Morningstar/$MORN
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About Morningstar
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's majority of the revenue is generated in the United States of America.
Ticker
$MORN
Sector
Primary listing
Employees
11,085
Headquarters
Website
Morningstar Metrics
BasicAdvanced
$8.8B
24.25
$8.80
1.00
$1.82
0.85%
Price and volume
Market cap
$8.8B
Beta
1
52-week high
$358.26
52-week low
$202.89
Average daily volume
416K
Dividend rate
$1.82
Financial strength
Current ratio
1.036
Quick ratio
0.943
Long term debt to equity
66.229
Total debt to equity
68.864
Dividend payout ratio (TTM)
20.03%
Interest coverage (TTM)
11.99%
Profitability
EBITDA (TTM)
567.5
Gross margin (TTM)
60.93%
Net profit margin (TTM)
15.70%
Operating margin (TTM)
19.67%
Effective tax rate (TTM)
24.04%
Revenue per employee (TTM)
$220,000
Management effectiveness
Return on assets (TTM)
8.27%
Return on equity (TTM)
24.42%
Valuation
Price to earnings (TTM)
24.25
Price to revenue (TTM)
3.784
Price to book
5.85
Price to tangible book (TTM)
-18.08
Price to free cash flow (TTM)
19.746
Free cash flow yield (TTM)
5.06%
Free cash flow per share (TTM)
10.802
Dividend yield (TTM)
0.85%
Forward dividend yield
0.85%
Growth
Revenue change (TTM)
7.76%
Earnings per share change (TTM)
16.17%
3-year revenue growth (CAGR)
8.84%
10-year revenue growth (CAGR)
11.82%
3-year earnings per share growth (CAGR)
45.46%
10-year earnings per share growth (CAGR)
11.92%
3-year dividend per share growth (CAGR)
7.99%
10-year dividend per share growth (CAGR)
9.13%
What the Analysts think about Morningstar
Analyst ratings (Buy, Hold, Sell) for Morningstar stock.
Bulls say / Bears say
Second-quarter 2025 revenue climbed 5.8% to $605.1 million, while diluted EPS surged 30.6% to $2.09, powered by strong performance from PitchBook, Morningstar Direct Platform, and Morningstar Credit (Reuters).
Morningstar introduced the Morningstar PitchBook US Modern Market 100 Index, the first benchmark combining public and private equity exposure, demonstrating innovation and adaptability to evolving investor demands (Reuters via CNBC).
Morningstar agreed to buy the Center for Research in Security Prices for $375 million to strengthen its index business, reinforcing its position among the largest US equity index providers and broadening its benchmark lineup (Reuters).
Cash provided by operating activities dropped 35.2% to $99.0 million and free cash flow fell 48.3% to $62.4 million in Q2 2025, indicating weaker cash generation despite revenue growth (Reuters).
Morningstar Indexes revenue declined slightly in Q2 2025, as outflows and lower assets under management and advisement for higher-margin products weigh on segment margins (Morningstar).
Rising fee competition in the index business, highlighted by Vanguard’s recent ETF fee cuts, could pressure Morningstar Indexes' fee income and margins (Financial Times).
Data summarised monthly by Lightyear AI. Last updated on 3 Nov 2025.
Morningstar Financial Performance
Revenues and expenses
Morningstar Earnings Performance
Company profitability
Morningstar News
AllArticlesVideos
Morningstar, Inc. Reports Third-Quarter 2025 Financial Results
Business Wire6 days ago
Morningstar DBRS Expands into Asia Pacific with New Australia Regional Hub
Business Wire7 days ago
Morningstar Publishes 2025 Health Savings Account Landscape With New Provider Assessments and Market Insights
Business Wire3 weeks ago
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.
Capital at risk
Upcoming events
No upcoming events
FAQs
What’s the current market cap for Morningstar stock?
Morningstar (MORN) has a market cap of $8.8B as of November 04, 2025.
What is the P/E ratio for Morningstar stock?
The price to earnings (P/E) ratio for Morningstar (MORN) stock is 24.25 as of November 04, 2025.
Does Morningstar stock pay dividends?
Yes, the Morningstar (MORN) stock pays dividends to shareholders. As of November 04, 2025, the dividend rate is $1.82 and the yield is 0.85%. Morningstar has a payout ratio of 20.03% on a trailing twelve-month basis.
When is the next Morningstar dividend payment date?
The next Morningstar (MORN) dividend payment date is unconfirmed.
What is the beta indicator for Morningstar?
Morningstar (MORN) has a beta rating of 1. This means that it is more volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 2 would indicate the stock moves twice as much as the market.