Morningstar, Inc. (MORN)
Financials · Financial Data & Analytics · NASDAQ
A leading provider of independent investment research and financial data, empowering investors and financial professionals with analytics and investment management tools.
What Morningstar, Inc. does
Morningstar is a provider of independent investment research, investment management, and investment data and software. The company serves financial advisors, asset managers, and individual investors through its platform of financial tools, ratings, and analytics. Morningstar also offers investment management services and retirement solutions.
Themes: financial data & analytics, investment research, wealth management technology, retirement solutions
Fundamentals
- Price$202.74 as of 2026-10-08 close
- Market cap$7.6B as of 2026-07-24 (share count; price 2026-10-08)
- 1-year return-11.2% 2025-10-08 close $228.23 → 2026-10-08 close $202.74
- P/E19.26 as of 2026-10-08
- Net margin+15.3% FY2025, SEC XBRL
- ROE+30.6% FY2025, SEC XBRL
- Debt / equity1.67 as of 2026-09-03
- Revenue growth (YoY)+9.3% as of 2026-09-03
- Revenue CAGR (3y)+9.3% SEC XBRL
- Beta0.70 as of 2026-09-03
- Last reported earnings2026-07-29 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +1.0%; 16-year non-decreasing per-share dividend streak (SEC XBRL).
How MORN compares in its sector
- price-to-earnings ratiotop 25% 513 covered Financials peers, as of 2026-10-08
- net profit marginmiddle range 344 covered Financials peers, as of 2026-09-03
- operating marginmiddle range 122 covered Financials peers, as of 2026-09-03
- return on equitytop 10% 559 covered Financials peers, as of 2026-09-03
- 3-year revenue CAGRmiddle range 347 covered Financials peers
- indicated dividend yieldbottom 25% 468 covered Financials peers, as of 2026-09-03
- free cash flow (absolute dollars, latest fiscal year)top 25% 430 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
MORN is not currently in any published Top 10 list. Its scores are below.
Top 10 score
57.4 #335 of 1,379 scored · #113 of 220 in Financials
Profitability 82nd (return on equity 30.6%, operating margin 21.5%) and capital return 81st (consecutive years of dividend increases 16 years, net share count bought back over the year 2.1); weakest is valuation (23rd, price to book 8.9, price to earnings 19.3).
Scores as of 8 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, MORN's dividend was covered by reported results (earnings payout 21%, free-cash-flow payout 17%). This describes past coverage, not a forecast.
- Earnings payout21% dividends / net income
- Free-cash-flow payout17% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Morningstar, Inc. looks technically
Morningstar, Inc. (MORN) is trading 8.8% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 25 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 16, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 55, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 2 trading days ago (its momentum flipped positive). It made a new 20-day low about 5 trading days ago. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 5% of the past ~6 months), which often precedes a bigger move.
Trend
9
| Distance from the 200-day | it is trading 8.8% above its 200-day average, the long-term trend line — a longer-term uptrend | +8.8% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $202.27 | $202.27 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $186.40 | $186.40 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing high 17 calendar days ago — the swings before that are what the structure reading is measured on | 17 sessions |
| Wave structure | its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five; the labelling fails if price closes above 207.72. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a three-part correction in leg C. | possible downward five-wave sequence, in wave 3 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 25 trading days ago — a "golden cross", a bullish long-term signal | 25 sessions |
| Above the 200-day after a dip | it recently dipped to its 200-day average (the long-term trend line) and has since climbed back above it — now about 8.8% above | +8.8% |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 16, below the 25 that marks a real trend) | 16.2 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 55, neither overbought (above 70) nor oversold (below 30) | 55.2 |
|---|---|---|
| Position in its 14-day range | it is trading near the top of its 14-day range ($182.39 to $207.72) — its "stochastic" reading is 80 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 80.3 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 2 trading days ago (its momentum flipped positive) | 2 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $228.95 | $228.95 |
|---|---|---|
| From the 52-week high | it is 11.4% below its 52-week high (its highest price of the past year) | -11.4% |
| Above the 52-week low | it is 43.3% above its 52-week low (its lowest price of the past year) | +43.3% |
| Below the 52-week high | it is 11.4% below its highest point of the past year | 11.4% |
| Since a 20-day breakout | it made a new 20-day low about 5 trading days ago | 5 sessions |
| Since a 55-day breakout | it made a new 55-day high about 28 trading days ago | 28 sessions |
| All-time high | its highest closing price on record is $365.00 (set on 2024-12-16) | $365.00 |
| Given back of the 52-week move | over the past year its closes ranged ($141.84 to $228.23), and it has recovered well over two thirds of its fall from last year’s high — 70% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $195.23 to $197.99. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 70.5% |
| From the all-time high | it is 44.5% below its all-time high | -44.5% |
| Nearest price level | it is trading 1.7% below a resistance level at $206.13 — a price it turned at six times since 2025-10-30, most recently on 2026-09-21. Since 2024-10-08 it has 4 such levels below the current price and 11 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +1.7% |
| All-time low | its lowest closing price on record is $24.83 (set on 2005-10-19) | $24.83 |
| Above the all-time low | it is 716.5% above its all-time low | +716.5% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 5% of the past ~6 months), which often precedes a bigger move | 5th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $7.12 between its high and its low — about 3.5% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $7.12 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $184.11 and $208.30 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $184.11 – $196.21 – $208.30 |
| Typical daily range (% of price) | its price moves about 3.5% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.5% |
| Stretch from the 200-day average | it is trading 2.3 daily ranges above its 200-day average price (8.8% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 2.3 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.17× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | not available for this company yet | n/a |
Candlestick patterns
1
| Since a doji | 9 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 9 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-10-08 0.7% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -0.7% |
|---|---|---|
| Open gap | it gapped 2.1% below the previous close 23 sessions ago and has not traded back through the level it left behind at 215.76 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -2.1% |
| Gap filled | a 2.0% gap up opened on 2026-10-01 has been "filled" 5 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 5 sessions ago |
Price streaks
1
| Closing streak | it has closed higher 4 sessions in a row, a +10.45% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session | 4 sessions up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 0.1 percentage points (the stock gained 1.1% while the market gained 1.0%) | +0.1% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 19.0 percentage points (the stock gained 22.9% while the market gained 3.8%) | +19.0% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 2.7 percentage points (the stock gained 14.8% while the market gained 17.5%) | -2.7% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 26.1 percentage points (the stock lost 11.2% while the market gained 15.0%) | -26.1% |
Signal agreement
2
| Bullish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, MACD momentum is positive — these describe past price behaviour, not a forecast | 3 of 9 |
|---|---|---|
| Bearish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bearish state: lagging the market over 6 months, near the top of its 14-day range (overbought) — these describe past price behaviour, not a forecast | 2 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading inside the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the zone traders read as unresolved — neither side has established a trend, and the band is where that gets settled. The band itself is thick, spanning 13.7% of the share price, which is taken to mean a barrier that has held for a while and takes effort to cross. | 0.0% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 12% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $181.18 — a volume-weighted average of daily closes over 190 sessions, not a true tick-by-tick VWAP. | +11.9% |
|---|---|---|
| Vs the average paid since it last reported | the price is sitting right on the average price paid since it last reported on 2026-07-29 (its 10-Q), so the typical buyer over that stretch is roughly break-even. That average is $201.96 — a volume-weighted average of daily closes over 51 sessions, not a true tick-by-tick VWAP. | +0.4% |
Price levels it has turned at before
MORN last closed at $202.74 on 2026-10-08. Since 2024-10-08 it has turned at 4 prices below its last close and 11 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $206.13 | Resistance | 1.7% above the last close | turned there six times · 2025-10-30 to 2026-09-21 |
| $192.65 | Support | 5.0% below the last close | turned there twice · 2026-03-09 to 2026-04-21 |
| $189.25 | Support | 6.7% below the last close | turned there twice · 2026-08-12 to 2026-09-11 |
| $220.16 | Resistance | 8.6% above the last close | turned there six times · 2025-10-06 to 2026-08-24 |
| $178.53 | Support | 11.9% below the last close | turned there twice · 2026-03-12 to 2026-07-17 |
| $251.94 | Resistance | 24.3% above the last close | turned there twice · 2025-04-09 to 2025-08-12 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five.
This labelling fails — stops being a possible reading at all — if it closes above $207.72.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $154.60 and $174.89 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a three-part correction in leg C, which fails on a close above $207.72.
This reading has stood for 9 trading days, since 2026-09-28.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Recent golden cross (50-day crossed above 200-day) · Tested and reclaimed 200-day support · MACD just crossed bullish (12/26/9) · in a Bollinger Band volatility squeeze · trendless / choppy (low ADX) | Learn: moving average · golden cross · adx · rsi · macd · breakout · bollinger bands
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Mean price target$236.67 range $220.00 – $260.00; median $230.00
Analyst estimates, as of 2026-10-03. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for MORN
- Consensus EPS estimate$2.97 next reporting period, as of 2026-10-03
- Estimate change, 30 days$0.00 (0.0%) from $2.97, on 2026-08-29, 35-day window
- Readings revised upward0% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Heightened competition in the financial information and research services industry.","Significant leverage and interest expense associated with long-term debt.","Foreign currency translation volatility affecting comprehensive income."]
What changed in the latest 10-Q
AI-assisted comparison of MORN's 10-Q filed 2026-04-29 against the prior one filed 2025-10-30.
Management's Discussion & Analysis (MD&A)
- Added:
- Added to risk factors (2026-04-29): 'data and software sectors' in description of economic conditions affecting financial results
- Added to risk factors (2026-04-29): 'regulatory scrutiny' as separate item in ESG-related risks
- Added to risk factors (2026-04-29): 'our ability to repurchase shares of our common stock' as distinct risk item
- Added to risk factors (2026-04-29): 'impact on our stock price due to market conditions, any future sales of our common stock, and fluctuations in our operating results' as risk item
- Added to business description (2026-04-29): 'connected data, independent research, investor-first tools, and long-term portfolio strategies with a focus on removing frictions' in mission statement
- Added to business description (2026-04-29): 'License-base d' section specifies 'per user or enterprise-basis' phrasing
- Removed:
- Removed from forward-looking statement indicators (2025-10-30): 'aim,' 'might,' 'seek,' 'prospects,' 'strive' language
- Removed from risk factors (2025-10-30): 'Failing to consummate the Center for Research in Security Prices, LLC (CRSP) acquisition on a timely basis or at all, or' language regarding CRSP acquisition timing
- Removed from risk factors (2025-10-30): 'or expansion of laws' in compliance/regulatory risk description
- Removed from risk factors (2025-10-30): 'triggering events for impairment of goodwill or assets' as separate risk item
- Removed from risk factors (2025-10-30): 'failing to recognize deferred revenue' as risk item
- Removed from business description (2026-04-29): Extended narrative about 'investing ecosystem is complex,' 'trusted, independent voice,' and detailed description of data sets, analytics, research, and digital solutions
- Removed from business description (2026-04-29): Reference to 'keen focus on innovation across data, research, product, and delivery' language
- Removed from segment naming (2025-10-30): '(formerly named Morningstar Data and Analytics)' notation for Morningstar Direct Platform
- Removed from MD&A reference (2025-10-30): Reference to 'our Quarterly Reports on Form 10-Q for the quarters ended March 31, 2025 and June 30, 2025'
- Removed from MD&A reference (2025-10-30): Annual Report year changed from 'December 31, 2024' to 'December 31, 2025'
- Removed from Note reference (2025-10-30): Changed from 'Note 8' to 'Note 7' for segment reporting
- Reworded:
- Risk factor wording (2026-04-29 vs 2025-10-30): Changed 'Failing to consummate...or failing to achieve' to 'failing to achieve the anticipated benefits' - removes timing/consummation contingency
- Risk factor wording (2026-04-29 vs 2025-10-30): Changed 'failure to prevent' to 'failing to prevent' for cybersecurity risks (consistency in verb form)
- Risk factor wording (2026-04-29 vs 2025-10-30): Changed 'changing economic conditions' to 'changing economic and market conditions'
- Risk factor wording (2026-04-29 vs 2025-10-30): Changed 'or changes in laws applicable' to 'or changes in or expansion of laws applicable' - removed expansion language
- Risk factor wording (2026-04-29 vs 2025-10-30): Changed 'the impact of AI technologies on our business and reputation, and the legal risks' to 'the impact of artificial intelligence (AI) technologies on our business, as well as legal and reputational risks'
- Risk factor wording (2026-04-29 vs 2025-10-30): Changed 'failure to detect errors...or failure of our products' to 'failing to detect errors...or our products performing improperly'
- Risk factor wording (2026-04-29 vs 2025-10-30): Changed 'failure of our strategic transactions' to 'our strategic transactions...failing to yield'
- Risk factor wording (2026-04-29 vs 2025-10-30): Changed 'liability, costs, and reputational risks' to 'liability, regulatory scrutiny, costs, and reputational risks' for ESG considerations
- Risk factor wording (2026-04-29 vs 2025-10-30): Removed 'regulatory scrutiny' appears to be added item, breaking up ESG risk description differently
- Business description wording (2026-04-29 vs 2025-10-30): Simplified mission statement from extended narrative to concise version focusing on 'connected data, independent research, investor-first tools'
- License-based description wording (2026-04-29 vs 2025-10-30): Changed 'is derived on either a per user or enterprise-basis' to 'is derived from either a per user or enterprise-basis' (preposition change)
- Notes:
- The older filing text appears truncated at 'License-base d: Generated mostly by our Morningstar Direct Platform and PitchBook segments, revenue through license agreements is derived on either a per user or enterprise-basis. Our license agreements typically range from one' making full section comparison incomplete
- The newer filing also appears truncated mid-section with 'Trans' appearing at end, limiting complete assessment of later MD&A content
- Page number references differ between filings (26-27 in newer, 29 in older), suggesting different document lengths or formatting
- Some wording changes may reflect routine updates or clarifications rather than substantive policy changes
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 66 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 90 days · read to 2026-10-040 buys · 66 sells ($21M) — 2 selling insiders
- Last 180 days · read to 2026-10-040 buys · 138 sells ($38M) — 3 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-08-24. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about MORN's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
U.S. House trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 12 matched disclosures for MORN from U.S. House Clerk Periodic Transaction Report filings.
U.S. House trading disclosures →Institutional ownership (13F)
6 institutional 13F filers reported holding MORN as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 6
- Reported shares held 3,325,808
- Reported value $518,892,505
reported quarterly holdings change (2026-03-31 → 2026-06-30): 1 new, 2 increased, 3 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about MORN's institutional holders → See what each manager we track holds →
Short interest (FINRA)
MORN had 1,434,731 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
MORN had 3.82% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 4.98 days to cover at the same settlement.
- Reported short interest (shares) 1,434,731
- Short interest (% of shares outstanding) 3.82%
- Prior settlement (shares) 1,395,887
- Reported change 2.78%
- Days to cover (reported) 4.98
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- MSCI (MSCI)
- FactSet Research Systems (FDS)
- S&P Global (SPGI)
- Moody's (MCO)
- Bloomberg L.P.
- Refinitiv (LSEG)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare MORN vs…
Frequently asked questions
What does Morningstar, Inc. (MORN) do?
Morningstar is a provider of independent investment research, investment management, and investment data and software. The company serves financial advisors, asset managers, and individual investors through its platform of financial tools, ratings, and analytics. Morningstar also offers investment management services and retirement solutions.
What sector is Morningstar, Inc. (MORN) in?
Morningstar, Inc. (MORN) is classified in the Financials sector. Its industry is Financial Data & Analytics. It trades on NASDAQ.
Does MORN pay a dividend?
Yes — Morningstar, Inc. (MORN) pays a dividend, with an indicated yield of about 0.98% and 16-year non-decreasing per-share dividend streak (SEC EDGAR XBRL) (market data, as of 2026-09-03). Informational only — not financial advice.
Who are Morningstar, Inc.'s (MORN) competitors?
Notable peers of Morningstar, Inc. (MORN) include MSCI, FactSet Research Systems, S&P Global, Moody's and Bloomberg L.P.. This peer set is informational only — not financial advice.
Has there been recent U.S. House stock trading in MORN?
Yes — we hold 12 matched STOCK Act disclosures for MORN from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is Morningstar, Inc. (MORN) overbought or oversold right now?
Morningstar, Inc. (MORN) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 55, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on MORN come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.