Morningstar (MORN) | Stock Overview & Key Data
Morningstar Performance Comparison
Stock Range
Today's Range
Low: $221.02
High: $226.32
on October 6, 2025
52 Week Range
Low: $221.02
High: $365.00
on October 6, 2025
on December 16, 2024
All-Time High: $365.00 on December 16, 2024
Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights
Key Statistics
Market Cap
$9.9B
EPS
9.39
P/E Ratio (TTM)
24.08
Forward P/E
25.04
P/B Ratio
5.91
PEG Ratio
0.78
Div. Yield
0.95%
ROE
26.51%
Beta
1.000
Debt to Equity
64.05
Financial Highlights
Profitability
Gross Margin
61.89%
Operating Margin
20.54%
Profit Margin
17.22%
Returns and Earnings
Return on Assets (TTM)
8.14%
Return on Equity (TTM)
26.51%
EBITDA
$659.2M
Net Income (TTM)
$404.1M
Growth
Revenue (TTM)
Revenue Per Share (TTM)
$54.76
Quarterly Revenue Growth (YoY)
5.80%
Quarterly Earnings Growth (YoY)
28.80%
Dividend Information
Last 12-Month Dividend
$2.25
Current Dividend Yield
0.95%
3-Year Average Dividend Yield
0.16%
3-Year Average Annual Dividend
$1.79
3-Year Total Dividends
$5.36
Ex-Dividend Date
October 3, 2025
Peer Performance Comparison
| Company | Market Cap | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|---|
| Morningstar MORN | 9.87B Mid-cap | -3.74% | -11.63% | -27.36% | -22.26% | -31.97% | -29.11% | 5.45% | 25.41% |
| S&P Global SPGI | 149.43B Large-cap | -1.51% | -11.02% | -9.40% | -1.96% | -3.17% | -6.32% | 57.56% | 34.49% |
| Coinbase Global COIN | 97.64B Large-cap | 21.57% | 25.71% | 6.81% | 122.55% | 47.75% | 122.35% | 467.19% | 11.12% |
| Dun & Bradstreet DNB | 4.08B Mid-cap | 0.55% | 0.33% | 1.67% | 0.44% | -25.91% | -23.75% | -35.38% | -62.90% |
| CME CME | 96.97B Large-cap | -2.08% | -1.74% | -4.35% | -1.38% | 13.73% | 17.93% | 55.76% | 56.23% |
| Intercontinental ICE | 96.15B Large-cap | -3.05% | -7.14% | -11.19% | -2.95% | 8.89% | -0.09% | 80.65% | 60.39% |
Ownership & Short Interest
Insider Ownership
41.92%
Institutional Ownership
61.95%
Shares Short
1M
Short Ratio
2.96
Short % of Shares Outstanding
4.00%
Average 10-Day Volume
564K
Average 90-Day Volume
460K
Recurring Investment / Dollar-Cost Averaging Calculator
Calculate how a regular investment in would have performed over time.
Note: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing.
Frequently Asked Questions
- What is MORN's 52-week high and low?
- In the last 52 weeks, Morningstar reached a high of $365.00 (on December 16, 2024) and a low of $221.02 (on October 6, 2025).
- What is the market cap and P/E ratio for MORN?
- Curious about Morningstar's size and valuation? Its market capitalization stands at 9.87B. When it comes to valuation, the P/E ratio (trailing twelve months) is 24.08, and the forward P/E (looking ahead) is 25.04.
- Does MORN pay dividends? If so, what's the yield?
- Yes, Morningstar is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 0.95%, and the company has paid an average of $1.79 per share annually over the past 3 years.
- Who are Morningstar's main competitors or similar companies to consider before investing?
When looking at Morningstar, it can be helpful to see how it compares to other players in its field. Here are a few similar companies or key competitors:
Company Mkt Cap Sector Industry 1Y Return 3Y Return S&P Global
SPGI149.43B Financial Services Financial Data & Stock Exchanges -6.32% 57.56% Coinbase Global
COIN97.64B Financial Services Financial Data & Stock Exchanges 122.35% 467.19% Dun & Bradstreet
DNB4.08B Financial Services Financial Data & Stock Exchanges -23.75% -35.38% CME
CME96.97B Financial Services Financial Data & Stock Exchanges 17.93% 55.76% Intercontinental
ICE96.15B Financial Services Financial Data & Stock Exchanges -0.09% 80.65% For a more comprehensive list, please see the Peer Performance Comparison table on this page.
- What are the key financial health indicators for Morningstar Inc.? (e.g., ROE, Debt/Equity)
- To get a sense of Morningstar's financial health, here are a few key indicators: its Return on Equity (ROE) over the last twelve months is 26.51%, the Debt to Equity ratio from the most recent quarter is 64.05, and its Gross Profit Margin stands at 61.89%.
- What is the recent revenue and earnings growth for MORN?
- Looking at Morningstar's growth, its revenue over the trailing twelve months (TTM) was $2B. Compared to the same quarter last year (YoY), quarterly revenue grew by 5.80%, and quarterly earnings saw a YoY growth of 28.80%.
- How much of MORN stock is held by insiders and institutions?
- Wondering who owns Morningstar stock? Company insiders (like executives and directors) hold about 41.92% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 61.95%.
For more common questions about our data, please visit our About Data page.
Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.