Morningstar (MORN) | Stock Overview & Key Data
Morningstar Performance Comparison
Stock Range
Today's Range
Low: $258.38
High: $261.62
on August 21, 2025
52 Week Range
Low: $250.34
High: $365.00
on April 9, 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
$10.9B
EPS
9.40
P/E Ratio (TTM)
27.60
Forward P/E
28.73
P/B Ratio
6.78
PEG Ratio
0.89
Div. Yield
0.71%
ROE
26.51%
Beta
0.961
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
$2.20
Current Dividend Yield
0.71%
3-Year Average Dividend Yield
0.15%
3-Year Average Annual Dividend
$1.75
3-Year Total Dividends
$5.26
Ex-Dividend Date
July 11, 2025
Peer Performance Comparison
| Company | Market Cap | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|---|
| Morningstar MORN | 10.94B Large-cap | -0.16% | -8.53% | -15.42% | -19.81% | -22.18% | -17.58% | 11.66% | 59.92% |
| S&P Global SPGI | 168.28B Large-cap | -2.08% | 5.81% | 8.26% | 3.57% | 11.49% | 10.36% | 51.74% | 50.60% |
| Intercontinental ICE | 101.86B Large-cap | -1.89% | -0.87% | 2.58% | 6.77% | 20.01% | 12.01% | 73.02% | 69.79% |
| CME CME | 98.72B Large-cap | -0.50% | -0.61% | -2.99% | 9.82% | 17.45% | 32.01% | 39.20% | 54.39% |
| Moody's MCO | 91.36B Large-cap | -2.27% | 1.86% | 7.76% | 1.84% | 7.75% | 6.28% | 73.93% | 73.06% |
| Coinbase Global COIN | 80.51B Large-cap | -7.57% | -27.40% | 15.94% | 27.57% | 16.75% | 42.04% | 349.93% | -12.20% |
Ownership & Short Interest
Insider Ownership
44.87%
Institutional Ownership
62.07%
Shares Short
514K
Short Ratio
1.59
Short % of Shares Outstanding
1.93%
Average 10-Day Volume
228K
Average 90-Day Volume
313K
Morningstar Recurring Investment / Dollar-Cost Averaging Calculator
Calculate how a regular investment in Morningstar 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 $250.34 (on April 9, 2025).
- What is the market cap and P/E ratio for MORN?
- Curious about Morningstar's size and valuation? Its market capitalization stands at 10.94B. When it comes to valuation, the P/E ratio (trailing twelve months) is 27.60, and the forward P/E (looking ahead) is 28.73.
- 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 0.71%, and the company has paid an average of $1.75 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
SPGI168.28B Financial Services Financial Data & Stock Exchanges 10.36% 51.74% Intercontinental
ICE101.86B Financial Services Financial Data & Stock Exchanges 12.01% 73.02% CME
CME98.72B Financial Services Financial Data & Stock Exchanges 32.01% 39.20% Moody's
MCO91.36B Financial Services Financial Data & Stock Exchanges 6.28% 73.93% Coinbase Global
COIN80.51B Financial Services Financial Data & Stock Exchanges 42.04% 349.93% 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 44.87% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 62.07%.
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.