MORN
Morningstar, Inc. NASDAQ Listed May 3, 2005$177.96
After hrs
$176.70
+0.00%
Mkt Cap $6.8B
52w Low $149.08
17.2% of range
52w High $316.71
50d MA $177.08
200d MA $212.44
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
$177.08
200d MA
$212.44
Avg Volume
604.8K
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 investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
22 West Washington Street · Chicago, IL 60602 · US
| 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% | -11.2% | -10.6% | — |
| 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% | — |
| Oct 25, 2023 | AMC | — | 1.28 | — | 220.07 | +2.9% | +12.7% | +9.8% | +14.2% | +15.1% | +16.9% | — |
| Jul 26, 2023 | AMC | — | 1.60 | — | 215.18 | +1.8% | +7.1% | +9.5% | +7.1% | +5.9% | +4.4% | — |
| 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% |
| Sep 20 | Redburn Partners | Upgrade | Neutral → Buy | — | $223.71 | $225.78 | +0.9% | +0.7% | -1.7% | -2.9% | -3.5% | -5.6% |
| Apr 23 | Keefe Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $73.35 | $71.89 | -2.0% | +3.3% | +2.6% | +3.6% | +4.6% | +4.5% |
| Apr 23 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $73.35 | $71.89 | -2.0% | +3.3% | +2.6% | +3.6% | +4.6% | +4.5% |
| Feb 12 | Keefe Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $69.24 | $69.95 | +1.0% | +9.9% | +13.0% | +11.7% | +10.9% | +10.8% |
| Feb 12 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $69.24 | $69.95 | +1.0% | +9.9% | +13.0% | +11.7% | +10.9% | +10.8% |
| Nov 5 | Keefe Bruyette & Woods | Maintains | Market Perform → Perform | — | $79.50 | $79.40 | -0.1% | -0.0% | +1.1% | +0.9% | +2.7% | +2.8% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 26 | $180.00 | $5K | 8,107,242 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 53 | $178.88 | $9K | 8,107,268 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 271 | $177.87 | $48K | 8,107,321 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 52 | $176.18 | $9K | 8,107,592 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 286 | $175.35 | $50K | 8,107,644 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 1,107 | $173.94 | $193K | 8,107,930 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 1,955 | $173.12 | $338K | 8,109,037 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 1,520 | $171.77 | $261K | 8,110,992 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 1,268 | $170.88 | $217K | 8,112,512 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 300 | $170.09 | $51K | 8,113,780 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 312 | $168.83 | $53K | 8,114,080 | -0.68% | — |
| May 7, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 100 | $166.66 | $17K | 8,114,392 | -0.68% | — |
| May 6, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 78 | $168.79 | $13K | 8,114,492 | -0.68% | — |
| May 6, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 411 | $168.03 | $69K | 8,114,570 | -0.68% | — |
| May 6, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 784 | $166.74 | $131K | 8,114,981 | -0.68% | — |
| May 6, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 5,977 | $166.01 | $992K | 8,115,765 | -0.68% | — |
| May 5, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 39 | $170.04 | $7K | 8,121,742 | -0.68% | — |
| May 5, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 52 | $169.34 | $9K | 8,121,781 | -0.68% | — |
| May 5, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 2,957 | $168.14 | $497K | 8,121,833 | -0.68% | — |
| May 5, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 4,202 | $167.12 | $702K | 8,124,790 | -0.68% | — |
| May 4, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 1,128 | $171.58 | $194K | 8,128,992 | -0.66% | — |
| May 4, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 2,063 | $170.93 | $353K | 8,130,120 | -0.66% | — |
| May 4, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 1,803 | $169.65 | $306K | 8,132,183 | -0.66% | — |
| May 4, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 2,256 | $168.56 | $380K | 8,133,986 | -0.66% | — |
| May 1, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 104 | $174.21 | $18K | 8,136,242 | -0.66% | — |
| May 1, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 406 | $172.18 | $70K | 8,136,346 | -0.66% | — |
| May 1, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 4,698 | $171.19 | $804K | 8,136,752 | -0.66% | — |
| May 1, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 1,892 | $170.36 | $322K | 8,141,450 | -0.66% | — |
| May 1, 2026 | Mansueto Joseph DDir/Off | Executive Chairman | Sell | 150 | $168.84 | $25K | 8,143,342 | -0.66% | — |
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