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

Morningstar Metrics

BasicAdvanced
$11B
27.35
$9.41
0.96
$1.77
0.71%

What the Analysts think about Morningstar

Analyst ratings (Buy, Hold, Sell) for Morningstar stock.

Bulls say / Bears say

PitchBook reported 9.6% organic revenue growth and Morningstar Credit achieved 8.4% organic growth in Q2 2025, demonstrating strong demand for Morningstar’s private market analytics and structured finance data services.
The March 2025 acquisitions of Lumonic and Dealview (DealX) expanded Morningstar’s private credit and structured finance offerings by adding AI-based portfolio monitoring and standardized CMBS/CLO data into its PitchBook and Credit platforms.
Morningstar bought back $112.0 million of its shares in Q2 2025, signaling management’s confidence in the company’s long-term prospects and their disciplined approach to capital allocation.
Morningstar’s free cash flow dropped 48.3% year-over-year to $62.4 million in Q2 2025, mainly due to higher tax payments, raising concerns about its ability to generate operating cash.
Morningstar Sustainalytics revenue decreased to $27.3 million in Q2 2025 from $29.2 million a year ago—a 6.5% decline—highlighting challenges from vendor consolidation and the shift to a licensing model in its ESG business.
The Corporate and All Other segment’s adjusted operating loss widened to –$54.6 million in Q2 2025 from –$46.6 million in Q2 2024, putting more pressure on overall profitability.
Data summarised monthly by Lightyear AI. Last updated on 31 Aug 2025.

Morningstar Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Morningstar Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
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.

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Oct3
Morningstar
DividendEx-dividend
Oct31
Morningstar
DividendPayment
$0.455Per share
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