Morningstar, Inc.(MORN)Earnings, Financials & Key RatiosMorningstar, Inc. (MORN) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the forward P/E of 12.97 suggests a potentially attractive valuation, the rising debt-to-equity ratio of 1.87 and volatile cash conversion ratios indicate significant execution risks that require further stabilization.
Morningstar, Inc. (MORN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Morningstar, Inc. (MORN) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $3.18vs $2.41+32.0% | $645Mvs $627M+2.9% |
| Q1 2026 | Feb 12, 2026 | $2.71vs $2.36+14.8% | $641Mvs $634M+1.1% |
| Q4 2025 | Oct 29, 2025 | $2.55vs $2.34+9.0% | $617Mvs $634M-2.7% |
| Q3 2025 | Jul 30, 2025 | $2.40vs $2.21+8.6% | $605Mvs $606M-0.1% |
Recent stock market news and headlines for Morningstar, Inc. (MORN)
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Morningstar is warning investors to brace for a reckoning in AI stocks, with
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2026 financial results after the market closes on Wednesday, July 29, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected]. About Morningstar Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of pro.
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a suite of integrations with Microsoft technologies designed to bring Morningstar's trusted investment intelligence directly into AI-powered workflows used by financial services firms. The integrations span Microsoft 365 Copilot, Copilot Studio, and Microsoft 365 ecosystems, enabling investment professionals to access Morningstar's analyst-driven insights and invest.
SEATTLE--(BUSINESS WIRE)--PitchBook, a leading private capital market intelligence platform, today announced a new federated Copilot connector with Microsoft, bringing trusted private capital market data into Microsoft 365 Copilot — including Copilot in Excel, Copilot Chat, and Researcher. The connector brings trusted private capital market data into secure enterprise AI environments and enables licensed users to interact with PitchBook intelligence directly within the Microsoft 365 Suite. Thro.
Key metrics vs top competitors for Morningstar, Inc. (MORN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $170.96 | $6.5B | 19.27 | 7.49% | 15.3% | 26.35% | 1.07% | |
| $608.09 | $44.27B | 39.08 | 9.74% | 40.74% | — | — | |
| $443.46 | $131.26B | 30.25 | 7.94% | 30.37% | 12.92% | — | |
| $500.49 | $88.74B | 36.61 | 8.89% | 31.69% | 64.11% | — | |
| $258.30 | $9.19B | 16.61 | 5.39% | 23.21% | 26.58% | — | |
| $136.45 | $77.16B | 23.65 | 7.46% | 29.98% | 13.54% | — |
Morningstar, Inc. (MORN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Morningstar, Inc. (MORN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 29, 2026·SEC
Mar 25, 2026·SEC
Mar 13, 2026·SEC
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Morningstar, Inc. (MORN) stock FAQ — growth, dividends, profitability & financials explained
Morningstar, Inc. (MORN) reported $2.51B in revenue for fiscal year 2025.
Morningstar, Inc. (MORN) grew revenue by 7.5% over the past year. This is steady growth.
Yes, Morningstar, Inc. (MORN) is profitable, generating $402.8M in net income for fiscal year 2025 (15.3% net margin).
Yes, Morningstar, Inc. (MORN) pays a dividend with a yield of 1.07%. This makes it attractive for income-focused investors.
Morningstar, Inc. (MORN) has a return on equity (ROE) of 26.3%. This is excellent, indicating efficient use of shareholder capital.
Morningstar, Inc. (MORN) generated $437.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
