Morningstar, Inc. (MORN)
- Previous Close
287.46 - Open
288.73 - Bid 287.62 x 100
- Ask 289.68 x 100
- Day's Range
285.67 - 289.58 - 52 Week Range
172.34 - 316.06 - Volume
33,074 - Avg. Volume
129,406 - Market Cap (intraday)
12.343B - Beta (5Y Monthly) 1.13
- PE Ratio (TTM)
58.10 - EPS (TTM)
4.97 - Earnings Date Jul 24, 2024 - Jul 29, 2024
- Forward Dividend & Yield 1.62 (0.56%)
- Ex-Dividend Date Jul 11, 2024
- 1y Target Est
345.00
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.
www.morningstar.com11,334
Full Time Employees
December 31
Fiscal Year Ends
Sector
Financial Data & Stock Exchanges
Industry
Recent News: MORN
Performance Overview: MORN
Trailing total returns as of 4/26/2024, which may include dividends or other distributions. Benchmark is .
YTD Return
1-Year Return
3-Year Return
5-Year Return
Compare To: MORN
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Statistics: MORN
Valuation Measures
Market Cap
12.29B
Enterprise Value
13.01B
Trailing P/E
57.96
Forward P/E
--
PEG Ratio (5yr expected)
--
Price/Sales (ttm)
5.87
Price/Book (mrq)
8.88
Enterprise Value/Revenue
6.19
Enterprise Value/EBITDA
25.43
Financial Highlights
Profitability and Income Statement
Profit Margin
10.13%
Return on Assets (ttm)
5.46%
Return on Equity (ttm)
16.45%
Revenue (ttm)
2.1B
Net Income Avi to Common (ttm)
212.9M
Diluted EPS (ttm)
4.97
Balance Sheet and Cash Flow
Total Cash (mrq)
409.1M
Total Debt/Equity (mrq)
81.55%
Levered Free Cash Flow (ttm)
244.48M
Research Analysis: MORN
Company Insights: MORN
Fair Value
Dividend Score
Hiring Score
Insider Sentiment Score
Research Reports: MORN
MORN: Raising target price to $372.00
MORNINGSTAR INC has an Investment Rating of BUY; a target price of $372.000000; an Industry Subrating of Low; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.
RatingPrice TargetMORN: Raising target price to $370.00
MORNINGSTAR INC has an Investment Rating of BUY; a target price of $370.000000; an Industry Subrating of Low; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.
RatingPrice TargetMORN: Rating increased to a BUY
MORNINGSTAR INC has an Investment Rating of BUY; a target price of $331.000000; an Industry Subrating of Low; a Management Subrating of High; a Safety Subrating of Medium; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.
RatingPrice TargetMORN: Lowering target price to $317.00
MORNINGSTAR INC has an Investment Rating of HOLD; a target price of $317.000000; an Industry Subrating of Low; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.
RatingPrice Target