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Morningstar Inc logo

MORN - Morningstar Inc Share Price

$235 -8.1  -3.3%

Last Trade - 18/05/21

Sector
Industrials
Size
Large Cap
Market Cap £7.39bn
Enterprise Value £7.36bn
Revenue £1.03bn
Position in Universe 913th / 6846
Bullish
Bearish
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Momentum
Relative Strength (%)
1m +2.19%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -10.0%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 31st Dec 2015 2016 2017 2018 2019 2020 2021E 2022E CAGR / Avg
788.8 798.6 911.7 1,020 1,179 1,390 +12.0%
+11.8 +24.2 -28.4 +50.5 +38.9 +53.9
PEG
Profitability
ROA
%
%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the three months ended 31 March 2021,Morningstar, Inc. revenues increased 21% to $392.8M. Netincome increased from $23.9M to $54.9M. Revenues reflectLicense-based segment increase of 23% to $266.1M,Transaction-based segment increase of 29% to $65.3M, UnitedStates segment increase of 15% to $269.5M, ContinentalEurope segment increase of 57% to $36.2M. Net incomebenefited from Other income (expense).
Health Trend(F-Score)
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Bankruptcy Score(Z-Score)
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Safe
Earnings Manipulation Risk(M-Score)
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Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Latest News & Insights for MORN
Graphical History

Revenue

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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

MORN Dividend Yield Range Unlock MORN Revenue
Analyst Forecasts
Price Target:
( below Price)
31st Dec 2021
31st Dec 2022
Est. Long Term Growth Rate: Net Profit
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Consensus Estimate
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Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2020 /  2021
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Profile Summary

Morningstar, Inc. is a provider of independent investment research in North America, Europe, Australia, and Asia. The Company focuses to create products that help investors reach their financial goals. It offers a range of data, software, research, and investment management offerings for financial advisors, asset managers, sponsors, and individual investors. It provides data and research insights on a range of investment offerings, including managed investment products, listed companies, capital markets, and real-time global market data. It conducts its business operations outside of the United States through subsidiaries in countries, including Australia, Brazil, Canada, Chile, Denmark, France, Germany, India, Italy, Japan, Luxembourg, Mexico, the Netherlands, New Zealand, Norway, People's Republic of China (both Hong Kong and the mainland), Singapore, South Africa, South Korea, Spain, Sweden, Switzerland, Taiwan, Thailand, the United Arab Emirates, and the United Kingdom.

Directors
Last Annual December 31st, 2020
Last Interim March 31st, 2021
Incorporated May 16, 1984
Public Since May 3, 2005
No. of Shareholders: 787
No. of Employees: 8,362
Sector Industrials
Industry Professional & Commercial Services
Index Nasdaq Composite ,
Exchange NASDAQ Global Select Market
Shares in Issue 42,945,984
Free Float (0.0%)
Eligible for
ISAs
SIPPs
MORN Share Price Performance
Share Price
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Latest News for MORN
Upcoming Events for MORN
Thursday 8th July, 2021
Dividend For MORN.OQ - 0.3150 USD
Tuesday 27th July, 2021 Estimate
Q2 2021 Morningstar Inc Earnings Release
Monday 18th October, 2021
Dividend For MORN.OQ - 0.3150 USD
Tuesday 26th October, 2021 Estimate
Q3 2021 Morningstar Inc Earnings Release
Frequently Asked Questions for Morningstar Inc
What is the Morningstar Inc share price?

As of 18/05/21, shares in Morningstar Inc are trading at $235, giving the company a market capitalisation of £7.39bn. This share price information is delayed by 15 minutes.

How has the Morningstar Inc share price performed this year?

Shares in Morningstar Inc are currently trading at $235 and the price has moved by 67.51% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Morningstar Inc price has moved by 18.55% over the past year.

What are the analyst and broker recommendations for Morningstar Inc?

Of the analysts with advisory recommendations for Morningstar Inc, there are there are currently "buy" , "hold" and "sell" recommendations. The overall consensus recommendation for Morningstar Inc is Not available. You can view the full broker recommendation list by unlocking its StockReport.

When will Morningstar Inc next release its financial results?

Morningstar Inc is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2022-03-31
What is the Morningstar Inc dividend yield?

The Morningstar Inc dividend yield is 0.5% based on the trailing twelve month period.

Does Morningstar Inc pay a dividend?

Last year, Morningstar Inc paid a total dividend of 1.22, and it currently has a trailing dividend yield of 0.5%. Looking ahead, shares in Morningstar Inc are due to go ex-dividend on 2021-07-08 and the next dividend pay date is 2021-07-30.

When does Morningstar Inc next pay dividends?

Morningstar Inc are due to go ex-dividend on 2021-07-08 and the next dividend pay date is 2021-07-30. The historic dividend yield on Morningstar Inc shares is currently 0.5%.

How do I buy Morningstar Inc shares?

To buy shares in Morningstar Inc you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Morningstar Inc?

Shares in Morningstar Inc are currently trading at $235, giving the company a market capitalisation of £7.39bn.

Where are Morningstar Inc shares listed? Where are Morningstar Inc shares listed?

Here are the trading details for Morningstar Inc:

Country of listing: United States
Exchange: NSQ
Ticker Symbol: MORN
What kind of share is Morningstar Inc?

Based on an overall assessment of its quality, value and momentum, Morningstar Inc is currently classified as a Falling Star. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.

Is there a Morningstar Inc share price forecast 2021?

We were not able to load any forecast data for Morningstar Inc.

How can I tell whether the Morningstar Inc share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Morningstar Inc. Over the past six months, the relative strength of its shares against the market has been 5.01%. At the current price of $235, shares in Morningstar Inc are trading at 16.52% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Morningstar Inc PE Ratio?

The Morningstar Inc PE ratio based on its reported earnings over the past 12 months is 31.31. The shares are currently trading at $235.

The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.

The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.

Who are the key directors of Morningstar Inc?

Morningstar Inc's management team is headed by:

Joseph Mansueto - CHM
Bevin Desmond - OTH
Cheryl Francis - IND
Steven Kaplan - IND
Kunal Kapoor - CEO
Gail Landis - IND
Robin Diamonte - IND
Danny Dunn - OTH
Patrick Maloney - GCN
Jason Dubinsky - CFO
Stephen Joynt - DRC
Who are the major shareholders of Morningstar Inc?

Here are the top five shareholders of Morningstar Inc based on the size of their shareholding:

Mansueto (Joseph D) Individual Investor
Percentage owned: 44.45% (19.1m shares)
Select Equity Group, L.P. Investment Advisor/Hedge Fund
Percentage owned: 7.15% (3.07m shares)
The Vanguard Group, Inc. Investment Advisor/Hedge Fund
Percentage owned: 5.47% (2.35m shares)
Kayne Anderson Rudnick Investment Management, LLC Investment Advisor
Percentage owned: 4.15% (1.78m shares)
Virtus KAR Small-Cap Growth Fund Mutual Fund
Percentage owned: 3.4% (1.46m shares)
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