MORNINGSTAR INC
MORNNASDAQTrading Snapshot
- Day Range
- $212.50 – $217.21
- 52-Week Range
- $141.49 – $226.29
- Volume (shares)
- 235,507
- Avg Volume (shares)
- —
- Shares Outstanding
- 37.5M
- Next Earnings
- 2027-02-10
Fundamentals Snapshot
- Annual Revenue
- $2.45B
- Last Q Revenue
- $672M
- P/E Ratio
- 19.2
- P/S Ratio
- 3.2x
- EPS (TTM)
- $10.53
- Dividend Yield
- 0.95%
- Dilution (1yr)
- −5.6%
MORNINGSTAR INC
MORN
StockOtter · stockotter.spaceAbout MORNINGSTAR INC
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.
Otter Score Breakdown
How it's scoredFive components, each rated 1–5★ and equally weighted (20%), averaged to a 0–100 score:💎 Quality — gross margin🚀 Growth — revenue YoY⚖️ Valuation — P/S ratio⚡ Momentum — 30-day price change💧 Dilution — 1-yr share issuance (buybacks score higher)Analyst Ratings
ⓘLatest News & Updates
Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
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Vanguard Russell 1000 Growth ETF offers exposure to established growth leaders, with the majority of its portfolio concentrated in technology. iShares Morningstar Small-Cap Growth ETF spreads its investments across more
Morningstar, Inc. Reports Third-Quarter 2026 Financial Results
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN) reported growth in revenue, operating and adjusted operating income, and margins in the third quarter. "We continue to put important product enhancements in the
Dave Ramsey’s 8% Rule vs. Morningstar’s 3.9%: Where Dividend Income Fits in Retirement
Dave Ramsey and Morningstar sit on opposite ends of retirement math, and the gap between their withdrawal rates could mean the difference between a comfortable retirement and a depleted portfolio. Where dividends land in
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Nvidia, Apple, and Microsoft are the leading positions in each of these ETFs. The Vanguard Information Technology ETF's trailing-10-year total return of 775% is well ahead of the Vanguard Morningstar Growth ETF's 420% to
Who’s Really Making Money on Leveraged ETFs? Ripple Wants In
Leveraged ETFs charge a management fee you can see on the fact sheet, but a second party quietly collects a separate financing fee. A familiar name from the crypto world just bought its way into that hidden revenue strea