Morningstar, Inc. (MORN) Stock Price
MORNStock
$207.37−1.59%52W
Market Cap$7.78B
P/E20.79x
PEG Ratio2.31
Div yield0.54%
Beta0.95
MORN Share Price Chart
Favorite Metrics
Price vs S&P 500 (26W)10.51%
Price vs S&P 500 (4W)4.25%
PEG Ratio2.31
VGM Score55.16
P/E Ratio (Annual)20.79x
Indicated Dividend Yield (Annual)0.54%
MORN Earnings Surprise History
| Quarter | Report date | EPS estimate | EPS actual | Surprise |
|---|---|---|---|---|
| Q2 2026 | $2.83 | $3.10 | +9.56%(+$0.27) | |
| Q1 2026 | $2.66 | $3.18 | +19.48%(+$0.52) | |
| Q4 2025 | $2.36 | $2.71 | +14.83%(+$0.35) | |
| Q3 2025 | $2.42 | $2.55 | +5.47%(+$0.13) | |
| Q2 2025 | $2.19 | $2.40 | +9.38%(+$0.21) |
MORN Analyst Recommendations
Jun 2026
Jul 2026
Aug 2026
Sep 2026
4.00
4.00
4.00
4.00
Industry Peers — Investment Advice(128)
| Symbol | Value Score | Growth Score | Momentum Score | P/E Ratio (Annual) | ROE (TTM) | Operating Margin (TTM) | Revenue Growth TTM (YoY) | Price |
|---|---|---|---|---|---|---|---|---|
MORNMorningstar, Inc. | C | C | B | 20.8x | 35.3% | 23.5% | 9.3% | $207.37 |
| BXBlackstone Inc. | D | B | F | 43.8x | 40.9% | 47.2% | 17.2% | $106.61 |
| KKRKKR & Co. Inc. | D | C | F | 32.6x | 10.3% | 8.8% | 30.5% | $86.21 |
| BAMBrookfield Asset Management Ltd. | D | B | D | 29.9x | 33.6% | 61.6% | 132.7% | $45.32 |
| APOApollo Global Management, Inc. | C | B | D | 14.3x | 8.6% | 25.5% | 40.7% | $110.78 |
| AMPAmeriprise Financial, Inc. | C | C | C | 12.4x | 61.7% | 30.5% | 9.1% | $500.80 |
| ARESAres Management Corporation Class A Common Stock | D | C | D | 47.7x | 15.2% | 18.7% | 24.0% | $112.27 |
| TROWT Rowe Price Group Inc | B | D | C | 10.3x | 20.4% | 30.8% | 7.0% | $100.97 |
| PSPershing Square Inc. | F | A | C | 71.2x | 5.6% | 8.7% | — | $44.48 |
| TPGTPG Inc. Class A Common Stock | D | B | D | 88.6x | 20.1% | 12.8% | 30.2% | $42.52 |
| BENFranklin Templeton, Inc. | C | C | B | 30.0x | 6.8% | 9.7% | 7.9% | $30.98 |
About Morningstar, Inc.
Morningstar Inc provides independent investment data, research, and insights to financial advisers, asset managers, and investors across equities, fixed income, private markets, and managed products. Its flagship Morningstar Direct Platform generates the majority of revenue through comprehensive analytics and research tools. The company also operates specialized segments including PitchBook for private capital intelligence, Morningstar Credit for fixed income research, and wealth management solutions, with the bulk of revenue coming from the U.S. market.