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MORN

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Real-time chart · IB-grade AI research · Polygon.io data feed
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Stonvex AI

MORN

AI Research Report

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Runs the full IB-grade framework: Narrative, Reverse DCF, Comps, Sensitivity, and Deal Radar. Takes 20–40 seconds.

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Earnings

Next report date, year-over-year trend, and recent quarter history.

Earnings history activates with Polygon. When configured, this panel shows the next report date, consensus EPS/revenue, and the last 4 quarters of actual-vs-estimate.

Quant Grades

6-factor scoring with sector-relative rank. Updated daily.

Quant grades are available for tickers in our scored universe.

Financial statements

Most recent quarterly filings sourced directly from SEC EDGAR.

Financial statements activate with Polygon. The Developer plan includes quarterly and annual filings sourced directly from SEC EDGAR.

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Disclaimer: The content on this page is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consult a licensed financial advisor before making any investment decisions.

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Factor Grades

5-factor analysis: Valuation, Growth, Profitability, Momentum, Financial Health.

Morningstar Inc

Morningstar Inc

Financial Services·NASDAQ NMS - GLOBAL MARKET·US·IPO 2005-05-03
📅 Earnings in 14d (Apr 29)

Analyst Consensus

Buy
Based on 9 analysts
Period: 2026-04-01
7 Buy (78%)2 Hold (22%)0 Sell (0%)
Rating Distribution
Strong Buy
2
Buy
5
Hold
2
Sell
0
Strong Sell
0
Trend
2026-04
7/2/0
2026-03
7/2/0
2026-02
7/2/0
2026-01
7/2/0
  • Yahoo·13h ago

    Morningstar: 60/40 Model Beats Diversified Portfolios Over the Long Term

    Morningstar’s report highlights how diversified portfolios outpaced the traditional 60/40 model in 2025, but long-term results still favor simpler strategies.

  • Yahoo·1d ago

    Morningstar Refocuses On Core Data As It Exits ByAllAccounts Unit

    Morningstar has agreed to sell its ByAllAccounts financial data aggregation business to Pello Companies. The company is expanding the availability of its core investment, ESG, and credit data on Snowflake Marketplace within Snowflake’s AI Data Cloud. These moves affect how institutional clients can access Morningstar datasets and reflect a shift in the company’s product footprint and partnerships. Morningstar, listed as NasdaqGS:MORN, is making meaningful changes to where it focuses time...

  • Yahoo·2d ago

    Global Dividend ETFs Are Crushing the S&P 500. 3 ETFs With Yields Above 5%

    It’s harder and harder to find U.S. stock-focused mutual funds that boast generous dividend yields. Fortunately, there are a handful of foreign and emerging markets funds that still offer payouts of 5% or more. With the U.S. stock market dominated by growth-focused technology companies, the yield of the has shrunk to just 1.2%, its lowest levels since the early ‘90s-era dot-com bubble.

  • Yahoo·3d ago

    The Smartest Growth Stocks to Invest $1,000 in As Investors Rotate Out of Tech

    Investors have been moving away from tech stocks in recent months, but that doesn't mean there's not more money to be made in this sector.

  • Yahoo·5d ago

    Pello Companies to Acquire ByAllAccounts from Morningstar

    SALT LAKE CITY & CHICAGO, April 09, 2026--Pello Companies, LLC, which focuses on open finance innovation, today announced the entry into a definitive agreement for the acquisition of ByAllAccounts, a provider of innovative data aggregation technology for financial applications, from Morningstar, Inc. (Nasdaq: MORN). Upon completion of the transaction, ByAllAccounts will operate as a standalone company. The acquisition is expected to close in the first half of 2026, subject to customary closing c

  • Benzinga·5d ago

    Pello Companies To Acquire ByAllAccounts From Morningstar; Terms Not Disclosed

    Pello Companies, LLC, which focuses on open finance innovation, today announced the entry into a definitive agreement for the acquisition of ByAllAccounts, a provider of innovative data aggregation technology for

  • Yahoo·6d ago

    PIMCO, Capital Group, Causeway top Morningstar manager awards

    One of the asset management firms also took home the independent research firm's overall award for "exemplary stewardship."

  • Yahoo·6d ago

    Morningstar Announces Winners for the 2026 US Morningstar Awards for Investing Excellence

    CHICAGO, April 08, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners of the 2026 US Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that Morningstar believes exemplify long-term investment skill, thoughtful risk-taking, and a consistent commitment to serving investors’ best interests.

  • View all news →
NASDAQ NMS - GLOBAL MARKETMarket closed
Morningstar Inc
Financial Services
$172.21
$-4.21 (-2.39%)
Open
$176.76
Prev close
$176.42
Day range
$169.94 – $179.13
52W range
$149.08 – $316.71
Mkt cap
$6.82B
P/E
18.9
EPS
$8.89
Beta
1.07

Fundamentals

Valuation
Market Cap
$6.82B
P/E (TTM)
18.87S&P avg ~22
P/S (TTM)
2.89S&P avg ~2.8
P/B
7.31S&P avg ~4.5
P/FCF
15.95S&P avg ~26
EPS (TTM)
$8.89
Book/sh
$30.75
Cash/sh
$13.30
Profitability
Gross Margin
61.03%avg ~45%
Operating Margin
21.53%avg ~15%
Net Margin
15.30%avg ~12%
ROE
25.12%avg ~18%
ROA
10.42%avg ~7%
ROI
15.72%
Payout Ratio
20.55%
FCF/sh
—
Growth & Health
Rev Growth YoY
7.49%
Rev Growth 5Y
11.97%
EPS Growth YoY
3.60%
EPS Growth 5Y
11.37%
Current Ratio
—
Quick Ratio
0.95
Debt/Equity
—
LT Debt/Eq
—
Trading & Dividends
Beta
1.07
52W High
$316.71
52W Low
$149.08
Avg Vol (10D)
484.0K
Avg Vol (3M)
527.0K
Div Yield
1.13%
Div/sh (TTM)
—
Analyst
Buy (9)
Price Performance
5D-0.12%
MTD+4.36%
3M-16.92%
6M-21.11%
YTD-18.82%
1Y-34.83%

Factor Grades

View details →
C+
Overall score: 58/100
B-
Valuation
C+
Growth
A-
Profitability
F
Momentum
B
Financial Health

Recent insider activity

View all →
  • 4FORM 4
    Mar 4
  • 4FORM 4
    Mar 3
  • 4FORM 4
    Mar 3
  • 4FORM 4
    Mar 2
  • 4FORM 4
    Feb 27