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Morningstar Inc (MORN)

US · Financial Services · Financial Data & Stock Exchanges

$200.25+0.66%
Last close · 2026-08-04

Latest quarter · ended 2026-06-30

Revenue
$663.2M
Revenue YoY
+9.6%
Net profit
$107.8M
Profit YoY
+21.1%
EPS
$3.10
EPS estimate
$2.83
Net margin
16.3%

EPS came in at 3.10 against a street estimate of 2.83 — a beat of 9.5%.

Key statistics

Market cap
$7.22B
P/E
18.3
Forward P/E
16.3
P/B
7.05
Book value
$26.79
EPS (TTM)
$10.51
Dividend yield
1.01%
52-week high
$269.21
52-week low
$141.06
50-day MA
$172.79
200-day MA
$188.79
Beta
1.01

Analyst view

Analysts rate Morningstar Inc a buy (2 buy, 1 hold, 0 sell out of 3) with an average price target of $236.67.

Shareholding

Insiders
49.97%
Institutions
65.27%

Largest institutional holders

FundStake
BlackRock Inc6.23%
Morgan Stanley - Brokerage Accounts4.61%
Wellington Management Company LLP4.43%
Vanguard Portfolio Management, LLC2.80%
Vanguard Capital Management, LLC2.64%
Two Sigma Investments LLC2.29%
BAMCO Inc2.02%
State Street Corp1.96%

Recent filings & reports

DocumentDate
Results announced · Q3 20262026-07-29
Quarterly report · Q2 20262026-07-29
Reg FD disclosure · Q2 20262026-06-25
Company announcement · Q2 20262026-06-18
Reg FD disclosure · Q2 20262026-05-22
Quarterly report · Q1 20262026-04-29
Proxy statement · Q2 20262026-03-27
Annual report FY20252026-02-13

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Data updated 2026-08-05.