Loading stock data…
Morningstar, Inc. (MORN)
$154.65+12.81 (+9.03%)
Morningstar, Inc.
Historical Price
Price (Candle)
50-Day SMA
200-Day SMA
Whystock Brain
The Narrative
Morningstar, Inc. in the Financial Services sector is trading at $154.65 with a market capitalization of $5.8B. Wall Street consensus targets $234.00 (3 analysts), implying a +51.3% move over the next 12 months. The stock is currently near its 52-week low of $141.49, remaining 21.0% below its 200-day moving average. On fundamentals, Piotroski 5/9 shows mixed financial quality, Altman Z in the safe zone. Risk note: RSI 28 is oversold, raising the odds of a near-term bounce; MACD remains below its signal line. The Whystock Score of 70/100 reflects bullish alignment across trend, valuation and analyst targets.
Ecosystem Influences
Sell-side targets imply +51.3% upside over 12 months
Long-term trend bearish (price vs 200-day SMA)
Oversold momentum (RSI 28) — potential for technical mean-reversion
Quarterly Financials
| Metric (USD) | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Total Revenue | $644.80M↑ | $641.10M↑ | $617.40M↑ | $605.10M↑ | $581.90M |
| Gross Profit | $405.90M↑ | $391.90M↑ | $375.70M↑ | $374.50M↑ | $350.50M |
| Operating Income | $155.90M↑ | $136.90M↑ | $127.80M↑ | $125.10M↑ | $114.10M |
| Net Income | $107.10M↓ | $115.10M↑ | $91.60M↑ | $89.00M↑ | $78.50M |
Peer Comparison
JPMBACGS
Fundamentals
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, Pitch...
Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$5.76B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
15.46
Beta
Defensive asset. Lower volatility than the S&P 500.
0.99
Div Yield
Low to zero yield. Return is entirely dependent on price appreciation.
1.24%
ROE
Elite ROE. Management converts capital into profit efficiently.
39.54%
Volume
Today's trading volume
1.16M
Recent News
Morningstar (MORN) Integrates Investment Intelligence into Microsoft 365 (MSFT) Copilot Workflows
Microsoft Corporation (NASDAQ:MSFT) is one of the best long term stocks to buy according to hedge funds. On June 25, Morningstar (NASDAQ:MORN) announced that Microsoft is integrating Morningstar’s investment research into Microsoft 365, Copilot, and Excel to provide financial professionals with trusted data directly within their daily workflows. This allows users to access analyst-driven insights […]
Morningstar (MORN) Brings Research To Microsoft 365 And Launches Daily CLO Indexes
Morningstar (NasdaqGS:MORN) is rolling out Microsoft 365 Copilot integrations that bring its research and analytics directly into tools like Outlook and Excel. The company is also launching new daily valuation indexes for the collateralized loan obligations market in collaboration with Houlihan Lokey. These developments aim to expand access to institutional-grade insights while adding new benchmarks for private credit investors. Morningstar enters this phase of product expansion with its...
The Real Engine Behind S&P Global Stock Is Not What You Think
While investors fixate on the company's famous Ratings business, its high-margin Indices division is delivering a powerful and timely boost.
ETFs lead growth in loan fund AUM as outlook on lending rates shifts
Leveraged loan fund assets under management rose by $1.3 billion in May, building on April’s gains after eight consecutive months of declines, according to Morningstar data. ETFs accounted for $1 billion of the growth, while mutual funds added roughly $300 million and closed-end fund assets declined slightly. The flow of assets has steadied after a rockier Q1, and broadly speaking, even the cumulative $9.5 billion drawdown in February and March was moderate relative to more drastic single-month
MU Stock Slips Premarket: Analyst Warns Revenue Could Halve By 2030 — But Retail Still Targets $1,500 In A Year
Morningstar said AI supply deals are “not ironclad” and memory chips still “trade like commodities.”