0% | 58.9% | 58.3% | 58.6% | 60.6% | 61.0% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $215.8M | $189.6M | $215.2M | $257.0M | $167.8M | $230.6M | $484.8M | $526.6M |
| EBITDA | $331.4M | $324.9M | $433.6M | $409.9M | $325.6M | $418.1M | $731.6M | $728.9M |
| Net income | $183.0M | $152.0M | $223.6M | $193.3M | $70.5M | $141.1M | $369.9M | $374.2M |
| Net margin | 17.9% | 12.9% | 16.1% | 11.4% | 3.8% | 6.9% | 16.3% | 15.3% |
| EPS (diluted) | 4.26 | 3.52 | 5.18 | 4.45 | 1.64 | 3.29 | 8.58 | 8.87 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $2.6B | $11.92 | $11.63–$12.16 | 3 |
| 2027 | $2.8B | $13.45 | $12.65–$14.42 | 3 |
| 2028 | $2.9B | $15.95 | $14.51–$17.39 | 2 |
| 2029 | $3.0B | $16.19 | $16.10–$16.31 | 1 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$300.81
Price
$155.85
Implied upside
+93%
Peer comparison
Morningstar, Inc.
Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.
www.morningstar.com- Employees
- 10,973
- IPO / List date
- May 3, 2005
- HQ
- CHICAGO, IL
Held by traders on TradeandTell
No one on the platform currently holds MORN.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 448,870 | $75.9M |
Insider activity (SEC Form 4)
Dividend history
TTM yield · 1.28% ($2.00/share)
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-02 | $0.5000 | 2026-10-30 |
| 2026-07-10 | $0.5000 | 2026-07-31 |
| 2026-04-02 | $0.5000 | 2026-04-30 |
| 2026-01-02 | $0.5000 | 2026-01-30 |
| 2025-10-03 | $0.4550 | 2025-10-31 |
| 2025-07-11 | $0.4550 | 2025-07-31 |
| 2025-04-04 | $0.4550 | 2025-04-30 |
| 2025-01-03 | $0.4550 | 2025-01-31 |
| 2024-10-04 | $0.4050 | 2024-10-31 |
| 2024-07-12 | $0.4050 | 2024-07-31 |
Recent trades on TradeandTell
No one on the platform has traded MORN yet.
