Morningstar Inc. Common Stock (MORN)
Stock · NASDAQ · Finance
$207.23as of 10/16/2026
Price chart
Active signals
MORN Signal Track Record
How signals performed across all stocks →What MORN's price did in the 20 trading sessions after each past signal, compared with any 20-session window over the same period.
| Signal | Times | Median 20-session return | Higher after 20 sessions | Last signal |
|---|---|---|---|---|
| Volume Spike | 32 | -0.6% | 50% | September 18, 2026 |
| Bollinger Band Breakdown | 25 | +2.3% | 56% | October 2, 2026 |
| Bollinger Band Breakout | 17 | +0.7% | 65% | July 27, 2026 |
| 200-Day Moving Average TouchActive now | 10 | -7.3% | 40% | September 29, 2026 |
| Any 20-session window (baseline) | -0.2% | 49% |
Computed by MarketWall from daily closing prices since May 18, 2022. Returns are close-to-close and don't include dividends. Past results describe what happened before; they are not a forecast and not investment advice.
About MORN
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate…
- Sector
- Finance
- Industry
- Investment Managers
- Employees
- 10,973
- Website
- www.morningstar.com/
Fundamentals
- 1-day range
- $206.54$209.38
- Market cap
- $7.37B
- P/E (trailing)
- 18.69
- P/E (forward)
- 14.94
- EPS (trailing)
- $10.53
- Dividend yield
- 0.54%
- Beta
- 0.96
- Avg. volume
- 326.6K
- Ex-dividend date
- October 2, 2026
- Dividend pay date
- October 30, 2026
How Morningstar Inc. Common Stock Makes Money
Where the revenue actually goes — FY2025 annual results
Source: 10-K filed Feb 13, 2026 · via SEC EDGAR / Finnhub
Forecasts
3 analyst ratings
Morningstar Inc. Common Stock Competitors
Chosen by industry and closest market cap.
- MORNMorningstar Inc. Common Stock$207.37▼ 0.89%Market cap $7.37BP/E 18.69$141.49$227.51
- PJTPJT Partners Inc. Class A Common Stock$137.21▲ 0.80%Market cap $7.08BP/E 17.37$127.73$195.62
- VCTRVictory Capital Holdings Inc. Class A Common Stock$108.6▼ 0.64%Market cap $6.68BP/E 15.11$57.03$123.55
- MAASMaase Inc. Class A Ordinary Shares$12.02▼ 4.68%Market cap $8.36BP/E —$2.85$24.9
- STEPStepStone Group Inc. Class A Common Stock$41.64▼ 2.51%Market cap $6.07BP/E —$38.85$77.8
- HLIHoulihan Lokey Inc. Class A Common Stock$129.55▲ 0.81%Market cap $8.92BP/E 22.08$112.83$204.18
- HLNEHamilton Lane Incorporated Class A Common Stock$81.84▼ 1.99%Market cap $5.43BP/E 16.59$71.88$155.66
| Symbol | Market cap | P/E ratio | Price | 1D | 52-week range |
|---|---|---|---|---|---|
| MORN Morningstar Inc. Common Stock | $7.37B | 18.69 | $207.37 | ▼ 0.89% | $141.49$227.51 |
| PJT PJT Partners Inc. Class A Common Stock | $7.08B | 17.37 | $137.21 | ▲ 0.80% | $127.73$195.62 |
| VCTR Victory Capital Holdings Inc. Class A Common Stock | $6.68B | 15.11 | $108.6 | ▼ 0.64% | $57.03$123.55 |
| MAAS Maase Inc. Class A Ordinary Shares | $8.36B | — | $12.02 | ▼ 4.68% | $2.85$24.9 |
| STEP StepStone Group Inc. Class A Common Stock | $6.07B | — | $41.64 | ▼ 2.51% | $38.85$77.8 |
| HLI Houlihan Lokey Inc. Class A Common Stock | $8.92B | 22.08 | $129.55 | ▲ 0.81% | $112.83$204.18 |
| HLNE Hamilton Lane Incorporated Class A Common Stock | $5.43B | 16.59 | $81.84 | ▼ 1.99% | $71.88$155.66 |
P/E shows — for peers not currently carrying a live signal of their own.
Latest news
- BMO Capital Maintains Outperform on Morningstar, Raises Price Target to $237benzinga · 10/13/2026
- Retail Trading Platforms Post Record Quarters as Investor Apps MultiplyYahoo · 10/10/2026
- Mall Values Up 13%, Yet $8.7B in Loans Sit in Special ServicingYahoo · 10/8/2026
- Morningstar (MORN) Stock Is Up, What You Need To KnowYahoo · 10/7/2026
- Morningstar Launches Direct AI, an Agentic Platform Built on Independent InsightsYahoo · 10/7/2026
- Why Morningstar (MORN) Stock Is Up TodayYahoo · 10/6/2026
- Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private MarketsYahoo · 10/6/2026
- Advisors Adopt AI Fast, but Still Aren’t Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor StudyYahoo · 10/5/2026
- Morningstar: Geopolitical Tensions, Inflation Top List of Advisors’ Market ConcernsYahoo · 10/5/2026
Insider Activity
Insider Actions →- Mansueto Daniel · September 30, 2026 · J657.8K
- Holt Michael · September 1, 2026 · Tax Withholding54 @ $218.94
- Wiersema Conan · September 1, 2026 · Tax Withholding29 @ $218.94
- Mansueto Daniel · August 24, 2026 · J377.0K
- Mansueto Joseph D · August 24, 2026 · Sale226 @ $221.12
- Mansueto Joseph D · August 24, 2026 · Sale1.3K @ $220.42
- Mansueto Joseph D · August 24, 2026 · Sale978 @ $219.44
- Mansueto Joseph D · August 24, 2026 · Sale1.7K @ $218.43
- Mansueto Joseph D · August 24, 2026 · Sale1.2K @ $217.26
- Mansueto Joseph D · August 24, 2026 · Sale220 @ $216.01
- Mansueto Joseph D · August 21, 2026 · Sale268 @ $217.57
- Mansueto Joseph D · August 21, 2026 · Sale3.8K @ $216.7
- Mansueto Joseph D · August 20, 2026 · Sale501 @ $217.13
- Mansueto Joseph D · August 20, 2026 · Sale295 @ $216.16
- Mansueto Joseph D · August 20, 2026 · Sale1.9K @ $215.18
Institutional Ownership
March 31, 2026
- Total shares held
- 21.95M
- Total value held
- $3.65B
- Institutional holders
- 431
- Unknown2.34M
- Unknown1.73M
- Unknown1.66M
- Unknown989.5K
- Unknown859.5K
- Unknown759.5K
- Unknown735.6K
- Unknown645.4K
- Unknown637.7K
- Unknown623.6K
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AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 7, 2026
Morningstar Launches Direct AI Platform for Advisors
Morningstar introduced Direct AI, an agentic platform built on its independent insights, and expanded access to public and private markets with Envestnet. These moves highlight the company's push into AI-driven tools for financial advisors. The stock is currently trading near its 52-week low, despite analyst targets remaining significantly higher than the current price.
Morningstar Launches Direct AI Platform for Advisors. Morningstar introduced Direct AI, an agentic platform built on its independent insights, and expanded access to public and private markets with Envestnet. These moves highlight the company's push into AI-driven tools for financial advisors. The stock is currently trading near its 52-week low, despite analyst targets remaining significantly higher than the current price.