Morningstar Stock Today
| MORN Stock | USD 355.65 0.91 0.26% |
Performance12 of 100
| Odds Of DistressLess than 5
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Morningstar is selling at 355.65 as of the 28th of November 2024; that is 0.26 percent increase since the beginning of the trading day. The stock's open price was 354.74. Morningstar has under 5 % chance of experiencing financial distress over the next 2 years and had a good performance during the last 90 days. Equity ratings for Morningstar are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Business Domain Financial Services | IPO Date 3rd of May 2005 | Classification Financials |
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company was incorporated in 1984 and is headquartered in Chicago, Illinois. Morningstar operates under Financial Data Stock Exchanges classification in the United States and is traded on NASDAQ Exchange. The company has 42.88 M outstanding shares of which 118.37 K shares are now shorted by private and institutional investors with about 0.93 trading days to cover. More on Morningstar
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Morningstar Stock Highlights
ESG Sustainability
Environmental | Governance | Social |
| Chairman | Joseph Mansueto | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Business Concentration | Financial Exchanges & Data, Financial Data & Stock Exchanges, Financial Services, NASDAQ Composite, SP Midcap 400, Financials, Capital Markets, Financial Data & Stock Exchanges, Financial Services (View all Sectors) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Average Analyst Recommendation | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Financial Strength
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Debt LevelsMorningstar can leverage the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Morningstar's financial leverage. It provides some insight into what part of Morningstar's total assets is financed by creditors.
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Morningstar (MORN) is traded on NASDAQ Exchange in USA. It is located in 22 West Washington Street, Chicago, IL, United States, 60602 and employs 11,149 people. Morningstar is listed under Financial Exchanges & Data category by Fama And French industry classification. The company currently falls under 'Large-Cap' category with a current market capitalization of 15.03 B. Morningstar conducts business under Capital Markets sector and is part of Financials industry. The entity has 42.88 M outstanding shares of which 118.37 K shares are now shorted by private and institutional investors with about 0.93 trading days to cover.
Morningstar currently holds about 407.1 M in cash with 316.4 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 9.58.
Check Morningstar Probability Of Bankruptcy
Ownership AllocationMorningstar maintains a total of 42.88 Million outstanding shares. Over half of Morningstar's outstanding shares are owned by institutional investors. These institutional investors are typically referred to as corporate investors that shop for positions in a given instrument to benefit from reduced trade commissions. Also note that almost three hundred thirty thousand two hundred eight invesors are currently shorting Morningstar expressing very little confidence in its future performance.
Check Morningstar Ownership Details
Morningstar Stock Institutional Holders
| Instituion | Recorded On | Shares | |
| T. Rowe Price Associates, Inc. | 2024-06-30 | 684.7 K | |
| Geode Capital Management, Llc | 2024-09-30 | 497.4 K | |
| Liontrust Investment Partners Llp | 2024-09-30 | 402.8 K | |
| Fmr Inc | 2024-09-30 | 400.5 K | |
| Bank Of New York Mellon Corp | 2024-06-30 | 327.9 K | |
| Norges Bank | 2024-06-30 | 324.4 K | |
| Millennium Management Llc | 2024-06-30 | 320.2 K | |
| Dimensional Fund Advisors, Inc. | 2024-09-30 | 291.9 K | |
| Allspring Global Investments Holdings, Llc | 2024-06-30 | 282.5 K | |
| Morgan Stanley - Brokerage Accounts | 2024-06-30 | 4 M | |
| Vanguard Group Inc | 2024-09-30 | 2.8 M |
Morningstar Historical Income Statement
Morningstar Stock Against Markets
Morningstar Corporate Management
| Tal Nieburg | Managing Africa | Profile | |
| David Williams | Head - Design and Marketing | Profile | |
| Jason Dubinsky | Chief Officer | Profile | |
| Kunal CFA | CEO Director | Profile |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Is Financial Exchanges & Data space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morningstar. If investors know Morningstar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morningstar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.044 | Dividend Share 1.615 | Earnings Share 7.57 | Revenue Per Share 51.995 | Quarterly Revenue Growth 0.105 |
The market value of Morningstar is measured differently than its book value, which is the value of Morningstar that is recorded on the company's balance sheet. Investors also form their own opinion of Morningstar's value that differs from its market value or its book value, called intrinsic value, which is Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morningstar's market value can be influenced by many factors that don't directly affect Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.