Summary

305.04 -6.88(-2.21%)09/06/2024
Morningstar Inc (MORN)

Key Facts


1 Day1 Week1 Month3 Months6 Months1 Year5 YearsAll Time
-2.06-2.661.034.18-1.6823.0093.671,575.53


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Trading Data
Close305.04
Open311.43
High312.47
Low303.36
Volume38,255
Change-6.42
Change %-2.06
Avg Volume (20 Days)58,237
Volume/Avg Volume (20 Days) Ratio0.66
52 Week Range219.49 - 330.22
Price vs 52 Week High-7.63%
Price vs 52 Week Low38.98%
Range-2.05
Gap Up/Down-2.29
Fundamentals
Market Capitalization (Mln)13,054
EBIDTA404,800,000
PE Ratio60.2788
PEG Ratio0.0000
WallStreet Target Price340.00
Book Value32.3570
Earnings Per Share4.9500
EPS Estimate Current Quarter0.0000
EPS Estimate Next Quarter0.0000
EPS Estimate Current Year7.0400
EPS Estimate Next Year8.2500
Diluted EPS (TTM)4.9500
Revenues
Profit Marging0.1013
Operating Marging (TTM)0.1706
Return on asset (TTM)0.0546
Return on equity (TTM)0.1645
Revenue TTM2,101,699,968
Revenue per share TTM49.2780
Quarterly Revenue Growth (YOY)0.1320
Quarterly Earnings Growth (YOY)21.2850
Gross Profit (TTM)1,091,300,000
Dividends
Dividend Share1.5550
Dividend Yield0.0054
Valuations
Trailing PE60.2788
Forward PE0.0000
Price Sales (TTM)0.0000
Price Book (MRQ)9.8554
Revenue Enterprise Value 6.7974
EBITDA Enterprise Value32.4449
Shares
Shares Outstanding42,745,600
Shares Float47,686,117
Shares Short0
Shares Short (Prior Month)0
Shares Ratio0.00
Short Outstanding (%)0.00
Short Float (%)0.01
Insider (%)40.29
Institutions (%)60.23


08/12 07:21 EST - zacks.com
Should iShares Morningstar Small-Cap ETF (ISCB) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the iShares Morningstar Small-Cap ETF (ISCB), a passively managed exchange traded fund launched on 06/28/2004.
08/05 07:20 EST - zacks.com
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Launched on 06/28/2004, the iShares Morningstar Small-Cap Value ETF (ISCV) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
08/03 10:14 EST - etftrends.com
Explore the Strongholds: Moat Index Holdings Overview
Get Morningstar's moat analysis and business outlooks for all 55 companies in the Morningstar® Wide Moat Focus Index. Powered by Morningstar's forward-looking equity research, the Morningstar® Wide Moat Focus Index comprises quality companies with sustainable competitive advantages that are trading at attractive valuations.
07/30 10:05 EST - businesswire.com
Morningstar Retirement Launches New Morningstar Model of US Retirement Outcomes
CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the Morningstar Model of U.S. Retirement Outcomes — a simulation tool that considers individual characteristics, healthcare costs, and projected longevity to assess retirement income sufficiency. Through use of the model, the Morningstar Center for Retirement & Policy Studies published new research which examines potential retirem.
07/29 16:30 EST - investorplace.com
The Top 7 Fintech Stocks to Buy Now: Summer 2024
There's a lot of money in money. The fintech industry is projected to maintain a compounded annual growth rate of 16.5% from now until 2032.
07/01 23:57 EST - seekingalpha.com
Going Beyond Morningstar's 10 Best Value Stocks List
Morningstar published 10 Best Value Stocks to Buy for the Long Term, undervalued blue-chip stocks with low price to fair value. Valuation and future return of each stock analyzed, compared to the S&P 500, Bristol-Myers has the highest potential rate of return. In comparison to Morningstar's 10 Best Value Stocks with 10 Best Dividend Stocks, Bristol-Myers stands out as undervalued with a high potential return.
06/24 16:15 EST - businesswire.com
Morningstar, Inc. to Announce Second-Quarter 2024 Financial Results on July 24
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2024 financial results after the market closes on Wednesday, July 24, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line.
06/21 10:32 EST - globenewswire.com
Gabelli Funds Portfolio Managers to Present at Morningstar Investment Conference in Chicago June 26-27
RYE, N.Y., June 21, 2024 (GLOBE NEWSWIRE) -- Gabelli Funds (“GAMCO”) (OTCQX: GAMI) announced today that it will be the Principal Sponsor of the Morningstar Investment Conference in Chicago for the second consecutive year. Two Portfolio Managers, John Belton and Tony Bancroft, will present at the conference on June 26th and 27th, respectively.
06/20 09:15 EST - globenewswire.com
AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business
CONCORD, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), today announced a strategic alliance with Morningstar Wealth , a division of independent investing insights firm Morningstar, Inc. (Nasdaq: MORN).
06/18 16:15 EST - businesswire.com
Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2024, to shareholders of record as of July 12, 2024. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in Nort.
06/18 05:07 EST - businesswire.com
Subscription Model Drives Record Customer Advocacy and Satisfaction Rates for eDreams ODIGEO
BARCELONA, Spain--(BUSINESS WIRE)--eDreams ODIGEO (‘The Company'), the world's leading travel subscription platform and one of Europe's largest e-commerce businesses, today announced that it has achieved record customer advocacy and satisfaction levels following the pivot to a subscription-led model. This is supported by millions of data points, including customer related KPIs1 that are included in the Company's Non-financial Statement that is independently verified by external auditors, ensuri.
06/12 02:00 EST - businesswire.com
Morningstar Sustainalytics Introduces Significant Enhancements to its ESG Risk Ratings
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announces significant enhancements to Morningstar Sustainalytics flagship ESG Risk Ratings, covering more than 16,000 companies globally. The corporate governance methodology enhancements were implemented on May 30 and stronger material ESG risk measures will be implemented in the coming months. Laura Lutton – Director of ESG Product Management, Morningstar Sustainalytics “Ou.
06/10 13:43 EST - investorplace.com
3 ETFs to Buy for Life-Changing Returns
A recent article about ETFs to buy from Morningstar.com caught my attention for a few reasons.  First, Ryan Jackson, a manager research analyst for passive strategies for Morningstar, recommended highly rated ETFs that have struggled recently.
05/30 07:21 EST - zacks.com
Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares Morningstar Small-Cap Growth ETF (ISCG), a passively managed exchange traded fund launched on 06/28/2004.
05/27 20:55 EST - seekingalpha.com
Going Beyond Morningstar's 10 Best Dividend Stocks List
Morningstar published their 10 Best Dividend Stocks, which are undervalued blue-chip stocks with reliable dividends. The article analyzes the valuation and estimated future total return of each stock, comparing them to the S&P 500. Comcast has the highest potential rate of return among the 10 stocks, while Sempra has the lowest.
05/23 18:07 EST - youtube.com
'Stock is undervalued': Morningstar's Nicolas Owens on Boeing's latest setback
Nicolas Owens, Morningstar Equity Analyst, joins 'Fast Money' to talk Boeing's latest setback and his take on where the stock should be.
05/22 16:15 EST - businesswire.com
Morningstar to Appoint Rod Diefendorf as President and Chief Operating Officer of PitchBook
SEATTLE--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN), a leading provider of independent investment insights, today announced that Rod Diefendorf will be appointed the next leader of PitchBook as President and Chief Operating Officer, reporting to Morningstar CEO Kunal Kapoor. This appointment comes after PitchBook founder John Gabbert announced his plans to depart. “Rod is a proven leader who has worked alongside John for years and knows PitchBook inside and out. He is well equipped to continue.
05/22 04:30 EST - youtube.com
Morningstar: Anglo American has been good at playing 'hard to get'
Jon Mills, equity analyst at Morningstar, says BHP's last bid for Anglo American is "getting expensive" ahead of Wednesday's deadline for a formal offer.